ORCL vs CRM: Oracle vs Salesforce Stock Comparison: AI Score, Valuation, Performance and Upside
Oracle is re-emerging as a cloud infrastructure player with OCI's fast AI workload growth alongside its dominant database franchise. Salesforce is the CRM leader pivoting to AI agents (Agentforce) while expanding margins. Oracle has more cloud infrastructure upside; Salesforce has a more established SaaS platform with higher margins.
Use this ORCL vs CRM comparison to evaluate two enterprise software giants with different AI strategies. Oracle bets on cloud infrastructure (OCI) for AI training workloads; Salesforce bets on AI agents (Agentforce) embedded in enterprise workflows.
ORCL holds the edge across 3 of 5 key metrics in this comparison. CRM has delivered stronger 1-year price return (-4.83% vs -55.55%), though ORCL has the better forward P/E setup (13.81x vs 16.19x for CRM). ORCL leads on both revenue growth (20.60%) and operating margin (36.20%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for ORCL (+61.83%) than for CRM (+2.56%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to the fastest-growing major cloud infrastructure platform with AI training workload wins
- Believe Oracle's database dominance creates a durable competitive moat with cloud migration tailwinds
- Value massive RPO backlog as providing long-term revenue visibility and contracted growth
- Are comfortable with higher capex spending for cloud infrastructure buildout in exchange for growth acceleration
- Prefer the dominant enterprise CRM platform with high switching costs and proven recurring revenue
- Believe Agentforce AI agents will drive the next wave of enterprise software adoption and pricing expansion
- Value Salesforce's margin expansion and capital return program as signs of business model maturation
- Want a lower-risk enterprise software play with established market leadership and predictable revenue
| Metric | ORCL | CRM |
|---|---|---|
| AI scorei | 49.9 | 50.8 |
| AI ranki | #499 | #444 |
| Latest closei | $137.10 | $234.02 |
| 1M returni | -7.91% | +13.81% |
| 6M returni | -1.83% | +30.51% |
| 1Y returni | -55.55% | -4.83% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | ORCL | CRM |
|---|---|---|
| 1Y ago | $4.71K (-52.9%) started 2025-09-25 | $9.71K (-2.9%) started 2025-09-25 |
| 5Y ago | $16.8K (+68.0%) started 2021-09-27 | $8.49K (-15.1%) started 2021-09-27 |
| 10Y ago | $46.51K (+365.1%) started 2016-09-26 | $33.83K (+238.3%) started 2016-09-26 |
Hypothetical — past performance does not guarantee future results.
| Metric | ORCL | CRM |
|---|---|---|
| Market capi | $434.52B | $210.69B |
| Trailing P/Ei | 25.92 | 23.42 |
| Forward P/Ei | 13.81 | 16.19 |
| Price/Salesi | 8.75 | 6.80 |
| EV/Revenuei | 8.54 | 5.50 |
| Analyst targeti | $244.12 | $262.54 |
| Target upsidei | +61.83% | +2.56% |
| Metric | ORCL | CRM |
|---|---|---|
| Revenue growthi | 20.60% | 10.80% |
| Earnings growthi | 21.90% | 118.90% |
| EPS growthi | +21.90% | +118.90% |
| FCF margini | -36.43% | +40.36% |
| Operating margini | 36.20% | 21.38% |
| Profit margini | 25.37% | 21.99% |
| ROIC proxyi | 53.38% | 19.38% |
| Return on equityi | 53.38% | 19.38% |
| Dividend yieldi | 1.33% | 0.69% |
| Payout ratioi | 31.35% | 15.68% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 1.72 | 1.15 |
| Debt/equityi | 388.87 | 110.42 |
| Current ratioi | 1.11 | 0.84 |
| Quick ratioi | 1.01 | 0.67 |
Over the past year, ORCL and CRM have moved weakly in the same direction (correlation of 0.27), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | ORCL | CRM |
|---|---|---|---|
| 1Y | Growthi | -52.94% | -2.88% |
| CAGRi | -52.99% | -2.88% | |
| Volatilityi | 56.27% | 47.53% | |
| Sharpe ratioi | -1.14 | 0.07 | |
| Sortino ratioi | -1.60 | 0.12 | |
| Max drawdowni | 63.26% | 43.61% | |
| Current drawdowni | 56.20% | 12.10% | |
| Avg drawdowni | 41.16% | 20.42% | |
| Ulcer Indexi | 44.00% | 24.61% | |
| Max daily dropi | 10.83% | 8.69% | |
| Max wkly dropi | 22.10% | 15.16% | |
| 5Y | Growthi | +58.94% | -15.73% |
| CAGRi | +9.72% | -3.37% | |
| Volatilityi | 43.84% | 39.32% | |
| Sharpe ratioi | 0.32 | -0.01 | |
| Sortino ratioi | 0.51 | -0.01 | |
| Max drawdowni | 64.98% | 59.08% | |
| Current drawdowni | 58.24% | 36.21% | |
| Avg drawdowni | 19.26% | 30.31% | |
| Ulcer Indexi | 25.48% | 34.07% | |
| Max daily dropi | 13.79% | 19.74% | |
| Max wkly dropi | 22.10% | 23.19% | |
| 10Y | Growthi | +302.38% | +235.80% |
| CAGRi | +14.94% | +12.88% | |
| Volatilityi | 36.19% | 36.54% | |
| Sharpe ratioi | 0.44 | 0.39 | |
| Sortino ratioi | 0.68 | 0.57 | |
| Max drawdowni | 64.98% | 59.08% | |
| Current drawdowni | 58.24% | 36.21% | |
| Avg drawdowni | 12.41% | 18.87% | |
| Ulcer Indexi | 18.71% | 25.16% | |
| Max daily dropi | 13.79% | 19.74% | |
| Max wkly dropi | 22.10% | 23.19% |
| Category | ORCL | CRM |
|---|---|---|
| Company | Oracle Corporation | Salesforce, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Application |
| Core business | Enterprise cloud infrastructure (OCI), database software, ERP/HCM SaaS applications, and AI infrastructure services. OCI has emerged as a fast-growing alternative to AWS, Azure, and GCP for AI training workloads. | Enterprise CRM, marketing automation, analytics, and AI platform (Agentforce). Products include Sales Cloud, Service Cloud, Marketing Cloud, Slack, Tableau, and MuleSoft. |
| Investor focus | OCI cloud infrastructure growth rate, AI training workload wins (GPU cluster deals), remaining performance obligations (RPO), database cloud migration, and margin expansion. | Agentforce AI agent platform adoption, remaining performance obligations growth, operating margin expansion, Data Cloud traction, and capital return via buybacks. |
- OCI cloud infrastructure is the fastest-growing major cloud platform, winning large AI training contracts with its multi-cloud and sovereign cloud approach
- World's dominant enterprise database — Oracle Database drives deep customer lock-in and cloud migration tailwinds
- Massive remaining performance obligations (RPO) provide revenue visibility years into the future
- Dominant CRM platform with deep enterprise penetration and high switching costs across Sales, Service, and Marketing clouds
- Agentforce AI agent platform positions Salesforce at the center of enterprise AI agent deployment and automation
- Strong margin expansion trajectory as the company shifts focus from revenue growth to profitable growth and buybacks
- OCI is still significantly smaller than AWS, Azure, and GCP — market share gains must continue to justify valuation
- Legacy on-premise license revenue is declining as customers migrate to cloud subscriptions
- AI infrastructure spending requires heavy capex that could pressure free cash flow in the near term
- Agentforce adoption is early-stage — must prove meaningful revenue contribution beyond existing CRM seats
- Competitive pressure from Microsoft (Dynamics + Copilot), HubSpot, and vertical CRM players
- Slower organic revenue growth compared to prior years as the enterprise CRM market matures
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