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 8.1% and ORCL reads -6.8%; on debt / equity, CRM reads 1.02 and ORCL reads 0.11. The rest of the comparable metrics sit closer together. On valuation, today's CRM price has a different growth bar priced in than ORCL (+19.0% implied for CRM vs +11.8% 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 | $229.11 | $141.46 |
| Market cap | $188.1B | $424.4B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| Implied growth (priced in) | +19.0% | +11.8% |
| P/E | 20.9 | 22.2 |
| P/B | 4.90 | 6.32 |
| P/S | 4.28 | 5.91 |
| EV/EBITDA | 17.3 | 14.3 |
| Revenue growth | +11.2% | +21.5% |
| Gross margin | 76.7% | — |
| Operating margin | 20.6% | 34.8% |
| Net margin | 13.1% | 22.8% |
| Return on equity | 14.9% | 24.4% |
| Return on assets | 5.2% | 5.4% |
| Return on invested capital | 8.7% | 24.3% |
| FCF yield | 8.1% | -6.8% |
| Dividend yield | — | 1.4% |
| Debt / equity | 1.02 | 0.11 |
| Current ratio | 0.84 | 1.17 |
| Altman Z (solvency) | 2.35 | 6.34 |
| Piotroski F (quality) | 5 / 9 | 6 / 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.