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 2026-09-24.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
DIS |
| Current Price |
$236.42 |
$103.49 |
| Fair Value Estimate |
$263.88 |
$136.94 |
| Upside to Fair Value |
+11.6%
|
+32.3%
|
| Market Cap |
$193.6B |
$179.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
9.5x
|
| Price / Sales |
4.4x
|
1.8x
|
| Price / FCF |
12.8x
|
21.7x
|
| Revenue Growth YoY |
+10.8%
|
+6.8%
|
| Gross Margin |
77.3%
|
37.6%
|
| Operating Margin |
21.4%
|
16.0%
|
| Return on Equity |
20.2%
|
7.9%
|
| Dividend Yield |
0.73% |
1.45% |
| FCF Yield |
7.82%
|
4.61%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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 21.4…
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Accumulation Zones
| Metric |
CRM |
DIS |
| Zone Low |
$197.91 |
$102.70 |
| Zone High |
$224.30 |
$116.40 |
| In Buy Zone? |
No
|
Yes
|