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

Performance

UBER vs. CRM - Performance Comparison

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

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Returns By Period

In the year-to-date period, UBER achieves a -14.26% return, which is significantly higher than CRM's -30.92% return.


UBER

1D
-0.92%
1M
-7.14%
YTD
-14.26%
6M
-24.32%
1Y
-18.15%
3Y*
19.56%
5Y*
7.35%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UBER vs. CRM - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
UBER
Uber Technologies, Inc.
-14.26%35.46%-2.03%148.97%-41.02%-17.78%71.49%-29.19%
CRM
Salesforce, Inc.
-30.92%-20.25%27.76%98.46%-47.83%14.20%36.82%4.05%

Correlation

The correlation between UBER and CRM is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.17

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

0.29

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

0.41

Correlation (All Time)
Calculated using the full available price history since May 10, 2019

0.40

Over the past year, the correlation between UBER and CRM has dropped to 0.17 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

UBER:

$145.12B

CRM:

$159.00B

EPS

UBER:

$4.05

CRM:

$8.59

PE Ratio

UBER:

17.28

CRM:

21.25

PEG Ratio

UBER:

0.11

CRM:

0.04

PS Ratio

UBER:

2.75

CRM:

3.98

PB Ratio

UBER:

5.86

CRM:

4.64

Total Revenue (TTM)

UBER:

$53.69B

CRM:

$42.83B

Gross Profit (TTM)

UBER:

$22.03B

CRM:

$33.25B

EBITDA (TTM)

UBER:

$5.85B

CRM:

$12.32B

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Return for Risk

UBER vs. CRM — Risk / Return Rank

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

UBER
UBER Risk / Return Rank: 1919
Overall Rank
UBER Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
UBER Sortino Ratio Rank: 1818
Sortino Ratio Rank
UBER Omega Ratio Rank: 1919
Omega Ratio Rank
UBER Calmar Ratio Rank: 2121
Calmar Ratio Rank
UBER Martin Ratio Rank: 2121
Martin Ratio Rank

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
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.

UBER vs. CRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Uber Technologies, Inc. (UBER) 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.


UBERCRMDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.52

Omega ratioGain probability vs. loss probability

0.93

0.86

+0.06

Calmar ratioReturn relative to maximum drawdown

-0.59

-0.84

+0.25

Martin ratioReturn relative to average drawdown

-1.04

-1.62

+0.58

UBER vs. CRM - Sharpe Ratio Comparison

The current UBER Sharpe Ratio is -0.56, which is higher than the CRM Sharpe Ratio of -0.88. The chart below compares the historical Sharpe Ratios of UBER 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.


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Sharpe Ratios by Period


UBERCRMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.56

-0.88

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

-0.13

+0.29

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.15

0.45

-0.30

Drawdowns

UBER vs. CRM - Drawdown Comparison

The maximum UBER drawdown since its inception was -68.05%, roughly equal to the maximum CRM drawdown of -70.50%. Use the drawdown chart below to compare losses from any high point for UBER and CRM.


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Drawdown Indicators


UBERCRMDifference

Max Drawdown

Largest peak-to-trough decline

-68.05%

-70.50%

+2.45%

Max Drawdown (1Y)

Largest decline over 1 year

-30.89%

-39.36%

+8.47%

Max Drawdown (3Y)

Largest decline over 3 years

-30.89%

-54.70%

+23.81%

Max Drawdown (5Y)

Largest decline over 5 years

-60.45%

-58.62%

-1.83%

Max Drawdown (10Y)

Largest decline over 10 years

-58.62%

Current Drawdown

Current decline from peak

-30.01%

-49.87%

+19.86%

Average Drawdown

Average peak-to-trough decline

-25.67%

-16.12%

-9.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.51%

20.48%

-2.97%

Volatility

UBER vs. CRM - Volatility Comparison

The current volatility for Uber Technologies, Inc. (UBER) is 7.84%, while Salesforce, Inc. (CRM) has a volatility of 16.96%. This indicates that UBER experiences smaller price fluctuations and is considered to be less risky than CRM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UBERCRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.84%

16.96%

-9.12%

Volatility (6M)

Calculated over the trailing 6-month period

24.00%

31.74%

-7.74%

Volatility (1Y)

Calculated over the trailing 1-year period

32.64%

37.87%

-5.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

44.82%

37.02%

+7.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.67%

35.36%

+15.31%

Dividends

UBER vs. CRM - Dividend Comparison

UBER has not paid dividends to shareholders, while CRM's dividend yield for the trailing twelve months is around 0.92%.


PositionTTM20252024
CRM
Salesforce, Inc.
0.92%0.63%0.48%
UBER
Uber Technologies, Inc.
0.00%0.00%0.00%

Financials

UBER vs. CRM - Financials Comparison

This section allows you to compare key financial metrics between Uber Technologies, 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


2.00B4.00B6.00B8.00B10.00B12.00B14.00B20222023202420252026
13.20B
11.13B
(UBER) Total Revenue
(CRM) Total Revenue
Values in USD except per share items

UBER vs. CRM - Profitability Comparison

The chart below illustrates the profitability comparison between Uber Technologies, 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
45.0%
76.9%
Portfolio components
UBER - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported a gross profit of 5.95B and revenue of 13.20B. Therefore, the gross margin over that period was 45.0%.

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%.

UBER - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported an operating income of 1.92B and revenue of 13.20B, resulting in an operating margin of 14.6%.

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%.

UBER - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported a net income of 263.00M and revenue of 13.20B, resulting in a net margin of 2.0%.

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


UBER and CRM have a correlation of 0.17, 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 UBER (7.84%). In terms of maximum drawdown, UBER dropped -68.05% vs CRM's -70.50%.

UBER currently has the higher Sharpe Ratio (-0.56 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.

Portfolio Optimizer

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