CRM vs SCHW

Comparison between Salesforce Inc (CRM, Company) and Charles Schwab Corp (SCHW, Company).

CRM is from the Technology sector, while SCHW is from the Financial Services sector.

5-Year PerformanceSCHW has outperformed CRM, delivering a return of +5.8% compared to -3.2%

CRM vs SCHW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CRM(COMPANY)	SCHW(COMPANY)
Market Cap	$168B	$166B
Max Drawdown	70.50%	84.86%
Sharpe Ratio	-1.13	0.26
5Y Beta	1.00	0.80
Industry	Software - Application	Capital Markets
P/E Ratio	23.01	18.85
Forward P/E	14.20	15.43
PEG Ratio	0.70	0.27
Dividend Yield	0.89%	1.27%
5Y Dividends CAGR	N/A	21.84%
5Y EPS CAGR	46.56%	21.65%
Debt to Equity	24.41%	0.00%
Free Cash Flow Yield	8.51%	5.27%
P/S Ratio	3.57	6.51
P/B Ratio	2.59	3.26

Market Cap

Winner

CRM

$168B

SCHW

$166B

Max Drawdown

Winner

CRM

70.50%

SCHW

84.86%

Sharpe Ratio

CRM

-1.13

Winner

SCHW

0.26

5Y Beta

CRM

1.00

Winner

SCHW

0.80

Industry

CRM

Software - Application

SCHW

Capital Markets

P/E Ratio

CRM

23.01

Winner

SCHW

18.85

Forward P/E

Winner

CRM

14.20

SCHW

15.43

PEG Ratio

CRM

0.70

Winner

SCHW

0.27

Dividend Yield

CRM

0.89%

Winner

SCHW

1.27%

5Y Dividends CAGR

CRM

N/A

SCHW

21.84%

5Y EPS CAGR

Winner

CRM

46.56%

SCHW

21.65%

Debt to Equity

CRM

24.41%

Winner

SCHW

0.00%

Free Cash Flow Yield

Winner

CRM

8.51%

SCHW

5.27%

P/S Ratio

Winner

CRM

3.57

SCHW

6.51

P/B Ratio

Winner

CRM

2.59

SCHW

3.26

CRM vs SCHW - Historical Returns

Returns include dividend reinvestment.

Period	CRM	SCHW
1 month	+3.29%	-8.04%
3 months	-6.11%	-16.77%
6 months	-23.93%	-6.04%
1 year	-34.55%	+6.70%
5 years(CAGR)	-3.16%	+5.76%
10 years(CAGR)	+9.47%	+13.99%
Max(CAGR)	+18.75%	+6.06%

Winner

CRM

+3.29%

SCHW

-8.04%

Winner

CRM

-6.11%

SCHW

-16.77%

CRM

-23.93%

Winner

SCHW

-6.04%

CRM

-34.55%

Winner

SCHW

+6.70%

5Y(CAGR)

CRM

-3.16%

Winner

SCHW

+5.76%

10Y(CAGR)

CRM

+9.47%

Winner

SCHW

+13.99%

Max(CAGR)

Winner

CRM

+18.75%

SCHW

+6.06%

CRM vs SCHW - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CRM	SCHW
2026	-28.17%	-12.15%
2025	-19.36%	+36.96%
2024	+31.27%	+8.69%
2023	+95.24%	-14.61%
2022	-48.10%	-1.84%
2021	+15.35%	+61.06%
2020	+33.26%	+12.01%
2019	+19.99%	+16.22%
2018	+31.18%	-18.54%
2017	+44.92%	+28.78%
2016	-10.75%	+24.61%
2015	+32.34%	+9.81%
2014	+8.11%	+17.99%
2013	+28.97%	+74.54%
2012	+66.11%	+24.91%
2011	-25.72%	-34.61%
2010	+76.42%	-12.24%
2009	+116.84%	+17.99%
2008	-46.90%	-33.48%
2007	+73.80%	+37.09%
2006	+6.45%	+30.30%
2005	+93.07%	+26.74%
2004	-1.51%	+3.17%
2003	N/A	+3.64%
2002	N/A	-29.96%
2001	N/A	-40.49%
2000	N/A	+15.20%
1999	N/A	-1.58%

CRM vs SCHW Drawdown Comparison

The maximum drawdown for CRM was -70.50%, occurring on Nov 19, 2008. Recovery took 383 trading sessions.

The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.

The current CRM drawdown is -50.09%. The current SCHW drawdown is -16.77%.

Rank	CRM	SCHW
#1	-70.50% Jun 23, 2008 - Dec 29, 2009	-84.72% Mar 24, 2000 - Nov 10, 2016
#2	-58.62% Nov 8, 2021 - Mar 1, 2024	-51.08% May 22, 2018 - Jan 6, 2021
#3	-54.69% Dec 4, 2024 - Apr 10, 2026	-49.70% Jan 14, 2022 - Jun 30, 2025
#4	-48.77% Jan 30, 2006 - Nov 7, 2006	-28.26% Nov 16, 1999 - Mar 1, 2000
#5	-44.24% Jun 23, 2004 - Oct 6, 2004	-17.17% Feb 9, 2026 - Apr 24, 2026
#6	-40.48% Nov 2, 2004 - Jul 14, 2005	-15.78% Jan 12, 2021 - Feb 17, 2021
#7	-38.81% Jul 19, 2011 - Apr 13, 2012	-13.78% Mar 16, 2017 - Jul 3, 2017
#8	-35.72% Feb 20, 2020 - Jul 6, 2020	-13.24% Mar 12, 2018 - May 9, 2018
#9	-34.20% Dec 4, 2015 - May 24, 2016	-12.64% Jan 17, 2018 - Mar 9, 2018
#10	-31.11% Mar 1, 2024 - Nov 8, 2024	-12.59% Jul 5, 2017 - Sep 27, 2017
#11	-26.99% Sep 1, 2020 - Sep 24, 2021	-12.27% Jun 3, 2021 - Aug 27, 2021
#12	-26.33% Dec 20, 2007 - Apr 4, 2008	-12.02% Nov 4, 1999 - Nov 12, 1999
#13	-25.81% Feb 27, 2014 - Feb 26, 2015	-9.76% Aug 27, 2021 - Sep 27, 2021
#14	-24.78% Sep 27, 2018 - Feb 12, 2019	-8.49% Mar 10, 2000 - Mar 17, 2000
#15	-23.94% Apr 19, 2012 - Nov 26, 2012	-8.20% Oct 22, 2021 - Dec 16, 2021

Correlation

Correlation between CRM and SCHW is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (1999 - 2026)

CRM vs SCHW dividend yield comparison.

Year	CRM	SCHW
2026	0.24%	0.72%
2025	0.63%	1.08%
2024	0.48%	1.35%
2023	0.00%	1.45%
2022	0.00%	1.01%
2021	0.00%	0.86%
2020	0.00%	1.36%
2019	0.00%	1.43%
2018	0.00%	1.11%
2017	0.00%	0.62%
2016	0.00%	0.68%
2015	0.00%	0.73%
2014	0.00%	0.79%
2013	0.00%	0.92%
2012	0.00%	1.67%
2011	0.00%	2.13%
2010	0.00%	1.40%
2009	0.00%	1.28%
2008	0.00%	1.36%
2007	0.00%	4.70%
2006	0.00%	0.70%
2005	0.00%	0.61%
2004	0.00%	0.62%
2003	0.00%	0.42%
2002	0.00%	0.41%
2001	0.00%	0.28%
2000	0.00%	0.14%
1999	0.00%	0.04%