CRM vs KO: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and The Coca-Cola Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
The Coca-Cola Company · Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
KO has more upside to fair value
(+15.5%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
KO |
| Current Price |
$236.42 |
$88.71 |
| Fair Value Estimate |
$263.88 |
$102.44 |
| Upside to Fair Value |
+11.6%
|
+15.5%
|
| Market Cap |
$193.6B |
$381.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
20.8x
|
| Price / Sales |
4.4x
|
7.6x
|
| Price / FCF |
12.8x
|
26.7x
|
| Revenue Growth YoY |
+10.8%
|
+6.7%
|
| Gross Margin |
77.3%
|
61.9%
|
| Operating Margin |
21.4%
|
29.6%
|
| Return on Equity |
20.2%
|
43.0%
|
| Dividend Yield |
0.73% |
2.37% |
| FCF Yield |
7.82%
|
3.75%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, …
Accumulation Zones
| Metric |
CRM |
KO |
| Zone Low |
$197.91 |
$76.83 |
| Zone High |
$224.30 |
$87.07 |
| In Buy Zone? |
No
|
No
|