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Salesforce, Inc.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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3 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
4/4
Debt & liquidity
1/3
Efficiency
2/2
Salesforce trades at a steep discount to the sector: the P/E sits -43% below the median at 24.2×, and P/B runs -61% lower at 4.1×. Free cash flow yield of 6.2% outpaces the sector median by +223%, a genuine strength in cash generation. Yet the discount reflects real weakness underneath. ROE stands at 12.4%, trailing the sector median by -61%, and the current ratio of 0.76 falls -41% short of the median — balance-sheet cushion is thinning. The F-Score of 7/9 shows stable profitability but flagged concerns in debt and liquidity. Consensus has turned pessimistic relative to the company's realized track record: the last quarter beat estimates by over 110%, yet forward models remain cautious. That mismatch, paired with undemanding valuation, sits alongside deteriorating returns on capital — a pattern where price and fundamentals have not yet fully aligned.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AAPL | Apple | 8/9 | 171% | +6% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
The market prices in earnings growth; analyst sentiment is steady; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When Salesforce reports on December 1, 2026, track revenue growth year over year alongside free cash flow margin — the FCF yield of 1.92% is already 3.2× the sector median, so watch whether that gap holds. Also check whether ROE, currently 61% below the sector median at 32.1%, shows any improvement tied to the profitability block that already scores 4/4 on the F-Score.
The leverage and liquidity sub-score of 1/3 and a current ratio of 1.30 — 41% below the sector median — warrant a close read of the risk factors and management's discussion in the most recent 10-K. Focus on debt maturity schedules and any commentary on working capital management to assess whether the liquidity gap is structural or transitional.
From the alphabetical same-sector table in section 06, pick two or three companies yourself and line up one metric — P/E, P/B, or FCF yield. CRM's P/E of 42.7× sits 43% below the sector median and its P/B of 10.5× is 61% below; placing those figures beside your chosen peers gives a clearer sense of where CRM sits in the valuation range without singling out any single company as a reference point.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: +19%+50%+31%+16%
Over 4 years: 4.871.381.031.10
Over 4 years: +18%+11%+9%+10%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 7 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 32% |
| ACN | Accenture | 4/9 | 26% | +7% | 15% |
| ADBE | Adobe | 7/9 | 55% | +11% | 37% |
| AMAT | Applied Materials | 6/9 | 36% | +4% | 29% |
| AMD | Advanced Micro Devices | 7/9 | 7% | +34% | 11% |
| AVGO | Broadcom | 7/9 | 43% | +24% | 40% |
| CRM | Salesforce, Inc. | 7/9 | 12% | +10% | 20% |
| CSCO | Cisco | 7/9 | 27% | +12% | 24% |
| IBM | IBM | 6/9 | 35% | +8% | — |
| INTC | Intel | 6/9 | -0% | -0% | -4% |
| INTU | Intuit | 8/9 | 20% | +16% | 26% |
| MSFT | Microsoft | 6/9 | 34% | +18% | 47% |
| NOW | ServiceNow | 4/9 | 15% | +21% | 14% |
| NVDA | NVIDIA | 3/9 | 101% | +65% | 60% |
| ORCL | Oracle | 5/9 | 54% | +17% | 31% |
| TXN | Texas Instruments | 7/9 | 30% | +13% | 34% |
A sample of 16 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.