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Salesforce

The Market Priced the Funeral. Salesforce Only Has to Live

My fair value for Salesforce is roughly $255, against a share price near $151. That is deliberately not a moonshot number.Read more

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US$255.9
41.3% undervalued intrinsic discount
Fair Value
FAIR VALUE: US$255 (about 69% above the ~$151 it trades at as I write). Revenue grows about 8 to 9% a year, Non-GAAP operating margin holds in the mid-30s. Free cash flow resumes 6 to 8% growth.