CRM vs GOOGL: 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 2026-04-16.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Alphabet Inc. · Communication Services
$317.41
-4.5% 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 |
GOOGL |
| Current Price |
$181.22 |
$317.41 |
| Fair Value Estimate |
$474.00 |
$303.05 |
| Upside to Fair Value |
+161.6%
|
-4.5%
|
| Market Cap |
$169.8B |
$3,839.7B |
| Forward P/E |
22.7x
|
29.0x
|
| EV / EBITDA |
—
|
21.5x
|
| Price / Sales |
4.1x
|
9.5x
|
| Price / FCF |
11.8x
|
52.4x
|
| 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%
|
1.91%
|
| 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 and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
Accumulation Zones
| Metric |
CRM |
GOOGL |
| Zone Low |
$356.00 |
$227.29 |
| Zone High |
$403.00 |
$257.59 |
| In Buy Zone? |
Yes
|
No
|