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 2026-09-25.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$259.67
-13.1% upside to fair value
Low Conviction
Grade C
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
CRWD |
| Current Price |
$236.42 |
$259.67 |
| Fair Value Estimate |
$263.88 |
$225.56 |
| Upside to Fair Value |
+11.6%
|
-13.1%
|
| Market Cap |
$193.6B |
$264.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
595.7x
|
| Price / Sales |
4.4x
|
49.0x
|
| Price / FCF |
12.8x
|
167.9x
|
| Revenue Growth YoY |
+10.8%
|
+25.8%
|
| Gross Margin |
77.3%
|
75.2%
|
| Operating Margin |
21.4%
|
-2.2%
|
| Return on Equity |
20.2%
|
1.3%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
7.82%
|
0.6%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
CrowdStrike Holdings is a cloud-native cybersecurity platform company that sells subscriptions to its Falcon platform and a growing array of cloud modules spanning endpoint protection, cloud workload security, identity protection, Next-Gen SIEM, threat intelligence, and managed services, generating revenue through a direct sales force and channel partners from its Austin, Texas headquarters with …
Accumulation Zones
| Metric |
CRM |
CRWD |
| Zone Low |
$197.91 |
$169.17 |
| Zone High |
$224.30 |
$191.73 |
| In Buy Zone? |
No
|
No
|