Both in Packaged Software
Salesforce vs Cloudflare
Over the past year CRM returned −12.3% and NET returned +13.1%; their daily moves had a correlation of 0.35.
CRM −12.3% NET +13.1%Growth of $1, one year, split-adjusted
| Metric | CRM | NET |
|---|---|---|
| Price | $229.17 | $280.70 |
| Market cap | $188.61B | $99.95B |
| Today | −0.75% | −9.54% |
| 1 month | −3.2% | −20.0% |
| 6 months | +24.7% | +29.1% |
| Year to date | −13.5% | +42.4% |
| 1 year | −8.9% | +23.4% |
| Revenue growth (YoY) | +10.8% | +35.9% |
| Gross margin | 76.7% | 71.8% |
| Net margin | 31.1% | −24.4% |
| P/E (TTM) | 19.5× | — |
| Price / sales | 4.3× | 39.8× |
| Net cash | -$27.89B | $892.5M |
| Dividend yield | 0.77% | — |
| Volatility (60d) | 54.1% | 64.3% |
| Short % of float | 3.6% | 2.5% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).