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 2026-07-13.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Alphabet Inc. · Communication Services
$355.03
-17.2% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
GOOG |
| Current Price |
$169.52 |
$355.03 |
| Fair Value Estimate |
$245.80 |
$294.10 |
| Upside to Fair Value |
+45.0%
|
-17.2%
|
| Market Cap |
$138.8B |
$4,320.1B |
| Forward P/E |
19.6x
|
27.0x
|
| EV / EBITDA |
12.3x
|
20.0x
|
| Price / Sales |
3.2x
|
10.2x
|
| Price / FCF |
9.5x
|
67.0x
|
| Revenue Growth YoY |
+13.3%
|
+21.8%
|
| Gross Margin |
77.6%
|
60.4%
|
| Operating Margin |
21.9%
|
32.7%
|
| Return on Equity |
14.9%
|
39.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
1.49%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud services. The company exhibits high business quality with a durable competitive moat supported by strong network effects, brand recognition, and intangible assets. Alphabet's financials reflect robust profitability with a net margin…
Accumulation Zones
| Metric |
CRM |
GOOG |
| Zone Low |
$184.35 |
$220.58 |
| Zone High |
$208.93 |
$249.99 |
| In Buy Zone? |
Yes
|
No
|