Compare Stocks › CRM vs MRNA
Salesforce, Inc. (CRM) vs Moderna, Inc. (MRNA)
CRM
Salesforce, Inc.
$194.99
VS
MRNA
Moderna, Inc.
$52.37
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.
MRNA
Risks
CRM
MRNA
- ⚠ROIC has declined by 61.0 percentage points over the observed period, which may signal competitive erosion.
- ⚠Gross margin of -105.8% is low, suggesting a competitive or commodity-like market with limited pricing power.
- ⚠Moderna, Inc. scores only 17/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
Key Valuation Metrics
Learn more →CRM
MRNA
Valuation
$16.37B
Free Cash Flow
$-1.33B
8.96%
FCF Yield
-6.41%
25.00
Trailing P/E
N/A
13.08
Forward P/E
-11.51
Quality & Moat
8.21%
ROIC
-19.50%
12.61%
ROE
-32.62%
77.68%
Gross Margin
-105.76%
1.40
PEG Ratio
N/A
Balance Sheet Safety
0.30
Debt / Equity
0.15
N/A
Interest Coverage
N/A
0.65
Net Debt / EBITDA
N/A
0.90%
Dividend Yield
N/A
CRM: 5Ties: 1MRNA: 2
CRMMRNA
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.
MRNA
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
MRNA
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-11.10B
Δ Market Cap
$-57.53B
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
MRNA
Insufficient Data
Enter initial FCF to calculate intrinsic value
Current Price: $52.37
Strongly undervalued
Strongly overvalued
Fair Value: $0.00
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.
MRNA
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.
MRNA
17/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable competitive advantage detected. The business shows limited evidence of pricing power, consistent returns, or capital efficiency.
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.
MRNA
-3.72
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.
MRNA
Insiders 7.3%Institutions 77.1%Retail & Other 15.5%
No. of Institutional Holders978
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
MRNA
0
Buys (3M)
0
Buys (12M)
SAGAN PAUL L
Director
$1.00M
@ $31.76 · 2025-03-03
BANCEL STEPHANE J
Chief Executive Officer
$5.00M
@ $31.22 · 2025-03-03
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
MRNA
2
Sells (3M)
4
Sells (12M)
Total value (12M): $8.56M
KLINGER SHANNON THYME
Officer
$726,047
@ $52.29 · 2026-03-02
HOGE STEPHEN
President
$7.81M
@ $48.84 · 2026-02-23
HUSSAIN SHAH ABBAS
Director
$13,910
@ $27.60 · 2025-12-09
HUSSAIN SHAH ABBAS
Director
$8,736
@ $28.00 · 2025-06-11
KLINGER SHANNON THYME
Officer
$23,637
@ $44.68 · 2024-12-09
HOGE STEPHEN
President
$13,595
@ $43.30 · 2024-12-03
KLINGER SHANNON THYME
Officer
$4,849
@ $43.29 · 2024-12-03
HOGE STEPHEN
President
$12,452
@ $42.79 · 2024-11-29
MOCK JAMES M
Chief Financial Officer
$60,761
@ $42.79 · 2024-11-29
KLINGER SHANNON THYME
Officer
$60,675
@ $42.79 · 2024-11-29
HOGE STEPHEN
President
$12,771
@ $46.10 · 2024-11-11
MOCK JAMES M
Chief Financial Officer
$42,986
@ $60.12 · 2024-10-07
KLINGER SHANNON THYME
Officer
$40,539
@ $73.57 · 2024-09-09
HOGE STEPHEN
President
$24,483
@ $76.99 · 2024-09-03
KLINGER SHANNON THYME
Officer
$8,777
@ $76.99 · 2024-09-03
HOGE STEPHEN
President
$23,408
@ $78.03 · 2024-08-29
MOCK JAMES M
Chief Financial Officer
$12,640
@ $78.02 · 2024-08-29
KLINGER SHANNON THYME
Officer
$12,640
@ $78.02 · 2024-08-29
MOCK JAMES M
Chief Financial Officer
$104,881
@ $79.40 · 2024-08-28
KLINGER SHANNON THYME
Officer
$104,722
@ $79.39 · 2024-08-28
HOGE STEPHEN
President
$21,363
@ $84.11 · 2024-08-12
AFEYAN NOUBAR BOGHOS
Director
$1.80M
@ $119.96 · 2024-07-31
AFEYAN NOUBAR BOGHOS
Director
$1.77M
@ $117.80 · 2024-07-24
AFEYAN NOUBAR BOGHOS
Director
$1.84M
@ $122.84 · 2024-07-17
HOGE STEPHEN
President
$1.82M
@ $121.12 · 2024-07-15
AFEYAN NOUBAR BOGHOS
Director
$1.76M
@ $117.08 · 2024-07-10
MOCK JAMES M
Chief Financial Officer
$81,465
@ $118.24 · 2024-07-08
AFEYAN NOUBAR BOGHOS
Director
$1.91M
@ $127.22 · 2024-06-26
AFEYAN NOUBAR BOGHOS
Director
$2.00M
@ $133.57 · 2024-06-18
HOGE STEPHEN
President
$2.07M
@ $138.16 · 2024-06-17
AFEYAN NOUBAR BOGHOS
Director
$2.21M
@ $147.20 · 2024-06-12
KLINGER SHANNON THYME
Officer
$766,785
@ $148.09 · 2024-06-10
AFEYAN NOUBAR BOGHOS
Director
$2.27M
@ $151.25 · 2024-06-05
HOGE STEPHEN
President
$47,704
@ $140.72 · 2024-06-03
MOCK JAMES M
Chief Financial Officer
$97,237
@ $140.72 · 2024-06-03
KLINGER SHANNON THYME
Officer
$17,168
@ $140.72 · 2024-06-03
AFEYAN NOUBAR BOGHOS
Director
$2.90M
@ $145.08 · 2024-05-29
HOGE STEPHEN
President
$49,276
@ $144.50 · 2024-05-29
MOCK JAMES M
Chief Financial Officer
$26,444
@ $144.50 · 2024-05-29
KLINGER SHANNON THYME
Officer
$26,444
@ $144.50 · 2024-05-29
MOCK JAMES M
Chief Financial Officer
$105,283
@ $162.47 · 2024-05-28
KLINGER SHANNON THYME
Officer
$210,566
@ $162.47 · 2024-05-28
AFEYAN NOUBAR BOGHOS
Director
$2.36M
@ $157.57 · 2024-05-22
AFEYAN NOUBAR BOGHOS
Director
$1.91M
@ $127.32 · 2024-05-15
HOGE STEPHEN
President
$1.91M
@ $127.49 · 2024-05-15
HOGE STEPHEN
President
$30,844
@ $120.96 · 2024-05-10
AFEYAN NOUBAR BOGHOS
Director
$1.83M
@ $121.68 · 2024-05-08
AFEYAN NOUBAR BOGHOS
Director
$1.66M
@ $110.92 · 2024-05-01
AFEYAN NOUBAR BOGHOS
Director
$1.62M
@ $108.32 · 2024-04-24
AFEYAN NOUBAR BOGHOS
Director
$1.55M
@ $103.38 · 2024-04-17
HOGE STEPHEN
President
$1.58M
@ $105.02 · 2024-04-15
AFEYAN NOUBAR BOGHOS
Director
$1.61M
@ $107.12 · 2024-04-10
MOCK JAMES M
Chief Financial Officer
$71,859
@ $101.93 · 2024-04-08
AFEYAN NOUBAR BOGHOS
Director
$1.53M
@ $101.68 · 2024-04-03
AFEYAN NOUBAR BOGHOS
Director
$1.64M
@ $109.06 · 2024-03-27
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.
MRNA
😐Neutral(47/100)
"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)
MRNA
⚪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 (47)