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 2026-04-16.
ConocoPhillips · Energy
$122.55
-21.4% upside to fair value
Grade D
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%).
COP trades at a lower forward P/E
(19.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COP |
CRM |
| Current Price |
$122.55 |
$181.22 |
| Fair Value Estimate |
$96.36 |
$474.00 |
| Upside to Fair Value |
-21.4%
|
+161.6%
|
| Market Cap |
$149.8B |
$169.8B |
| Forward P/E |
19.3x
|
22.7x
|
| EV / EBITDA |
5.8x
|
—
|
| Price / Sales |
2.5x
|
4.1x
|
| Price / FCF |
8.9x
|
11.8x
|
| Revenue Growth YoY |
+7.5%
|
+9.2%
|
| Gross Margin |
24.6%
|
77.7%
|
| Operating Margin |
19.6%
|
21.5%
|
| Return on Equity |
12.39%
|
12.4%
|
| Dividend Yield |
3.41% |
— |
| FCF Yield |
10.9%
|
8.5%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
ConocoPhillips is the largest U.S. independent exploration and production company, operating approximately 2.4 million barrels of oil equivalent per day across its Lower 48, Alaska, Canada, and international segments. The company completed its transformative $22.5 billion Marathon Oil acquisition in late 2024 and is on track for $2 billion in cost synergies by the end of 2026. Full-year 2025 reve…
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 |
COP |
CRM |
| Zone Low |
$72.27 |
$356.00 |
| Zone High |
$81.91 |
$403.00 |
| In Buy Zone? |
No
|
Yes
|