CRM vs NKE: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and NIKE, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
NKE |
| Current Price |
$236.42 |
$35.78 |
| Fair Value Estimate |
$263.88 |
$39.33 |
| Upside to Fair Value |
+11.6%
|
+9.9%
|
| Market Cap |
$193.6B |
$53.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
12.0x
|
| Price / Sales |
4.4x
|
1.1x
|
| Price / FCF |
12.8x
|
24.3x
|
| Revenue Growth YoY |
+10.8%
|
-1.1%
|
| Gross Margin |
77.3%
|
42.9%
|
| Operating Margin |
21.4%
|
8.2%
|
| Return on Equity |
20.2%
|
22.0%
|
| Dividend Yield |
0.73% |
4.58% |
| FCF Yield |
7.82%
|
4.12%
|
| Analyst Consensus |
Buy
|
Hold
|
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 21.4…
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
Accumulation Zones
| Metric |
CRM |
NKE |
| Zone Low |
$197.91 |
$29.50 |
| Zone High |
$224.30 |
$33.43 |
| In Buy Zone? |
No
|
No
|