LIVE
ORCL
Oracle Corporation · Technology
$148.53
-22.22% this month
VERSUS
⟷
COMPARE
CRM
Salesforce, Inc. · Technology
$158.37
-10.78% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
ORCL
3
CRM
2
Comparison scoreboard
ORCL LEADS 3/5AI Score
ORCL ✓50.8
CRM 40.1
1Y Return
ORCL ✓-29.51%
CRM -40.85%
Fwd P/E
ORCL 16.89
CRM ✓9.80
Target Up.
ORCL +37.09%
CRM ✓+65.72%
Op. Margin
ORCL ✓36.26%
CRM 21.80%
Metrics last refreshed: 6/28/2026
Quick take
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.
Live analysis · updated 6/28/2026
ORCL holds the edge across 3 of 5 key metrics in this comparison. ORCL has delivered stronger 1-year price return (-29.51% vs -40.85%), though CRM trades at the lower forward P/E (9.80x vs 16.89x). ORCL leads on both revenue growth (20.60%) and operating margin (36.26%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for CRM (+65.72%) than for ORCL (+37.09%).
Normalized 1Y performance
ORCL
CRM
Recent returns
ORCL
CRM
Analyst price targets & sentiment
ORCL · 34 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.9/5.0)
Price target range
analyst low$130.00
analyst mean$252.64
current price$148.53
+37.1% upside to analyst mean
CRM · 52 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.7/5.0)
Price target range
analyst low$225.00
analyst high$442.00
analyst mean$251.53
current price$158.37
+65.7% upside to analyst mean
Who should consider this stock?
ORCL may suit investors who:
- →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
CRM may suit investors who:
- →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
Performance & AI score
| Metric | ORCL | CRM |
|---|---|---|
| AI score | 50.8 | 40.1 |
| AI rank | #381 | #1024 |
| Latest close | $148.53 | $158.37 |
| 1M return | -22.22% | -10.78% |
| 6M return | -24.79% | -40.30% |
| 1Y return | -29.51% | -40.85% |
$10,000 invested — hypothetical growth (dividends reinvested)
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 | $6.98K (-30.2%) started 2025-06-26 | $5.85K (-41.5%) started 2025-06-26 |
| 5Y ago | $21.27K (+112.7%) started 2021-06-28 | $6.57K (-34.3%) started 2021-06-28 |
| 10Y ago | $51.51K (+415.1%) started 2016-06-27 | $21.12K (+111.2%) started 2016-06-27 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | ORCL | CRM |
|---|---|---|
| Market cap | $530.03B | $124.31B |
| Trailing P/E | 31.66 | 17.57 |
| Forward P/E | 16.89 | 9.80 |
| Price/Sales | 8.75 | 6.80 |
| EV/Revenue | 9.72 | 3.62 |
| Analyst target | $252.64 | $251.53 |
| Target upside | +37.09% | +65.72% |
Growth, profitability & risk
| Metric | ORCL | CRM |
|---|---|---|
| Revenue growth | 20.60% | 13.30% |
| Earnings growth | 21.90% | 52.20% |
| EPS growth | +21.90% | +52.20% |
| FCF margin | -30.19% | +38.65% |
| Operating margin | 36.26% | 21.80% |
| Profit margin | 25.37% | 18.73% |
| ROIC proxy | 53.38% | 16.91% |
| Return on equity | 53.38% | 16.91% |
| Dividend yield | 1.09% | 1.16% |
| Beta | 1.66 | 1.15 |
| Debt/equity | 362.76 | 124.28 |
| Current ratio | 1.11 | 0.79 |
| Quick ratio | 1.01 | 0.61 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
ORCL max drawdown58.43%
CRM max drawdown45.14%
ORCL max wkly drop22.10%
CRM max wkly drop15.16%
5Y risk snapshot
ORCL max drawdown58.43%
CRM max drawdown59.08%
ORCL max wkly drop22.10%
CRM max wkly drop23.19%
10Y risk snapshot
ORCL max drawdown58.43%
CRM max drawdown59.08%
ORCL max wkly drop22.10%
CRM max wkly drop23.19%
Performance metrics by period
| Period | Metric | ORCL | CRM |
|---|---|---|---|
| 1Y | Growth | -30.21% | -41.50% |
| CAGR | -30.24% | -41.55% | |
| Sharpe ratio | -0.32 | -1.32 | |
| Max drawdown | 58.43% | 45.14% | |
| Max daily drop | 10.83% | 8.69% | |
| Max wkly drop | 22.10% | 15.16% | |
| 5Y | Growth | +100.43% | -34.78% |
| CAGR | +14.94% | -8.20% | |
| Sharpe ratio | 0.43 | -0.16 | |
| Max drawdown | 58.43% | 59.08% | |
| Max daily drop | 13.79% | 19.74% | |
| Max wkly drop | 22.10% | 23.19% | |
| 10Y | Growth | +343.78% | +109.68% |
| CAGR | +16.07% | +7.69% | |
| Sharpe ratio | 0.47 | 0.26 | |
| Max drawdown | 58.43% | 59.08% | |
| Max daily drop | 13.79% | 19.74% | |
| Max wkly drop | 22.10% | 23.19% |
Business comparison
| 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. |
ORCL strengths
- →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
CRM strengths
- →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
Risks to watch — ORCL
- →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
Risks to watch — CRM
- →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
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →