Compare Stocks › CRM vs MCD
Salesforce, Inc. (CRM) vs McDonald's Corporation (MCD)
CRM
Salesforce, Inc.
$183.82
VS
MCD
McDonald's Corporation
$286.64
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.
MCD
- ★McDonald's Corporation has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★McDonald's Corporation scores 91/100 on the Economic Moat Score (Wide Moat), with revenue predictability as the strongest competitive dimension.
- ★Each dollar of retained earnings has created $2.47 of earning power — management is an exceptional capital allocator.
Risks
CRM
MCD
- ⚠PEG ratio of 2.93 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
- ⚠10 insider sales totaling $24.1M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →CRM
MCD
Valuation
$16.37B
Free Cash Flow
$6.30B
10.88%
FCF Yield
3.09%
23.60
Trailing P/E
23.99
12.31
Forward P/E
19.97
Quality & Moat
8.21%
ROIC
17.46%
12.61%
ROE
N/A
77.68%
Gross Margin
57.41%
1.32
PEG Ratio
2.93
Balance Sheet Safety
0.30
Debt / Equity
N/A
N/A
Interest Coverage
N/A
0.65
Net Debt / EBITDA
3.70
0.96%
Dividend Yield
2.60%
CRM: 6Ties: 2MCD: 2
CRMMCD
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.
MCD
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
$-5.96
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$14.67B
Δ Market Cap
$-87.37B
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
MCD
$2.28
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$10.74B
Δ Market Cap
+$24.46B
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
28.5% Margin of Safety
Price is 28.5% below estimated fair value
Current Price: $183.82
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $257.23
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
MCD
44.4% Overvalued
Price is 44.4% above estimated fair value
Current Price: $286.64
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $198.52
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 $184?
+8.5%
Market-Implied Owner Earnings Growth
Standard FCF implies -2.3%
The market implies +8.5% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding -2.3%, reflecting heavy growth investment expected to generate future returns.
MCD
What growth rate is the market pricing in at $287?
+13.3%
Market-Implied Owner Earnings Growth
Standard FCF implies +17.5%
The market implies +13.3% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +17.5%, reflecting ongoing 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.
MCD
91/100
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 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.
MCD
-2.62
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.
MCD
Insiders 0.3%Institutions 75.7%Retail & Other 24.1%
No. of Institutional Holders4,401
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
MCD
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
MCD
10
Sells (3M)
27
Sells (12M)
Total value (12M): $44.41M
ERLINGER JOSEPH M
Officer
$100,806
@ $302.72 · 2026-04-23
ERLINGER JOSEPH M
Officer
$806,182
@ $307.00 · 2026-04-10
ERLINGER JOSEPH M
Officer
$104,386
@ $313.47 · 2026-03-23
BARONI DARIO
Officer
$194,262
@ $323.77 · 2026-03-18
ERLINGER JOSEPH M
Officer
$862,221
@ $328.34 · 2026-03-10
BANNER JONATHAN
Officer
$2.07M
@ $333.32 · 2026-02-23
ERLINGER JOSEPH M
Officer
$110,033
@ $330.43 · 2026-02-23
KEMPCZINSKI CHRISTOPHER J
Chief Executive Officer
$17.47M
@ $332.44 · 2026-02-13
FLATLEY EDITH MORGAN
Officer
$1.55M
@ $331.00 · 2026-02-12
ERLINGER JOSEPH M
Officer
$854,106
@ $325.25 · 2026-02-10
ERLINGER JOSEPH M
Officer
$805,079
@ $306.58 · 2026-01-12
RALLS-MORRISON DESIREE ANN
Officer
$795,520
@ $320.00 · 2025-12-16
FLATLEY EDITH MORGAN
Officer
$207,270
@ $315.00 · 2025-12-12
STEIJAERT MANUEL JM
Officer
$2.01M
@ $305.50 · 2025-12-01
BORDEN IAN FREDERICK
Chief Financial Officer
$5.31M
@ $310.00 · 2025-11-21
ERLINGER JOSEPH M
Officer
$977,095
@ $305.82 · 2025-11-14
STEIJAERT MANUEL JM
Officer
$3.95M
@ $300.42 · 2025-11-05
FLATLEY EDITH MORGAN
Officer
$315,000
@ $315.00 · 2025-09-02
FLATLEY EDITH MORGAN
Officer
$1.49M
@ $315.00 · 2025-08-20
BANNER JONATHAN
Officer
$310,000
@ $310.00 · 2025-08-19
RALLS-MORRISON DESIREE ANN
Officer
$770,970
@ $310.00 · 2025-08-06
FLATLEY EDITH MORGAN
Officer
$296,216
@ $303.50 · 2025-08-01
ERLINGER JOSEPH M
Officer
$281,221
@ $299.49 · 2025-07-23
FLATLEY EDITH MORGAN
Officer
$300,000
@ $300.00 · 2025-07-10
ERLINGER JOSEPH M
Officer
$270,920
@ $288.52 · 2025-06-23
ERLINGER JOSEPH M
President
$295,851
@ $315.07 · 2025-05-23
STEIJAERT MANUEL JM
Officer
$1.92M
@ $319.66 · 2025-05-20
ERLINGER JOSEPH M
Officer
$299,072
@ $318.50 · 2025-04-23
ERLINGER JOSEPH M
Officer
$287,616
@ $306.30 · 2025-03-24
BOYD TIFFANIE L
Officer
$309,270
@ $309.27 · 2025-02-27
STEIJAERT MANUEL JM
Officer
$3.23M
@ $308.71 · 2025-02-24
ERLINGER JOSEPH M
Officer
$286,395
@ $305.00 · 2025-02-24
GROSS MARION K
Officer
$334,871
@ $304.71 · 2025-02-21
BANNER JONATHAN
Officer
$456,495
@ $304.33 · 2025-02-21
FLATLEY EDITH MORGAN
Officer
$962,432
@ $300.76 · 2025-02-19
BANNER JONATHAN
Officer
$2.83M
@ $307.41 · 2025-02-13
KEMPCZINSKI CHRISTOPHER J
Chief Executive Officer
$3.26M
@ $310.05 · 2025-02-11
ERLINGER JOSEPH M
Officer
$84,225
@ $280.75 · 2025-01-23
GROSS MARION K
Officer
$436,134
@ $290.95 · 2025-01-02
RALLS-MORRISON DESIREE ANN
Officer
$1.98M
@ $289.89 · 2024-12-31
ERLINGER JOSEPH M
Officer
$319,919
@ $291.10 · 2024-12-23
ERLINGER JOSEPH M
Officer
$321,458
@ $292.50 · 2024-11-25
GROSS MARION K
Officer
$441,470
@ $294.51 · 2024-11-01
ERLINGER JOSEPH M
Officer
$321,326
@ $292.38 · 2024-10-23
FLATLEY EDITH MORGAN
Officer
$727,260
@ $310.00 · 2024-10-14
KEMPCZINSKI CHRISTOPHER J
Chief Executive Officer
$2.83M
@ $305.00 · 2024-09-27
KEMPCZINSKI CHRISTOPHER J
Chief Executive Officer
$5.51M
@ $300.02 · 2024-09-24
BORDEN IAN FREDERICK
Chief Financial Officer
$1.78M
@ $300.04 · 2024-09-23
ERLINGER JOSEPH M
Officer
$328,128
@ $298.57 · 2024-09-23
KEMPCZINSKI CHRISTOPHER J
Chief Executive Officer
$1.18M
@ $300.00 · 2024-09-16
BORDEN IAN FREDERICK
Chief Financial Officer
$397,500
@ $300.00 · 2024-09-16
GROSS MARION K
Officer
$428,967
@ $286.36 · 2024-09-03
ERLINGER JOSEPH M
Officer
$316,993
@ $288.70 · 2024-08-23
ERLINGER JOSEPH M
Officer
$285,740
@ $260.00 · 2024-07-23
GROSS MARION K
Officer
$371,893
@ $248.26 · 2024-07-03
ERLINGER JOSEPH M
Officer
$285,480
@ $260.00 · 2024-06-21
ERLINGER JOSEPH M
Officer
$291,378
@ $265.13 · 2024-05-23
BANNER JONATHAN
Officer
$220,016
@ $275.02 · 2024-05-10
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(32/100)
"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.
MCD
😐Neutral(42/100)
"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 (32)
MCD
⚪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 (42)