CRM vs MU: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Micron Technology, Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Salesforce, Inc. ยท Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Micron Technology, Inc. ยท Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
CRM |
MU |
| Current Price |
$236.42 |
$1,080.53 |
| Fair Value Estimate |
$263.88 |
$1,124.98 |
| Upside to Fair Value |
+11.6%
|
+4.1%
|
| Market Cap |
$193.6B |
$1,220.3B |
| Forward P/E |
โ
|
โ
|
| EV / EBITDA |
14.4x
|
17.6x
|
| Price / Sales |
4.4x
|
13.5x
|
| Price / FCF |
12.8x
|
46.6x
|
| Revenue Growth YoY |
+10.8%
|
+345.7%
|
| Gross Margin |
77.3%
|
72.6%
|
| Operating Margin |
21.4%
|
65.7%
|
| Return on Equity |
20.2%
|
70.5%
|
| Dividend Yield |
0.73% |
0.05% |
| FCF Yield |
7.82%
|
2.15%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4โฆ
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating mโฆ
Accumulation Zones
| Metric |
CRM |
MU |
| Zone Low |
$197.91 |
$843.74 |
| Zone High |
$224.30 |
$956.23 |
| In Buy Zone? |
No
|
No
|