Is Salesforce (NYSE:CRM) Your Next Big Investment?

Ladies and gentlemen, buckle up! We're diving headfirst into the world of cloud-based enterprise software, and there's one name that's been making waves: Salesforce (NYSE:CRM). This isn't just any company; it's the brainchild of Marc Benioff and Parker Harris, founded way back in 1999. And let me tell you, it's been a wild ride ever since!



First things first, let's talk about the numbers. Salesforce's revenue growth is nothing short of spectacular. In fiscal year 2025, they pulled in a whopping $37.9 billion, up 9% year-over-year. And get this—they're projecting revenue to hit between $40.5 billion and $40.9 billion for fiscal year 2026. That's growth, growth, growth!

But it's not just about the top line. Salesforce's earnings per share (EPS) are on fire! In fiscal year 2025, EPS was $11.27, a staggering 77.19% increase from the previous year. And they're not slowing down anytime soon, with EPS forecasted to hit $12.65 in fiscal year 2026. That's a 12.29% jump, folks!

Now, let's talk about cash flow. Salesforce's operating cash flow for fiscal year 2025 was $13.1 billion, up 28% year-over-year. That's serious money, and it shows that Salesforce is not just growing, but thriving.

And let's not forget about their total remaining performance obligation (RPO). At $63.4 billion, up 11% year-over-year, this metric represents the company's future revenue commitments. It's a clear indicator of a predictable revenue stream, and that's music to any investor's ears.

But what about the competition? How does Salesforce stack up against tech giants like Microsoft and Oracle? Well, let me tell you, Salesforce is holding its own. Microsoft's revenue growth for fiscal year 2024 was 14%, and its EPS growth was 15%. Oracle's revenue growth for fiscal year 2024 was 7%, and its EPS growth was 10%. While Microsoft's growth rates are higher, Salesforce's consistent growth and strong cash flow generation make it a stable and predictable investment.

Now, let's talk about acquisitions. Salesforce has been on a buying spree, and their recent purchase of Own Company is a game-changer. This acquisition enhances Salesforce's ability to offer robust data protection and management solutions. It complements their existing offerings and accelerates the growth of their Platform Data Security, Privacy, and Compliance products. And get this—the transaction is expected to achieve accretion on a free cash flow basis starting in the second year following the closing of the transaction. That's a win-win, folks!



So, is Salesforce (NYSE:CRM) your next big investment? You bet it is! With consistent revenue growth, strong EPS, impressive cash flow, and a strategic acquisition strategy, Salesforce is a no-brainer. Don't miss out on this opportunity to own a piece of the future of cloud-based enterprise software. BUY NOW!