We believe Salesforce represents one of best long-term investment opportunities in software, particularly as it should provide investors with a nice balance between revenue growth and improving profitability. Even as revenue growth has decelerated, we believe a new focus on margin expansion, share buybacks, and dividends should continue to compound strong earnings growth for years to come.
Salesforce dominates salesforce automation but still only controls 30% in a highly fragmented market that continues to grow double digits each year, suggesting there is still room to run.
As the company grows larger, it may be increasingly difficult for Salesforce to grow faster than its various end markets.
|
Metric
|
CRM
|
PEGA
|
ADBE
|
|---|---|---|---|
Price/Earnings (Normalized) | 29.22 | 21.47 | 30.71 |
Price/Book Value | 4.27 | 13.52 | 16.10 |
Price/Sales | 7.23 | 3.97 | 11.89 |
Price/Cash Flow | 18.50 | 16.68 | 33.28 |
|
Metric
|
CRM
|
PEGA
|
ADBE
|
|---|---|---|---|
Quick Ratio | 0.95 | 1.01 | 1.02 |
Current Ratio | 1.11 | 1.05 | 1.16 |
Interest Coverage | 47.36 | 21.22 | 51.24 |
|
Metric
|
CRM
|
PEGA
|
ADBE
|
|---|---|---|---|
Return on Assets (Normalized) | 9.32% | 21.14% | 25.14% |
Return on Equity (Normalized) | 15.06% | 98.79% | 47.23% |
Return on Invested Capital (Normalized) | 12.53% | 32.34% | 36.03% |
|
1-Day Chart
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Morningstar Rating for Stocks
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