CRM vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-06-20.
Salesforce, Inc. · Technology
$151.78
+45.0% upside to fair value
Grade A
High Quality
VS
Netflix, Inc. · Communication Services
$77.38
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM trades at a lower forward P/E
(17.5x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
NFLX |
| Current Price |
$151.78 |
$77.38 |
| Fair Value Estimate |
$220.08 |
$112.20 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$124.3B |
$325.8B |
| Forward P/E |
17.5x
|
24.5x
|
| EV / EBITDA |
11.2x
|
9.7x
|
| Price / Sales |
2.9x
|
7.0x
|
| Price / FCF |
8.5x
|
27.4x
|
| Revenue Growth YoY |
+13.3%
|
+16.2%
|
| Gross Margin |
77.6%
|
49.0%
|
| Operating Margin |
21.9%
|
29.7%
|
| Return on Equity |
14.9%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
11.79%
|
3.65%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
Salesforce, Inc. is a leading enterprise software company specializing in customer relationship management (CRM) and cloud-based applications. The company benefits from a durable competitive moat driven by a dominant global CRM market share in the mid-20% range, stable to slightly widening over the past decade. Under founder-CEO Marc Benioff's leadership, Salesforce has grown to $41.5 billion in …
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising r…
Accumulation Zones
| Metric |
CRM |
NFLX |
| Zone Low |
$165.06 |
$84.15 |
| Zone High |
$187.07 |
$95.37 |
| In Buy Zone? |
Yes
|
Yes
|