com.insightguru.giraffe.server.utils.PresentationUtil$PresentationTitle@2fff5210
This site requires JavaScript to function properly.
For help enabling JavaScript click here.
Here are some sample widgets you could interact with from this dashboard:
(1) Revenues expected to be slightly ahead of consensus estimates
Trefis estimates CRM's FQ1 2022 revenues to be $5.9 Bil, slightly ahead of the consensus estimate of $5.68 Bil
Estimated Revenues - 2022Q1(E)
Trefis Estimates for Salesforce Revenues:
Expected Change (YoY): 21.2%
The chart to the right highlights trends in Salesforce's Revenues over the last four quarters along with our forecast for FQ1 2022.
Quarterly Revenue Trend
(2) EPS likely to miss consensus estimates
CRM's FQ1 2022 earnings per share (EPS) expected to be $0.08 per Trefis analysis, missing the consensus estimate of $0.75 by 89%
Estimated EPS- 2022Q1(E)
Trefis Estimates for Salesforce EPS:
Expected Change (YoY): -30.6%
The chart to the right highlights trends in CRM's EPS over the last four quarters along with our forecast for FQ1 2022.
Quarterly EPS Trend
(3) Stock price estimate 24% higher than current market price
Trefis maintains a fair value of $276 for CRM's stock as opposed to the current market price of roughly $223.
CRM Stock Price
The Trefis Price Estimate for Salesforce stock represents the fair value for the company's stock over a one-year horizon.
Details about the chances of a rise in CRM stock in the near term can be found in a separate interactive dashboard.
The chart to the right highlights trends in CRM's stock price at the end of each of the last four quarters as well as the current stock price.
Stock Price (Quarter End)
#1. Estimating Salesforce's Total Revenues:
Salesforce's Revenues have seen a substantial increase of 60.0% from around $13 Bil in FY2019 to $21 Bil in FY2021 and we expect it to increase to $27 Bil in FY2022
Total Revenue
A Separate Interactive Dashboard Analysis On Salesforce's Revenues Details How The Company Makes Money.
#2. Deriving Salesforce's Net Income:
Salesforce's Net Income has increased from around $1.1 Bil in FY2019 to $4.1 Bil in FY2021 and we expect it to fall to $2.0 Bil in FY2022
This change is likely to be led by higher revenues and weaker margins.
A Separate Interactive Dashboard Analysis On Salesforce's Margins Highlights The Company's Various Expenses Components In Detail.
Net Income [AxB]
Net Income Margin [A]
Total Revenue [B]
#3. Determining Salesforce's EPS:
Salesforce's EPS has increased from $1.42 in FY2019 to $4.38 in FY2021 and we expect it to fall to $2.08 in FY2022
The change in EPS can be attributed to a reduction in net income and a higher expected share count due to equity issuances.
EPS [A÷B]
Net Income [A]
Shares Outstanding [B]
#4. Estimating Salesforce's Share Price:
Our Price Estimate of $276 For Salesforce's Stock is based on our Detailed Valuation Model, and implies a 132.8x P/E Multiple on expected FY2022 EPS of $2.08
Trefis Price Estimate [AxB]
EPS [A]
P/E Multiple [B]