The video analyzes Salesforce (CRM) stock, currently trading at $233.37 near its 52-week low of $226. The analyst uses revenue growth from 2016 to 2025, showing an increase from $8.4 billion to $38.6 billion (a CAGR of 20.2%), but expects this growth to decelerate. He expresses concern about Salesforce's acquisition strategy, noting overpayment for past acquisitions. The operating margin has improved to 20.5%, a tenfold increase from 2021, and the return on invested capital has risen to 7.2%. The analyst shares his discounted cash flow valuation, setting a fair value of $278.88 per share. Considering forward P/E, the stock is undervalued. He acknowledges risks including slowing growth and potential poor acquisitions. The recommendation for CRM is a buy.