COMP <GO>
CRM vs NOW // GROSS PROFIT MARGIN
Salesforce, Inc. (NYSE) VS. ServiceNow Inc. (NYSE) • 15-METRIC TALLY: CRM 9
— NOW 5
▲ GROSS PROFIT MARGIN LEADER: NOW
LAST: $229.17 (-0.75%) • MKT CAP: $190.03B
gross-margins
77.28%
LAST: $105.12 (-4.15%) • MKT CAP: $113.84B
gross-margins
77.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CRM VS. NOW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CRM | NOW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 77.28% | 77.50% | -0.22 | NOW | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.95% | 9.80% | +0.15 | CRM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 45.1x | -26.37 | CRM | /valuation <GO> |
| Free Cash Flow Yield | 8.03% | 4.02% | +4.01 | CRM | /fcf-yield <GO> |
| Operating Margin | 19.88% | 13.70% | +6.18 | CRM | /operating-margins <GO> |
| Net Profit Margin | 21.99% | 13.20% | +8.79 | CRM | /net-margins <GO> |
| Revenue Growth (YoY) | 11.23% | 20.90% | -9.67 | NOW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.77% | 0.00% | +0.77 | CRM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.55 | 6.25 | -3.70 | NOW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | NOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 10.87% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.5 | 31.1 | +24.40 | CRM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.37 | 1.38 | -0.01 | NOW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 54.7x | -40.55 | CRM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $190.03B | $113.84B | $76.19B | CRM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CRM REV | NOW REV | CRM GROSS % | NOW GROSS % | CRM FCF | NOW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $41.52B | $13.28B | 77.7% | 77.5% | $14.40B | $4.58B |
| FY 2024 | $37.90B | $10.98B | 77.2% | 79.2% | $12.43B | $3.42B |
| FY 2023 | $34.86B | $8.97B | 75.5% | — | $9.50B | $2.99B |
| FY 2022 | $31.35B | — | 73.3% | — | $6.31B | — |
| FY 2021 | $26.49B | — | 73.5% | — | $5.28B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CRM // BETA 1.37
NOW // BETA 1.38