Added to YB: 2026-03-10
Pitch date: 2026-03-07
CRM [neutral]
Salesforce, Inc.
+0.36%
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
$186.5B
Pitch Price
$198.56
Price Target
N/A
Dividend
0.87%
EV/EBITDA
14.79
P/E
25.91
EV/Sales
4.69
Sector
Software
Category
value
Salesforce, Inc. - $CRM
CRM (pass): NabzdykRatings moat score 3/10 (down from 5), quality score 5/10 (down from 5.2) due to inefficient operations requiring disproportionately high sales & marketing spend per revenue dollar vs elite capital-light peers like Adobe. Weak workflow integration signals slower cash conversion. Massive but inefficient business. New competition from AI-native startups (Sierra, AI Studio) flagged in FY25 10-K. Undervalued only if growth exceeds 3.1%/yr for 10yrs; otherwise dead money at 8% discount rate.
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