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 2026-07-17.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Eli Lilly and Company · Healthcare
$1,179.09
+31.7% upside to fair value
High Conviction
Grade A
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
LLY |
| Current Price |
$169.52 |
$1,179.09 |
| Fair Value Estimate |
$245.80 |
$1,552.32 |
| Upside to Fair Value |
+45.0%
|
+31.7%
|
| Market Cap |
$138.8B |
$1,110.4B |
| Forward P/E |
19.6x
|
—
|
| EV / EBITDA |
12.3x
|
34.3x
|
| Price / Sales |
3.2x
|
14.6x
|
| Price / FCF |
9.5x
|
77.7x
|
| Revenue Growth YoY |
+13.3%
|
+55.5%
|
| Gross Margin |
77.6%
|
83.5%
|
| Operating Margin |
21.9%
|
45.9%
|
| Return on Equity |
14.9%
|
101.3%
|
| Dividend Yield |
0% |
0.55% |
| FCF Yield |
10.56%
|
1.29%
|
| Analyst Consensus |
Buy
|
Strong 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% …
Eli Lilly is a global biopharma company whose exceptionally profitable cardiometabolic franchises, led by Mounjaro and Zepbound, are driving a high-quality growth phase: revenue rose 55.5% year over year and earnings rose 168.0% year over year in the most recent quarter, while gross, operating, and net margins were 83.5%, 45.9%, and 35.0%, respectively. Business quality is high because tirzepatid…
Accumulation Zones
| Metric |
CRM |
LLY |
| Zone Low |
$184.35 |
$1,164.24 |
| Zone High |
$208.93 |
$1,319.47 |
| In Buy Zone? |
Yes
|
Yes
|