COMP <GO>
CRM vs NVDA // REVENUE GROWTH (YOY)
Salesforce, Inc. (NYSE) VS. NVIDIA Corporation (NASDAQ) • 15-METRIC TALLY: CRM 7
— NVDA 8
▲ REVENUE GROWTH (YOY) LEADER: NVDA
LAST: $229.17 (-0.75%) • MKT CAP: $191.96B
revenue-growth
11.23%
LAST: $204.64 (-4.22%) • MKT CAP: $4.98T
revenue-growth
83.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CRM VS. NVDA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CRM | NVDA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.28% | 74.67% | +2.61 | CRM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.95% | 65.06% | -55.11 | NVDA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.0x | 23.4x | -4.41 | CRM | /valuation <GO> |
| Free Cash Flow Yield | 7.89% | 2.55% | +5.34 | CRM | /fcf-yield <GO> |
| Operating Margin | 19.88% | 65.21% | -45.33 | NVDA | /operating-margins <GO> |
| Net Profit Margin | 21.99% | 63.66% | -41.67 | NVDA | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 11.23% | 83.38% | -72.15 | NVDA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.77% | 0.02% | +0.75 | CRM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.58 | 19.52 | -16.94 | NVDA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 4/9 | +3.00 | CRM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 10.87% | 9.01% | +1.86 | NVDA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.4 | 35.1 | +7.32 | CRM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.37 | 2.04 | -0.67 | NVDA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.3x | 17.0x | -2.68 | CRM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $191.96B | $4.98T | -$4.79T | NVDA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CRM REV | NVDA REV | CRM GROSS % | NVDA GROSS % | CRM FCF | NVDA FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $215.94B | — | 71.1% | — | $96.68B |
| FY 2025 | $41.52B | $130.50B | 77.7% | 75.0% | $14.40B | $60.85B |
| FY 2024 | $37.90B | $60.92B | 77.2% | 72.7% | $12.43B | $27.02B |
| FY 2023 | $34.86B | $26.97B | 75.5% | 56.9% | $9.50B | $3.81B |
| FY 2022 | $31.35B | $26.91B | 73.3% | 64.9% | $6.31B | $8.13B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CRM // BETA 1.37
NVDA // BETA 2.04