Compare Stocks › CRM vs HOOD
Salesforce, Inc. (CRM) vs Robinhood Markets, Inc. (HOOD)
CRM
Salesforce, Inc.
$194.99
VS
HOOD
Robinhood Markets, Inc.
$74.16
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.
- ★Management has timed buybacks well — 3 out of 4 years showed value-accretive repurchases.
HOOD
- ★Gross margin of 92.4% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Each dollar of retained earnings has created $34.39 of market value — management is an exceptional capital allocator.
Risks
CRM
HOOD
- ⚠Despite buyback spending, shares outstanding increased in 2 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠Beneish M-Score of -1.59 flags financial patterns consistent with potential earnings manipulation — warrants further investigation.
- ⚠11 insider sales totaling $66.6M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →CRM
HOOD
Valuation
$16.37B
Free Cash Flow
N/A
8.96%
FCF Yield
N/A
25.00
Trailing P/E
36.18
13.08
Forward P/E
26.99
Quality & Moat
8.21%
ROIC
7.61%
12.61%
ROE
20.58%
77.68%
Gross Margin
92.38%
1.40
PEG Ratio
N/A
Balance Sheet Safety
0.30
Debt / Equity
1.36
N/A
Interest Coverage
N/A
0.65
Net Debt / EBITDA
N/A
0.90%
Dividend Yield
N/A
CRM: 4Ties: 1HOOD: 2
CRMHOOD
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.
HOOD
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
$-5.25
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$14.67B
Δ Market Cap
$-76.99B
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
HOOD
$34.39
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.75B
Δ Market Cap
+$94.67B
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
13.0% Margin of Safety
Price is 13.0% below estimated fair value
Current Price: $194.99
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $224.03
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
HOOD
53.7% Overvalued
Price is 53.7% above estimated fair value
Current Price: $74.16
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $48.25
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 $195?
+11.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +0.3%
The market implies +11.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +0.3%, reflecting heavy growth investment expected to generate future returns.
HOOD
Requires positive FCF to compute implied growth rate.
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.
HOOD
45/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with reinvestment efficiency 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.
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.
HOOD
-1.59
Likely 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 2.7%Institutions 85.0%Retail & Other 12.3%
No. of Institutional Holders3,962
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.
HOOD
Insiders 0.7%Institutions 74.5%Retail & Other 24.8%
No. of Institutional Holders1,827
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
0
Buys (3M)
3
Buys (12M)
Total value (12M): $26.38M
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
HOOD
0
Buys (3M)
1
Buys (12M)
Total value (12M): $1.97M
PAYNE CHRISTOPHER D
Director
$1.97M
@ $74.19 · 2025-06-13
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
1
Sells (3M)
19
Sells (12M)
Total value (12M): $42.55M
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
BENIOFF MARC RUSSELL
Chief Executive Officer
$571,202
@ $253.87 · 2025-08-28
BENIOFF MARC RUSSELL
Chief Executive Officer
$557,034
@ $247.57 · 2025-08-25
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
HOOD
11
Sells (3M)
47
Sells (12M)
Total value (12M): $903.86M
PINNER JEFFREY TSVI
Chief Technology Officer
$469,822
@ $80.50 · 2026-03-05
GALLAGHER DANIEL MARTIN JR
Officer
$754,903
@ $75.49 · 2026-03-03
VERMA SHIV
Chief Financial Officer
$411,274
@ $75.13 · 2026-02-17
WARNICK JASON
Former
$10.64M
@ $85.09 · 2026-02-09
GALLAGHER DANIEL MARTIN JR
Officer
$870,665
@ $87.07 · 2026-02-03
QUIRK STEVEN M
Officer
$4.61M
@ $87.81 · 2026-02-03
PINNER JEFFREY TSVI
Chief Technology Officer
$630,284
@ $107.48 · 2026-01-26
PINNER JEFFREY TSVI
Chief Technology Officer
$712,984
@ $121.59 · 2026-01-05
TENEV VLADIMIR
Chief Executive Officer
$45.61M
@ $121.63 · 2026-01-05
GALLAGHER DANIEL MARTIN JR
Officer
$1.22M
@ $121.58 · 2026-01-05
PINNER JEFFREY TSVI
Chief Technology Officer
$717,689
@ $122.39 · 2025-12-22
PINNER JEFFREY TSVI
Chief Technology Officer
$775,711
@ $132.26 · 2025-12-05
GALLAGHER DANIEL MARTIN JR
Officer
$15.86M
@ $132.13 · 2025-12-03
QUIRK STEVEN M
Officer
$6.55M
@ $131.15 · 2025-12-03
GALLAGHER DANIEL MARTIN JR
Officer
$6.07M
@ $121.33 · 2025-11-26
GALLAGHER DANIEL MARTIN JR
Officer
$1.13M
@ $112.98 · 2025-11-24
WARNICK JASON
Chief Financial Officer
$39.84M
@ $132.81 · 2025-11-11
QUIRK STEVEN M
Officer
$6.80M
@ $140.61 · 2025-11-04
GALLAGHER DANIEL MARTIN JR
Officer
$3.65M
@ $145.95 · 2025-11-03
PINNER JEFFREY TSVI
Chief Technology Officer
$861,460
@ $146.91 · 2025-10-27
PINNER JEFFREY TSVI
Chief Technology Officer
$865,118
@ $147.53 · 2025-10-06
GALLAGHER DANIEL MARTIN JR
Officer
$3.71M
@ $148.34 · 2025-10-03
TENEV VLADIMIR
Chief Executive Officer
$104.80M
@ $139.73 · 2025-10-01
PINNER JEFFREY TSVI
Chief Technology Officer
$727,872
@ $124.13 · 2025-09-22
TENEV VLADIMIR
Chief Executive Officer
$403.97M
@ $114.57 · 2025-09-15
PINNER JEFFREY TSVI
Chief Technology Officer
$585,514
@ $99.83 · 2025-09-05
GALLAGHER DANIEL MARTIN JR
Officer
$2.52M
@ $100.92 · 2025-09-03
QUIRK STEVEN M
Officer
$6.07M
@ $100.91 · 2025-09-03
WARNICK JASON
Chief Financial Officer
$11.09M
@ $110.93 · 2025-08-15
QUIRK STEVEN M
Officer
$4.20M
@ $104.71 · 2025-08-05
GALLAGHER DANIEL MARTIN JR
Officer
$2.61M
@ $104.23 · 2025-08-04
GALLAGHER DANIEL MARTIN JR
Officer
$22.49M
@ $99.97 · 2025-08-01
PINNER JEFFREY TSVI
Chief Technology Officer
$614,141
@ $104.73 · 2025-07-25
TENEV VLADIMIR
Chief Executive Officer
$39.28M
@ $101.90 · 2025-07-16
TENEV VLADIMIR
Chief Executive Officer
$11.64M
@ $101.65 · 2025-07-14
PINNER JEFFREY TSVI
Chief Technology Officer
$548,353
@ $93.51 · 2025-07-07
GALLAGHER DANIEL MARTIN JR
Officer
$2.35M
@ $93.88 · 2025-07-03
TENEV VLADIMIR
Chief Executive Officer
$69.95M
@ $93.27 · 2025-07-01
WARNICK JASON
Chief Financial Officer
$15.77M
@ $90.09 · 2025-06-30
WARNICK JASON
Chief Financial Officer
$29.27M
@ $83.63 · 2025-06-25
QUIRK STEVEN M
Officer
$7.84M
@ $84.96 · 2025-06-25
PINNER JEFFREY TSVI
Chief Technology Officer
$456,362
@ $77.82 · 2025-06-20
PINNER JEFFREY TSVI
Chief Technology Officer
$431,021
@ $73.49 · 2025-06-05
GALLAGHER DANIEL MARTIN JR
Officer
$1.79M
@ $71.64 · 2025-06-03
QUIRK STEVEN M
Officer
$7.36M
@ $70.14 · 2025-06-03
WARNICK JASON
Chief Financial Officer
$1.65M
@ $65.95 · 2025-05-27
WARNICK JASON
Chief Financial Officer
$3.10M
@ $61.98 · 2025-05-14
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(37/100)
"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.
HOOD
😨Fear(37/100)
"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.
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 (37)
HOOD
⚪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 (37)