Salesforce.com Inc (CRM)vsFull Truck Alliance Co Ltd ADR (YMM)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
YMM
Full Truck Alliance Co Ltd ADR
$8.35
+1.71%
TECHNOLOGY · Cap: $8.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 232% more annual revenue ($41.52B vs $12.49B). YMM leads profitability with a 35.3% profit margin vs 18.0%. YMM trades at a lower P/E of 13.5x. YMM earns a higher WallStSmart Score of 72/100 (B).
CRM
Buy63
out of 100
Grade: C+
YMM
Strong Buy72
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
+65.4%
Fair Value
$28.55
Current Price
$8.35
$20.20 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
Reasonable price relative to book value
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 32.2%
Earnings expanding 76.6% YoY
Attractively priced relative to earnings
Areas to Watch
Grey zone — moderate risk
0.6% revenue growth
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 : YMM
The strongest argument for YMM centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 35.3% and operating margin at 32.2%.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : YMM
The primary concerns for YMM are Revenue Growth.
Key Dynamics to Monitor
CRM profiles as a mature stock while YMM is a value play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
YMM scores higher overall (72/100 vs 63/100), backed by strong 35.3% margins. 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 →Full Truck Alliance Co Ltd ADR
TECHNOLOGY · SOFTWARE - APPLICATION · China
Full Truck Alliance Co. Ltd., operates a digital cargo platform that connects carriers with truckers to facilitate shipments across distance ranges, weights and types of cargo in the People's Republic of China. The company is headquartered in Guiyang, China.
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