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CRM vs. LMT
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CRM vs. LMT - Performance Comparison

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

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Returns By Period

In the year-to-date period, CRM achieves a -30.92% return, which is significantly lower than LMT's 8.80% return. Over the past 10 years, CRM has underperformed LMT with an annualized return of 8.51%, while LMT has yielded a comparatively higher 10.91% 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%

LMT

1D
-0.70%
1M
3.35%
YTD
8.80%
6M
13.08%
1Y
10.88%
3Y*
6.80%
5Y*
9.00%
10Y*
10.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRM vs. LMT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CRM
Salesforce, Inc.
-30.92%-20.25%27.76%98.46%-47.83%14.20%36.82%18.74%33.98%49.33%
LMT
Lockheed Martin Corporation
8.80%2.47%10.02%-4.31%40.48%3.15%-6.49%52.55%-16.35%31.77%

Correlation

The correlation between CRM and LMT is -0.05, 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

-0.05

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

0.00

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

0.05

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

0.14

Correlation (All Time)
Calculated using the full available price history since Jun 23, 2004

0.24

The correlation between CRM and LMT shifts across timeframes, from -0.05 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CRM:

$159.00B

LMT:

$120.19B

EPS

CRM:

$8.59

LMT:

$20.61

PE Ratio

CRM:

21.25

LMT:

25.23

PS Ratio

CRM:

3.98

LMT:

1.61

PB Ratio

CRM:

4.64

LMT:

16.05

Total Revenue (TTM)

CRM:

$42.83B

LMT:

$75.12B

Gross Profit (TTM)

CRM:

$33.25B

LMT:

$7.37B

EBITDA (TTM)

CRM:

$12.32B

LMT:

$8.09B

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Return for Risk

CRM vs. LMT — Risk / Return Rank

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

CRM
CRM Risk / Return Rank: 88
Overall Rank
CRM Sharpe Ratio Rank: 77
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 99
Sortino Ratio Rank
CRM Omega Ratio Rank: 1010
Omega Ratio Rank
CRM Calmar Ratio Rank: 99
Calmar Ratio Rank
CRM Martin Ratio Rank: 44
Martin Ratio Rank

LMT
LMT Risk / Return Rank: 5252
Overall Rank
LMT Sharpe Ratio Rank: 5757
Sharpe Ratio Rank
LMT Sortino Ratio Rank: 4949
Sortino Ratio Rank
LMT Omega Ratio Rank: 4949
Omega Ratio Rank
LMT Calmar Ratio Rank: 5353
Calmar Ratio Rank
LMT Martin Ratio Rank: 5454
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.

CRM vs. LMT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Salesforce, Inc. (CRM) and Lockheed Martin Corporation (LMT). 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.


CRMLMTDifference
Sharpe ratioReturn per unit of total volatility

-1.29

Sortino ratioReturn per unit of downside risk

-1.88

Omega ratioGain probability vs. loss probability

0.86

1.10

-0.24

Calmar ratioReturn relative to maximum drawdown

-0.84

0.43

-1.28

Martin ratioReturn relative to average drawdown

-1.62

1.04

-2.66

CRM vs. LMT - Sharpe Ratio Comparison

The current CRM Sharpe Ratio is -0.88, which is lower than the LMT Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of CRM and LMT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CRMLMTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.88

0.41

-1.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.13

0.40

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.46

-0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.38

+0.07

Drawdowns

CRM vs. LMT - Drawdown Comparison

The maximum CRM drawdown since its inception was -70.50%, smaller than the maximum LMT drawdown of -79.29%. Use the drawdown chart below to compare losses from any high point for CRM and LMT.


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Drawdown Indicators


CRMLMTDifference

Max Drawdown

Largest peak-to-trough decline

-70.50%

-79.29%

+8.79%

Max Drawdown (1Y)

Largest decline over 1 year

-39.36%

-25.15%

-14.21%

Max Drawdown (3Y)

Largest decline over 3 years

-54.70%

-31.79%

-22.91%

Max Drawdown (5Y)

Largest decline over 5 years

-58.62%

-31.79%

-26.83%

Max Drawdown (10Y)

Largest decline over 10 years

-58.62%

-36.67%

-21.95%

Current Drawdown

Current decline from peak

-49.87%

-22.64%

-27.23%

Average Drawdown

Average peak-to-trough decline

-16.12%

-26.84%

+10.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.48%

10.51%

+9.97%

Volatility

CRM vs. LMT - Volatility Comparison

Salesforce, Inc. (CRM) has a higher volatility of 16.96% compared to Lockheed Martin Corporation (LMT) at 5.31%. This indicates that CRM's price experiences larger fluctuations and is considered to be riskier than LMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRMLMTDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.96%

5.31%

+11.65%

Volatility (6M)

Calculated over the trailing 6-month period

31.74%

19.60%

+12.14%

Volatility (1Y)

Calculated over the trailing 1-year period

37.87%

26.62%

+11.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.02%

22.88%

+14.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.36%

23.72%

+11.64%

Dividends

CRM vs. LMT - Dividend Comparison

CRM's dividend yield for the trailing twelve months is around 0.92%, less than LMT's 2.62% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
LMT
Lockheed Martin Corporation
2.62%2.76%2.62%2.68%2.34%2.98%2.76%2.31%3.13%2.32%2.71%2.83%

Financials

CRM vs. LMT - Financials Comparison

This section allows you to compare key financial metrics between Salesforce, Inc. and Lockheed Martin Corporation. 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


5.00B10.00B15.00B20.00B20222023202420252026
11.13B
18.02B
(CRM) Total Revenue
(LMT) Total Revenue
Values in USD except per share items

CRM vs. LMT - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%20222023202420252026
76.9%
11.5%
Portfolio components
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%.

LMT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Lockheed Martin Corporation reported a gross profit of 2.08B and revenue of 18.02B. Therefore, the gross margin over that period was 11.5%.

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%.

LMT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Lockheed Martin Corporation reported an operating income of 2.06B and revenue of 18.02B, resulting in an operating margin of 11.5%.

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%.

LMT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Lockheed Martin Corporation reported a net income of 1.49B and revenue of 18.02B, resulting in a net margin of 8.3%.


Frequently Asked Questions


CRM and LMT have a correlation of -0.05, 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 LMT (5.31%). In terms of maximum drawdown, CRM dropped -70.50% vs LMT's -79.29%.

LMT currently has the higher Sharpe Ratio (0.41 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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