COST vs CRM: Which Is the Better Buy?
Side-by-side comparison of Costco Wholesale Corporation and Salesforce, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
VS
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
COST |
CRM |
| Current Price |
$947.50 |
$169.52 |
| Fair Value Estimate |
$933.84 |
$245.80 |
| Upside to Fair Value |
-1.4%
|
+45.0%
|
| Market Cap |
$420.2B |
$138.8B |
| Forward P/E |
47.6x
|
19.6x
|
| EV / EBITDA |
28.3x
|
12.3x
|
| Price / Sales |
1.4x
|
3.2x
|
| Price / FCF |
47.7x
|
9.5x
|
| Revenue Growth YoY |
+11.6%
|
+13.3%
|
| Gross Margin |
12.9%
|
77.6%
|
| Operating Margin |
3.8%
|
21.9%
|
| Return on Equity |
28.3%
|
14.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.1%
|
10.56%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
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 |
COST |
CRM |
| Zone Low |
$700.38 |
$184.35 |
| Zone High |
$793.76 |
$208.93 |
| In Buy Zone? |
No
|
Yes
|