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Compare Stocks › CRM vs NWSA

Salesforce, Inc. (CRM) vs News Corporation (NWSA)

CRM
Salesforce, Inc.
$183.82
VS
NWSA
News Corporation
$26.24

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.
NWSA
  • ★Each dollar of retained earnings has created $5.82 of earning power — management is an exceptional capital allocator.
  • ★FCF yield of 12.0% is historically attractive — the business generates significant cash relative to its price.
  • ★Trailing P/E of 34.1x is 25% below the historical average of 45.7x — potentially undervalued relative to its own history.

Risks

CRM
    NWSA
    • ⚠PEG ratio of 3.07 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
    • ⚠Free cash flow has declined at a 12.6% CAGR over the past 4 years — a concerning trend.

    Key Valuation Metrics

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    CRM
    NWSA
    Valuation
    $16.37B
    Free Cash Flow
    $1.72B
    10.88%
    FCF Yield
    11.95%
    23.60
    Trailing P/E
    34.08
    12.31
    Forward P/E
    20.96
    Quality & Moat
    8.21%
    ROIC
    9.39%
    12.61%
    ROE
    12.47%
    77.68%
    Gross Margin
    56.67%
    1.32
    PEG Ratio
    3.07
    Balance Sheet Safety
    0.30
    Debt / Equity
    0.31
    N/A
    Interest Coverage
    N/A
    0.65
    Net Debt / EBITDA
    0.73
    0.96%
    Dividend Yield
    0.76%
    CRM: 7Ties: 3NWSA: 2
    CRMNWSA

    Historical Fundamentals

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    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.

    NWSA

    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

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    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
    NWSA
    $3.88
    created per $1 retained over 3 years
    Exceptional Value Creator
    Σ Retained
    $1.06B
    Δ Market Cap
    +$4.13B
    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

    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

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    CRM
    28.5% Margin of Safety
    Price is 28.5% below estimated fair value
    Current Price: $183.82
    Fair Value: $257.23
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    NWSA
    63.4% Margin of Safety
    Price is 63.4% below estimated fair value
    Current Price: $26.24
    Fair Value: $71.66
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    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.

    NWSA

    What growth rate is the market pricing in at $26?

    +1.7%
    Market-Implied Owner Earnings Growth
    Standard FCF implies -3.6%

    The market implies +1.7% Owner Earnings growth, below historical trends — potential opportunity.

    Standard FCF implies a more demanding -3.6%, reflecting heavy growth investment expected to generate future returns.

    Economic Moat Score

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    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.
    NWSA
    40/100
    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 5 years of fundamental data.

    Forensic Accounting

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    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.
    NWSA
    -2.38
    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

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    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.
    NWSA
    Insiders 0.1%Institutions 110.1%
    No. of Institutional Holders837
    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

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    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
    NWSA
    0
    Buys (3M)
    1
    Buys (12M)
    Total value (12M): $204,986
    LGC HOLDCO, LLC
    Beneficial Owner of more than 10% of a Class of Security
    $204,986
    @ $28.77 · 2025-09-10
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    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
    NWSA
    0
    Sells (3M)
    3
    Sells (12M)
    Total value (12M): $2.20M
    PITOFSKY DAVID B
    General Counsel
    $1.30M
    @ $29.73 · 2025-08-15
    DEGRAZIO MARYGRACE
    Officer
    $316,825
    @ $29.94 · 2025-08-15
    ALLEN RUTH
    Officer
    $587,930
    @ $29.44 · 2025-08-15
    KLINE DAVID R
    Chief Technology Officer
    $269,626
    @ $26.96 · 2024-09-05
    PITOFSKY DAVID B
    General Counsel
    $1.15M
    @ $27.47 · 2024-08-15
    PANUCCIO SUSAN
    Chief Financial Officer
    $1.56M
    @ $27.33 · 2024-08-15
    DEGRAZIO MARYGRACE
    Officer
    $271,852
    @ $27.41 · 2024-08-15
    KLINE DAVID R
    Chief Technology Officer
    $375,729
    @ $27.42 · 2024-08-15
    ALLEN RUTH
    Officer
    $196,255
    @ $27.44 · 2024-08-15
    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

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    CRM
    FearGreed
    😨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.
    NWSA
    FearGreed
    😐Neutral(56/100)

    "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

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    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)
    NWSA
    ⚪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 (56)
    View CRM Full AnalysisView NWSA Full Analysis
    CRM vs NWSA: Which Is the Better Buy? | SafetyMargin.io