Company Deep Dive
Read the full research report: business segments breakdown, earnings transcripts review, management credibility analysis, competitive landscape, and scenarios.
CRM
BuyFLAGSalesforce, Inc. · Technology · United States · $210.7B · Avg Vol: $3.8B/d
Salesforce has quality Q67 and value V63 with a buyback on file, but momentum at M45 is below the calibrated floor, so stage one fails.
COMPANY DESCRIPTION
Salesforce, Inc. is the global leader in cloud-based customer relationship management (CRM) software, offering an integrated platform that empowers businesses across sales, service, marketing, and analytics. The company's formidable competitive moat stems from its extensive ecosystem, high customer switching costs, continuous innovation, and pervasive market penetration, making it an indispensable partner for enterprise digital transformation. Salesforce pioneered the software-as-a-service (SaaS) model and continues to expand its offerings through strategic acquisitions and platform development.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 31.4B | 34.9B | 37.9B | 41.5B | 9.8% | 42.8B | 46.1B | 50.5B | 10.3% |
| EPS | 0.21 | 4.25 | 6.44 | 7.85 | 234.4% | 8.64 | 8.86 | 9.73 | 11.3% |
| Shares | 981.0M | 971.0M | 962.0M | 929.0M | -5.3% | — | — | — | — |
| Debt | 14.1B | 12.6B | 11.4B | 17.2B | 6.8% | 42.5B | — | — | — |
| Equity | 58.4B | 59.6B | 61.2B | 59.1B | 0.4% | — | — | — | — |
| Op CF | 7.1B | 10.2B | 13.1B | 15.0B | 28.2% | 15.2B | — | — | — |
| Inv CF | -2.0B | -1.3B | -3.2B | -8.6B | — | — | — | — | — |
| Fin CF | -3.6B | -7.5B | -9.4B | -8.1B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of CRM are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CRM | Salesforce, Inc.(you) | $210.7B | 78 | Buy |
| S2HO34.SA | Shopify Inc. | $197.4B | 79 | Buy |
| SAP.DE | SAP SE | $252.1B | 79 | Buy |
| UT8.DE | Uber Technologies, Inc. | $161.6B | 81 | Strong Buy |
| INTU | Intuit Inc. | $97.9B | 78 | Buy |
| ADP | Automatic Data Processing, Inc. | $114.2B | 86 | Strong Buy |
| ADBE | Adobe Inc. | $115.9B | 87 | Strong Buy |
| NOWW.MX | ServiceNow, Inc. | $132.9B | 66 | Buy |
| CDS.DE | Cadence Design Systems, Inc. | $86.4B | 73 | Buy |
| D1DG34.SA | Datadog, Inc. | $80.0B | 82 | Strong Buy |
Peer medians: ROE 7.5% · P/E 29.9x · Gross margin 33.3%