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 2026-04-16.
The Boeing Company · Industrials
$217.63
+19.5% upside to fair value
Grade C
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 |
BA |
CRM |
| Current Price |
$217.63 |
$181.22 |
| Fair Value Estimate |
$260.00 |
$474.00 |
| Upside to Fair Value |
+19.5%
|
+161.6%
|
| Market Cap |
$170.9B |
$169.8B |
| Forward P/E |
74.0x
|
22.7x
|
| EV / EBITDA |
28.4x
|
—
|
| Price / Sales |
1.9x
|
4.1x
|
| Price / FCF |
-88.2x
|
11.8x
|
| Revenue Growth YoY |
+34.5%
|
+9.2%
|
| Gross Margin |
4.8%
|
77.7%
|
| Operating Margin |
-6.1%
|
21.5%
|
| Return on Equity |
41.0%
|
12.4%
|
| Dividend Yield |
0.2% |
— |
| FCF Yield |
-1.1%
|
8.5%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
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 |
BA |
CRM |
| Zone Low |
$195.00 |
$356.00 |
| Zone High |
$221.00 |
$403.00 |
| In Buy Zone? |
Yes
|
Yes
|