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 2026-04-16.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
CRM trades at a lower forward P/E
(22.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
CRM |
| Current Price |
$238.12 |
$181.22 |
| Fair Value Estimate |
$379.40 |
$474.00 |
| Upside to Fair Value |
+59.3%
|
+161.6%
|
| Market Cap |
$2,556.2B |
$169.8B |
| Forward P/E |
32.8x
|
22.7x
|
| EV / EBITDA |
15.9x
|
—
|
| Price / Sales |
3.6x
|
4.1x
|
| Price / FCF |
332.2x
|
11.8x
|
| Revenue Growth YoY |
+18.4%
|
+9.2%
|
| Gross Margin |
50.3%
|
77.7%
|
| Operating Margin |
11.2%
|
21.5%
|
| Return on Equity |
21.9%
|
12.4%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
0.3%
|
8.5%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Salesforce is the leading global provider of CRM software, offering a strong competitive moat through market dominance and high switching costs, complemented by acquisitions like Slack and Tableau, with excellent margins above 77% gross and robust free cash flow of $15.16 per share. Despite decelerating revenue growth at 9.2% YoY and negative earnings growth of -6.9%, the business remains high-qu…
Accumulation Zones
| Metric |
AMZN |
CRM |
| Zone Low |
$284.55 |
$356.00 |
| Zone High |
$322.49 |
$403.00 |
| In Buy Zone? |
Yes
|
Yes
|