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

Performance

CSW vs. CRM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CSW Industrials Inc (CSW) 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, CSW achieves a -7.93% return, which is significantly higher than CRM's -28.57% return.


CSW

1D
-0.54%
1M
-1.69%
YTD
-7.93%
6M
-9.95%
1Y
3Y*
5Y*
10Y*

CRM

1D
-0.98%
1M
0.94%
YTD
-28.57%
6M
-23.41%
1Y
-27.74%
3Y*
-3.00%
5Y*
-4.21%
10Y*
8.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CSW vs. CRM - Yearly Performance Comparison


2026 (YTD)2025
CSW
CSW Industrials Inc
-7.93%-2.93%
CRM
Salesforce, Inc.
-28.57%-2.21%

Correlation

The correlation between CSW and CRM 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 (All Time)
Calculated using the full available price history since Jun 10, 2025

0.05

Fundamentals

Market Cap

CSW:

$4.51B

CRM:

$164.40B

EPS

CSW:

$6.68

CRM:

$8.59

PE Ratio

CSW:

40.35

CRM:

21.97

PEG Ratio

CSW:

2.62

CRM:

0.05

PS Ratio

CSW:

4.18

CRM:

4.12

PB Ratio

CSW:

4.29

CRM:

4.80

Total Revenue (TTM)

CSW:

$1.08B

CRM:

$42.83B

Gross Profit (TTM)

CSW:

$453.68M

CRM:

$33.25B

EBITDA (TTM)

CSW:

$211.08M

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

CSW vs. CRM — Risk / Return Rank

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

CSW

CRM
CRM Risk / Return Rank: 1313
Overall Rank
CRM Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 1313
Sortino Ratio Rank
CRM Omega Ratio Rank: 1414
Omega Ratio Rank
CRM Calmar Ratio Rank: 1616
Calmar Ratio Rank
CRM Martin Ratio Rank: 99
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.

CSW vs. CRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CSW Industrials Inc (CSW) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CSW vs. CRM - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


CSWCRMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.11

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.27

0.45

-0.72

Drawdowns

CSW vs. CRM - Drawdown Comparison

The maximum CSW drawdown since its inception was -25.35%, smaller than the maximum CRM drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for CSW and CRM.


Loading charts...

Drawdown Indicators


CSWCRMDifference

Max Drawdown

Largest peak-to-trough decline

-25.35%

-70.50%

+45.15%

Max Drawdown (1Y)

Largest decline over 1 year

-39.46%

Max Drawdown (3Y)

Largest decline over 3 years

-54.70%

Max Drawdown (5Y)

Largest decline over 5 years

-58.62%

Max Drawdown (10Y)

Largest decline over 10 years

-58.62%

Current Drawdown

Current decline from peak

-19.37%

-48.17%

+28.80%

Average Drawdown

Average peak-to-trough decline

-13.79%

-16.11%

+2.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.28%

Volatility

CSW vs. CRM - Volatility Comparison


Loading charts...

Volatility by Period


CSWCRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

17.33%

Volatility (6M)

Calculated over the trailing 6-month period

31.96%

Volatility (1Y)

Calculated over the trailing 1-year period

40.28%

37.88%

+2.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

40.28%

37.00%

+3.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.28%

35.33%

+4.95%

Dividends

CSW vs. CRM - Dividend Comparison

CSW's dividend yield for the trailing twelve months is around 0.41%, less than CRM's 0.89% yield.


PositionTTM20252024
CRM
Salesforce, Inc.
0.89%0.63%0.48%
CSW
CSW Industrials Inc
0.41%0.18%0.00%

Financials

CSW vs. CRM - Financials Comparison

This section allows you to compare key financial metrics between CSW Industrials 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


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
308.96M
11.13B
(CSW) Total Revenue
(CRM) Total Revenue
Values in USD except per share items

CSW vs. CRM - Profitability Comparison

The chart below illustrates the profitability comparison between CSW Industrials 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

40.0%50.0%60.0%70.0%80.0%20222023202420252026
41.0%
76.9%
Portfolio components
CSW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a gross profit of 126.61M and revenue of 308.96M. Therefore, the gross margin over that period was 41.0%.

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%.

CSW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported an operating income of 37.44M and revenue of 308.96M, resulting in an operating margin of 12.1%.

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%.

CSW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CSW Industrials Inc reported a net income of 20.20M and revenue of 308.96M, resulting in a net margin of 6.5%.

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%.


Frequently Asked Questions


CSW and CRM 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.

Portfolio Optimizer

Find the right allocation for CSW 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