Salesforce.com Inc (CRM)
Official siteTECHNOLOGY • SOFTWARE - APPLICATION • NYSE
Market Cap: $211.96B
Last updated: Sep 01, 2026 at 5:00 PM ET
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When Wall Street Indicts a Cash Flow Machine: Reading CRM Before the May 27 Earnings
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When the Market Prices a Cash Machine for Scrap (MNDY)
MNDY dropped 21% post-earnings despite beating revenue (+27%) and EPS (+15% surprise) on FY2026 guidance deceleration to 18-19% growth At $77.63, the stock trades at 7.5x EV/FCF vs peers CRM (~14x), TEAM (~20x), pricing in negative cash flow growth for 5 years $1.67B in cash and securities ($32/share) creates a hard balance sheet floor, no meaningful debt, Altman Z of 4.7 Enterprise momentum intact: $100K+ ARR customers grew 45.5% YoY, RPO up 36.6% to $839M, NDR stable at 110% Blended fair value of ~$137 implies 43% margin of safety (76% upside); staged 3-tranche entry plan with $66 invalidation Key risk: $177M in SBC (14% of revenue) creates dilution drag, and management withdrew 2027 financial targets entirely Reverse DCF shows market expects cash flows to shrink; even flat execution should generate positive returns from this entry
When Martech Meets OpenAI: The Zeta Global Operating Leverage Play
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Salesforce: What Investors Have To Know After Earnings (Experimental Article Design)
A member just asked me about Salesforce's latest earnings and it inspired this experimental article in which I take the entire FactSet consensus database about CRM, along with Morningstar's Dan Romanov's opinion... Feed it into Chat GPT 5.1 Pro, and ask for a deep research report about whether or not Salesforce's thesis is broken, or whether their business will survive the AI transition intact. The PEGY analysis indicates that CRM's growth rate is expected to slow from 24% CAGR to 15% and that the PEGY is 0.93 vs 1.64 historically. That's a 43% discount implying 77% upside. Morningstar's $325 fair value implies 26X PE which agrees with the analyst 12 month price target consensus of $326 (33% upside potential). A pure, non-growth adjusted historical PE vs historical PE analysis shows that CRM has almost 300% upside potential through 2027 because the historical PE is 59. The PEGY fair value of 33 indicates that CRM's fundamentals justify a 108% upside over 2 years (40% CAGR). Morningstar and analyst 26 PE consensus indicates a 59% upside potential or 24% CAGR which is consistent with 3X return potential every 5 years, technical analysis indicates a potential breakout is coming. 3X in 5 years is the rule of thumb target for venture capital indicating that CRM is a potential "Buffett style fat pitch" with venture capital like return potential from its current 18 EV/FCF and 19X forward PE.
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Frequently Asked Questions About CRM
- What is CRM's current dividend yield?
- Salesforce.com Inc (CRM) has a current dividend yield of 0.66%.
- Does CRM pay dividends?
- Yes, Salesforce.com Inc pays dividends with a current yield of 0.66%.
- What is CRM's P/E ratio?
- Salesforce.com Inc has a price-to-earnings (P/E) ratio of 16.21.
- What is CRM's market cap?
- Salesforce.com Inc (CRM) has a market capitalization of $211.96B with a current stock price of $257.62.
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