SuperworthSalesforce, Inc. CRM
Software - Application, Technology
$224.56
−0.19%
- Market cap
- $184.8B
- PE
- 20.5×
- 10y median 121×
- Forward PE
- Price to sales
- 4.2×
- EV/EBIT
- 24.4×
- Revenue, 12 months
- $43.9B
- +11% on a year ago
- Net margin
- 22.0%
- Free cash flow yield
- 8.2%
Salesforce trades at 20.5× trailing earnings, cheaper than 99% of the last ten years. Revenue was $43.9B over the last twelve months, up 11% on a year earlier with a 22% net margin.
Charts
Financials
| Income statement | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $8.7B | $9.3B | $9.1B | $9.3B | $9.4B+8% | $10B+8% | $9.8B+8% | $10.2B+10% | $10.3B+9% | $11.2B+12% | $11.1B+13% | $11.3B+11% | |
| Cost of revenue | $2.2B | $2.1B | $2.2B | $2.2B | $2.1B−2% | $2.2B+3% | $2.3B+5% | $2.2B+4% | $2.3B+7% | $2.5B+13% | $2.6B+14% | $2.6B+18% |
| Gross profit | $6.6B | $7.1B | $7B | $7.2B | $7.3B+12% | $7.8B+9% | $7.6B+9% | $8B+12% | $8B+9% | $8.7B+12% | $8.6B+13% | $8.7B+9% |
| R&D | $1.2B | $1.3B | $1.4B | $1.3B | $1.4B+13% | $1.4B+11% | $1.5B+7% | $1.5B+10% | $1.4B+6% | $1.6B+14% | $1.6B+11% | $1.7B+14% |
| SG&A | $3.8B | $4.1B | $3.9B | $3.9B | $4B+6% | $4.2B+4% | $4.1B+6% | $4.2B+6% | $4.1B+2% | $4.9B+16% | $4.5B+9% | $4.6B+10% |
| $1.5B | $1.6B | $1.7B | $1.8B | $1.9B+26% | $1.8B+12% | $1.9B+14% | $2.3B+31% | $2.2B+16% | $1.9B+3% | $2.3B+21% | $2.3B+0% | |
| Interest expense | $70M | $0 | $0 | $68M | $67M−4% | $68M | $68M | $67M−2% | $67M+0% | $0 | $317M+366% | $473M+606% |
| Pre-tax income | $1.5B | $1.6B | $1.9B | $1.8B | $1.7B+17% | $2B+21% | $2B+6% | $2.4B+31% | $2.5B+44% | $2.6B+32% | $2.7B+38% | $4.6B+89% |
| $263M | $199M | $334M | $408M | $219M−17% | $280M+41% | $433M+30% | $519M+27% | $426M+95% | $685M+145% | $614M+42% | $1B+98% | |
| Net income | $1.2B | $1.4B | $1.5B | $1.4B | $1.5B+25% | $1.7B+18% | $1.5B+1% | $1.9B+32% | $2.1B+37% | $1.9B+14% | $2.1B+37% | $3.5B+87% |
| $1.25 | $1.47 | $1.56 | $1.47 | $1.58+26% | $1.75+19% | $1.59+2% | $1.96+33% | $2.19+39% | $2.07+18% | $2.42+52% | $4.29+119% | |
| 981M | 983M | 985M | 973M | 965M−2% | 974M−1% | 970M−2% | 962M−1% | 952M−1% | 940M−4% | 871M−10% | 821M−15% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Salesforce's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| CRMSalesforce, Inc. | $184.8B | 20.5× | 121× | 4.2× | +11% | 22.0% | |
| SHOPShopify Inc. | $213.6B | 111× | 99.5× | 16.1× | +33% | 14.5% | |
| NOWServiceNow, Inc. | $142.6B | 86.2× | 148× | 9.7× | +22% | 11.3% | |
| UBERUber Technologies, Inc. | $139.8B | 15.0× | 17.7× | 2.5× | +17% | 17.3% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| Peer median | $96.1B | 27.3× | 58.9× | 8.0× | +17% | 21.2% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .