Salesforce, Inc. (CRM)

FairStock Score: 58/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I approach Salesforce as a Graham-style bargain hunter and a Buffett-style business owner, and the picture is mixed. The company is no fly-by-night: in fiscal 2026, ended 2026-01-31, filed revenue was $41.5B and net income $7.5B, or $7.80 diluted EPS. The latest filed quarter, ended 2026-07-31 (fiscal Q2 2027), showed revenue of $11.3B, net income of $3.5B and diluted EPS of $4.29, so profit is advancing faster than revenue. Trailing free cash flow is $15.2B, a 7.4% FCF yield at the 2026-10-26 close, and FairStock's 19.38% ROE is respectable. But ROCE is only 5.70%, debt/equity is 1.10, and the Piotroski F-score is 5/9, so this is not a fortress balance sheet. The moat evidence is decent—scale and high ROE—but not overwhelming, since ROCE is low and leverage is moderate. The FairStock Lynch category is STALWART: profit growth 12.9% a year and revenue growth 14.3% over five years. Valuation is the rub. At $247.61, FairStock's P/E is 22.67, P/B 5.31, EV/EBITDA 14.35 and PEG 0.26; those are not frightening for a growing software stalwart, but the Graham Number is $107.04, implying a -132.22% margin of safety, and Altman Z is 2.20. FairStock score 64/100. I would call it a good business at a fair-to-full price, not a Graham bargain.

In plain English: Salesforce sells customer relationship software and AI tools that help businesses manage sales and customer service. The business looks strong: revenue is still growing and it produces a lot of profit and cash. At the recent price, the shares look reasonably valued compared with earnings, but they do not look cheap on more cautious measures.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2027 10-Q (period ended 2026-07-31) · fiscal Q1 2027 10-Q (period ended 2026-04-30) · fiscal Q3 2026 10-Q (period ended 2025-10-31) · fiscal Q2 2026 10-Q (period ended 2025-07-31) · FY2026 10-K (period ended 2026-01-31) · FY2025 10-K (period ended 2025-01-31) · FY2024 10-K (period ended 2024-01-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer