Salesforce

Salesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High

Goran_Damchevski

Not Invested

Equity Analyst

Published

02 Jan 24

Updated

18 Dec 24

n/a

Goran_Damchevski's Fair Value

n/a

-28.0%

13.0%

-28.0%

13.0%

You can edit this narrative until May 14 2:41 AM. Then, changes will post as Updates.

Author's Valuation

US$223.9916.3% overvalued

Goran_Damchevski's Fair Value

Narrative

Updates1

Shared on 18 Dec 24

Fair value Increased 16%

Salesforce May Be A Rare Example Of Unlocking Competitive Moat With AI I believe that AgentForce will replace interactive chatbots at a higher price. CRM has a wide competitive advantage against AI peers because it can train models on customer data.

Goran_Damchevski'sFair Value

US$223.99

16.3% overvalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

8.96%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.60%

Calculation

US$13.70b

Earnings '29

21.00x

PE Ratio '29

US$287.78b

Market Cap '29

US$287.78b

Market Cap '29

903.85m

No. shares '29

US$318.39

Share Price '29

US$318.39 Share Price '29

Discounted to 2024 @ 7.00% p.a.

US$227.01

Fair Value '24