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 2026-05-04.
Salesforce, Inc. · Technology
$182.14
+200.4% upside to fair value
Grade B
High Quality
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+200.4%).
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 |
NFLX |
| Current Price |
$182.14 |
$91.02 |
| Fair Value Estimate |
$547.17 |
$178.10 |
| Upside to Fair Value |
+200.4%
|
+95.7%
|
| Market Cap |
$173.0B |
$383.3B |
| Forward P/E |
22.8x
|
28.7x
|
| EV / EBITDA |
14.4x
|
11.4x
|
| Price / Sales |
4.2x
|
8.2x
|
| Price / FCF |
12.0x
|
32.2x
|
| Revenue Growth YoY |
+12.1%
|
+16.2%
|
| Gross Margin |
77.7%
|
49.0%
|
| Operating Margin |
21.5%
|
29.7%
|
| Return on Equity |
12.4%
|
49.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
3.1%
|
| 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…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
CRM |
NFLX |
| Zone Low |
$410.38 |
$133.57 |
| Zone High |
$465.09 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|