Both in Packaged Software
Salesforce vs CrowdStrike Holdings
Over the past year CRM returned −12.3% and CRWD returned +81.5%; their daily moves had a correlation of 0.09.
CRM −12.3% CRWD +81.5%Growth of $1, one year, split-adjusted
| Metric | CRM | CRWD |
|---|---|---|
| Price | $229.17 | $250.43 |
| Market cap | $188.61B | $256.42B |
| Today | −0.75% | −4.10% |
| 1 month | −3.2% | −5.9% |
| 6 months | +24.7% | +119.8% |
| Year to date | −13.5% | +113.7% |
| 1 year | −8.9% | +83.6% |
| Revenue growth (YoY) | +10.8% | +25.8% |
| Gross margin | 76.7% | 74.6% |
| Net margin | 31.1% | 0.4% |
| P/E (TTM) | 19.5× | 4,386.3× |
| Price / sales | 4.3× | 47.5× |
| Net cash | -$27.89B | $4.27B |
| Dividend yield | 0.77% | — |
| Volatility (60d) | 54.1% | 70.2% |
| Short % of float | 3.6% | 2.4% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).