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 2026-04-20.
Costco Wholesale Corporation · Consumer Defensive
$999.89
-20.7% 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 |
COST |
CRM |
| Current Price |
$999.89 |
$182.14 |
| Fair Value Estimate |
$793.02 |
$264.10 |
| Upside to Fair Value |
-20.7%
|
+45.0%
|
| Market Cap |
$443.6B |
$173.0B |
| Forward P/E |
51.9x
|
22.8x
|
| EV / EBITDA |
30.9x
|
14.4x
|
| Price / Sales |
1.6x
|
4.2x
|
| Price / FCF |
48.8x
|
12.0x
|
| Revenue Growth YoY |
+9.2%
|
+12.1%
|
| Gross Margin |
12.9%
|
77.7%
|
| Operating Margin |
3.8%
|
21.5%
|
| Return on Equity |
28.8%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.05%
|
8.33%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Costco Wholesale Corporation operates a global membership-based warehouse club model that leverages scale, low costs, and superior employee retention to deliver consistent revenue and earnings growth. The company reported $269.9 billion in net sales for fiscal 2025 with an 8% year-over-year increase, driven by strong segments in Foods and Sundries and membership fees exceeding $5.65 billion in th…
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 |
COST |
CRM |
| Zone Low |
$594.76 |
$198.08 |
| Zone High |
$674.07 |
$224.49 |
| In Buy Zone? |
No
|
Yes
|