CRM vs DIS: Which Is the Better Buy?

Side-by-side comparison of Salesforce, Inc. and The Walt Disney Company — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-10.

CRM

Salesforce, Inc. · Technology

$169.52

+45.0% upside to fair value

Grade A High Quality

DIS

The Walt Disney Company · Communication Services

$96.16

+45.0% upside to fair value

Grade B

QuantHub Verdict

DIS trades at a lower forward P/E (15.4x). These are model outputs — not personalized investment advice. See all research →

Valuation & Fundamentals

Metric	CRM	DIS
Current Price	$169.52	$96.16
Fair Value Estimate	$245.80	$139.43
Upside to Fair Value	+45.0%	+45.0%
Market Cap	$138.8B	$167.0B
Forward P/E	19.6x	15.4x
EV / EBITDA	12.3x	10.8x
Price / Sales	3.2x	1.7x
Price / FCF	9.5x	23.5x
Revenue Growth YoY	+13.3%	+6.5%
Gross Margin	77.6%	37.2%
Operating Margin	21.9%	15.5%
Return on Equity	14.9%	10.3%
Dividend Yield	0%	0%
FCF Yield	10.56%	4.26%
Analyst Consensus	Buy	Strong Buy

Investment Thesis

CRM — Salesforce, Inc.

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% …

DIS — The Walt Disney Company

The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …

Accumulation Zones

Metric	CRM	DIS
Zone Low	$184.35	$104.57
Zone High	$208.93	$118.52
In Buy Zone?	Yes	Yes

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