CRM vs SHOP vs NOW
161 measures in 16 categories, one definition each, computed from filings and market data.
CRM72.5
Salesforce, Inc.
Technology · Software - Application
$240.70 −2.46%$198.1B mkt cap
Score DNA
NOW65.6
ServiceNow, Inc.
Technology · Software - Application
$141.97 −4.44%$146.8B mkt cap
Score DNA
Price, rebased to 100 three years ago
CRM SHOP NOW · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Insider open-market buys, 180d | 1 | 0 | 0 |
| Insider $ bought, 180d | $1.00M | — | — |
| Congress purchases, 180d | 8 | 0 | 4 |
| Last Congress purchase | 2026-08-14 | — | 2026-08-14 |
| 13F net change in holders | — | −15 | — |
| ETFs adding shares, 30d | 1,648 | 113 | 1,664 |
| ETFs trimming, 30d | 1,349 | 91 | 1,300 |
| Net ETF funds, 30d | +299 | +22 | +364 |
Valuation
16 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| P/E (TTM) | 20.5x
33rd
|
114.1x
93rd
|
87.9x
87th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.22
9th
|
— | 17.21
100th
|
| Price / sales | 4.5x
50th
|
16.6x
93rd
|
10.0x
86th
|
| Price / book | 5.2x
54th
|
17.3x
89th
|
11.7x
85th
|
| Price / tangible book | — | 12.2x
70th
|
— |
| Price / free cash flow | 13.1x
29th
|
93.5x
98th
|
32.0x
76th
|
| Price / operating cash flow | 12.6x
33rd
|
92.5x
97th
|
27.7x
74th
|
| Enterprise value | $228.4B
100th
|
$215.2B
99th
|
$150.6B
98th
|
| EV / sales | 5.2x
63rd
|
16.2x
94th
|
10.2x
89th
|
| EV / EBITDA | 13.6x
34th
|
255.3x
97th
|
43.2x
75th
|
| EV / EBIT | 17.8x
33rd
|
264.4x
96th
|
62.3x
77th
|
| EV / free cash flow | 15.1x
42nd
|
91.5x
98th
|
32.9x
78th
|
| Earnings yield | 4.9%
80th
|
0.9%
44th
|
1.1%
48th
|
| FCF yield | 7.6%
76th
|
1.1%
17th
|
3.1%
36th
|
| Operating cash flow yield | 8.0%
71st
|
1.1%
16th
|
3.6%
36th
|
| Graham number (per share) | $111.26
96th
|
$18.07
46th
|
$20.91
53rd
|
Profitability (TTM)
12 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Gross margin | 77.3%
66th
|
47.8%
16th
|
74.8%
59th
|
| EBITDA margin | 38.2%
85th
|
6.4%
34th
|
23.7%
69th
|
| Operating margin | 21.4%
80th
|
13.9%
68th
|
11.4%
59th
|
| EBIT margin | 29.2%
84th
|
6.1%
46th
|
16.4%
68th
|
| Net margin | 22.0%
85th
|
14.5%
70th
|
11.3%
62nd
|
| NOPAT margin | 16.6%
76th
|
11.4%
63rd
|
8.1%
54th
|
| FCF margin | 34.5%
85th
|
17.7%
41st
|
31.1%
81st
|
| Operating cash flow margin | 35.8%
83rd
|
17.9%
37th
|
36.0%
84th
|
| R&D / revenue | 14.5%
39th
|
12.4%
30th
|
22.1%
67th
|
| SG&A / revenue | 41.3%
55th
|
17.5%
9th
|
41.2%
54th
|
| Stock comp / revenue | 8.3%
55th
|
3.6%
24th
|
14.8%
79th
|
| Effective tax rate | 22.2%
72nd
|
17.6%
24th
|
28.8%
88th
|
Returns on capital
11 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| ROE (on average equity) | 19.4%
74th
|
15.5%
70th
|
14.2%
68th
|
| ROA | 9.3%
75th
|
13.3%
82nd
|
6.2%
63rd
|
| ROIC | 10.6%
57th
|
19.2%
72nd
|
7.3%
51st
|
| ROCE | 15.4%
75th
|
6.3%
51st
|
12.4%
67th
|
| Return on tangible assets | 12.4%
81st
|
5.6%
57th
|
9.0%
68th
|
| Cash ROIC (OCF / invested capital) | 22.9%
40th
|
30.0%
51st
|
32.6%
53rd
|
| Gross profitability (GP / assets) | 31.0%
36th
|
43.8%
62nd
|
34.8%
44th
|
| ROIC, 3-yr average | 8.7%
58th
|
20.7%
78th
|
11.5%
67th
|
| ROIC, 5-yr average | 6.8%
63rd
|
-4.9%
39th
|
17.9%
82nd
|
| ROE, 5-yr average | 9.9%
73rd
|
-0.1%
57th
|
13.3%
83rd
|
| Incremental ROIC | 28.2%
58th
|
95.8%
76th
|
0.2%
42nd
|
Growth
17 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Revenue growth (TTM YoY) | 11.2%
36th
|
32.5%
84th
|
22.2%
69th
|
| Revenue growth (QoQ) | 1.9%
24th
|
13.0%
88th
|
5.8%
60th
|
| Revenue CAGR, 3 yr | 9.9%
32nd
|
28.2%
90th
|
22.5%
78th
|
| Revenue CAGR, 5 yr | 13.3%
32nd
|
28.1%
76th
|
23.3%
69th
|
| Gross profit CAGR, 3 yr | 11.3%
33rd
|
28.1%
85th
|
20.5%
69th
|
| Operating income CAGR, 3 yr | 51.5%
83rd
|
— | 49.1%
80th
|
| Net income growth (TTM YoY) | 45.0%
56th
|
-17.8%
15th
|
0.5%
29th
|
| Net income CAGR, 3 yr | 82.9%
92nd
|
— | 5.5%
16th
|
| EPS growth (TTM YoY) | 69.9%
65th
|
-17.1%
15th
|
1.5%
29th
|
| EPS CAGR, 3 yr | 94.5%
92nd
|
— | 5.1%
13th
|
| EPS CAGR, 5 yr | 36.6%
82nd
|
-5.0%
11th
|
57.0%
92nd
|
| FCF growth (TTM YoY) | 21.3%
39th
|
28.9%
50th
|
19.0%
36th
|
| FCF CAGR, 3 yr | 26.1%
43rd
|
102.6%
90th
|
25.7%
41st
|
| Operating cash flow CAGR, 3 yr | 23.3%
43rd
|
91.3%
90th
|
22.2%
39th
|
| Book value CAGR, 3 yr | -7.4%
16th
|
18.8%
78th
|
21.4%
82nd
|
| Dividend CAGR, 3 yr | 5.1%
71st
|
— | — |
| Sustainable growth rate | 16.3%
54th
|
15.5%
50th
|
14.2%
46th
|
Margin history & stability
7 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Gross margin, 3-yr average | 77.1%
68th
|
49.4%
17th
|
77.5%
69th
|
| Operating margin, 3-yr average | 19.9%
81st
|
11.9%
69th
|
11.8%
68th
|
| Net margin, 3-yr average | 18.1%
78th
|
18.1%
79th
|
12.2%
64th
|
| FCF margin, 3-yr average | 32.5%
87th
|
17.5%
46th
|
31.2%
84th
|
| Revenue stability (0-1) | 0.99
79th
|
0.95
38th
|
0.98
60th
|
| Earnings stability (0-1) | 0.81
77th
|
0.12
19th
|
0.80
73rd
|
| Margin stability (0-1) | 0.98
72nd
|
0.95
36th
|
0.98
67th
|
Liquidity (latest quarter)
7 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Cash & short-term investments | $11.4B
100th
|
$4.9B
93rd
|
$4.7B
92nd
|
| Net cash (− = net debt) | −$30.3B
0th
|
$4.8B
99th
|
−$3.8B
8th
|
| Working capital | −$4.3B
1st
|
$6.4B
99th
|
−$3.6B
1st
|
| Current ratio | 0.84
13th
|
5.35
87th
|
0.70
7th
|
| Quick ratio | 0.84
15th
|
5.35
87th
|
0.70
7th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.43
29th
|
3.39
84th
|
0.38
24th
|
| Defensive interval (days) | 263 days
35th
|
432 days
55th
|
268 days
36th
|
Leverage & solvency (latest quarter)
13 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Total debt | $41.7B
100th
|
$178.0M
44th
|
$8.5B
97th
|
| Debt / equity | 1.09
80th
|
0.01
9th
|
0.68
72nd
|
| Net debt / equity | 0.79
90th
|
−0.38
41st
|
0.30
79th
|
| Debt / assets | 38.1%
82nd
|
1.2%
9th
|
26.7%
68th
|
| Debt / capital | 52.1%
80th
|
1.4%
9th
|
40.3%
72nd
|
| Debt / EBITDA | 2.49
56th
|
0.21
14th
|
2.42
51st
|
| Net debt / EBITDA | 1.81
77th
|
−5.66
17th
|
1.09
72nd
|
| Interest coverage (EBIT / interest) | 15.0x
74th
|
— | 29.1x
82nd
|
| Cash interest coverage | 18.4x
54th
|
— | 64.0x
82nd
|
| Debt payback (years of OCF) | 2.7 yrs
71st
|
0.1 yrs
6th
|
1.6 yrs
57th
|
| Liabilities / assets | 65.0%
71st
|
12.3%
4th
|
60.5%
65th
|
| IS credit model rating | BBB+ | AA+ | AA |
| Implied credit spread (bps) | 225
45th
|
65
5th
|
80
17th
|
Efficiency
11 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Asset turnover | 0.42
30th
|
0.91
79th
|
0.55
45th
|
| Fixed asset turnover | 9.10
37th
|
250.36
99th
|
4.89
19th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 7.4
58th
|
43.3
97th
|
7.6
61st
|
| Days sales outstanding | 49 days
43rd
|
8 days
6th
|
48 days
41st
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 128 days
89th
|
51 days
71st
|
18 days
27th
|
| Cash conversion cycle (days) | −79 days
9th
|
−43 days
11th
|
30 days
58th
|
| Capex / revenue | 1.4%
51st
|
0.2%
6th
|
4.9%
80th
|
| Capex / depreciation | 0.15
21st
|
0.86
76th
|
0.68
70th
|
| Operating expense ratio | 56.1%
42nd
|
34.0%
11th
|
66.6%
58th
|
Cash flow & earnings quality
7 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Operating cash flow / net income | 1.63
40th
|
1.23
21st
|
3.18
72nd
|
| FCF / net income | 1.57
45th
|
1.22
28th
|
2.74
74th
|
| FCF / operating cash flow | 96.2%
57th
|
98.9%
91st
|
86.3%
23rd
|
| Capex / operating cash flow | 3.8%
43rd
|
1.1%
9th
|
13.7%
77th
|
| Accruals ratio | -5.9%
69th
|
-3.1%
85th
|
-13.5%
36th
|
| Sloan accruals ratio | -10.6%
28th
|
2.7%
73rd
|
-18.4%
14th
|
| Earnings quality score (0-1) | 0.75
11th
|
1.00
80th
|
0.75
11th
|
Scores & forensic checks
15 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| IS score | 72
79th
|
68
71st
|
66
65th
|
| IS profitability | 77
87th
|
68
79th
|
46
59th
|
| IS growth | 66
51st
|
47
20th
|
57
33rd
|
| IS value | 57
82nd
|
27
16th
|
22
7th
|
| IS momentum | 92
78th
|
74
42nd
|
84
63rd
|
| IS risk (safety) | 50
37th
|
100
61st
|
100
61st
|
| IS quality | 78
74th
|
86
91st
|
70
57th
|
| IS balance sheet | 58
39th
|
95
96th
|
68
47th
|
| IS earnings quality | 74
87th
|
91
99th
|
58
60th
|
| IS cash flow | 85
81st
|
83
75th
|
83
76th
|
| Piotroski F-score (0-9) | 6
38th
|
7
57th
|
5
24th
|
| Altman Z-score | 2.4
43rd
|
51.8
99th
|
4.1
62nd
|
| Beneish M-score | −2.54
70th
|
−3.07
24th
|
−2.48
74th
|
| Ohlson O-score | −8.31
43rd
|
−13.41
2nd
|
−7.88
50th
|
| IS credit score | 62
47th
|
92
85th
|
89
80th
|
Size (TTM)
8 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| Market cap | $198.1B
99th
|
$220.0B
100th
|
$146.8B
99th
|
| Revenue | $43.9B
99th
|
$13.3B
95th
|
$14.7B
96th
|
| EBITDA | $16.8B
100th
|
$843.0M
85th
|
$3.5B
94th
|
| Net income | $9.7B
100th
|
$1.9B
93rd
|
$1.7B
93rd
|
| Free cash flow | $15.2B
100th
|
$2.4B
91st
|
$4.6B
96th
|
| Total assets | $109.6B
100th
|
$14.5B
89th
|
$31.7B
93rd
|
| Shareholders' equity | $38.4B
96th
|
$12.7B
93rd
|
$12.5B
93rd
|
| Employees | 83,334
100th
|
7,600
82nd
|
29,187
96th
|
Price performance
9 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| 1 day | −2.5% | −4.8% | −4.4% |
| 1 week | +5.0% | −0.8% | +0.8% |
| 1 month | −0.9% | +31.8% | +2.5% |
| 3 months | +38.5% | +36.2% | +35.6% |
| 6 months | +32.1% | +29.3% | +46.9% |
| Year to date | −5.1% | +7.8% | −3.7% |
| 1 year | +1.9% | +8.5% | −21.4% |
| 3 years, cumulative | +17.8% | +212.5% | +27.1% |
| 5 years, cumulative | −10.6% | +23.0% | +14.9% |
Technicals
4 measures| Measure | CRM | SHOP | NOW |
|---|---|---|---|
| RSI 14 | 55.8 | 61.0 | 55.5 |
| From 52-week high | −10.6% | −7.0% | −26.4% |
| From 52-week low | +64.5% | +80.3% | +74.8% |
| Beta | 1.26 | 2.62 | 0.99 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17