CRM vs MU: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Micron Technology, Inc. — 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
Micron Technology, Inc. · Technology
$421.51
-20.2% upside to fair value
Low Conviction
Grade D
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
MU trades at a lower forward P/E
(19.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
MU |
| Current Price |
$181.22 |
$421.51 |
| Fair Value Estimate |
$474.00 |
$336.45 |
| Upside to Fair Value |
+161.6%
|
-20.2%
|
| Market Cap |
$169.8B |
$475.4B |
| Forward P/E |
22.7x
|
19.7x
|
| EV / EBITDA |
—
|
12.8x
|
| Price / Sales |
4.1x
|
8.2x
|
| Price / FCF |
11.8x
|
21.6x
|
| Revenue Growth YoY |
+9.2%
|
+74.9%
|
| Gross Margin |
77.7%
|
58.4%
|
| Operating Margin |
21.5%
|
48.5%
|
| Return on Equity |
12.4%
|
40.8%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
8.5%
|
4.64%
|
| Analyst Consensus |
Strong Buy
|
Strong 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…
Micron Technology, Inc. is a leading semiconductor company specializing in memory and storage solutions, including DRAM and NAND products, which are critical for AI, data centers, mobile, and embedded applications. The company benefits from strong revenue growth of 74.9% year-over-year and exceptional profitability with a net margin of 41.5% and return on equity of 40.8%. Despite these strengths …
Accumulation Zones
| Metric |
CRM |
MU |
| Zone Low |
$356.00 |
$252.34 |
| Zone High |
$403.00 |
$285.98 |
| In Buy Zone? |
Yes
|
No
|