CRM vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-15.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Johnson & Johnson · Healthcare
$253.85
-21.7% upside to fair value
Grade D
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 |
JNJ |
| Current Price |
$169.52 |
$253.85 |
| Fair Value Estimate |
$245.80 |
$198.76 |
| Upside to Fair Value |
+45.0%
|
-21.7%
|
| Market Cap |
$138.8B |
$611.1B |
| Forward P/E |
19.6x
|
29.3x
|
| EV / EBITDA |
12.3x
|
19.2x
|
| Price / Sales |
3.2x
|
6.3x
|
| Price / FCF |
9.5x
|
34.3x
|
| Revenue Growth YoY |
+13.3%
|
+9.9%
|
| Gross Margin |
77.6%
|
69.1%
|
| Operating Margin |
21.9%
|
26.9%
|
| Return on Equity |
14.9%
|
26.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
2.91%
|
| 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% …
Johnson & Johnson is a leading healthcare conglomerate operating primarily in the drug manufacturing sector, known for its durable competitive moat supported by strong brand recognition and intangible assets. The company exhibits high business quality with a 26.3% return on equity and robust gross and net margins of 69.1% and 21.8%, respectively. However, earnings have faced significant pressure,…
Accumulation Zones
| Metric |
CRM |
JNJ |
| Zone Low |
$184.35 |
$149.07 |
| Zone High |
$208.93 |
$168.95 |
| In Buy Zone? |
Yes
|
No
|