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 2026-04-24.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$436.32
+34.6% 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.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
CRWD |
| Current Price |
$182.14 |
$436.32 |
| Fair Value Estimate |
$264.10 |
$587.16 |
| Upside to Fair Value |
+45.0%
|
+34.6%
|
| Market Cap |
$173.0B |
$110.7B |
| Forward P/E |
22.8x
|
-601.6x
|
| EV / EBITDA |
14.4x
|
951.5x
|
| Price / Sales |
4.2x
|
23.0x
|
| Price / FCF |
12.0x
|
89.3x
|
| Revenue Growth YoY |
+12.1%
|
+23.3%
|
| Gross Margin |
77.7%
|
74.9%
|
| Operating Margin |
21.5%
|
-5.4%
|
| Return on Equity |
12.4%
|
-4.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
1.12%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-based endpoint protection and threat intelligence, with a dominant subscription revenue model accounting for over 95% of total revenue. The business quality is medium due to strong revenue growth of 23.3% in the most recent quarter and a robust earnings growth of 141.9% in the same period, supported by a high gros…
Accumulation Zones
| Metric |
CRM |
CRWD |
| Zone Low |
$198.08 |
$440.37 |
| Zone High |
$224.49 |
$499.09 |
| In Buy Zone? |
Yes
|
Yes
|