Stock Detail
$CRM
Technology · 67 tracked mentions in the last 90 days across 22 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
CRM leans undervalued across 12 creators and 20 classified valuation claims, with 7 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: multiple relative
I've got Salesforce with a fair value of 458, which is still a double from here.
Explicit claim • strong conviction • basis: multiple relative
The company is now trading at the market cap of 134 billion dollars at a P ratio of 19 and one of the cheapest it has ever been with a dividend yield of 1% while also buying back shares aggressively.
Explicit claim • strong conviction • basis: multiple relative
So I think Salesforce is in a really good spot here. So the question is, is Salesforce cheap? It's definitely a lot cheaper than it used to be. You're looking at 16 times earnings. It's still growing like 7 to 10% a year. And I think the business is stickier than most people are giving credit for. So I think this business is cheap. I think you would do quite well with Salesforce.
Explicit claim • strong conviction • basis: multiple relative
I've felt that Salesforce shares have been and are undervalued at current market prices.
Mention History
Latest mentions across all history
Feed