Salesforce vs Oracle
CRM and ORCL side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CRM and ORCL compare
Oracle is the larger company, worth 2.1 times as much as Salesforce ($395B against $189B).
On earnings, Oracle is cheaper: it trades at 20.5× trailing earnings, against 20.9× for Salesforce.
Oracle grew revenue faster over the last twelve months (21.6% versus 11.2% for Salesforce).
Oracle keeps more of each dollar of sales as profit, with a net margin of 26.4% compared with 22.0% at Salesforce.
Both pay dividends: Salesforce yields 0.76% and Oracle 1.5%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CRM | ORCL |
|---|---|---|
| Size and price | ||
| Market cap | $189B | $395B |
| Share price | $229.17 | $130.67 |
| Change, 1 year | −8.9% | −52.5% |
| Change, 5 years | −25.4% | 37.6% |
| Beta (5Y) | 1.36 | 1.37 |
| Employees | 83K | 141K |
| StockData Score | ||
| Total score | 19 | 19 |
| Valuation score | 5 | 5 |
| Growth score | 4 | 5 (better) |
| Performance score | 5 | 5 |
| Health score | 2 (better) | 1 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 20.9× | 20.5× (better) |
| P/S | 4.3× (better) | 5.5× |
| P/B | 4.9× (better) | 5.9× |
| EV/EBITDA | 21.2× | 15.5× (better) |
| P/FCF | 12.4× | – |
| PEG | 0.09 (better) | 0.86 |
| FCF yield | 8.0% (better) | −7.3% |
| Fair value | $329.02 | $180.22 |
| Margin of safety | 30.3% (better) | 27.5% |
| Growth | ||
| Revenue growth (TTM) | 11.2% | 21.6% (better) |
| Revenue growth, 5Y average | 14.3% (better) | 10.7% |
| Net income growth (TTM) | 45.0% | 52.1% (better) |
| EPS growth (TTM) | 59.2% (better) | 47.7% |
| EPS growth, 5Y average | 12.2% (better) | 5.1% |
| Profitability | ||
| Gross margin | 77.3% | – |
| Operating margin | 19.9% | 32.1% (better) |
| Net margin | 22.0% | 26.4% (better) |
| FCF margin | 34.5% (better) | −40.0% |
| Return on equity | 19.4% | 41.6% (better) |
| Return on invested capital | 11.3% | 85.0% (better) |
| Financial health | ||
| Debt / equity | 1.02 | – |
| Net debt / EBITDA | 2.73 | – |
| Interest coverage | 8.9× (better) | 4.5× |
| Current ratio | 0.84 | 1.17 (better) |
| Altman Z-score | 2.55 (better) | 1.52 |
| Piotroski F-score | 7 (better) | 5 |
| Dividends and buybacks | ||
| Dividend yield | 0.76% | 1.5% (better) |
| Payout ratio | 15.7% | 31.4% |
| Years of dividend growth | – | 17 |
| Dividend growth, 5Y average | – | 14.0% |
| Buyback yield | 18.6% (better) | −5.4% |
| Shareholder yield | 19.4% (better) | −3.9% |
| Ownership | ||
| Held by institutions | 86.1% | 43.0% |
| Held by insiders | 4.2% | 38.6% |
| Insider net buying, 12 months | −$6.2M (better) | −$85.3M |
| Superinvestors holding | 5 | 7 (better) |
| Short interest, % of float | 4.2% | 2.6% |
Go deeper
- CRM stock overview
- CRM income statement
- CRM valuation and score
- ORCL stock overview
- ORCL income statement
- ORCL valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.