CRM vs HD: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and The Home Depot, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$292.18
+44.2% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
HD has more upside to fair value
(+44.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
HD |
| Current Price |
$236.42 |
$292.18 |
| Fair Value Estimate |
$263.88 |
$421.26 |
| Upside to Fair Value |
+11.6%
|
+44.2%
|
| Market Cap |
$193.6B |
$291.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
14.7x
|
| Price / Sales |
4.4x
|
1.7x
|
| Price / FCF |
12.8x
|
19.2x
|
| Revenue Growth YoY |
+10.8%
|
+5.7%
|
| Gross Margin |
77.3%
|
33.2%
|
| Operating Margin |
21.4%
|
12.4%
|
| Return on Equity |
20.2%
|
102.7%
|
| Dividend Yield |
0.73% |
3.18% |
| FCF Yield |
7.82%
|
5.2%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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 21.4…
The Home Depot is the largest home-improvement retailer in the United States, operating a network of roughly 2,300 stores supported by about 472,400 full-time employees, and serving both do-it-yourself homeowners and professional contractors through stores, homedepot.com, and specialty sites such as blinds.com. The business quality is high: it generates a 102.7% return on equity, a 33.2% trailing…
Accumulation Zones
| Metric |
CRM |
HD |
| Zone Low |
$197.91 |
$315.94 |
| Zone High |
$224.30 |
$358.07 |
| In Buy Zone? |
No
|
Yes
|