CRM vs MS: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Morgan Stanley — 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
Morgan Stanley · Financial Services
$218.37
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MS |
| Current Price |
$169.52 |
$218.37 |
| Fair Value Estimate |
$245.80 |
$316.64 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$138.8B |
$344.4B |
| Forward P/E |
19.6x
|
23.6x
|
| EV / EBITDA |
12.3x
|
9.8x
|
| Price / Sales |
3.2x
|
2.7x
|
| Price / FCF |
9.5x
|
-327.4x
|
| Revenue Growth YoY |
+13.3%
|
+22.4%
|
| Gross Margin |
77.6%
|
56.6%
|
| Operating Margin |
21.9%
|
28.4%
|
| Return on Equity |
14.9%
|
23.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
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% …
Morgan Stanley is a leading global financial services firm specializing in capital markets, wealth management, and investment banking. The company demonstrates high business quality with a strong return on equity of 23.4% and robust revenue growth of 22.4% in the most recent quarter, alongside impressive earnings growth of 57.7% in the same period. Its gross margin of 56.6% and net margin of 20.2…
Accumulation Zones
| Metric |
CRM |
MS |
| Zone Low |
$184.35 |
$237.48 |
| Zone High |
$208.93 |
$269.14 |
| In Buy Zone? |
Yes
|
Yes
|