COP vs CRM: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
ConocoPhillips · Energy
$127.53
+32.1% 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
COP has more upside to fair value
(+32.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COP |
CRM |
| Current Price |
$127.53 |
$236.42 |
| Fair Value Estimate |
$168.50 |
$263.88 |
| Upside to Fair Value |
+32.1%
|
+11.6%
|
| Market Cap |
$155.4B |
$193.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
6.2x
|
14.4x
|
| Price / Sales |
2.5x
|
4.4x
|
| Price / FCF |
7.9x
|
12.8x
|
| Revenue Growth YoY |
+36.8%
|
+10.8%
|
| Gross Margin |
27.7%
|
77.3%
|
| Operating Margin |
21.9%
|
21.4%
|
| Return on Equity |
14.3%
|
20.2%
|
| Dividend Yield |
2.63% |
0.73% |
| FCF Yield |
12.66%
|
7.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
ConocoPhillips is a global exploration and production company with a portfolio spanning unconventional North American shale, conventional international assets, LNG ventures, and Canadian oil sands, run by a new leadership team after Andy O'Brien became CEO on September 1, 2026. The business quality is medium: it generates substantial cash, with $16.15 in free cash flow per share and a 14.3% retur…
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 |
COP |
CRM |
| Zone Low |
$126.38 |
$197.91 |
| Zone High |
$143.22 |
$224.30 |
| In Buy Zone? |
Yes
|
No
|