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 2026-07-13.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
The Home Depot, Inc. · Consumer Cyclical
$343.30
+34.6% upside to fair value
Grade A
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
HD |
| Current Price |
$169.52 |
$343.30 |
| Fair Value Estimate |
$245.80 |
$462.14 |
| Upside to Fair Value |
+45.0%
|
+34.6%
|
| Market Cap |
$138.8B |
$342.3B |
| Forward P/E |
19.6x
|
24.3x
|
| EV / EBITDA |
12.3x
|
16.5x
|
| Price / Sales |
3.2x
|
2.0x
|
| Price / FCF |
9.5x
|
23.9x
|
| Revenue Growth YoY |
+13.3%
|
+4.8%
|
| Gross Margin |
77.6%
|
33.1%
|
| Operating Margin |
21.9%
|
12.4%
|
| Return on Equity |
14.9%
|
113.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
4.18%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
The Home Depot, Inc. operates as a leading home improvement retailer in the consumer cyclical sector, leveraging a strong brand and cost advantages to maintain a durable competitive moat. Despite a modest revenue growth of 4.8% and a decline in earnings by 4.2% in the most recent quarter, the company exhibits exceptional profitability metrics including a 113.3% return on equity and solid margins …
Accumulation Zones
| Metric |
CRM |
HD |
| Zone Low |
$184.35 |
$346.61 |
| Zone High |
$208.93 |
$392.82 |
| In Buy Zone? |
Yes
|
Yes
|