CRM vs LLY: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Eli Lilly and Company — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Eli Lilly and Company · Healthcare
$1,183.72
+2.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
LLY |
| Current Price |
$236.42 |
$1,183.72 |
| Fair Value Estimate |
$263.88 |
$1,208.00 |
| Upside to Fair Value |
+11.6%
|
+2.1%
|
| Market Cap |
$193.6B |
$1,114.8B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
26.8x
|
| Price / Sales |
4.4x
|
14.0x
|
| Price / FCF |
12.8x
|
52.7x
|
| Revenue Growth YoY |
+10.8%
|
+47.7%
|
| Gross Margin |
77.3%
|
83.4%
|
| Operating Margin |
21.4%
|
49.7%
|
| Return on Equity |
20.2%
|
92.6%
|
| Dividend Yield |
0.73% |
0.57% |
| FCF Yield |
7.82%
|
1.9%
|
| 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…
Eli Lilly is a global pharmaceutical company whose incretin franchise, led by Mounjaro and Zepbound, has become the dominant growth engine in diabetes and obesity care. The business quality is high: TTM gross margin is 83.4%, TTM operating margin is 49.7%, TTM net margin is 33.5%, and ROE is 92.6%, while revenue grew 47.7% and earnings grew 25.3% in the most recent quarter on a year-over-year bas…
Accumulation Zones
| Metric |
CRM |
LLY |
| Zone Low |
$197.91 |
$906.00 |
| Zone High |
$224.30 |
$1,026.80 |
| In Buy Zone? |
No
|
No
|