Compare Stocks › CRM vs GOOG
Salesforce, Inc. (CRM) vs Alphabet Inc. (GOOG)
CRM
Salesforce, Inc.
$185.74
VS
GOOG
Alphabet Inc.
$379.81
Rewards
CRM
- ★Gross margin of 77.7% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 31.6% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $5.49 of earning power — management is an exceptional capital allocator.
GOOG
- ★Alphabet Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Gross margin of 60.4% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Alphabet Inc. scores 89/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
Risks
CRM
GOOG
- ⚠FCF yield of 1.6% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠9 insider sales totaling $41.2M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →CRM
GOOG
Valuation
$16.37B
Free Cash Flow
$73.27B
10.77%
FCF Yield
1.59%
23.84
Trailing P/E
28.97
12.44
Forward P/E
26.65
Quality & Moat
8.21%
ROIC
20.98%
12.61%
ROE
27.61%
77.68%
Gross Margin
60.37%
1.33
PEG Ratio
0.35
Balance Sheet Safety
0.30
Debt / Equity
0.20
N/A
Interest Coverage
N/A
0.65
Net Debt / EBITDA
-0.19
0.96%
Dividend Yield
0.23%
CRM: 5Ties: 1GOOG: 6
CRMGOOG
Historical Fundamentals
Learn more →CRM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
GOOG
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →CRM
$-5.84
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$14.67B
Δ Market Cap
$-85.59B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
GOOG
$9.19
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$288.67B
Δ Market Cap
+$2.65T
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →CRM
27.8% Margin of Safety
Price is 27.8% below estimated fair value
Current Price: $185.74
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $257.23
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
GOOG
239.3% Overvalued
Price is 239.3% above estimated fair value
Current Price: $379.81
Strongly undervalued
Strongly overvalued
Fair Value: $111.93
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →CRM
What growth rate is the market pricing in at $186?
+8.7%
Market-Implied Owner Earnings Growth
Standard FCF implies -2.2%
The market implies +8.7% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding -2.2%, reflecting heavy growth investment expected to generate future returns.
GOOG
What growth rate is the market pricing in at $380?
+23.2%
Market-Implied FCF Growth Rate
Market pricing in significantly higher growth than history — aggressive.
Economic Moat Score
Learn more →CRM
58/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
GOOG
89/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →CRM
-2.73
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
GOOG
-2.92
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →CRM
Insiders 3.0%Institutions 95.7%Retail & Other 1.3%
No. of Institutional Holders3,813
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
GOOG
Insiders 6.6%Institutions 60.8%Retail & Other 32.6%
No. of Institutional Holders6,186
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →CRM
2
Buys (3M)
5
Buys (12M)
Total value (12M): $27.38M
ALBER LAURA
Director
$500,266
@ $194.58 · 2026-03-19
KIRK DAVID BLAIR
Director
$500,178
@ $194.62 · 2026-03-18
KIRK DAVID BLAIR
Director
$500,722
@ $258.64 · 2025-12-17
MORFIT G MASON
Director and Beneficial Owner of more than 10% of a Class of Security
$25.02M
@ $260.58 · 2025-12-05
KIRK DAVID BLAIR
Director
$865,827
@ $254.66 · 2025-09-09
Open market purchases · includes direct & indirect ownership · excludes option exercises
GOOG
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →CRM
0
Sells (3M)
17
Sells (12M)
Total value (12M): $41.42M
KROES NEELIE
Director
$929,276
@ $238.70 · 2026-01-14
HARRIS G PARKER
Officer and Director
$31.61M
@ $234.70 · 2025-12-02
BENIOFF MARC RUSSELL
Chief Executive Officer
$575,140
@ $255.62 · 2025-10-23
BENIOFF MARC RUSSELL
Chief Executive Officer
$590,102
@ $262.27 · 2025-10-21
BENIOFF MARC RUSSELL
Chief Executive Officer
$567,631
@ $252.28 · 2025-10-20
BENIOFF MARC RUSSELL
Chief Executive Officer
$550,430
@ $244.64 · 2025-10-17
BENIOFF MARC RUSSELL
Chief Executive Officer
$558,810
@ $248.36 · 2025-10-16
BENIOFF MARC RUSSELL
Chief Executive Officer
$536,322
@ $238.37 · 2025-10-15
BENIOFF MARC RUSSELL
Chief Executive Officer
$548,796
@ $243.91 · 2025-10-14
BENIOFF MARC RUSSELL
Chief Executive Officer
$1.10M
@ $244.75 · 2025-10-13
BENIOFF MARC RUSSELL
Chief Executive Officer
$547,344
@ $243.26 · 2025-10-09
BENIOFF MARC RUSSELL
Chief Executive Officer
$539,533
@ $239.79 · 2025-10-08
BENIOFF MARC RUSSELL
Chief Executive Officer
$555,001
@ $246.67 · 2025-09-23
BENIOFF MARC RUSSELL
Chief Executive Officer
$552,798
@ $245.69 · 2025-09-19
BENIOFF MARC RUSSELL
Chief Executive Officer
$545,384
@ $242.39 · 2025-09-15
BENIOFF MARC RUSSELL
Chief Executive Officer
$543,378
@ $241.50 · 2025-09-04
BENIOFF MARC RUSSELL
Chief Executive Officer
$572,842
@ $254.60 · 2025-09-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
GOOG
9
Sells (3M)
46
Sells (12M)
Total value (12M): $183.83M
ARNOLD FRANCES H PH.D.
Director
$37,842
@ $371.00 · 2026-04-30
O TOOLE AMIE THUENER
Officer
$178,702
@ $289.63 · 2026-04-01
ARNOLD FRANCES H PH.D.
Director
$28,069
@ $275.19 · 2026-03-30
PICHAI SUNDAR
Chief Executive Officer
$10.01M
@ $307.89 · 2026-03-18
PICHAI SUNDAR
Chief Executive Officer
$9.86M
@ $303.38 · 2026-03-04
O TOOLE AMIE THUENER
Officer
$284,590
@ $298.00 · 2026-03-03
ARNOLD FRANCES H PH.D.
Director
$33,935
@ $302.99 · 2026-03-02
PICHAI SUNDAR
Chief Executive Officer
$9.88M
@ $303.92 · 2026-02-18
PICHAI SUNDAR
Chief Executive Officer
$10.89M
@ $335.18 · 2026-02-04
O TOOLE AMIE THUENER
Officer
$314,001
@ $336.55 · 2026-02-02
ARNOLD FRANCES H PH.D.
Director
$34,680
@ $340.00 · 2026-01-29
PICHAI SUNDAR
Chief Executive Officer
$10.64M
@ $327.30 · 2026-01-21
PICHAI SUNDAR
Chief Executive Officer
$10.44M
@ $321.21 · 2026-01-07
ARNOLD FRANCES H PH.D.
Director
$31,972
@ $313.45 · 2025-12-31
O TOOLE AMIE THUENER
Officer
$867,569
@ $312.30 · 2025-12-15
PICHAI SUNDAR
Chief Executive Officer
$9.74M
@ $299.80 · 2025-12-15
PICHAI SUNDAR
Chief Executive Officer
$10.38M
@ $319.50 · 2025-12-03
O TOOLE AMIE THUENER
Officer
$302,418
@ $317.00 · 2025-12-02
ARNOLD FRANCES H PH.D.
Director
$32,401
@ $317.66 · 2025-12-01
PICHAI SUNDAR
Chief Executive Officer
$9.64M
@ $296.64 · 2025-11-19
O TOOLE AMIE THUENER
Officer
$800,777
@ $288.26 · 2025-11-17
PICHAI SUNDAR
Chief Executive Officer
$9.21M
@ $283.48 · 2025-11-05
O TOOLE AMIE THUENER
Officer
$269,343
@ $282.33 · 2025-11-03
ARNOLD FRANCES H PH.D.
Director
$32,682
@ $291.80 · 2025-10-30
O TOOLE AMIE THUENER
Officer
$694,651
@ $250.05 · 2025-10-15
PICHAI SUNDAR
Chief Executive Officer
$8.13M
@ $250.15 · 2025-10-15
O TOOLE AMIE THUENER
Officer
$229,864
@ $241.20 · 2025-10-01
PICHAI SUNDAR
Chief Executive Officer
$7.91M
@ $243.41 · 2025-10-01
ARNOLD FRANCES H PH.D.
Director
$25,042
@ $243.13 · 2025-09-30
PICHAI SUNDAR
Chief Executive Officer
$8.11M
@ $249.50 · 2025-09-17
O TOOLE AMIE THUENER
Officer
$680,610
@ $245.00 · 2025-09-15
PICHAI SUNDAR
Chief Executive Officer
$7.47M
@ $229.73 · 2025-09-03
ARNOLD FRANCES H PH.D.
Director
$21,196
@ $207.80 · 2025-08-28
ARNOLD FRANCES H PH.D.
Director
$21,196
@ $207.80 · 2025-08-28
PICHAI SUNDAR
Chief Executive Officer
$6.50M
@ $199.92 · 2025-08-20
PICHAI SUNDAR
Chief Executive Officer
$6.38M
@ $196.23 · 2025-08-06
ARNOLD FRANCES H PH.D.
Director
$19,827
@ $196.31 · 2025-07-30
PICHAI SUNDAR
Chief Executive Officer
$5.99M
@ $184.38 · 2025-07-16
PICHAI SUNDAR
Chief Executive Officer
$5.80M
@ $178.52 · 2025-07-02
ARNOLD FRANCES H PH.D.
Director
$21,867
@ $180.72 · 2025-06-30
ARNOLD FRANCES H PH.D.
Director
$19,827
@ $196.31 · 2025-06-30
PICHAI SUNDAR
Chief Executive Officer
$5.74M
@ $176.68 · 2025-06-18
PICHAI SUNDAR
Chief Executive Officer
$5.48M
@ $168.71 · 2025-06-04
ARNOLD FRANCES H PH.D.
Director
$19,138
@ $172.41 · 2025-05-30
PICHAI SUNDAR
Chief Executive Officer
$5.55M
@ $170.87 · 2025-05-21
PICHAI SUNDAR
Chief Executive Officer
$5.07M
@ $155.90 · 2025-05-07
ARNOLD FRANCES H PH.D.
Director
$17,743
@ $159.85 · 2025-04-30
PICHAI SUNDAR
Chief Executive Officer
$5.08M
@ $156.16 · 2025-04-16
PICHAI SUNDAR
Chief Executive Officer
$5.15M
@ $158.56 · 2025-04-02
O TOOLE AMIE THUENER
Officer
$104,537
@ $155.33 · 2025-04-01
ARNOLD FRANCES H PH.D.
Director
$18,029
@ $162.42 · 2025-03-28
O TOOLE AMIE THUENER
Officer
$238,348
@ $173.47 · 2025-03-03
ARNOLD FRANCES H PH.D.
Director
$20,606
@ $170.30 · 2025-02-28
PORAT RUTH M
President
$3.25M
@ $183.48 · 2025-02-21
O TOOLE AMIE THUENER
Officer
$529,302
@ $187.43 · 2025-02-18
O TOOLE AMIE THUENER
Officer
$270,787
@ $202.08 · 2025-02-03
ARNOLD FRANCES H PH.D.
Director
$22,000
@ $200.00 · 2025-01-30
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →CRM
😨Fear(35/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
GOOG
😏Greed(72/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
Composite sentiment score based on 5 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →CRM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (35)
GOOG
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Greed (72)