Salesforce, Inc. vs Alphabet Inc., two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CRM and GOOGL diverge most: on fcf yield, CRM reads 8.1% and GOOGL reads 1.2%; on debt / equity, CRM reads 1.02 and GOOGL reads 0.16. The rest of the comparable metrics sit closer together. What CRM's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CRM | GOOGL |
|---|---|---|
| Price | $229.11 | $351.63 |
| Market cap | $188.1B | $4.33T |
| Sector | Software | Software |
| Stage | Mature | Mature |
| Implied growth (priced in) | +19.0% | — |
| P/E | 20.9 | 17.7 |
| P/B | 4.90 | 6.76 |
| P/S | 4.28 | 9.71 |
| EV/EBITDA | 17.3 | 25.2 |
| Revenue growth | +11.2% | +20.0% |
| Gross margin | 76.7% | — |
| Operating margin | 20.6% | 34.0% |
| Net margin | 13.1% | 44.5% |
| Return on equity | 14.9% | 31.0% |
| Return on assets | 5.2% | 21.5% |
| Return on invested capital | 8.7% | 17.4% |
| FCF yield | 8.1% | 1.2% |
| Dividend yield | — | 0.2% |
| Debt / equity | 1.02 | 0.16 |
| Current ratio | 0.84 | 2.72 |
| Altman Z (solvency) | 2.35 | 7.66 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.