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 2026-09-22.
Amazon.com, Inc. · Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
AMZN has more upside to fair value
(+18.5%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
CRM |
| Current Price |
$251.19 |
$236.42 |
| Fair Value Estimate |
$297.67 |
$263.88 |
| Upside to Fair Value |
+18.5%
|
+11.6%
|
| Market Cap |
$2,702.1B |
$193.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
11.2x
|
14.4x
|
| Price / Sales |
3.5x
|
4.4x
|
| Price / FCF |
—
|
12.8x
|
| Revenue Growth YoY |
+19.6%
|
+10.8%
|
| Gross Margin |
50.8%
|
77.3%
|
| Operating Margin |
12.1%
|
21.4%
|
| Return on Equity |
30.5%
|
20.2%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
—
|
7.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
Accumulation Zones
| Metric |
AMZN |
CRM |
| Zone Low |
$223.25 |
$197.91 |
| Zone High |
$253.02 |
$224.30 |
| In Buy Zone? |
Yes
|
No
|