CRM vs NBIS: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Nebius Group N.V. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Nebius Group N.V. · Technology
$218.99
+11.9% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
NBIS |
| Current Price |
$169.52 |
$218.99 |
| Fair Value Estimate |
$245.80 |
$245.00 |
| Upside to Fair Value |
+45.0%
|
+11.9%
|
| Market Cap |
$138.8B |
$52.6B |
| Forward P/E |
19.6x
|
—
|
| EV / EBITDA |
12.3x
|
—
|
| Price / Sales |
3.2x
|
59.9x
|
| Price / FCF |
9.5x
|
—
|
| Revenue Growth YoY |
+13.3%
|
+684.0%
|
| Gross Margin |
77.6%
|
48.0%
|
| Operating Margin |
21.9%
|
-68.8%
|
| Return on Equity |
14.9%
|
—
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
-4.7%
|
| Analyst Consensus |
Buy
|
Buy
|
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% …
Nebius Group is a fast-scaling neocloud GPU infrastructure provider spun out of Yandex's international assets, positioned at the center of the AI compute buildout with a validated capital relationship to Nvidia, which holds a 9.3% stake following a $2 billion investment. Revenue grew 684% year over year in Q1 2026 to $399 million, core AI cloud ARR reached $1.92 billion, and the company has locke…
Accumulation Zones
| Metric |
CRM |
NBIS |
| Zone Low |
$184.35 |
$184.00 |
| Zone High |
$208.93 |
$208.00 |
| In Buy Zone? |
Yes
|
No
|