SHAK vs. CRM

Last updated Jun 5, 2026

SHAK (Shake Shack Inc.) and CRM (Salesforce, Inc.) are both stocks. SHAK operates in Restaurants (Consumer Cyclical), while CRM operates in Software - Application (Technology). Over the past 10 years, SHAK returned 3.70%/yr vs 8.74%/yr for CRM. At a 0.31 correlation, their price movements are largely independent.

Performance

SHAK vs. CRM - Performance Comparison

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

Returns By Period

In the year-to-date period, SHAK achieves a -34.26% return, which is significantly lower than CRM's -28.57% return. Over the past 10 years, SHAK has underperformed CRM with an annualized return of 3.70%, while CRM has yielded a comparatively higher 8.74% annualized return.

SHAK

• 1D: -3.91%
• 1M: -44.77%
• YTD: -34.26%
• 6M: -33.40%
• 1Y: -57.97%
• 3Y*: -8.10%
• 5Y*: -9.78%
• 10Y*: 3.70%

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)

SHAK vs. CRM - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SHAK Shake Shack Inc.	-34.26%	-37.47%	75.12%	78.47%	-42.45%	-14.89%	42.32%	31.15%	5.14%	20.70%
CRM Salesforce, Inc.	-28.57%	-20.25%	27.76%	98.46%	-47.83%	14.20%	36.82%	18.74%	33.98%	49.33%

Correlation

The correlation between SHAK and CRM is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.12
Correlation (3Y) Calculated over the trailing 3-year period	0.27
Correlation (5Y) Calculated over the trailing 5-year period	0.38
Correlation (10Y) Calculated over the trailing 10-year period	0.33
Correlation (All Time) Calculated using the full available price history since Feb 2, 2015	0.31

The correlation between SHAK and CRM shifts across timeframes, from 0.12 (1 year) to 0.38 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap SHAK : $2.15B CRM : $164.40B
EPS SHAK : $0.99 CRM : $8.59
PE Ratio SHAK : 53.72 CRM : 21.97
PEG Ratio SHAK : 0.75 CRM : 0.05
PS Ratio SHAK : 1.48 CRM : 4.12
PB Ratio SHAK : 4.09 CRM : 4.80
Total Revenue (TTM) SHAK : $1.49B CRM : $42.83B
Gross Profit (TTM) SHAK : $111.61M CRM : $33.25B
EBITDA (TTM) SHAK : $179.77M CRM : $12.32B

Return for Risk

SHAK vs. CRM — Risk / Return Rank

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

SHAK

SHAK Risk / Return Rank: 4
SHAK Sharpe Ratio Rank: 3
SHAK Sortino Ratio Rank: 5
SHAK Omega Ratio Rank: 4
SHAK Calmar Ratio Rank: 5
SHAK Martin Ratio Rank: 3

CRM

CRM Risk / Return Rank: 13
CRM Sharpe Ratio Rank: 11
CRM Sortino Ratio Rank: 13
CRM Omega Ratio Rank: 14
CRM Calmar Ratio Rank: 16
CRM Martin Ratio Rank: 9

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.

SHAK vs. CRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Shake Shack Inc. (SHAK) 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.

	SHAK	CRM	Difference
Sharpe ratio: Return per unit of total volatility	-1.09	-0.73	-0.36
Sortino ratio: Return per unit of downside risk	-1.63	-0.90	-0.72
Omega ratio: Gain probability vs. loss probability	0.78	0.89	-0.12
Calmar ratio: Return relative to maximum drawdown	-0.93	-0.71	-0.23
Martin ratio: Return relative to average drawdown	-1.71	-1.37	-0.34
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SHAK vs. CRM - Sharpe Ratio Comparison

The current SHAK Sharpe Ratio is -1.09, which is lower than the CRM Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of SHAK 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.

Sharpe Ratios by Period

	SHAK	CRM	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-1.09	-0.73	-0.36
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.19	-0.11	-0.08
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.07	0.25	-0.17
Sharpe Ratio (All Time) Calculated using the full available price history	0.03	0.45	-0.43

Drawdowns

SHAK vs. CRM - Drawdown Comparison

The maximum SHAK drawdown since its inception was -70.89%, roughly equal to the maximum CRM drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for SHAK and CRM.

Drawdown Indicators

	SHAK	CRM	Difference
Max Drawdown Largest peak-to-trough decline	-70.89%	-70.50%	-0.39%
Max Drawdown (1Y) Largest decline over 1 year	-62.43%	-39.46%	-22.97%
Max Drawdown (3Y) Largest decline over 3 years	-62.43%	-54.70%	-7.73%
Max Drawdown (5Y) Largest decline over 5 years	-64.77%	-58.62%	-6.15%
Max Drawdown (10Y) Largest decline over 10 years	-70.89%	-58.62%	-12.27%
Current Drawdown Current decline from peak	-62.43%	-48.17%	-14.26%
Average Drawdown Average peak-to-trough decline	-41.06%	-16.11%	-24.95%
Ulcer Index Depth and duration of drawdowns from previous peaks	33.82%	20.28%	+13.54%

Volatility

SHAK vs. CRM - Volatility Comparison

Shake Shack Inc. (SHAK) has a higher volatility of 36.20% compared to Salesforce, Inc. (CRM) at 17.33%. This indicates that SHAK'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.

Volatility by Period

	SHAK	CRM	Difference
Volatility (1M) Calculated over the trailing 1-month period	36.20%	17.33%	+18.87%
Volatility (6M) Calculated over the trailing 6-month period	47.65%	31.96%	+15.69%
Volatility (1Y) Calculated over the trailing 1-year period	53.12%	37.88%	+15.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	51.59%	37.00%	+14.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	50.42%	35.33%	+15.09%

Dividends

SHAK vs. CRM - Dividend Comparison

SHAK has not paid dividends to shareholders, while CRM's dividend yield for the trailing twelve months is around 0.89%.

Position	TTM	2025	2024
CRM Salesforce, Inc.	0.89%	0.63%	0.48%
SHAK Shake Shack Inc.	0.00%	0.00%	0.00%

Financials

SHAK vs. CRM - Profitability Comparison

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

SHAK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Shake Shack Inc. reported a gross profit of 0.00 and revenue of 366.74M. Therefore, the gross margin over that period was 0.0%.

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%.

SHAK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Shake Shack Inc. reported an operating income of -2.63M and revenue of 366.74M, resulting in an operating margin of -0.7%.

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%.

SHAK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Shake Shack Inc. reported a net income of -290.00K and revenue of 366.74M, resulting in a net margin of -0.1%.

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

Can I hold both SHAK and CRM in my portfolio?

SHAK and CRM have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SHAK or CRM?

SHAK has higher volatility (36.20%) compared to CRM (17.33%). In terms of maximum drawdown, SHAK dropped -70.89% vs CRM's -70.50%.

Which has better risk-adjusted returns?

CRM currently has the higher Sharpe Ratio (-0.73 vs -1.09), 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.