CRM
Salesforce, Inc.
Software - Application
Market Cap$179.88B
5Y Perf.+7.0%
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Stock Comparison
CRM vs WDAY
Revenue, margins, valuation, and 5-year total return — side by side.
WDAY
Workday, Inc.
Software - Application
Market Cap$33.95B
5Y Perf.-29.7%
CRM vs WDAY — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CRM | WDAY |
|---|---|---|
| Industry | Software - Application | Software - Application |
| Market Cap | $179.88B | $33.95B |
| Revenue (TTM) | $41.52B | $9.55B |
| Net Income (TTM) | $7.46B | $693M |
| Gross Margin | 77.7% | 75.7% |
| Operating Margin | 21.5% | 8.9% |
| Forward P/E | 15.9x | 12.3x |
| Total Debt | $6.74B | $834M |
| Cash & Equiv. | $7.33B | $1.50B |
CRM vs WDAY — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CRM
WDAY
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Salesforce, Inc. (CRM) | 100 | 107.0 | +7.0% |
| Workday, Inc. (WDAY) | 100 | 70.3 | -29.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CRM vs WDAY
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CRM leads in 4 of 7 categories, making it the strongest pick for profitability and margin quality and dividend income and shareholder returns. Workday, Inc. is the stronger pick specifically for growth and revenue expansion and valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
CRM
Salesforce, Inc.
The Long-Run Compounder
CRM carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 158.4% 10Y total return vs WDAY's 80.2%
- 18.0% margin vs WDAY's 7.3%
- 0.9% yield; 2-year raise streak; the other pay no meaningful dividend
Best for: long-term compounding
WDAY
Workday, Inc.
The Income Pick
WDAY is the clearest fit if your priority is income & stability and growth exposure.
- beta 0.71
- Rev growth 13.1%, EPS growth 32.3%, 3Y rev CAGR 15.4%
- Lower volatility, beta 0.71, Low D/E 10.7%, current ratio 1.32x
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WDAY | 13.1% revenue growth vs CRM's 9.6% |
| Value | WDAY | Lower P/E (12.3x vs 15.9x) |
| Quality / Margins | CRM | 18.0% margin vs WDAY's 7.3% |
| Stability / Safety | WDAY | Beta 0.71 vs CRM's 0.82, lower leverage |
| Dividends | CRM | 0.9% yield; 2-year raise streak; the other pay no meaningful dividend |
| Momentum (1Y) | CRM | -30.8% vs WDAY's -48.1% |
| Efficiency (ROA) | CRM | 6.6% ROA vs WDAY's 3.8%, ROIC 10.9% vs 8.5% |
CRM vs WDAY — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
CRM vs WDAY — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCRMLAGGINGWDAY
WDAYWorkday, Inc.
0leads
CRMSalesforce, Inc.
3leads
6 Total Categories
CATEGORYLEADERvs WDAYMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
CRM4/6
Valuation MetricsMultiples, price ratios, and targets
Tied
—
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
CRM5/8
Total Returns1Y, 3Y, 5Y total returns with dividends
CRM6/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
CRM leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CRM is the larger business by revenue, generating $41.5B annually — 4.3x WDAY's $9.6B. CRM is the more profitable business, keeping 18.0% of every revenue dollar as net income compared to WDAY's 7.3%.
| Metric | CRMSalesforce, Inc. | WDAYWorkday, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $41.5B | $9.6B |
| EBITDAEarnings before interest/tax | $11.4B | $1.2B |
| Net IncomeAfter-tax profit | $7.5B | $693M |
| Free Cash FlowCash after capex | $14.4B | $2.8B |
| Gross MarginGross profit ÷ Revenue | +77.7% | +75.7% |
| Operating MarginEBIT ÷ Revenue | +21.5% | +8.9% |
| Net MarginNet income ÷ Revenue | +18.0% | +7.3% |
| FCF MarginFCF ÷ Revenue | +34.7% | +29.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +12.1% | +14.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +18.3% | +57.1% |
CRM leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
Evenly matched — CRM and WDAY each lead in 3 of 6 comparable metrics.
Valuation Metrics
At 24.0x trailing earnings, CRM trades at a 52% valuation discount to WDAY's 50.0x P/E. On an enterprise value basis, CRM's 20.1x EV/EBITDA is more attractive than WDAY's 24.3x.
| Metric | CRMSalesforce, Inc. | WDAYWorkday, Inc. |
|---|---|---|
| Market CapShares × price | $179.9B | $33.9B |
| Enterprise ValueMkt cap + debt − cash | $179.3B | $33.3B |
| Trailing P/EPrice ÷ TTM EPS | 23.97x | 49.95x |
| Forward P/EPrice ÷ next-FY EPS est. | 15.88x | 12.29x |
| PEG RatioP/E ÷ EPS growth rate | 1.96x | — |
| EV / EBITDAEnterprise value multiple | 20.11x | 24.27x |
| Price / SalesMarket cap ÷ Revenue | 4.33x | 3.55x |
| Price / BookPrice ÷ Book value/share | 3.02x | 4.35x |
| Price / FCFMarket cap ÷ FCF | 12.49x | 12.22x |
Evenly matched — CRM and WDAY each lead in 3 of 6 comparable metrics.
Profitability & Efficiency
CRM leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
CRM delivers a 12.6% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $9 for WDAY. WDAY carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to CRM's 0.11x.
| Metric | CRMSalesforce, Inc. | WDAYWorkday, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +12.6% | +8.9% |
| ROA (TTM)Return on assets | +6.6% | +3.8% |
| ROICReturn on invested capital | +10.9% | +8.5% |
| ROCEReturn on capital employed | +11.9% | +8.5% |
| Piotroski ScoreFundamental quality 0–9 | 8 | 8 |
| Debt / EquityFinancial leverage | 0.11x | 0.11x |
| Net DebtTotal debt minus cash | -$590M | -$667M |
| Cash & Equiv.Liquid assets | $7.3B | $1.5B |
| Total DebtShort + long-term debt | $6.7B | $834M |
| Interest CoverageEBIT ÷ Interest expense | 44.14x | 12.60x |
CRM leads this category, winning 5 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
CRM leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CRM five years ago would be worth $8,853 today (with dividends reinvested), compared to $5,462 for WDAY. Over the past 12 months, CRM leads with a -30.8% total return vs WDAY's -48.1%. The 3-year compound annual growth rate (CAGR) favors CRM at -1.2% vs WDAY's -10.8% — a key indicator of consistent wealth creation.
| Metric | CRMSalesforce, Inc. | WDAYWorkday, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -26.1% | -37.4% |
| 1-Year ReturnPast 12 months | -30.8% | -48.1% |
| 3-Year ReturnCumulative with dividends | -3.5% | -29.0% |
| 5-Year ReturnCumulative with dividends | -11.5% | -45.4% |
| 10-Year ReturnCumulative with dividends | +158.4% | +80.2% |
| CAGR (3Y)Annualised 3-year return | -1.2% | -10.8% |
CRM leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
Evenly matched — CRM and WDAY each lead in 1 of 2 comparable metrics.
Risk & Volatility
WDAY is the less volatile stock with a 0.71 beta — it tends to amplify market swings less than CRM's 0.82 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRM currently trades 63.2% from its 52-week high vs WDAY's 46.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CRMSalesforce, Inc. | WDAYWorkday, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.82x | 0.71x |
| 52-Week HighHighest price in past year | $296.05 | $276.00 |
| 52-Week LowLowest price in past year | $163.52 | $110.39 |
| % of 52W HighCurrent price vs 52-week peak | +63.2% | +46.7% |
| RSI (14)Momentum oscillator 0–100 | 52.6 | 52.6 |
| Avg Volume (50D)Average daily shares traded | 12.7M | 5.4M |
Evenly matched — CRM and WDAY each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates CRM as "Buy" and WDAY as "Buy". Consensus price targets imply 53.6% upside for WDAY (target: $198) vs 53.5% for CRM (target: $287). CRM is the only dividend payer here at 0.89% yield — a key consideration for income-focused portfolios.
| Metric | CRMSalesforce, Inc. | WDAYWorkday, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $287.00 | $197.90 |
| # AnalystsCovering analysts | 97 | 80 |
| Dividend YieldAnnual dividend ÷ price | +0.9% | — |
| Dividend StreakConsecutive years of raises | 2 | — |
| Dividend / ShareAnnual DPS | $1.66 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +7.0% | +8.5% |
Insufficient data to determine a leader in this category.
Key Takeaway
CRM leads in 3 of 6 categories — strongest in Income & Cash Flow and Profitability & Efficiency. 2 categories are tied.
Best OverallSalesforce, Inc. (CRM)Leads 3 of 6 categories
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CRM vs WDAY: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CRM or WDAY a better buy right now?
For growth investors, Workday, Inc.
(WDAY) is the stronger pick with 13. 1% revenue growth year-over-year, versus 9. 6% for Salesforce, Inc. (CRM). Salesforce, Inc. (CRM) offers the better valuation at 24. 0x trailing P/E (15. 9x forward), making it the more compelling value choice. Analysts rate Salesforce, Inc. (CRM) a "Buy" — based on 97 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CRM or WDAY?
On trailing P/E, Salesforce, Inc.
(CRM) is the cheapest at 24. 0x versus Workday, Inc. at 50. 0x. On forward P/E, Workday, Inc. is actually cheaper at 12. 3x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — CRM or WDAY?
Over the past 5 years, Salesforce, Inc.
(CRM) delivered a total return of -11. 5%, compared to -45. 4% for Workday, Inc. (WDAY). Over 10 years, the gap is even starker: CRM returned +158. 4% versus WDAY's +80. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CRM or WDAY?
By beta (market sensitivity over 5 years), Workday, Inc.
(WDAY) is the lower-risk stock at 0. 71β versus Salesforce, Inc. 's 0. 82β — meaning CRM is approximately 16% more volatile than WDAY relative to the S&P 500. On balance sheet safety, Workday, Inc. (WDAY) carries a lower debt/equity ratio of 11% versus 11% for Salesforce, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CRM or WDAY?
By revenue growth (latest reported year), Workday, Inc.
(WDAY) is pulling ahead at 13. 1% versus 9. 6% for Salesforce, Inc. (CRM). On earnings-per-share growth, the picture is similar: Workday, Inc. grew EPS 32. 3% year-over-year, compared to 22. 6% for Salesforce, Inc.. Over a 3-year CAGR, WDAY leads at 15. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CRM or WDAY?
Salesforce, Inc.
(CRM) is the more profitable company, earning 18. 0% net margin versus 7. 3% for Workday, Inc. — meaning it keeps 18. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRM leads at 21. 5% versus 10. 7% for WDAY. At the gross margin level — before operating expenses — CRM leads at 77. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CRM or WDAY more undervalued right now?
On forward earnings alone, Workday, Inc.
(WDAY) trades at 12. 3x forward P/E versus 15. 9x for Salesforce, Inc. — 3. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WDAY: 53. 6% to $197. 90.
08Which pays a better dividend — CRM or WDAY?
In this comparison, CRM (0.
9% yield) pays a dividend. WDAY does not pay a meaningful dividend and should not be held primarily for income.
09Is CRM or WDAY better for a retirement portfolio?
For long-horizon retirement investors, Salesforce, Inc.
(CRM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 82), 0. 9% yield, +158. 4% 10Y return). Both have compounded well over 10 years (CRM: +158. 4%, WDAY: +80. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CRM and WDAY?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
CRM pays a dividend while WDAY does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(CRM: 12.1% · WDAY: 14.5%)Net Margin>
%
(CRM: 18.0% · WDAY: 7.3%)P/E Ratio<
x
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