CRM vs GOOG: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Alphabet Inc. — 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
Alphabet Inc. · Communication Services
$334.98
+15.8% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOG has more upside to fair value
(+15.8%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
GOOG |
| Current Price |
$236.42 |
$334.98 |
| Fair Value Estimate |
$263.88 |
$387.82 |
| Upside to Fair Value |
+11.6%
|
+15.8%
|
| Market Cap |
$193.6B |
$4,065.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
12.7x
|
| Price / Sales |
4.4x
|
9.1x
|
| Price / FCF |
12.8x
|
76.4x
|
| Revenue Growth YoY |
+10.8%
|
+24.2%
|
| Gross Margin |
77.3%
|
60.9%
|
| Operating Margin |
21.4%
|
33.1%
|
| Return on Equity |
20.2%
|
50.8%
|
| Dividend Yield |
0.73% |
0.26% |
| FCF Yield |
7.82%
|
1.31%
|
| 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…
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
Accumulation Zones
| Metric |
CRM |
GOOG |
| Zone Low |
$197.91 |
$290.87 |
| Zone High |
$224.30 |
$329.65 |
| In Buy Zone? |
No
|
No
|