CRM vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and CoreWeave, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
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 |
CRWV |
| Current Price |
$169.52 |
$89.89 |
| Fair Value Estimate |
$245.80 |
$112.00 |
| Upside to Fair Value |
+45.0%
|
+24.6%
|
| Market Cap |
$138.8B |
$49.0B |
| Forward P/E |
19.6x
|
—
|
| EV / EBITDA |
12.3x
|
26.6x
|
| Price / Sales |
3.2x
|
7.9x
|
| Price / FCF |
9.5x
|
—
|
| Revenue Growth YoY |
+13.3%
|
+111.6%
|
| Gross Margin |
77.6%
|
69.4%
|
| Operating Margin |
21.9%
|
-2.6%
|
| Return on Equity |
14.9%
|
-33.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
-21.6%
|
| Analyst Consensus |
Buy
|
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% …
CoreWeave is the leading neocloud, a GPU-specialized cloud infrastructure provider built to serve the compute-hungry demands of generative AI training and inference. Since its March 2025 IPO, revenue has scaled roughly 112% year over year to $2.08 billion in the first quarter of 2026, backed by a $99.4 billion contracted revenue backlog and marquee agreements with Microsoft, OpenAI, Meta, Anthrop…
Accumulation Zones
| Metric |
CRM |
CRWV |
| Zone Low |
$184.35 |
$84.00 |
| Zone High |
$208.93 |
$95.00 |
| In Buy Zone? |
Yes
|
Yes
|