CRM vs MAR: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Marriott International, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Marriott International, Inc. · Consumer Cyclical
$377.93
-16.6% upside to fair value
Grade D
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
CRM trades at a lower forward P/E
(22.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
MAR |
| Current Price |
$181.22 |
$377.93 |
| Fair Value Estimate |
$474.00 |
$315.15 |
| Upside to Fair Value |
+161.6%
|
-16.6%
|
| Market Cap |
$169.8B |
$100.2B |
| Forward P/E |
22.7x
|
39.0x
|
| EV / EBITDA |
—
|
25.3x
|
| Price / Sales |
4.1x
|
3.8x
|
| Price / FCF |
11.8x
|
34.6x
|
| Revenue Growth YoY |
+9.2%
|
+3.1%
|
| Gross Margin |
77.7%
|
21.3%
|
| Operating Margin |
21.5%
|
15.8%
|
| Return on Equity |
12.4%
|
-79.9%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
8.5%
|
2.89%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Marriott International operates the world's largest hospitality portfolio with approximately 8,900 to 9,000 properties across 141 countries and over 30 brands, supported by the largest loyalty program with 203 to 210 million members. The company benefits from a durable competitive moat driven by scale, brand strength, and network effects. However, despite steady revenue growth of 3.1% year-over-y…
Accumulation Zones
| Metric |
CRM |
MAR |
| Zone Low |
$356.00 |
$236.36 |
| Zone High |
$403.00 |
$267.88 |
| In Buy Zone? |
Yes
|
No
|