CRM
CRM — Technology
Graham: 12
Buffett: 76
Lynch: 33
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide. The company offers Agentforce, an agentic layer of the salesforce platform; Data Cloud, a data engine; Industries AI for creating industry-specific AI agents with Agentforce; Salesforce...
Price ?
191.35
Market Cap ?
182.2B
P/E ?
25.58
P/B ?
3.00
Div Yield ?
0.87%
52W Range ?
187.12 - 331.75
200W MA ?
232.62
12
Graham-style buying rate (0-100)
Criteria breakdown
- ✓ Company size sufficient (large-cap) ? $182,165,209,088 — Uses market cap >= $2B as proxy
- ✗ Solid financial condition (CR>=2; LT debt <= NCAV) ? CR=0.98 | D/E=0.19 — Partial: checks current ratio; LT debt vs NCAV unavailable
- ✗ Uninterrupted dividends for 20 years ?
- ✗ No losses in last 10 years ? 10y window
- ✗ EPS growth >= 33% over 10 years ? ~-16000%
- ✗ Price-to-Book (P/B) <= 1.5 ? 3.00
- ✗ Price-to-Earnings (P/E) <= 15 ? 25.6 — Uses trailing P/E as proxy for 3y avg EPS
- ✗ Combined formula (P/E * P/B) <= 22.5 ? 76.8
- ✗ Margin of safety >= 20% ? -101% — Intrinsic = EPS * 15
- ✗ High ROE maintained without excessive debt ? ROE=12.2% | D/E=0.19 — Approximate threshold ROE = 15%, D/E = 1.0
What is evaluated (Graham):
- Valuation discipline and buying below intrinsic value.
- Financial resilience: liquidity and prudent leverage.
- Consistent dividends and earnings over long horizons.
"The intelligent investor is a realist who sells to optimists and buys from pessimists." — Benjamin Graham
76
Buffett-style buying rate (0-100)
Criteria breakdown
- ✓ Positive and growing FCF (multi-year) ? 10,970,000,000 -> 13,750,000,000
- ✓ ROIC >= 12% sustained ? 53.2%
- ✗ High ROE (proxy for durable advantages) ? 12.2% — Consistency over years not checked
- ✓ Net profit margin >= 10% ? 17.9% — Derived from available financial filings
- ✓ Conservative leverage (D/E <= 1.0) ? 0.19
- ✓ Sustainable shareholder returns (dividend > 0%) ? 0.87% — Does not assess buybacks or payout safety
What is evaluated (Buffett):
- Durable advantages: high ROE, healthy margins.
- Balance discipline and shareholder friendly capital use.
- Positive free cash flow and efficient reinvestment.
"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price." — Warren Buffett
33
Lynch-style buying rate (0-100)
Criteria breakdown
- ✗ PEG ratio (P/E / growth) <= 1.0 ? 2.62
- ✗ Positive multi-year EPS growth (per-year >= 10%) ? ~9.8%/yr
- ✓ Conservative leverage (D/E <= 0.5) ? 0.19
- ✓ Sustainable profitability (net margin >= 5%) ? 17.9%
- ✗ Earnings stability (no losses in 10y) ? 10y window
What is evaluated (Lynch):
- Growth at a reasonable price (PEG and EPS CAGR).
- Durable earnings with limited drawdowns.
- Conservative balance sheet and baseline profitability.
"Know what you own, and know why you own it." — Peter Lynch