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 2026-04-20.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
Alphabet Inc. · Communication Services
$341.68
-4.2% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(22.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
GOOGL |
| Current Price |
$182.14 |
$341.68 |
| Fair Value Estimate |
$264.10 |
$327.32 |
| Upside to Fair Value |
+45.0%
|
-4.2%
|
| Market Cap |
$173.0B |
$4,133.3B |
| Forward P/E |
22.8x
|
31.2x
|
| EV / EBITDA |
14.4x
|
23.1x
|
| Price / Sales |
4.2x
|
10.3x
|
| Price / FCF |
12.0x
|
56.4x
|
| Revenue Growth YoY |
+12.1%
|
+18.1%
|
| Gross Margin |
77.7%
|
59.7%
|
| Operating Margin |
21.5%
|
32.0%
|
| Return on Equity |
12.4%
|
35.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
1.77%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant Google Services segment, Google Cloud, and Other Bets. The company benefits from a durable competitive moat driven by its dominant market shares in search, browser, and mobile OS, as well as significant infrastructure advantages in AI and cloud computing. Despite trading at a ver…
Accumulation Zones
| Metric |
CRM |
GOOGL |
| Zone Low |
$198.08 |
$245.49 |
| Zone High |
$224.49 |
$278.22 |
| In Buy Zone? |
Yes
|
No
|