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 2026-04-18.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Alphabet Inc. · Communication Services
$339.40
-4.4% 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 — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
GOOG |
| Current Price |
$181.22 |
$339.40 |
| Fair Value Estimate |
$474.00 |
$324.34 |
| Upside to Fair Value |
+161.6%
|
-4.4%
|
| Market Cap |
$169.8B |
$4,105.7B |
| Forward P/E |
22.7x
|
31.2x
|
| EV / EBITDA |
—
|
23.1x
|
| Price / Sales |
4.1x
|
10.3x
|
| Price / FCF |
11.8x
|
56.4x
|
| Revenue Growth YoY |
+9.2%
|
+11.3%
|
| Gross Margin |
77.7%
|
59.7%
|
| Operating Margin |
21.5%
|
32.0%
|
| Return on Equity |
12.4%
|
35.0%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
8.5%
|
1.77%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Desp…
Accumulation Zones
| Metric |
CRM |
GOOG |
| Zone Low |
$356.00 |
$243.25 |
| Zone High |
$403.00 |
$275.69 |
| In Buy Zone? |
Yes
|
No
|