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Analyzing SalesForce.com: Revolutionary Cloud Company, or Overvalued Hype.com?

August 28, 2009 – Comments (4) | RELATED TICKERS: CRM

When you ask people their opinion of SalesForce.com, the responses seem to fall into two camps. The bullish camp typically hails SalesForce as the "leader in" (or even "inventor of") something called "cloud computing," cites historically consistent revenue growth, and points to a "potential market" (however it is defined) of a few billion dollars. Bears counter by pointing to astronomical ratios (as of this writing: P/E = 103, FP/E = 64, P/S = 5.5, P/B = 8.25), noting that insiders are selling a lot more than they are buying, and decrying the current "over-hyped" and "ill-defined" state of the cloud computing movement.   [more]

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