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 2026-04-20.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$42.62
+38.4% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
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 |
NKE |
| Current Price |
$182.14 |
$42.62 |
| Fair Value Estimate |
$264.10 |
$58.98 |
| Upside to Fair Value |
+45.0%
|
+38.4%
|
| Market Cap |
$173.0B |
$63.0B |
| Forward P/E |
22.8x
|
27.9x
|
| EV / EBITDA |
14.4x
|
20.7x
|
| Price / Sales |
4.2x
|
1.4x
|
| Price / FCF |
12.0x
|
19.4x
|
| Revenue Growth YoY |
+12.1%
|
-9.8%
|
| Gross Margin |
77.7%
|
42.7%
|
| Operating Margin |
21.5%
|
8.0%
|
| Return on Equity |
12.4%
|
24.4%
|
| Dividend Yield |
0% |
3.8% |
| FCF Yield |
8.33%
|
5.2%
|
| Analyst Consensus |
Buy
|
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…
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
CRM |
NKE |
| Zone Low |
$198.08 |
$44.23 |
| Zone High |
$224.49 |
$50.13 |
| In Buy Zone? |
Yes
|
Yes
|