BA vs CRM: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Salesforce, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-08.
The Boeing Company Β· Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Salesforce, Inc. Β· Technology
$169.52
+45.0% upside to fair value
Grade A High Quality
QuantHub Verdict
CRM trades at a lower forward P/E (19.6x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric BA CRM
Current Price $234.54 $169.52
Fair Value Estimate $340.08 $245.80
Upside to Fair Value +45.0% +45.0%
Market Cap $184.9B $138.8B
Forward P/E 96.9x 19.6x
EV / EBITDA 30.4x 12.3x
Price / Sales 2.0x 3.2x
Price / FCF -177.6x 9.5x
Revenue Growth YoY +14.0% +13.3%
Gross Margin 4.8% 77.6%
Operating Margin -5.9% 21.9%
Return on Equity -8723.1% 14.9%
Dividend Yield 0% 0%
FCF Yield β€” 10.56%
Analyst Consensus Strong Buy Buy
Investment Thesis
BA β€” The Boeing Company
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
CRM β€” Salesforce, Inc.
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
Accumulation Zones
Metric BA CRM
Zone Low $255.06 $184.35
Zone High $289.07 $208.93
In Buy Zone? Yes Yes
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