CRM vs GS: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and The Goldman Sachs Group, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Salesforce, Inc. ยท Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Goldman Sachs Group, Inc. ยท Financial Services
$923.29
+25.9% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
GS has more upside to fair value
(+25.9%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
CRM |
GS |
| Current Price |
$236.42 |
$923.29 |
| Fair Value Estimate |
$263.88 |
$1,162.79 |
| Upside to Fair Value |
+11.6%
|
+25.9%
|
| Market Cap |
$193.6B |
$272.4B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
14.4x
|
26.3x
|
| Price / Sales |
4.4x
|
2.3x
|
| Price / FCF |
12.8x
|
โ
|
| Revenue Growth YoY |
+10.8%
|
+22.9%
|
| Gross Margin |
77.3%
|
57.3%
|
| Operating Margin |
21.4%
|
24.8%
|
| Return on Equity |
20.2%
|
17.0%
|
| Dividend Yield |
0.73% |
1.95% |
| FCF Yield |
7.82%
|
โ
|
| Analyst Consensus |
Buy
|
Hold
|
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 21.4โฆ
Goldman Sachs is a global financial services firm operating four divisions: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management, with 46,200 full-time employees and a market cap of $272.38 billion at a current price of $923.29. The business quality is high because of its leading franchise in advisory, underwriting, and trading, evidenced by a 17.0% ROE, a 57.3% โฆ
Accumulation Zones
| Metric |
CRM |
GS |
| Zone Low |
$197.91 |
$872.09 |
| Zone High |
$224.30 |
$988.37 |
| In Buy Zone? |
No
|
Yes
|