CRM vs. DIS
CRM (Salesforce, Inc.) and DIS (The Walt Disney Company) are both stocks. CRM operates in Software - Application (Technology), while DIS operates in Entertainment (Communication Services). Over the past 10 years, CRM returned 8.51%/yr vs 0.98%/yr for DIS. At a 0.41 correlation, their price movements are largely independent.
Performance
CRM vs. DIS - Performance Comparison
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Returns By Period
In the year-to-date period, CRM achieves a -30.92% return, which is significantly lower than DIS's -13.10% return. Over the past 10 years, CRM has outperformed DIS with an annualized return of 8.51%, while DIS has yielded a comparatively lower 0.98% annualized return.
CRM
- 1D
- -1.68%
- 1M
- 0.40%
- YTD
- -30.92%
- 6M
- -29.37%
- 1Y
- -33.00%
- 3Y*
- -4.89%
- 5Y*
- -4.74%
- 10Y*
- 8.51%
DIS
- 1D
- -0.84%
- 1M
- -8.47%
- YTD
- -13.10%
- 6M
- -7.52%
- 1Y
- -12.24%
- 3Y*
- 3.25%
- 5Y*
- -10.48%
- 10Y*
- 0.98%
CRM vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRM Salesforce, Inc. | -30.92% | -20.25% | 27.76% | 98.46% | -47.83% | 14.20% | 36.82% | 18.74% | 33.98% | 49.33% |
DIS The Walt Disney Company | -13.10% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
Correlation
The correlation between CRM and DIS is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2004 | 0.41 |
The correlation between CRM and DIS shifts across timeframes, from 0.21 (1 year) to 0.41 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CRM:
$159.00B
DIS:
$175.20B
CRM:
$8.59
DIS:
$6.25
CRM:
21.25
DIS:
15.81
CRM:
0.04
DIS:
0.21
CRM:
3.98
DIS:
1.82
CRM:
4.64
DIS:
1.61
CRM:
$42.83B
DIS:
$97.26B
CRM:
$33.25B
DIS:
$36.14B
CRM:
$12.32B
DIS:
$20.74B
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Return for Risk
CRM vs. DIS — Risk / Return Rank
CRM
DIS
CRM vs. DIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Salesforce, Inc. (CRM) and The Walt Disney Company (DIS). 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.
| CRM | DIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.60 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 0.93 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | -0.84 | -0.49 | -0.35 |
| Martin ratioReturn relative to average drawdown | -1.62 | -1.00 | -0.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CRM | DIS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.88 | -0.51 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | -0.36 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.24 | 0.03 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.34 | +0.11 |
Drawdowns
CRM vs. DIS - Drawdown Comparison
The maximum CRM drawdown since its inception was -70.50%, smaller than the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for CRM and DIS.
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Drawdown Indicators
| CRM | DIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.50% | -85.66% | +15.16% |
Max Drawdown (1Y)Largest decline over 1 year | -39.36% | -24.97% | -14.39% |
Max Drawdown (3Y)Largest decline over 3 years | -54.70% | -32.86% | -21.84% |
Max Drawdown (5Y)Largest decline over 5 years | -58.62% | -57.33% | -1.29% |
Max Drawdown (10Y)Largest decline over 10 years | -58.62% | -60.72% | +2.10% |
Current DrawdownCurrent decline from peak | -49.87% | -49.88% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -16.12% | -26.77% | +10.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.48% | 12.23% | +8.25% |
Volatility
CRM vs. DIS - Volatility Comparison
Salesforce, Inc. (CRM) has a higher volatility of 16.96% compared to The Walt Disney Company (DIS) at 6.12%. This indicates that CRM's price experiences larger fluctuations and is considered to be riskier than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRM | DIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.96% | 6.12% | +10.84% |
Volatility (6M)Calculated over the trailing 6-month period | 31.74% | 19.37% | +12.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.87% | 24.33% | +13.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.02% | 29.33% | +7.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.36% | 28.77% | +6.59% |
Dividends
CRM vs. DIS - Dividend Comparison
CRM's dividend yield for the trailing twelve months is around 0.92%, less than DIS's 1.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRM Salesforce, Inc. | 0.92% | 0.63% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
DIS The Walt Disney Company | 1.26% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
Financials
CRM vs. DIS - Financials Comparison
This section allows you to compare key financial metrics between Salesforce, Inc. and The Walt Disney Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CRM vs. DIS - Profitability Comparison
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%.
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
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%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
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%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
Frequently Asked Questions
CRM and DIS have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRM has higher volatility (16.96%) compared to DIS (6.12%). In terms of maximum drawdown, CRM dropped -70.50% vs DIS's -85.66%.
DIS currently has the higher Sharpe Ratio (-0.51 vs -0.88), 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.
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