Salesforce (CRM) Competitors

$273.66
+1.53 (+0.56%)
(As of 05/3/2024 ET)

CRM vs. ADBE, INTU, CDNS, ORCL, NOW, SHOP, CRWD, AMD, TMUS, and CSCO

Should you be buying Salesforce stock or one of its competitors? The main competitors of Salesforce include Adobe (ADBE), Intuit (INTU), Cadence Design Systems (CDNS), Oracle (ORCL), ServiceNow (NOW), Shopify (SHOP), CrowdStrike (CRWD), Advanced Micro Devices (AMD), T-Mobile US (TMUS), and Cisco Systems (CSCO). These companies are all part of the "computer and technology" sector.

Salesforce vs.

Salesforce (NYSE:CRM) and Adobe (NASDAQ:ADBE) are both large-cap computer and technology companies, but which is the superior business? We will compare the two companies based on the strength of their profitability, media sentiment, community ranking, dividends, earnings, risk, analyst recommendations, valuation and institutional ownership.

80.4% of Salesforce shares are held by institutional investors. Comparatively, 81.8% of Adobe shares are held by institutional investors. 3.7% of Salesforce shares are held by company insiders. Comparatively, 0.2% of Adobe shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Adobe has a net margin of 24.08% compared to Salesforce's net margin of 11.87%. Adobe's return on equity of 39.12% beat Salesforce's return on equity.

Company Net Margins Return on Equity Return on Assets
Salesforce11.87% 10.42% 6.45%
Adobe 24.08%39.12%21.21%

Salesforce currently has a consensus target price of $310.61, suggesting a potential upside of 13.50%. Adobe has a consensus target price of $620.72, suggesting a potential upside of 27.67%. Given Adobe's higher probable upside, analysts plainly believe Adobe is more favorable than Salesforce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Salesforce
0 Sell rating(s)
9 Hold rating(s)
23 Buy rating(s)
1 Strong Buy rating(s)
2.76
Adobe
2 Sell rating(s)
6 Hold rating(s)
19 Buy rating(s)
0 Strong Buy rating(s)
2.63

Adobe has lower revenue, but higher earnings than Salesforce. Adobe is trading at a lower price-to-earnings ratio than Salesforce, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Salesforce$34.86B7.60$4.14B$4.2065.16
Adobe$19.94B10.93$5.43B$10.4646.48

In the previous week, Salesforce had 1 more articles in the media than Adobe. MarketBeat recorded 31 mentions for Salesforce and 30 mentions for Adobe. Adobe's average media sentiment score of 0.60 beat Salesforce's score of 0.44 indicating that Adobe is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Salesforce
14 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Neutral
Adobe
15 Very Positive mention(s)
2 Positive mention(s)
8 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

Salesforce received 1530 more outperform votes than Adobe when rated by MarketBeat users. Likewise, 82.77% of users gave Salesforce an outperform vote while only 70.80% of users gave Adobe an outperform vote.

CompanyUnderperformOutperform
SalesforceOutperform Votes
3157
82.77%
Underperform Votes
657
17.23%
AdobeOutperform Votes
1627
70.80%
Underperform Votes
671
29.20%

Salesforce has a beta of 1.3, suggesting that its stock price is 30% more volatile than the S&P 500. Comparatively, Adobe has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500.

Summary

Salesforce beats Adobe on 10 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding CRM and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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CRM vs. The Competition

MetricSalesforcePrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$264.90B$21.11B$20.59B$17.41B
Dividend Yield0.15%2.07%2.79%3.55%
P/E Ratio65.1671.26232.0222.95
Price / Sales7.6086.41527.0710.83
Price / Cash22.2266.4229.0117.85
Price / Book4.449.136.635.52
Net Income$4.14B$369.42M$637.47M$964.63M
7 Day Performance-0.23%-0.77%1.14%1.74%
1 Month Performance-9.36%-3.20%-1.18%-1.66%
1 Year Performance38.50%19.03%30.10%103.32%

Salesforce Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ADBE
Adobe
4.8278 of 5 stars
$462.83
-2.2%
$620.72
+34.1%
+44.8%$207.35B$19.41B44.2529,945Insider Selling
INTU
Intuit
4.894 of 5 stars
$625.62
-2.0%
$650.23
+3.9%
+49.0%$175.17B$14.37B63.8418,200Analyst Upgrade
CDNS
Cadence Design Systems
4.8361 of 5 stars
$275.63
-2.4%
$326.11
+18.3%
+37.4%$75.01B$4.09B71.7811,200Analyst Downgrade
Insider Selling
ORCL
Oracle
4.8588 of 5 stars
$113.75
-2.4%
$130.76
+15.0%
+21.9%$312.64B$49.95B30.01164,000Analyst Downgrade
Insider Selling
NOW
ServiceNow
4.8563 of 5 stars
$693.33
-3.9%
$807.28
+16.4%
+66.5%$142.40B$8.97B74.1522,668Gap Up
SHOP
Shopify
3.6678 of 5 stars
$70.19
-3.2%
$78.62
+12.0%
+29.9%$90.30B$7.06B779.928,300Upcoming Earnings
Analyst Upgrade
Analyst Revision
Gap Up
CRWD
CrowdStrike
4.5088 of 5 stars
$292.54
-3.8%
$371.87
+27.1%
+163.2%$70.76B$3.06B812.637,925News Coverage
AMD
Advanced Micro Devices
4.462 of 5 stars
$158.38
-1.1%
$184.68
+16.6%
+73.9%$255.96B$22.68B304.5826,000Earnings Report
Analyst Report
Analyst Revision
TMUS
T-Mobile US
4.9608 of 5 stars
$164.17
0.0%
$186.33
+13.5%
+16.5%$194.85B$78.56B22.3467,000Insider Selling
CSCO
Cisco Systems
4.7453 of 5 stars
$46.98
-1.7%
$55.53
+18.2%
+3.1%$190.23B$57.00B14.2884,900Analyst Upgrade

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This page (NYSE:CRM) was last updated on 5/5/2024 by MarketBeat.com Staff

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