Compare Stocks › CRM vs JBL
Salesforce, Inc. (CRM) vs Jabil Inc. (JBL)
CRM
Salesforce, Inc.
$194.99
VS
JBL
Jabil Inc.
$265.31
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.
JBL
- ★Jabil Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Jabil Inc. scores 83/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
- ★Free cash flow has grown at a 63.9% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
CRM
JBL
- ⚠Gross margin of 9.0% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠Trailing P/E of 41.5x is 105% above the historical average of 20.3x — the stock trades at a premium to its own history.
- ⚠High leverage (3.25x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
Key Valuation Metrics
Learn more →CRM
JBL
Valuation
$16.37B
Free Cash Flow
$1.15B
8.96%
FCF Yield
4.05%
25.00
Trailing P/E
41.52
13.08
Forward P/E
19.48
Quality & Moat
8.21%
ROIC
21.02%
12.61%
ROE
48.70%
77.68%
Gross Margin
9.04%
1.40
PEG Ratio
0.43
Balance Sheet Safety
0.30
Debt / Equity
3.25
N/A
Interest Coverage
N/A
0.65
Net Debt / EBITDA
1.08
0.90%
Dividend Yield
0.12%
CRM: 8Ties: 1JBL: 3
CRMJBL
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.
JBL
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
JBL
$5.57
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.74B
Δ Market Cap
+$15.27B
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
JBL
44.1% Overvalued
Price is 44.1% above estimated fair value
Current Price: $265.31
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $184.12
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.
JBL
What growth rate is the market pricing in at $265?
+19.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +11.8%
The market implies +19.4% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +11.8%, reflecting heavy growth investment.
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.
JBL
83/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. ROIC Consistency 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 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.
JBL
-2.47
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 Holders3,961
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.
JBL
Insiders 1.3%Institutions 97.7%Retail & Other 0.9%
No. of Institutional Holders1,296
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
JBL
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
JBL
8
Sells (3M)
45
Sells (12M)
Total value (12M): $138.48M
SCHICK GARY K.
Officer
$102,872
@ $243.77 · 2026-02-02
DASTOOR MICHAEL
Chief Executive Officer
$3.70M
@ $246.91 · 2026-01-22
BERRY ADAM E
Officer
$404,113
@ $253.20 · 2026-01-16
MONDELLO MARK T
Officer and Director
$4.30M
@ $250.00 · 2026-01-16
ANSARI ANOUSHEH
Director
$246,000
@ $246.00 · 2026-01-15
MONDELLO MARK T
Officer and Director
$5.52M
@ $241.90 · 2026-01-15
MONDELLO MARK T
Officer and Director
$4.72M
@ $236.25 · 2026-01-02
BORGES STEVEN D
Officer
$2.35M
@ $235.00 · 2025-12-23
MCCOY FREDERIC E III
Officer
$4.95M
@ $224.93 · 2025-12-19
ANSARI ANOUSHEH
Director
$337,500
@ $225.00 · 2025-12-19
MONDELLO MARK T
Officer and Director
$11.27M
@ $225.32 · 2025-12-19
MONDELLO MARK T
Officer and Director
$4.24M
@ $212.20 · 2025-12-01
SCHICK GARY K.
Officer
$99,971
@ $220.69 · 2025-11-03
MONDELLO MARK T
Officer and Director
$4.42M
@ $220.83 · 2025-11-03
YAP MAY YEE
Chief Technology Officer
$1.99M
@ $225.03 · 2025-10-31
MCKAY FRANCIS
Officer
$566,999
@ $224.47 · 2025-10-29
HEBARD GREGORY B
Chief Financial Officer
$1.30M
@ $213.54 · 2025-10-28
CROWLEY MATTHEW
Officer
$153,830
@ $211.60 · 2025-10-27
MELACHRINO KRISTINE
General Counsel
$1.40M
@ $213.40 · 2025-10-24
CROWLEY MATTHEW
Officer
$1.34M
@ $205.73 · 2025-10-21
MONDELLO MARK T
Officer and Director
$8.31M
@ $207.77 · 2025-10-17
MONDELLO MARK T
Officer and Director
$4.30M
@ $214.84 · 2025-10-01
MONDELLO MARK T
Officer and Director
$4.00M
@ $200.02 · 2025-09-02
SCHICK GARY K.
Officer
$98,196
@ $219.19 · 2025-08-01
MONDELLO MARK T
Officer and Director
$4.38M
@ $219.20 · 2025-08-01
MCCOY FREDERIC E III
Officer
$1.01M
@ $223.55 · 2025-07-23
PRIESTLEY ANDREW
Officer
$832,965
@ $225.00 · 2025-07-23
RAYMUND STEVEN A
Director
$3.00M
@ $223.11 · 2025-07-21
PRIESTLEY ANDREW
Officer
$850,950
@ $225.00 · 2025-07-21
ANSARI ANOUSHEH
Director
$222,750
@ $222.75 · 2025-07-03
MONDELLO MARK T
Officer and Director
$4.33M
@ $216.59 · 2025-07-01
RAYMUND STEVEN A
Director
$3.46M
@ $216.83 · 2025-06-27
ANSARI ANOUSHEH
Director
$518,934
@ $207.57 · 2025-06-20
MCCOY FREDERIC E III
Officer
$1.84M
@ $205.39 · 2025-06-18
PRIESTLEY ANDREW
Officer
$2.83M
@ $203.17 · 2025-06-18
BERRY ADAM E
Officer
$848,113
@ $200.36 · 2025-06-18
YAP MAY YEE
Chief Technology Officer
$1.40M
@ $206.00 · 2025-06-18
MCKAY FRANCIS
Officer
$697,621
@ $205.48 · 2025-06-18
BORGES STEVEN D
Officer
$4.49M
@ $200.01 · 2025-06-18
DASTOOR MICHAEL
Chief Executive Officer
$3.49M
@ $191.66 · 2025-06-17
MONDELLO MARK T
Officer and Director
$29.00M
@ $193.33 · 2025-06-17
MONDELLO MARK T
Officer and Director
$3.34M
@ $166.75 · 2025-06-02
DASTOOR MICHAEL
Chief Executive Officer
$1.70M
@ $169.90 · 2025-05-14
SCHICK GARY K.
Officer
$102,549
@ $151.25 · 2025-05-02
CROWLEY MATTHEW
Officer
$17,214
@ $149.69 · 2025-05-01
HOLLAND CHRISTOPHER S
Director
$551,728
@ $162.27 · 2025-01-31
PLANT JOHN C
Director
$8.63M
@ $172.55 · 2025-01-24
RAYMUND STEVEN A
Director
$3.03M
@ $151.30 · 2025-01-10
ANSARI ANOUSHEH
Director
$155,000
@ $155.00 · 2025-01-07
MCCOY FREDERIC E III
Officer
$599,240
@ $149.81 · 2025-01-03
YAP MAY YEE
Chief Technology Officer
$501,751
@ $150.45 · 2025-01-03
BORGES STEVEN D
Officer
$752,500
@ $150.50 · 2025-01-03
MCCOY FREDERIC E III
Officer
$523,739
@ $122.28 · 2024-10-31
MCKAY FRANCIS
Officer
$1.43M
@ $121.71 · 2024-10-31
MELACHRINO KRISTINE
General Counsel
$446,002
@ $124.17 · 2024-10-30
HOLLAND CHRISTOPHER S
Director
$450,814
@ $125.23 · 2024-10-25
RAYMUND STEVEN A
Director
$2.49M
@ $124.70 · 2024-10-24
CROWLEY MATTHEW
Officer
$280,551
@ $123.54 · 2024-10-22
CROWLEY MATTHEW
Officer
$173,645
@ $125.83 · 2024-10-18
RAYMUND STEVEN A
Director
$1.51M
@ $122.10 · 2024-10-07
MCCOY FREDERIC E III
Officer
$474,808
@ $118.70 · 2024-10-01
YAP MAY YEE
Chief Technology Officer
$500,246
@ $117.04 · 2024-07-16
MCCOY FREDERIC E III
Officer
$145,524
@ $116.42 · 2024-07-15
WILSON KENNETH S
Chief Executive Officer
$2.01M
@ $134.20 · 2024-04-15
SCHICK GARY K.
Officer
$108,967
@ $136.55 · 2024-04-09
YAP MAY YEE
Chief Technology Officer
$1.10M
@ $139.65 · 2024-04-08
CREADON GERALD
Officer
$406,850
@ $135.62 · 2024-04-03
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.
JBL
😏Greed(63/100)
"Market is optimistic — be cautious and ensure you have a margin of safety"
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)
JBL
⚪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 (63)