Compare Stocks › CRM vs ISRG
Salesforce, Inc. (CRM) vs Intuitive Surgical, Inc. (ISRG)
CRM
Salesforce, Inc.
$194.99
VS
ISRG
Intuitive Surgical, Inc.
$479.93
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.
ISRG
- ★Intuitive Surgical, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Gross margin of 66.0% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Intuitive Surgical, Inc. scores 89/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
Risks
CRM
ISRG
- ⚠FCF yield of 1.3% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠PEG ratio of 3.67 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
- ⚠8 insider sales totaling $3.0M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →CRM
ISRG
Valuation
$16.37B
Free Cash Flow
$2.27B
8.96%
FCF Yield
1.33%
25.00
Trailing P/E
60.98
13.08
Forward P/E
41.92
Quality & Moat
8.21%
ROIC
13.24%
12.61%
ROE
15.93%
77.68%
Gross Margin
66.00%
1.40
PEG Ratio
3.67
Balance Sheet Safety
0.30
Debt / Equity
0.01
N/A
Interest Coverage
N/A
0.65
Net Debt / EBITDA
-1.62
0.90%
Dividend Yield
N/A
CRM: 6Ties: 1ISRG: 4
CRMISRG
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.
ISRG
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
ISRG
$15.51
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$6.98B
Δ Market Cap
+$108.24B
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
ISRG
79.7% Overvalued
Price is 79.7% above estimated fair value
Current Price: $479.93
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $267.02
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.
ISRG
What growth rate is the market pricing in at $480?
+22.2%
Market-Implied Owner Earnings Growth
Standard FCF implies +25.3%
The market implies +22.2% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +25.3%, reflecting heavy growth investment expected to generate future returns.
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.
ISRG
89/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Revenue Predictability is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 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.
ISRG
-2.42
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 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.
ISRG
Insiders 0.6%Institutions 89.1%Retail & Other 10.3%
No. of Institutional Holders3,257
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
ISRG
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
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
ISRG
8
Sells (3M)
34
Sells (12M)
Total value (12M): $78.64M
CURET MYRIAM J
Officer
$51,865
@ $493.95 · 2026-03-10
BROSIUS MARK PRESTON
Officer
$630,475
@ $487.61 · 2026-03-09
BROSIUS MARK PRESTON
Officer
$1.82M
@ $496.19 · 2026-03-05
WIDMAN FREDRIK
Officer
$181,915
@ $495.68 · 2026-03-03
WADORS PATRICIA L.
Officer
$109,936
@ $499.71 · 2026-02-27
WIDMAN FREDRIK
Officer
$65,830
@ $494.96 · 2026-02-11
CURET MYRIAM J
Officer
$65,523
@ $520.02 · 2026-01-29
CURET MYRIAM J
Officer
$122,500
@ $532.61 · 2026-01-27
BROSIUS MARK PRESTON
Officer
$2.72M
@ $547.47 · 2025-12-15
BROSIUS MARK PRESTON
Officer
$2.63M
@ $547.36 · 2025-12-12
CURET MYRIAM J
Officer
$58,230
@ $559.90 · 2025-12-10
CURET MYRIAM J
Officer
$71,124
@ $568.99 · 2025-12-01
GUTHART GARY S
Officer and Director
$13.02M
@ $570.89 · 2025-12-01
CHARLTON HENRY L
Officer
$7.96M
@ $580.00 · 2025-11-12
BARRATT CRAIG H
Director
$435,000
@ $580.00 · 2025-11-12
MILLER BRIAN EDWARD
Officer
$2.01M
@ $575.00 · 2025-11-10
CURET MYRIAM J
Officer
$58,800
@ $560.00 · 2025-11-10
WIDMAN FREDRIK
Officer
$1.14M
@ $550.00 · 2025-11-05
CURET MYRIAM J
Officer
$4.22M
@ $548.34 · 2025-10-29
ROSA DAVID J
Chief Executive Officer
$13.41M
@ $547.55 · 2025-10-24
BARRATT CRAIG H
Director
$1.20M
@ $548.01 · 2025-10-24
LADD AMY L
Director
$305,588
@ $455.42 · 2025-09-04
GUTHART GARY S
Officer and Director
$13.87M
@ $472.49 · 2025-08-29
CURET MYRIAM J
Officer
$2.22M
@ $492.48 · 2025-07-25
BROSIUS MARK PRESTON
Officer
$242,182
@ $561.91 · 2025-06-06
BROSIUS MARK PRESTON
Officer
$355,139
@ $550.60 · 2025-06-04
BROSIUS MARK PRESTON
Officer
$23,596
@ $561.81 · 2025-05-16
BROSIUS MARK PRESTON
Officer
$36,886
@ $558.88 · 2025-05-14
SAMATH JAMIE E.
Chief Financial Officer
$483,074
@ $527.95 · 2025-05-02
NACHTSHEIM JAMI DOVER K
Director
$1.25M
@ $520.00 · 2025-05-01
LADD AMY L
Director
$4.44M
@ $505.55 · 2025-04-30
DESANTIS ROBERT
Officer
$508,509
@ $513.65 · 2025-04-29
LOEB GARY
Officer
$872,406
@ $513.18 · 2025-04-25
CURET MYRIAM J
Officer
$2.05M
@ $513.18 · 2025-04-25
DESANTIS ROBERT
Officer
$5.76M
@ $499.22 · 2025-03-13
MILLER BRIAN EDWARD
Officer
$6.37M
@ $493.44 · 2025-03-12
BROSIUS MARK PRESTON
Officer
$260,725
@ $533.18 · 2025-03-07
BROSIUS MARK PRESTON
Officer
$824,991
@ $558.94 · 2025-03-06
ROSA DAVID J
President
$9.20M
@ $557.52 · 2025-03-05
WIDMAN FREDRIK
Officer
$464,762
@ $573.78 · 2025-03-03
BROSIUS MARK PRESTON
Officer
$282,300
@ $573.78 · 2025-03-03
CURET MYRIAM J
Officer
$1.75M
@ $577.30 · 2025-03-03
SAMATH JAMIE E.
Chief Financial Officer
$106,585
@ $566.94 · 2025-02-28
CURET MYRIAM J
Officer
$1.39M
@ $581.00 · 2025-02-27
SAMATH JAMIE E.
Chief Financial Officer
$61,652
@ $570.85 · 2025-02-26
LOEB GARY
Officer
$1.52M
@ $583.79 · 2025-02-12
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.
ISRG
😐Neutral(44/100)
"Market is pricing this stock without strong emotion in either direction"
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)
ISRG
⚪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: Neutral (44)