CRM vs INTU: Which Is the Better Buy?

Side-by-side comparison of Salesforce, Inc. and Intuit 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
Intuit Inc. · Technology
$396.57
+45.0% upside to fair value
High Conviction Grade A-
QuantHub Verdict
INTU trades at a lower forward P/E (19.5x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CRM INTU
Current Price $182.14 $396.57
Fair Value Estimate $264.10 $575.03
Upside to Fair Value +45.0% +45.0%
Market Cap $173.0B $110.4B
Forward P/E 22.8x 19.5x
EV / EBITDA 14.4x 19.0x
Price / Sales 4.2x 5.9x
Price / FCF 12.0x 18.1x
Revenue Growth YoY +12.1% +15.6%
Gross Margin 77.7% 80.8%
Operating Margin 21.5% 26.1%
Return on Equity 12.4% 19.6%
Dividend Yield 0% 1.17%
FCF Yield 8.33% 5.51%
Analyst Consensus Buy Buy
Investment Thesis
CRM — Salesforce, Inc.
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…
INTU — Intuit Inc.
Intuit is a near-monopoly financial operating system for 60+ million American households and small businesses. TurboTax handles 40%+ of US e-filed returns; QuickBooks is so deeply embedded in SMB workflows it has become the default accounting standard. The stock has fallen 51% from its 2025 high as markets price in AI disruption that has not materialized at scale and may not, since tax complexity…
Accumulation Zones
Metric CRM INTU
Zone Low $198.08 $431.27
Zone High $224.49 $488.78
In Buy Zone? Yes Yes
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