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 2026-04-16.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Intuit Inc. · Technology
$396.57
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
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 |
$181.22 |
$396.57 |
| Fair Value Estimate |
$474.00 |
$546.00 |
| Upside to Fair Value |
+161.6%
|
+37.7%
|
| Market Cap |
$169.8B |
$110.4B |
| Forward P/E |
22.7x
|
19.5x
|
| EV / EBITDA |
—
|
19.0x
|
| Price / Sales |
4.1x
|
5.9x
|
| Price / FCF |
11.8x
|
18.1x
|
| Revenue Growth YoY |
+9.2%
|
+15.6%
|
| Gross Margin |
77.7%
|
80.8%
|
| Operating Margin |
21.5%
|
26.1%
|
| Return on Equity |
12.4%
|
19.6%
|
| Dividend Yield |
— |
1.17% |
| FCF Yield |
8.5%
|
5.51%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Salesforce is the leading global provider of CRM software, offering a strong competitive moat through market dominance and high switching costs, complemented by acquisitions like Slack and Tableau, with excellent margins above 77% gross and robust free cash flow of $15.16 per share. Despite decelerating revenue growth at 9.2% YoY and negative earnings growth of -6.9%, the business remains high-qu…
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 |
$356.00 |
$410.00 |
| Zone High |
$403.00 |
$464.00 |
| In Buy Zone? |
Yes
|
Yes
|