Professional
Added to YB: 2024-10-29
Pitch date: 2024-10-22
CRM [bullish]
Salesforce, Inc.
-8.31%
current return
Author Info
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Company Info
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.
Market Cap
$243.2B
Pitch Price
$286.00
Price Target
N/A
Dividend
0.64%
EV/EBITDA
19.59
P/E
34.65
EV/Sales
6.04
Sector
Software
Category
value
Show full summary:
Starboard Value 2024 Active-Passive Investor Summit - Salesforce, Inc.
CRM: Salesforce transformed with 1000bps+ margin expansion since FY23. Stock nearly doubled as profitability & shareholder-friendly capital allocation improved. Trading at discount to peers. Agentforce offering potential growth driver. Multiple paths to Rule of 50 by FY28. At ~14x FY28 FCF if achieve peer-level financials.
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