Salesforce vs Intuit: Which Stock Could Rally?

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Trefis
CRM: Salesforce logo
CRM
Salesforce

Salesforce surged 9.7% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Intuit gives you more. Intuit (INTU) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Salesforce (CRM) stock, suggesting you may be better off investing in INTU

  • INTU’s Last 12 Months revenue growth was 15.1%, vs. CRM’s 11.0%.
  • In addition, its Last 3-Year Average revenue growth came in at 14.2%, ahead of CRM’s 10.0%.
  • INTU leads on profitability over both periods – LTM margin of 27.5% and 3-year average of 25.7%.

These differences become even clearer when you look at the financials side by side. The table highlights how CRM’s fundamentals stack up against those of INTU on growth, margins, momentum, and valuation multiples.

Trefis: CRM Stock Insights

Valuation & Performance Overview

  CRM INTU Preferred
     
Valuation      
P/EBIT Ratio 19.4 17.0 INTU
     
Revenue Growth      
Last Quarter 13.3% 10.4% CRM
Last 12 Months 11.0% 15.1% INTU
Last 3 Year Average 10.0% 14.2% INTU
     
Operating Margins      
Last 12 Months 21.9% 27.5% INTU
Last 3 Year Average 20.3% 25.7% INTU
     
Momentum      
Last 3 Year Return -0.1% -14.4% CRM

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.

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See detailed fundamentals on Buy or Sell INTU Stock and Buy or Sell CRM Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
CRM Return 14% -48% 98% 28% -20% -28% -13%    
INTU Return 70% -39% 62% 1% 6% -50% -9%    
S&P 500 Return 27% -19% 24% 23% 16% 11% 102%   <===
Monthly Win Rates [3]
CRM Win Rate 58% 33% 50% 67% 42% 20%   45%  
INTU Win Rate 67% 25% 58% 33% 58% 20%   44%  
S&P 500 Win Rate 75% 42% 67% 75% 67% 60%   64% <===
Max Drawdowns [4]
CRM Max Drawdown -20% -50% -16% -31% -37% -38%   -32%  
INTU Max Drawdown -13% -45% -13% -16% -22% -54%   -27%  
S&P 500 Max Drawdown -5% -25% -10% -8% -19% -9%   -13% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 6/1/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read INTU Dip Buyer Analyses and CRM Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about CRM or INTU? Consider portfolio approach.

Portfolios Win When Stock Picks Fall Short

Individual stocks are unpredictable. A smart portfolio helps you invest, limits downside shocks, and provides upside exposure.

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