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CRM vs. NET: Salesforce vs. Cloudflare Stock Comparison

How do Salesforce (CRM) and Cloudflare (NET) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Salesforce (CRM) and Cloudflare (NET) both fall under the Software & Services industry group, but CRM is classified in Software while NET is classified in IT Services.

Company profile comparison for Salesforce (CRM) and Cloudflare (NET)
Profile ItemCRMNET
NameSalesforce, Inc.Cloudflare, Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustryApplication SoftwareInternet Services & Infrastructure
Market Capitalization175.83 billion USD96.32 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJune 23, 2004September 13, 2019
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CRM
NET
GSPC
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Salesforce (CRM) vs. Cloudflare (NET), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Salesforce (CRM) and Cloudflare (NET). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Salesforce (CRM) and Cloudflare (NET). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
Total Return (1Y)-9.04%27.13%
Total Return (3Y, Annualized)1.64%68.21%
Total Return (5Y, Annualized)-6.57%7.66%

Risk Profile

Drawdown History

CRM
NET
GSPC
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Salesforce (CRM) vs. Cloudflare (NET), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Salesforce (CRM) and Cloudflare (NET). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
Volatility (1Y, Annualized)47.53%67.16%
Beta (5Y)1.241.34
Max Drawdown (5Y)-58.67%-82.58%
Avg. Volume (3M)11.36M3.45M

Risk-Adjusted Performance

Risk-Return Positioning

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CRM and NET are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
Sharpe Ratio (1Y)-0.280.34
Sortino Ratio (1Y)-0.450.48

Profitability

ROE (TTM)

Cloudflare (NET) reports a negative ROE of -17.00%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Salesforce (CRM) reports 19.38%, ranking against industry peers normally.

CRM

Software & Services industry group

19.38%

Max
53.85%
CRM
19.38%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%

NET

Software & Services industry group

-17.00%

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
NET
-17.00%
Min
-50.52%
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Cloudflare (NET) reports a negative net margin of -8.75%, usually indicating a net loss over the period. Meanwhile Salesforce (CRM) reports 21.99%, ranking against industry peers normally.

CRM

Software & Services industry group

21.99%

Max
41.17%
CRM
21.99%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%

NET

Software & Services industry group

-8.75%

Max
41.17%
Q3
15.28%
Median
4.63%
Q1
-5.42%
NET
-8.75%
Min
-33.17%
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Cloudflare (NET) reports a negative operating margin of -7.27%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Salesforce (CRM) reports 21.38%, ranking against industry peers normally.

CRM

Software & Services industry group

21.38%

Max
46.89%
CRM
21.38%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%

NET

Software & Services industry group

-7.27%

Max
46.89%
Q3
17.64%
Median
8.73%
Q1
-2.13%
NET
-7.27%
Min
-30.45%
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
ROE (TTM)19.38%-17.00%
ROA (TTM)5.70%-2.00%
Net Margin (TTM)21.99%-8.75%
Operating Margin (TTM)21.38%-7.27%
Gross Margin (TTM)77.28%71.90%

Growth

Revenue Growth

Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while Salesforce (CRM) at 9.58% is closer to the peer norm — faster top-line expansion for NET.

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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Salesforce (CRM) reports EPS growth of 22.64%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.

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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
Revenue Growth (YoY)9.58%29.85%
Revenue Growth (3Y CAGR)9.82%30.51%
EPS Growth (YoY)22.64%--
EPS Growth (3Y CAGR)233.65%--

Financial Strength

Current Ratio (MRQ)

Cloudflare (NET) at 3.80 carries current ratio above its industry’s typical mid-range, while Salesforce (CRM) at 0.84 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

CRM

Software & Services industry group

0.84

Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
CRM
0.84
Min
0.03

NET

Software & Services industry group

3.80

Max
5.11
NET
3.80
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Salesforce (CRM) at 1.10 is near its industry mid-range for debt-to-equity ratio, while Cloudflare (NET) at 3.21 sits above its benchmark range, pointing to a heavier debt load relative to equity.

CRM

Software & Services industry group

1.10

Max
2.52
Q3
1.13
CRM
1.10
Median
0.40
Q1
0.07
Min
0.00

NET

Software & Services industry group

3.21

NET
3.21
Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
Current Ratio (MRQ)0.843.80
Debt / Equity (MRQ)1.103.21
Net Debt / EBITDA2.40--

Dividends

Dividend Yield (TTM)

Cloudflare (NET) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Salesforce (CRM) reports a yield of 0.77%, ranking against industry peers normally.

CRM

Software & Services industry group

0.77%

CRM
0.77%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

NET

Software & Services industry group

0.00%

NET
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Cloudflare (NET) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Salesforce (CRM) reports a payout of 15.66%, ranking against industry peers normally.

CRM

Software & Services industry group

15.66%

CRM
15.66%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%

NET

Software & Services industry group

0.00%

NET
0.00%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
Dividend Yield (TTM)0.77%0.00%
Dividend Payout Ratio (TTM)15.66%0.00%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Salesforce (CRM) trades at 19.55 times trailing earnings, ranked against its peers, while Cloudflare (NET) has no P/E ratio this period.

CRM

Software & Services industry group

19.55

Max
112.94
Q3
60.32
Median
32.91
CRM
19.55
Q1
18.77
Min
6.69

NET

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
NET
--
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Salesforce (CRM) vs. Cloudflare (NET): NET does not report P/E ratio, so it has no value marker; CRM is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

Salesforce (CRM) at 4.00 prices around its industry’s typical P/S ratio, while Cloudflare (NET) at 35.24 clears its benchmark range — NET looks notably rich on sales.

CRM

Software & Services industry group

4.00

Max
17.91
Q3
8.78
Median
4.25
CRM
4.00
Q1
2.23
Min
0.02

NET

Software & Services industry group

35.24

NET
35.24
Max
17.91
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Salesforce (CRM) at 4.58 sits near its industry’s typical P/B ratio, while Cloudflare (NET) at 65.73 prices above its benchmark range — NET looks rich relative to book.

CRM

Software & Services industry group

4.58

Max
16.63
Q3
8.50
CRM
4.58
Median
4.30
Q1
1.92
Min
-3.90

NET

Software & Services industry group

65.73

NET
65.73
Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
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Salesforce (CRM) vs. Cloudflare (NET): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Salesforce (CRM) and Cloudflare (NET)
MetricCRMNET
P/E Ratio (TTM)19.55--
P/S Ratio (TTM)4.0035.24
P/B Ratio (MRQ)4.5865.73
Free Cash Flow Yield (TTM)10.08%0.83%