CRM vs DE: Which Is the Better Buy?

Side-by-side comparison of Salesforce, Inc. and Deere & Company โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-23.
Salesforce, Inc. ยท Technology
$236.42
+11.6% upside to fair value
Med Conviction Grade B High Quality
VS
Deere & Company ยท Industrials
$703.12
-12.2% upside to fair value
Med Conviction Grade C High Quality
QuantHub Verdict
CRM has more upside to fair value (+11.6%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric CRM DE
Current Price $236.42 $703.12
Fair Value Estimate $263.88 $616.99
Upside to Fair Value +11.6% -12.2%
Market Cap $193.6B $189.8B
Forward P/E โ€” โ€”
EV / EBITDA 14.4x 22.1x
Price / Sales 4.4x 4.0x
Price / FCF 12.8x 49.1x
Revenue Growth YoY +10.8% +7.0%
Gross Margin 77.3% 35.7%
Operating Margin 21.4% 19.0%
Return on Equity 20.2% 18.1%
Dividend Yield 0.73% 0.92%
FCF Yield 7.82% 2.04%
Analyst Consensus Buy Buy
Investment Thesis
CRM โ€” Salesforce, Inc.
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 21.4โ€ฆ
DE โ€” Deere & Company
Deere & Company is a 1837-founded global manufacturer of agricultural, turf, and construction equipment organized across Production and Precision Agriculture, Small Agriculture and Turf, Construction and Forestry, and Financial Services, employing roughly 73,100 people under CEO John C. May. Business quality is high on franchise strength but currently strained by the large-agriculture cycle: TTM โ€ฆ
Accumulation Zones
Metric CRM DE
Zone Low $197.91 $462.74
Zone High $224.30 $524.44
In Buy Zone? No No
โ† CRM Research    DE Research โ†’    All Research