Salesforce.com Inc (CRM)vsClear Secure Inc (YOU)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
YOU
Clear Secure Inc
$54.48
+1.77%
TECHNOLOGY · Cap: $7.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 4510% more annual revenue ($41.52B vs $900.78M). CRM leads profitability with a 18.0% profit margin vs 12.1%. CRM trades at a lower P/E of 23.5x. CRM earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
YOU
Hold48
out of 100
Grade: D+
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
-327.0%
Fair Value
$7.62
Current Price
$54.48
$46.86 premium
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
Every $100 of equity generates 76 in profit
Strong operational efficiency at 22.4%
16.7% revenue growth
Areas to Watch
Grey zone — moderate risk
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 30.1x book value
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 : YOU
The strongest argument for YOU centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 16.7% demonstrates continued momentum.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : YOU
The primary concerns for YOU are Altman Z-Score, Piotroski F-Score, P/E Ratio. A P/E of 47.8x leaves little room for execution misses.
Key Dynamics to Monitor
CRM profiles as a mature stock while YOU is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
YOU is growing revenue faster at 16.7% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 48/100), backed by strong 18.0% margins and 12.1% revenue growth. Both earn "Buy" and "Hold" 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 →Clear Secure Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clear Secure, Inc. is focused on operating as a holding company for Alclear Holdings LLC providing a member-centric secure identity platform using biometric data in the United States. The company is headquartered in New York, New York.
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