AMZN vs CRM: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-20.
Amazon.com, Inc. · Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B High Quality
VS
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
CRM has more upside to fair value (+45.0%). CRM trades at a lower forward P/E (22.8x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMZN CRM
Current Price $259.34 $182.14
Fair Value Estimate $316.00 $264.10
Upside to Fair Value +21.8% +45.0%
Market Cap $2,789.8B $173.0B
Forward P/E 26.5x 22.8x
EV / EBITDA 16.8x 14.4x
Price / Sales 3.9x 4.2x
Price / FCF 12.0x
Revenue Growth YoY +17.0% +12.1%
Gross Margin 51.8% 77.7%
Operating Margin 13.1% 21.5%
Return on Equity 21.5% 12.4%
Dividend Yield 0% 0%
FCF Yield -0.81% 8.33%
Analyst Consensus Strong Buy Buy
Investment Thesis
AMZN — Amazon.com, Inc.
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
CRM — Salesforce, Inc.
Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…
Accumulation Zones
Metric AMZN CRM
Zone Low $237.00 $198.08
Zone High $268.60 $224.49
In Buy Zone? Yes Yes
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