Both in Packaged Software
Salesforce vs Snowflake
Over the past year CRM returned −12.3% and SNOW returned +10.4%; their daily moves had a correlation of 0.42.
CRM −12.3% SNOW +10.4%Growth of $1, one year, split-adjusted
| Metric | CRM | SNOW |
|---|---|---|
| Price | $229.17 | $306.08 |
| Market cap | $188.61B | $107.99B |
| Today | −0.75% | −7.32% |
| 1 month | −3.2% | −10.5% |
| 6 months | +24.7% | +117.1% |
| Year to date | −13.5% | +39.5% |
| 1 year | −8.9% | +13.5% |
| Revenue growth (YoY) | +10.8% | +35.1% |
| Gross margin | 76.7% | 67.0% |
| Net margin | 31.1% | −12.4% |
| P/E (TTM) | 19.5× | — |
| Price / sales | 4.3× | 19.9× |
| Net cash | -$27.89B | $60.7M |
| Dividend yield | 0.77% | — |
| Volatility (60d) | 54.1% | 54.7% |
| Short % of float | 3.6% | 5.4% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).