CAT vs CRM: Which Is the Better Buy?

Side-by-side comparison of Caterpillar Inc. and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-13.
Caterpillar Inc. · Industrials
$912.14
-47.9% upside to fair value
Grade D High Quality
VS
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
CRM has more upside to fair value (+45.0%). CRM trades at a lower forward P/E (22.8x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CAT CRM
Current Price $912.14 $182.14
Fair Value Estimate $475.00 $264.10
Upside to Fair Value -47.9% +45.0%
Market Cap $420.2B $173.0B
Forward P/E 44.9x 22.8x
EV / EBITDA 30.0x 14.4x
Price / Sales 5.9x 4.2x
Price / FCF 36.7x 12.0x
Revenue Growth YoY +22.2% +12.1%
Gross Margin 32.5% 77.7%
Operating Margin 16.6% 21.5%
Return on Equity 47.5% 12.4%
Dividend Yield 1.5% 0%
FCF Yield 2.73% 8.33%
Analyst Consensus Hold Buy
Investment Thesis
CAT — Caterpillar Inc.
Caterpillar is the world's leading manufacturer of construction and mining equipment, with diversified revenue across Construction Industries, Resource Industries, Energy & Transportation, and Cat Financial. Q1 2026 results reported April 30 showed revenue of $17.4 billion (+22.2% YoY) and EPS of $5.50 (+30.3% YoY), driven by powerful demand from data center build-outs (large engine and power gen…
CRM — Salesforce, Inc.
Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…
Accumulation Zones
Metric CAT CRM
Zone Low $356.00 $198.08
Zone High $404.00 $224.49
In Buy Zone? No Yes
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