CRM
Salesforce, Inc.$228.12Technology · Software - Application · 软件 / SaaS / Agent 落地 (IGV) · as of 2026-10-06
估值
PE TTM20.9
PE NTM (混合)14.0
Fwd PE (Yahoo +1y)14.2
PEG NTM–
PEG (Yahoo)0.84
EV/EBITDA17.1
EV/Rev5.0
P/S4.3
FCF yield9.4%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM43.9B
Rev growth (yoy q)11%
Earnings growth119%
EPS +1y vs 0y-4%
Gross margin77%
Op margin21%
Net margin22%
FCF / OCF17.7B / 15.7B
Debt / Cash42.4B / 11.4B
Mkt cap / EV187.7B / 220.1B
共识 / 修正
Target mean283.4 (24%)
Rec mean (1=StrongBuy)1.75
SB/B/H/S6/33/15/2
Analysts54
+1y EPS up/down 30d38 / 9
+1y EPS chg 90d3%
Surprise avg 4q35.7%
Next earnings2026-12-02
FY end2027-01-31
价格 / 情绪
52w high / low269.1 / 146.3
vs 52w high-15%
Ret 1m / 3m-12% / 35%
RS vs SPY 1m / 3m-13% / 30%
Beta1.26
Short % float4.5%
Div yield0.77%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-10-31 | 3.45 | 3.39–3.85 | 6% | 3.36 | 35/5 | 11.5B | 12% |
| +1q | 2027-01-31 | 3.56 | 3.45–4.01 | -7% | 3.64 | 6/32 | 12.3B | 10% |
| 0y | 2027-01-31 | 16.75 | 16.67–17.60 | 34% | 14.13 | 48/0 | 46.3B | 11% |
| +1y | 2028-01-31 | 16.02 | 14.66–18.12 | -4% | 15.51 | 38/9 | 50.8B | 10% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-10-31 | 3.25 | 2.86 | 13.6% |
| 2026-01-31 | 3.81 | 3.05 | 24.9% |
| 2026-04-30 | 3.88 | 3.13 | 24.1% |
| 2026-07-31 | 5.90 | 3.27 | 80.4% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）