CRM vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-09.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
CRWD |
| Current Price |
$169.52 |
$191.12 |
| Fair Value Estimate |
$245.80 |
$253.64 |
| Upside to Fair Value |
+45.0%
|
+32.7%
|
| Market Cap |
$138.8B |
$194.6B |
| Forward P/E |
19.6x
|
-4023.6x
|
| EV / EBITDA |
12.3x
|
570.3x
|
| Price / Sales |
3.2x
|
38.2x
|
| Price / FCF |
9.5x
|
134.0x
|
| Revenue Growth YoY |
+13.3%
|
+25.6%
|
| Gross Margin |
77.6%
|
75.0%
|
| Operating Margin |
21.9%
|
-3.9%
|
| Return on Equity |
14.9%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
0.75%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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% …
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
CRM |
CRWD |
| Zone Low |
$184.35 |
$190.23 |
| Zone High |
$208.93 |
$215.59 |
| In Buy Zone? |
Yes
|
Yes
|