PortfoliosLab logoPortfoliosLab logo
AVGO vs. CRM
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AVGO vs. CRM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Broadcom Inc. (AVGO) and Salesforce, Inc. (CRM). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AVGO achieves a 13.72% return, which is significantly higher than CRM's -43.03% return. Over the past 10 years, AVGO has outperformed CRM with an annualized return of 42.25%, while CRM has yielded a comparatively lower 6.89% annualized return.


AVGO

1D
-4.52%
1M
-5.16%
YTD
13.72%
6M
15.27%
1Y
58.01%
3Y*
70.37%
5Y*
55.97%
10Y*
42.25%

CRM

1D
-1.09%
1M
-16.40%
YTD
-43.03%
6M
-42.97%
1Y
-41.90%
3Y*
-10.08%
5Y*
-8.78%
10Y*
6.89%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AVGO vs. CRM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AVGO
Broadcom Inc.
13.72%50.63%110.49%104.18%-13.27%56.48%44.88%29.05%2.18%48.19%
CRM
Salesforce, Inc.
-43.03%-20.25%27.76%98.46%-47.83%14.20%36.82%18.74%33.98%49.33%

Correlation

The correlation between AVGO and CRM is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.03

Correlation (3Y)
Calculated over the trailing 3-year period

0.30

Correlation (5Y)
Calculated over the trailing 5-year period

0.41

Correlation (10Y)
Calculated over the trailing 10-year period

0.42

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2009

0.43

Over the past year, the correlation between AVGO and CRM has dropped to 0.03 - well below their long-term average of 0.43, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

AVGO:

$1.91T

CRM:

$130.75B

EPS

AVGO:

$6.01

CRM:

$8.59

PE Ratio

AVGO:

65.25

CRM:

17.47

PEG Ratio

AVGO:

0.81

CRM:

0.04

PS Ratio

AVGO:

25.35

CRM:

3.27

PB Ratio

AVGO:

21.80

CRM:

3.82

Total Revenue (TTM)

AVGO:

$75.47B

CRM:

$42.83B

Gross Profit (TTM)

AVGO:

$50.53B

CRM:

$33.25B

EBITDA (TTM)

AVGO:

$42.03B

CRM:

$12.32B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

AVGO vs. CRM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AVGO
AVGO Risk / Return Rank: 7575
Overall Rank
AVGO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
AVGO Sortino Ratio Rank: 7373
Sortino Ratio Rank
AVGO Omega Ratio Rank: 7373
Omega Ratio Rank
AVGO Calmar Ratio Rank: 7676
Calmar Ratio Rank
AVGO Martin Ratio Rank: 7575
Martin Ratio Rank

CRM
CRM Risk / Return Rank: 44
Overall Rank
CRM Sharpe Ratio Rank: 33
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 55
Sortino Ratio Rank
CRM Omega Ratio Rank: 66
Omega Ratio Rank
CRM Calmar Ratio Rank: 55
Calmar Ratio Rank
CRM Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AVGO vs. CRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) and Salesforce, Inc. (CRM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AVGOCRMDifference
Sharpe ratioReturn per unit of total volatility

+2.36

Sortino ratioReturn per unit of downside risk

+3.46

Omega ratioGain probability vs. loss probability

1.24

0.81

+0.43

Calmar ratioReturn relative to maximum drawdown

2.03

-0.94

+2.97

Martin ratioReturn relative to average drawdown

4.63

-1.93

+6.56

AVGO vs. CRM - Sharpe Ratio Comparison

The current AVGO Sharpe Ratio is 1.26, which is higher than the CRM Sharpe Ratio of -1.10. The chart below compares the historical Sharpe Ratios of AVGO and CRM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

AVGO vs. CRM - Drawdown Comparison

The maximum AVGO drawdown since its inception was -48.30%, smaller than the maximum CRM drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for AVGO and CRM.


Loading charts...

Drawdown Indicators


AVGOCRMDifference

Max Drawdown

Largest peak-to-trough decline

-48.30%

-70.50%

+22.20%

Max Drawdown (1Y)

Largest decline over 1 year

-28.67%

-44.67%

+16.00%

Max Drawdown (3Y)

Largest decline over 3 years

-41.15%

-58.66%

+17.51%

Max Drawdown (5Y)

Largest decline over 5 years

-41.15%

-58.66%

+17.51%

Max Drawdown (10Y)

Largest decline over 10 years

-48.30%

-58.66%

+10.36%

Current Drawdown

Current decline from peak

-18.44%

-58.66%

+40.22%

Average Drawdown

Average peak-to-trough decline

-8.00%

-16.18%

+8.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.57%

21.75%

-9.18%

Volatility

AVGO vs. CRM - Volatility Comparison

Broadcom Inc. (AVGO) has a higher volatility of 21.58% compared to Salesforce, Inc. (CRM) at 16.35%. This indicates that AVGO's price experiences larger fluctuations and is considered to be riskier than CRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


AVGOCRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

21.58%

16.35%

+5.23%

Volatility (6M)

Calculated over the trailing 6-month period

33.32%

31.75%

+1.57%

Volatility (1Y)

Calculated over the trailing 1-year period

46.48%

38.26%

+8.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

43.61%

37.14%

+6.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.64%

35.42%

+4.22%

Dividends

AVGO vs. CRM - Dividend Comparison

AVGO's dividend yield for the trailing twelve months is around 0.65%, less than CRM's 1.16% yield.


PositionTTM20252024202320222021202020192018201720162015
AVGO
Broadcom Inc.
0.65%0.70%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%
CRM
Salesforce, Inc.
1.16%0.63%0.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

AVGO vs. CRM - Financials Comparison

This section allows you to compare key financial metrics between Broadcom Inc. and Salesforce, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B15.00B20.00B20222023202420252026
22.19B
11.13B
(AVGO) Total Revenue
(CRM) Total Revenue
Values in USD except per share items

AVGO vs. CRM - Profitability Comparison

The chart below illustrates the profitability comparison between Broadcom Inc. and Salesforce, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

60.0%65.0%70.0%75.0%80.0%20222023202420252026
67.2%
76.9%
Portfolio components
AVGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.

CRM - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Salesforce, Inc. reported a gross profit of 8.56B and revenue of 11.13B. Therefore, the gross margin over that period was 76.9%.

AVGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.

CRM - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Salesforce, Inc. reported an operating income of 2.35B and revenue of 11.13B, resulting in an operating margin of 21.1%.

AVGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.

CRM - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Salesforce, Inc. reported a net income of 2.11B and revenue of 11.13B, resulting in a net margin of 18.9%.


Frequently Asked Questions


AVGO and CRM have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVGO has higher volatility (21.58%) compared to CRM (16.35%). In terms of maximum drawdown, AVGO dropped -48.30% vs CRM's -70.50%.

AVGO currently has the higher Sharpe Ratio (1.26 vs -1.10), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AVGO and CRM

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer