CRM vs DELL: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Dell Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
Dell Technologies Inc. · Technology
$196.55
+45.0% upside to fair value
Grade B
QuantHub Verdict
DELL trades at a lower forward P/E
(21.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
DELL |
| Current Price |
$182.14 |
$196.55 |
| Fair Value Estimate |
$264.10 |
$285.00 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$173.0B |
$132.7B |
| Forward P/E |
22.8x
|
21.6x
|
| EV / EBITDA |
14.4x
|
16.7x
|
| Price / Sales |
4.2x
|
1.2x
|
| Price / FCF |
12.0x
|
15.5x
|
| Revenue Growth YoY |
+12.1%
|
+23.6%
|
| Gross Margin |
77.7%
|
20.1%
|
| Operating Margin |
21.5%
|
7.2%
|
| Return on Equity |
12.4%
|
-218.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
6.45%
|
| Analyst Consensus |
Buy
|
Strong 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…
Dell Technologies Inc. is a leading global technology company specializing in computer hardware, servers, storage, and IT infrastructure solutions. Founded and led by Michael Dell, the company has a strong legacy in direct-to-consumer PC sales and has expanded into enterprise IT services through strategic acquisitions such as EMC. Dell's business quality is medium due to its competitive position …
Accumulation Zones
| Metric |
CRM |
DELL |
| Zone Low |
$198.08 |
$213.75 |
| Zone High |
$224.49 |
$242.25 |
| In Buy Zone? |
Yes
|
Yes
|