Added to YB: 2024-07-24
Pitch date: 2024-07-22
CRM [bullish]
Salesforce, Inc.
+2.98%
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
$254.65
Price Target
N/A
Dividend
0.64%
EV/EBITDA
19.59
P/E
34.65
EV/Sales
6.04
Sector
Software
Category
growth
Salesforce, Inc. - $CRM
Salesforce (CRM): Leader in CRM w/ diverse revenue streams (Sales 22%, Service 24%, Platform 19%, Analytics 15%, Marketing 14%). Strong growth (23% CAGR), high gross margins (76%), improving FCF (25% margin). Risks: high goodwill (51% assets), SBC dilution. Moats: brand, patents, scale. Undervalued at $248 vs $258 avg valuation. 18-20% growth projected.
Read full article (19 min)