Looking up the ticker with the regulator···
0s · usually 20–30 seconds for a cold read
Looking up the ticker with the regulator···
0s · usually 20–30 seconds for a cold read
Salesforce, Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
3 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
Valuation sits in the top quartile of the sector, with a P/E of 18.8× and P/B of 2.5× both well below the median. Free cash flow yield of 9.8% outpaces the sector median by +351%, a signal that cash generation remains solid. Yet profitability and balance-sheet health tell a different story. ROE stands at 12.4%, trailing the median by -61%, while the current ratio of 0.76 sits -44% below the sector median — liquidity is tighter than peers. The F-Score of 7/9 reflects stable accounting quality, but the composite score of 51/100 lags the median, reflecting weakness across returns and financial flexibility. Forward readings diverge sharply from the present: analysts forecast stronger earnings ahead, and the company has beaten consensus in recent quarters. The gap between today's weak fundamentals and the market's optimistic view on future growth leaves the picture scattered — cheap on current metrics, yet the discount may reflect real structural constraints rather than a bargain.
| 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.
When Salesforce reports on September 1, 2026, track revenue year over year alongside free cash flow generation, where CRM already sits 4.5× above the sector median at a 2.17% yield. Also check whether the current ratio, now 44% below the sector median at 1.36, shows any improvement in short-term liquidity.
On SEC EDGAR, open the most recent 10-K and focus on management's discussion of ROE, currently 61% below the sector median at 31.7%, and any disclosures around debt or liquidity that explain the 1/3 score on leverage and liquidity. The risk factors section will clarify whether these gaps reflect structural choices or near-term pressures.
From the same-sector table in section 06, pick two or three companies yourself and line up one metric — P/E at 40.1× or FCF yield at 2.17% are natural starting points given CRM's positioning relative to the sector median. The table is alphabetical with no ranking, so the comparison is yours to frame without any implied ordering.
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 7 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 | 8/9 | 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 | 33% | +15% | 46% |
| NOW | ServiceNow | 3/9 | 15% | +21% | 14% |
| NVDA | NVIDIA | 3/9 | 101% | +65% | 60% |
| ORCL | Oracle | 4/9 | 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.