CRM vs MCD: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and McDonald's Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
McDonald's Corporation · Consumer Cyclical
$305.68
+4.7% upside to fair value
Med Conviction
Grade B
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.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MCD |
| Current Price |
$181.22 |
$305.68 |
| Fair Value Estimate |
$474.00 |
$320.00 |
| Upside to Fair Value |
+161.6%
|
+4.7%
|
| Market Cap |
$169.8B |
$218.1B |
| Forward P/E |
22.7x
|
24.5x
|
| EV / EBITDA |
—
|
18.6x
|
| Price / Sales |
4.1x
|
8.1x
|
| Price / FCF |
11.8x
|
30.3x
|
| Revenue Growth YoY |
+9.2%
|
+3.7%
|
| Gross Margin |
77.7%
|
57.4%
|
| Operating Margin |
21.5%
|
46.1%
|
| Return on Equity |
12.4%
|
—
|
| Dividend Yield |
— |
2.4% |
| FCF Yield |
8.5%
|
3.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
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…
McDonald's operates the world's largest quick-service restaurant franchise with over 40,000 locations across 100+ countries, generating $26.9B in FY2025 revenue with roughly 60% from franchised operations. The asset-light franchise model produces 46% operating margins and $7.2B in annual free cash flow. Revenue growth reaccelerated modestly to 3.7% in FY2025 from 1.7% in FY2024, driven by the Int…
Accumulation Zones
| Metric |
CRM |
MCD |
| Zone Low |
$356.00 |
$240.00 |
| Zone High |
$403.00 |
$272.00 |
| In Buy Zone? |
Yes
|
No
|