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Side-by-side financial comparison of Salesforce (CRM) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Salesforce is the larger business by last-quarter revenue ($11.2B vs $9.6B, roughly 1.2× US Foods Holding Corp.). Salesforce runs the higher net margin — 17.3% vs 1.2%, a 16.1% gap on every dollar of revenue. On growth, Salesforce posted the faster year-over-year revenue change (12.1% vs 2.8%). Over the past eight quarters, Salesforce's revenue compounded faster (10.7% CAGR vs -0.5%).
Salesforce, Inc., is an American cloud-based software company headquartered in San Francisco, California. It provides applications focused on sales, customer service, marketing automation, e-commerce, analytics, artificial intelligence, agentic AI, and application development.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
CRM vs USFD — Head-to-Head
Income Statement — Q1 FY2027 vs Q1 FY2027
| Metric | | |
|---|---|---|
| Revenue | $11.2B | $9.6B |
| Net Profit | $1.9B | $116.0M |
| Gross Margin | 77.6% | 17.2% |
| Operating Margin | 16.7% | 2.2% |
| Net Margin | 17.3% | 1.2% |
| Revenue YoY | 12.1% | 2.8% |
| Net Profit YoY | — | 0.9% |
| EPS (diluted) | — | $0.52 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $11.2B | $9.6B | ||
| Q4 25 | $10.3B | $9.8B | ||
| Q3 25 | $10.2B | $10.2B | ||
| Q2 25 | $9.8B | $10.1B | ||
| Q1 25 | $10.0B | $9.4B | ||
| Q4 24 | $9.4B | $9.5B | ||
| Q3 24 | $9.3B | $9.7B | ||
| Q2 24 | $9.1B | $9.7B |
| Q1 26 | $1.9B | $116.0M | ||
| Q4 25 | $2.1B | $184.0M | ||
| Q3 25 | $1.9B | $153.0M | ||
| Q2 25 | $1.5B | $224.0M | ||
| Q1 25 | $1.7B | $115.0M | ||
| Q4 24 | $1.5B | $66.0M | ||
| Q3 24 | $1.4B | $148.0M | ||
| Q2 24 | $1.5B | $198.0M |
| Q1 26 | 77.6% | 17.2% | ||
| Q4 25 | 78.0% | 17.6% | ||
| Q3 25 | 78.1% | 17.2% | ||
| Q2 25 | 77.0% | 17.6% | ||
| Q1 25 | 77.8% | 17.3% | ||
| Q4 24 | 77.7% | 17.6% | ||
| Q3 24 | 76.8% | 17.1% | ||
| Q2 24 | 76.3% | 17.6% |
| Q1 26 | 16.7% | 2.2% | ||
| Q4 25 | 21.3% | 3.3% | ||
| Q3 25 | 22.8% | 2.8% | ||
| Q2 25 | 19.8% | 3.7% | ||
| Q1 25 | 18.2% | 2.4% | ||
| Q4 24 | 20.0% | 3.2% | ||
| Q3 24 | 19.1% | 2.9% | ||
| Q2 24 | 18.7% | 3.6% |
| Q1 26 | 17.3% | 1.2% | ||
| Q4 25 | 20.3% | 1.9% | ||
| Q3 25 | 18.4% | 1.5% | ||
| Q2 25 | 15.7% | 2.2% | ||
| Q1 25 | 17.1% | 1.2% | ||
| Q4 24 | 16.2% | 0.7% | ||
| Q3 24 | 15.3% | 1.5% | ||
| Q2 24 | 16.8% | 2.0% |
| Q1 26 | — | $0.52 | ||
| Q4 25 | $2.19 | $0.82 | ||
| Q3 25 | $1.96 | $0.67 | ||
| Q2 25 | $1.59 | $0.96 | ||
| Q1 25 | $1.75 | $0.49 | ||
| Q4 24 | $1.58 | $0.28 | ||
| Q3 24 | $1.47 | $0.61 | ||
| Q2 24 | $1.56 | $0.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $7.3B | $49.0M |
| Total DebtLower is stronger | — | $5.2B |
| Stockholders' EquityBook value | $59.1B | $4.3B |
| Total Assets | $112.3B | $14.2B |
| Debt / EquityLower = less leverage | — | 1.19× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $7.3B | $49.0M | ||
| Q4 25 | $9.0B | $41.0M | ||
| Q3 25 | $10.4B | $56.0M | ||
| Q2 25 | $10.9B | $61.0M | ||
| Q1 25 | $8.8B | $101.0M | ||
| Q4 24 | $8.0B | $59.0M | ||
| Q3 24 | $7.7B | $81.0M | ||
| Q2 24 | $10.0B | $405.0M |
| Q1 26 | — | $5.2B | ||
| Q4 25 | $8.4B | $5.1B | ||
| Q3 25 | $8.4B | $4.8B | ||
| Q2 25 | $8.4B | $4.7B | ||
| Q1 25 | $8.4B | $4.7B | ||
| Q4 24 | $8.4B | $4.8B | ||
| Q3 24 | $8.4B | $4.7B | ||
| Q2 24 | $9.4B | $4.6B |
| Q1 26 | $59.1B | $4.3B | ||
| Q4 25 | $60.0B | $4.3B | ||
| Q3 25 | $61.3B | $4.5B | ||
| Q2 25 | $60.7B | $4.6B | ||
| Q1 25 | $61.2B | $4.6B | ||
| Q4 24 | $58.5B | $4.5B | ||
| Q3 24 | $57.6B | $4.6B | ||
| Q2 24 | $59.7B | $5.0B |
| Q1 26 | $112.3B | $14.2B | ||
| Q4 25 | $95.1B | $13.9B | ||
| Q3 25 | $97.6B | $14.0B | ||
| Q2 25 | $98.6B | $13.8B | ||
| Q1 25 | $102.9B | $13.7B | ||
| Q4 24 | $91.4B | $13.4B | ||
| Q3 24 | $92.2B | $13.5B | ||
| Q2 24 | $96.2B | $13.7B |
| Q1 26 | — | 1.19× | ||
| Q4 25 | 0.14× | 1.18× | ||
| Q3 25 | 0.14× | 1.08× | ||
| Q2 25 | 0.14× | 1.02× | ||
| Q1 25 | 0.14× | 1.02× | ||
| Q4 24 | 0.14× | 1.06× | ||
| Q3 24 | 0.15× | 1.01× | ||
| Q2 24 | 0.16× | 0.92× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $5.5B | $294.0M |
| Free Cash FlowOCF − Capex | $5.3B | — |
| FCF MarginFCF / Revenue | 47.5% | — |
| Capex IntensityCapex / Revenue | 1.3% | — |
| Cash ConversionOCF / Net Profit | 2.81× | 2.53× |
| TTM Free Cash FlowTrailing 4 quarters | $14.4B | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $5.5B | $294.0M | ||
| Q4 25 | $2.3B | $293.0M | ||
| Q3 25 | $740.0M | $351.0M | ||
| Q2 25 | $6.5B | $334.0M | ||
| Q1 25 | $4.0B | $391.0M | ||
| Q4 24 | $2.0B | $283.0M | ||
| Q3 24 | $892.0M | $270.0M | ||
| Q2 24 | $6.2B | $482.0M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $2.2B | $159.0M | ||
| Q3 25 | $605.0M | $236.0M | ||
| Q2 25 | $6.3B | $257.0M | ||
| Q1 25 | $3.8B | $307.0M | ||
| Q4 24 | $1.8B | $178.0M | ||
| Q3 24 | $755.0M | $190.0M | ||
| Q2 24 | $6.1B | $413.0M |
| Q1 26 | 47.5% | — | ||
| Q4 25 | 21.2% | 1.6% | ||
| Q3 25 | 5.9% | 2.3% | ||
| Q2 25 | 64.1% | 2.5% | ||
| Q1 25 | 38.2% | 3.3% | ||
| Q4 24 | 18.8% | 1.9% | ||
| Q3 24 | 8.1% | 2.0% | ||
| Q2 24 | 66.6% | 4.3% |
| Q1 26 | 1.3% | — | ||
| Q4 25 | 1.4% | 1.4% | ||
| Q3 25 | 1.3% | 1.1% | ||
| Q2 25 | 1.8% | 0.8% | ||
| Q1 25 | 1.5% | 0.9% | ||
| Q4 24 | 2.2% | 1.1% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 1.8% | 0.7% |
| Q1 26 | 2.81× | 2.53× | ||
| Q4 25 | 1.11× | 1.59× | ||
| Q3 25 | 0.39× | 2.29× | ||
| Q2 25 | 4.20× | 1.49× | ||
| Q1 25 | 2.32× | 3.40× | ||
| Q4 24 | 1.30× | 4.29× | ||
| Q3 24 | 0.62× | 1.82× | ||
| Q2 24 | 4.08× | 2.43× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CRM
| Subscription and support | $10.7B | 95% |
| Other | $526.0M | 5% |
USFD
Segment breakdown not available.
