CRM vs SNX
Salesforce vs TD Synnex — AI-powered side-by-side comparison
| Metric | CRM | SNX |
|---|
| AI Score |
54
|
64
|
| Price |
$205.63
|
$251.48
|
| P/E Ratio |
23.72×
|
17.85×
|
| ROE |
12.6%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
77.6%
|
6.8%
|
| Debt / Equity |
1.22×
|
0.53×
|
| Dividend Yield |
0.8%
|
0.7%
|
| RSI (14) |
62.4
|
47.2
|
| Beta |
1.152
|
1.436
|
| Expected Upside |
+1.0%
|
+21.4%
|
AI Committee View
Current Innellis committee reasoning for CRM versus SNX.
SNX leads by 10 points.
SNX scores 64/100 (Buy) versus CRM at 54/100 (Watch).
CRM Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 17.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 71 is in overbought territory — Technical
- Bollinger bandwidth of 17.8% signals elevated volatility — Risk
SNX Committee View
80% agreement
5 analysts
The primary driver is price-to-book of 1.5x is a discount to asset value. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical