CRM vs MSFT: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Microsoft Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-29.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
Microsoft Corporation · Technology
$429.25
-1.3% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(22.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MSFT |
| Current Price |
$182.14 |
$429.25 |
| Fair Value Estimate |
$264.10 |
$423.82 |
| Upside to Fair Value |
+45.0%
|
-1.3%
|
| Market Cap |
$173.0B |
$3,187.4B |
| Forward P/E |
22.8x
|
26.8x
|
| EV / EBITDA |
14.4x
|
17.2x
|
| Price / Sales |
4.2x
|
10.4x
|
| Price / FCF |
12.0x
|
41.2x
|
| Revenue Growth YoY |
+12.1%
|
+16.7%
|
| Gross Margin |
77.7%
|
68.6%
|
| Operating Margin |
21.5%
|
46.7%
|
| Return on Equity |
12.4%
|
33.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
2.43%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…
Microsoft Corporation is a leading technology company specializing in software infrastructure, cloud computing, and productivity solutions. The company benefits from a high-quality business model characterized by durable competitive moats including strong switching costs and intangible assets such as its brand and cloud infrastructure. Under CEO Satya Nadella's leadership since 2014, Microsoft ha…
Accumulation Zones
| Metric |
CRM |
MSFT |
| Zone Low |
$198.08 |
$317.87 |
| Zone High |
$224.49 |
$360.25 |
| In Buy Zone? |
Yes
|
No
|