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 2026-07-08.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
NIKE, Inc. · Consumer Cyclical
$41.05
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NKE trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
NKE |
| Current Price |
$169.52 |
$41.05 |
| Fair Value Estimate |
$245.80 |
$59.52 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$138.8B |
$60.7B |
| Forward P/E |
19.6x
|
19.6x
|
| EV / EBITDA |
12.3x
|
14.2x
|
| Price / Sales |
3.2x
|
1.3x
|
| Price / FCF |
9.5x
|
57.9x
|
| Revenue Growth YoY |
+13.3%
|
-1.1%
|
| Gross Margin |
77.6%
|
42.9%
|
| Operating Margin |
21.9%
|
8.2%
|
| Return on Equity |
14.9%
|
22.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
1.73%
|
| Analyst Consensus |
Buy
|
Hold
|
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% …
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
Accumulation Zones
| Metric |
CRM |
NKE |
| Zone Low |
$184.35 |
$44.64 |
| Zone High |
$208.93 |
$50.59 |
| In Buy Zone? |
Yes
|
Yes
|