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With a focus on cloud computing, salesforce.com manages customer information for organizations of all sizes.
Rate of cloud expansion leading to storms around CRM niche with rising substitutes.
Salesforce is not just CRM - it's an information management platform. Firms that adopt it will be using it a long time. (Compare to Microsoft in the 90's.)
Innovative leader in the market of enterprise cloud computing solutions. This market is set to grow in the next 5 years.
solid company with good leadership
gee idk how about THE BUY OUT???? WOOOOOOOOOOOOO!!!!!!!!!!!!!!!!!!
leader in space. its where tech is going
Fool breakout tech ibeacon platform
Target of 24.04
Because the internet is growing and they are almost alone.
First time I've ever seen a EV/EBITDA in the thousands. Apparently people believe that running a business in the cloud ensures business success.
This company is a great company that has a terrific platform.
13 classic growth stocks (Sterman).
I don't think people understand the model here. It is recurring revenue. A subscription service. Revenue is just going to increase as long as innovator doesn't wipe them out, and reverse the trend. Salesforce is top 10 on innovative companies list. I don't see the culture change happening, as long as Benioff is there. As they expand into industry segments and focus on solutions by vertical, look for increased gains and movement.
Their results are very predictable and their valuation is cheaper than other similar companies (N, WDAY, etc.). And others have been purchased at 10+x revenue (e.g. SFSF to SAP).
I don't understand how this has only a one star CAPS rating. I feel like I must be missing something. LT Debt/ Equity is 0.43. Total Debt / Equity is 0.6. Revenues growth is strong and consistent quarter over quarter. So what if they have no profits? Neither does Amazon. They're reinvesting in the business. The customers and accolade videos on the website are impressive, and I don't see the cloud going away any time soon. I think this is a winner for the medium to long term. I still plan to listen to an earnings call or two and read a couple filings, but I'm considering investing soon.
Not sure if it will actually outperform but it isnt a bad pick given recent sell-off.
consistent strength and exposure.
This company doesn't make any money, how can it beats the S&P that does have earned money?
Salesforce.com continues to show high growth and strong market share. It continues to innovate with its products.
Growth in core business is tailing off, crazy valuation, and company isn't profitable via GAAP accounting, and even excluding stock comp, margins are far below enterprise software peers
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