CRM vs HON: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Honeywell International Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-14.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Honeywell International Inc. · Industrials
$222.25
-5.5% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
HON trades at a lower forward P/E
(15.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
HON |
| Current Price |
$169.52 |
$222.25 |
| Fair Value Estimate |
$245.80 |
$210.05 |
| Upside to Fair Value |
+45.0%
|
-5.5%
|
| Market Cap |
$138.8B |
$70.4B |
| Forward P/E |
19.6x
|
15.7x
|
| EV / EBITDA |
12.3x
|
13.1x
|
| Price / Sales |
3.2x
|
1.9x
|
| Price / FCF |
9.5x
|
17.1x
|
| Revenue Growth YoY |
+13.3%
|
-6.9%
|
| Gross Margin |
77.6%
|
36.9%
|
| Operating Margin |
21.9%
|
14.9%
|
| Return on Equity |
14.9%
|
23.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
5.84%
|
| Analyst Consensus |
Buy
|
Strong 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% …
Honeywell International Inc. operates as a diversified industrial conglomerate with a strong presence in multiple sectors including aerospace, building technologies, and performance materials. The company demonstrates high business quality with a durable competitive moat supported by strong margins, a 23.6% return on equity, and solid free cash flow generation of $16.78 per share. However, recent…
Accumulation Zones
| Metric |
CRM |
HON |
| Zone Low |
$184.35 |
$157.54 |
| Zone High |
$208.93 |
$178.54 |
| In Buy Zone? |
Yes
|
No
|