CRM vs GE: Which Is the Better Buy?

Side-by-side comparison of Salesforce, Inc. and GE Aerospace β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-16.
Salesforce, Inc. Β· Technology
$181.22
+161.6% upside to fair value
High Conviction Grade A-
VS
GE Aerospace Β· Industrials
$308.35
-44.2% upside to fair value
Grade D High Quality
QuantHub Verdict
CRM has more upside to fair value (+161.6%). CRM trades at a lower forward P/E (22.7x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric CRM GE
Current Price $181.22 $308.35
Fair Value Estimate $474.00 $171.94
Upside to Fair Value +161.6% -44.2%
Market Cap $169.8B $325.2B
Forward P/E 22.7x 37.8x
EV / EBITDA β€” 27.9x
Price / Sales 4.1x 7.2x
Price / FCF 11.8x 45.2x
Revenue Growth YoY +9.2% +18.5%
Gross Margin 77.7% 36.8%
Operating Margin 21.5% 19.1%
Return on Equity 12.4% 46.6%
Dividend Yield β€” 0.44%
FCF Yield 8.5% 2.21%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
CRM β€” Salesforce, Inc.
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…
GE β€” GE Aerospace
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
Accumulation Zones
Metric CRM GE
Zone Low $356.00 $128.96
Zone High $403.00 $146.15
In Buy Zone? Yes No
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