How Does CRM Stack Up Against Its Peers?
Here is how Salesforce (CRM) stacks up against its peers in size, valuation, growth and margin.
- CRM’s operating margin of 21.2% is high, lower than most peers – trailing MSFT (45.6%).
- CRM’s revenue growth of 8.3% in the last 12 months is moderate, outpacing IBM but lagging MSFT, ORCL, INTU, ADBE.
- CRM’s stock is down 0.9% in last 1 year, and trades at a PE of 35.0; it underperformed MSFT, ORCL, IBM, INTU.
As a quick background, Salesforce provides customer relationship management technology and a platform that enables connected experiences across industries like financial services, healthcare, and manufacturing worldwide.
| CRM | MSFT | ORCL | IBM | INTU | ADBE | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 233.3 | 3,774.2 | 626.0 | 230.1 | 187.1 | 147.4 |
| Revenue ($ Bil) | 39.5 | 281.7 | 57.4 | 64.0 | 18.8 | 22.6 |
| PE Ratio | 35.0 | 37.1 | 50.3 | 39.4 | 48.4 | 21.5 |
| LTM Revenue Growth | 8.3% | 14.9% | 8.4% | 2.7% | 15.6% | 10.6% |
| LTM Operating Margin | 21.2% | 45.6% | 31.5% | 17.1% | 26.2% | 36.4% |
| LTM FCF Margin | 31.6% | 25.4% | -0.7% | 18.2% | 32.3% | 41.8% |
| 12M Market Return | -0.9% | 25.2% | 60.1% | 24.5% | 7.9% | -40.1% |
Why does this matter? CRM just went down -4.9% in a day – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell CRM Stock to see if Salesforce is really a falling knife. Sharp dips often come with rebound opportunities – see how the stock has dipped and recovered in the past through CRM Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
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- Salesforce Stock: Join the Rally at a 35% Discount
- Better Value & Growth: ORCL, CRM Lead Synopsys Stock
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| CRM | 8.3% | 8.7% | 11.2% | 18.3% | |
| MSFT | 14.9% | 14.9% | 15.7% | 6.9% | |
| ORCL | 8.4% | 8.4% | 6.0% | 17.7% | |
| IBM | 2.7% | – | 1.4% | 2.2% | 5.5% |
| INTU | 15.6% | 15.6% | 13.3% | 12.9% | |
| ADBE | 10.6% | – | 10.8% | 10.2% | 11.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| CRM | 21.2% | 20.2% | 17.2% | 5.9% | |
| MSFT | 45.6% | 45.6% | 44.6% | 41.8% | |
| ORCL | 31.5% | 31.5% | 30.3% | 27.6% | |
| IBM | 17.1% | – | 16.1% | 15.9% | 13.5% |
| INTU | 26.2% | 26.2% | 23.7% | 21.9% | |
| ADBE | 36.4% | – | 36.0% | 34.3% | 34.6% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| CRM | 35.0 | 51.9 | 62.0 | 632.4 | |
| MSFT | 37.1 | 30.8 | 31.7 | 24.7 | |
| ORCL | 50.3 | 37.4 | 27.6 | 25.9 | |
| IBM | 39.4 | – | 33.6 | 19.9 | 77.5 |
| INTU | 48.4 | 45.5 | 59.1 | 45.9 | |
| ADBE | 21.5 | – | 35.8 | 50.2 | 33.2 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.