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 2026-05-04.
Salesforce, Inc. · Technology
$182.14
+200.4% upside to fair value
Grade B
High Quality
VS
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
CRM has more upside to fair value
(+200.4%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
DIS |
| Current Price |
$182.14 |
$101.31 |
| Fair Value Estimate |
$547.17 |
$168.80 |
| Upside to Fair Value |
+200.4%
|
+66.6%
|
| Market Cap |
$173.0B |
$179.5B |
| Forward P/E |
22.8x
|
14.8x
|
| EV / EBITDA |
14.4x
|
11.4x
|
| Price / Sales |
4.2x
|
1.9x
|
| Price / FCF |
12.0x
|
25.4x
|
| Revenue Growth YoY |
+12.1%
|
+5.2%
|
| Gross Margin |
77.7%
|
37.3%
|
| Operating Margin |
21.5%
|
14.2%
|
| Return on Equity |
12.4%
|
11.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
3.93%
|
| 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…
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Accumulation Zones
| Metric |
CRM |
DIS |
| Zone Low |
$410.38 |
$126.60 |
| Zone High |
$465.09 |
$143.48 |
| In Buy Zone? |
Yes
|
Yes
|