Salesforce.com Inc (CRM)vsYuanbao Inc. American Depositary Shares (YB)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
YB
Yuanbao Inc. American Depositary Shares
$17.26
-2.49%
TECHNOLOGY · Cap: $815.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 850% more annual revenue ($41.52B vs $4.37B). YB leads profitability with a 29.9% profit margin vs 18.0%. YB trades at a lower P/E of 4.5x. YB earns a higher WallStSmart Score of 78/100 (B+).
CRM
Buy63
out of 100
Grade: C+
YB
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+89.3%
Fair Value
$186.26
Current Price
$17.26
$169.00 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 51 in profit
Strong operational efficiency at 33.6%
Revenue surging 32.2% year-over-year
Keeps 30 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : YB
The strongest argument for YB centers on P/E Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 29.9% and operating margin at 33.6%. Revenue growth of 32.2% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : YB
The primary concerns for YB are Market Cap.
Key Dynamics to Monitor
CRM profiles as a mature stock while YB is a growth play — different risk/reward profiles.
YB is growing revenue faster at 32.2% — sustainability is the question.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
YB scores higher overall (78/100 vs 63/100), backed by strong 29.9% margins and 32.2% revenue growth. CRM offers better value entry with a 34.2% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Visit Website →Yuanbao Inc. American Depositary Shares
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Yuanbao Inc., provides online insurance distribution and services in the People's Republic of China. The company is headquartered in Beijing, the People's Republic of China.
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