Both Salesforce and Microsoft stocks have similar stock price trend in the past 5 years (ie both increasing 2.4 times in the same period). Having said that do you see MSFT doubling in next 2.5 years similar to CRM predictions?
1. CRM EPS < 0 (always have been), MSFT EPS >0.
2. CRM P/E is 74 vs. MSFT at 24 and ORCL at 18.
3. MSFT has similar performance + DIVIDENDS.
4. Cloud infra (or Azure) adoption is accelerating (while CRM has no presence in that vertical); major growth engine (see AWS).
MSFT is a no brainer here.