BA vs CRM: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
CRM |
| Current Price |
$201.15 |
$236.42 |
| Fair Value Estimate |
$265.00 |
$263.88 |
| Upside to Fair Value |
+31.7%
|
+11.6%
|
| Market Cap |
$159.0B |
$193.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
14.4x
|
| Price / Sales |
1.7x
|
4.4x
|
| Price / FCF |
—
|
12.8x
|
| Revenue Growth YoY |
+8.0%
|
+10.8%
|
| Gross Margin |
4.7%
|
77.3%
|
| Operating Margin |
-5.4%
|
21.4%
|
| Return on Equity |
104.8%
|
20.2%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
—
|
7.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
CRM |
| Zone Low |
$198.75 |
$197.91 |
| Zone High |
$225.25 |
$224.30 |
| In Buy Zone? |
Yes
|
No
|