Salesforce, Inc. vs Oracle Corporation, two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CRM and ORCL diverge most: on fcf yield, CRM reads 9.2% and ORCL reads -6.3%; on debt / equity, CRM reads 1.15 and ORCL reads 0.17. The rest of the comparable metrics sit closer together. On valuation, today's CRM price has a different growth bar priced in than ORCL (+22.6% implied for CRM vs +16.0% for ORCL); the higher figure is the steeper assumption to clear, not a better or worse stock. What CRM's price implies is a bet that sits within the historical range (whole-company basis). What ORCL'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 | ORCL |
|---|---|---|
| Price | $184.00 | $129.88 |
| Market cap | $160.3B | $378.2B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| Implied growth (priced in) | +22.6% | +16.0% |
| P/E | 21.3 | 22.3 |
| P/B | 4.68 | 8.78 |
| P/S | 3.74 | 5.62 |
| EV/EBITDA | 15.2 | 16.1 |
| Revenue growth | +10.9% | +17.2% |
| Gross margin | 76.9% | — |
| Operating margin | 21.1% | 32.0% |
| Net margin | 15.6% | 21.6% |
| Return on equity | 19.5% | 33.8% |
| Return on assets | 6.2% | 5.5% |
| Return on invested capital | 9.2% | 32.4% |
| FCF yield | 9.2% | -6.3% |
| Dividend yield | — | 1.5% |
| Debt / equity | 1.15 | 0.17 |
| Current ratio | 0.79 | 1.12 |
| Altman Z (solvency) | 2.05 | 6.33 |
| Piotroski F (quality) | 6 / 9 | 7 / 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.