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 2026-06-20.
Salesforce, Inc. · Technology
$151.78
+45.0% upside to fair value
Grade A
High Quality
VS
The Walt Disney Company · Communication Services
$103.89
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(16.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
DIS |
| Current Price |
$151.78 |
$103.89 |
| Fair Value Estimate |
$220.08 |
$150.64 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$124.3B |
$180.4B |
| Forward P/E |
17.5x
|
16.6x
|
| EV / EBITDA |
11.2x
|
11.4x
|
| Price / Sales |
2.9x
|
1.9x
|
| Price / FCF |
8.5x
|
25.4x
|
| 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 |
11.79%
|
3.94%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading enterprise software company specializing in customer relationship management (CRM) and cloud-based applications. The company benefits from a durable competitive moat driven by a dominant global CRM market share in the mid-20% range, stable to slightly widening over the past decade. Under founder-CEO Marc Benioff's leadership, Salesforce has grown to $41.5 billion in …
The Walt Disney Company operates as a diversified entertainment conglomerate with strong positions in media networks, parks and experiences, and sports. The company benefits from a durable competitive moat driven by its iconic brand, extensive content library, and integrated ecosystem spanning streaming, theatrical, and physical experiences. Despite a 31.4% decline in earnings in the most recent …
Accumulation Zones
| Metric |
CRM |
DIS |
| Zone Low |
$165.06 |
$112.98 |
| Zone High |
$187.07 |
$128.04 |
| In Buy Zone? |
Yes
|
Yes
|