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 2026-04-18.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Dell Technologies Inc. · Technology
$196.55
+154.3% upside to fair value
Grade B
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
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 |
$181.22 |
$196.55 |
| Fair Value Estimate |
$474.00 |
$499.84 |
| Upside to Fair Value |
+161.6%
|
+154.3%
|
| Market Cap |
$169.8B |
$132.7B |
| Forward P/E |
22.7x
|
21.6x
|
| EV / EBITDA |
—
|
16.7x
|
| Price / Sales |
4.1x
|
1.2x
|
| Price / FCF |
11.8x
|
15.5x
|
| Revenue Growth YoY |
+9.2%
|
+23.6%
|
| Gross Margin |
77.7%
|
20.1%
|
| Operating Margin |
21.5%
|
7.2%
|
| Return on Equity |
12.4%
|
-218.2%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
8.5%
|
6.45%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading global provider of CRM software, offering a strong competitive moat through market dominance and high switching costs, complemented by acquisitions like Slack and Tableau, with excellent margins above 77% gross and robust free cash flow of $15.16 per share. Despite decelerating revenue growth at 9.2% YoY and negative earnings growth of -6.9%, the business remains high-qu…
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 |
$356.00 |
$374.88 |
| Zone High |
$403.00 |
$424.86 |
| In Buy Zone? |
Yes
|
Yes
|