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Salesforce, Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals align: quality at a discount to the sector
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4 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
4/4
Debt & liquidity
1/3
Efficiency
2/2
Salesforce trades at a sharp discount to the sector despite uneven fundamentals. The P/E sits -55% below the sector median at 18.8×, and P/B runs -68% lower at 3.2×, while FCF yield of 8.0% outpaces the median by +321%. Yet profitability lags: ROE stands at 12.4%, well below the sector median of 32.1%, and the current ratio of 0.76 trails the median, signaling tighter near-term liquidity. The F-Score of 7/9 reflects stable accounting quality, though debt and liquidity account for only one of three points in that assessment. Forward consensus models stronger earnings growth than the recent three-year track record delivered, and analysts have beaten their own estimates in a majority of recent quarters—a pattern that has kept expectations anchored closer to reality than the sector average. The discount appears to price in both the weaker returns on capital and the structural balance-sheet strain, rather than a temporary misstep.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AAPL | Apple | 8/9 | 171% | +6% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
CRM's F-Score flags only 1 out of 3 on leverage and liquidity, and its current ratio sits 41% below the sector median at 1.30×. Pull the balance sheet on SEC EDGAR and recheck short-term obligations against cash and receivables to gauge whether that gap is structural or seasonal.
With ROE at 32.1% — 61% below the sector median — and a P/E of 41.9× that still trails the sector, management's discussion of margin trajectory and capital allocation deserves a close read. Focus on the revenue growth outlook and any disclosures around share-based compensation, which can weigh on reported returns.
CRM's FCF yield of 1.90% runs 4.2× above the sector median, which is an outlier worth stress-testing. Pick two or three companies from the alphabetical table in section 06 and line up their FCF yield and P/E side by side to see where CRM sits relative to the range, not just the median.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +19%+50%+31%+16%
Over 4 years: 4.871.381.031.10
Over 4 years: +18%+11%+9%+10%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 6 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 32% |
| ACN | Accenture | 4/9 | 26% | +7% | 15% |
| ADBE | Adobe | 7/9 | 55% | +11% | 37% |
| AMAT | Applied Materials | 6/9 | 36% | +4% | 29% |
| AMD | Advanced Micro Devices | 7/9 | 7% | +34% | 11% |
| AVGO | Broadcom | 7/9 | 43% | +24% | 40% |
| CRM | Salesforce, Inc. | 7/9 | 12% | +10% | 20% |
| CSCO | Cisco | 8/9 | 22% | +5% | 21% |
| IBM | IBM | 6/9 | 35% | +8% | — |
| INTC | Intel | 6/9 | -0% | -0% | -4% |
| INTU | Intuit | 8/9 | 20% | +16% | 26% |
| MSFT | Microsoft | 6/9 | 34% | +18% | 47% |
| NOW | ServiceNow | 4/9 | 15% | +21% | 14% |
| NVDA | NVIDIA | 3/9 | 101% | +65% | 60% |
| ORCL | Oracle | 5/9 | 54% | +17% | 31% |
| TXN | Texas Instruments | 7/9 | 30% | +13% | 34% |
A sample of 16 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.