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FI vs. CRM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FI and CRM is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.6

Performance

FI vs. CRM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fiserv Inc. (FI) and salesforce.com, inc. (CRM). The values are adjusted to include any dividend payments, if applicable.

400.00%600.00%800.00%1,000.00%1,200.00%NovemberDecember2025FebruaryMarchApril
850.02%
498.62%
FI
CRM

Key characteristics

Sharpe Ratio

FI:

0.60

CRM:

-0.04

Sortino Ratio

FI:

0.88

CRM:

0.22

Omega Ratio

FI:

1.17

CRM:

1.03

Calmar Ratio

FI:

0.72

CRM:

-0.04

Martin Ratio

FI:

3.01

CRM:

-0.10

Ulcer Index

FI:

6.11%

CRM:

14.32%

Daily Std Dev

FI:

30.79%

CRM:

38.76%

Max Drawdown

FI:

-37.85%

CRM:

-70.50%

Current Drawdown

FI:

-22.38%

CRM:

-26.76%

Fundamentals

Market Cap

FI:

$102.73B

CRM:

$256.91B

EPS

FI:

$5.65

CRM:

$6.37

PE Ratio

FI:

32.79

CRM:

42.03

PEG Ratio

FI:

1.03

CRM:

1.20

PS Ratio

FI:

4.74

CRM:

6.74

PB Ratio

FI:

3.78

CRM:

4.21

Total Revenue (TTM)

FI:

$20.70B

CRM:

$28.76B

Gross Profit (TTM)

FI:

$12.62B

CRM:

$22.28B

EBITDA (TTM)

FI:

$9.02B

CRM:

$5.74B

Returns By Period

In the year-to-date period, FI achieves a -10.15% return, which is significantly higher than CRM's -19.50% return. Over the past 10 years, FI has outperformed CRM with an annualized return of 18.40%, while CRM has yielded a comparatively lower 13.98% annualized return.


FI

YTD

-10.15%

1M

-16.42%

6M

-7.63%

1Y

20.89%

5Y*

13.04%

10Y*

18.40%

CRM

YTD

-19.50%

1M

0.29%

6M

-9.10%

1Y

0.50%

5Y*

11.64%

10Y*

13.98%

*Annualized

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Risk-Adjusted Performance

FI vs. CRM — Risk-Adjusted Performance Rank

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

FI
The Risk-Adjusted Performance Rank of FI is 7373
Overall Rank
The Sharpe Ratio Rank of FI is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of FI is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FI is 7171
Omega Ratio Rank
The Calmar Ratio Rank of FI is 7979
Calmar Ratio Rank
The Martin Ratio Rank of FI is 7979
Martin Ratio Rank

CRM
The Risk-Adjusted Performance Rank of CRM is 4747
Overall Rank
The Sharpe Ratio Rank of CRM is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of CRM is 4343
Sortino Ratio Rank
The Omega Ratio Rank of CRM is 4343
Omega Ratio Rank
The Calmar Ratio Rank of CRM is 4949
Calmar Ratio Rank
The Martin Ratio Rank of CRM is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FI vs. CRM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fiserv Inc. (FI) and salesforce.com, 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.


The chart of Sharpe ratio for FI, currently valued at 0.60, compared to the broader market-2.00-1.000.001.002.003.00
FI: 0.60
CRM: -0.04
The chart of Sortino ratio for FI, currently valued at 0.88, compared to the broader market-6.00-4.00-2.000.002.004.00
FI: 0.88
CRM: 0.22
The chart of Omega ratio for FI, currently valued at 1.17, compared to the broader market0.501.001.502.00
FI: 1.17
CRM: 1.03
The chart of Calmar ratio for FI, currently valued at 0.72, compared to the broader market0.001.002.003.004.005.00
FI: 0.72
CRM: -0.04
The chart of Martin ratio for FI, currently valued at 3.01, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
FI: 3.01
CRM: -0.10

The current FI Sharpe Ratio is 0.60, which is higher than the CRM Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of FI and CRM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
0.60
-0.04
FI
CRM

Dividends

FI vs. CRM - Dividend Comparison

FI has not paid dividends to shareholders, while CRM's dividend yield for the trailing twelve months is around 0.60%.


TTM20242023202220212020201920182017201620152014
FI
Fiserv Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.06%5.08%7.87%7.61%
CRM
salesforce.com, inc.
0.60%0.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FI vs. CRM - Drawdown Comparison

The maximum FI drawdown since its inception was -37.85%, smaller than the maximum CRM drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for FI and CRM. For additional features, visit the drawdowns tool.


-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-22.38%
-26.76%
FI
CRM

Volatility

FI vs. CRM - Volatility Comparison

Fiserv Inc. (FI) has a higher volatility of 25.20% compared to salesforce.com, inc. (CRM) at 15.69%. This indicates that FI'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.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
25.20%
15.69%
FI
CRM

Financials

FI vs. CRM - Financials Comparison

This section allows you to compare key financial metrics between Fiserv Inc. and salesforce.com, 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


3.00B4.00B5.00B6.00B7.00B8.00B9.00B10.00B20212022202320242025
5.13B
9.99B
(FI) Total Revenue
(CRM) Total Revenue
Values in USD except per share items

FI vs. CRM - Profitability Comparison

The chart below illustrates the profitability comparison between Fiserv Inc. and salesforce.com, 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%20212022202320242025
59.6%
77.8%
(FI) Gross Margin
(CRM) Gross Margin
FI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Fiserv Inc. reported a gross profit of 3.06B and revenue of 5.13B. Therefore, the gross margin over that period was 59.6%.
CRM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported a gross profit of 7.78B and revenue of 9.99B. Therefore, the gross margin over that period was 77.8%.
FI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Fiserv Inc. reported an operating income of 1.40B and revenue of 5.13B, resulting in an operating margin of 27.2%.
CRM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported an operating income of 1.82B and revenue of 9.99B, resulting in an operating margin of 18.2%.
FI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Fiserv Inc. reported a net income of 851.00M and revenue of 5.13B, resulting in a net margin of 16.6%.
CRM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, salesforce.com, inc. reported a net income of 1.71B and revenue of 9.99B, resulting in a net margin of 17.1%.