Added to YB: 2025-06-03
Pitch date: 2025-05-31
CRM [neutral]
Salesforce, Inc.
-20.88%
current return
Author Info
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Company Info
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.
Market Cap
$160.7B
Pitch Price
$260.48
Price Target
374.00 (+81%)
Dividend
0.90%
EV/EBITDA
14.17
P/E
22.78
EV/Sales
4.47
Sector
Software
Category
growth
Salesforce Looks Cheap Again: 14% CAGR Potential from a Blue-Chip Compounder
CRM (earnings update): Q1 solid but 6% post-earnings drop reflects cautious market view. Revenue +8% YoY, RPO +13%, Data Cloud ARR +120% to $1B, but Agentforce adoption slower than hoped. 32.3% op margin (+20bps). $8B Informatica acquisition looks strategic for AI data capabilities. Target $374 (14% CAGR) at 26x FY28 earnings.
Read full article (11 min)