CRM vs NVDA: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and NVIDIA Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
NVIDIA Corporation · Technology
$225.07
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
NVDA has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
NVDA |
| Current Price |
$236.42 |
$225.07 |
| Fair Value Estimate |
$263.88 |
$326.35 |
| Upside to Fair Value |
+11.6%
|
+45.0%
|
| Market Cap |
$193.6B |
$5,451.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
23.4x
|
| Price / Sales |
4.4x
|
18.0x
|
| Price / FCF |
12.8x
|
42.9x
|
| Revenue Growth YoY |
+10.8%
|
+105.9%
|
| Gross Margin |
77.3%
|
74.7%
|
| Operating Margin |
21.4%
|
65.2%
|
| Return on Equity |
20.2%
|
110.1%
|
| Dividend Yield |
0.73% |
0.23% |
| FCF Yield |
7.82%
|
2.33%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
NVIDIA designs the accelerated computing platforms at the center of the AI buildout, spanning data center GPUs, Mellanox networking, AI enterprise software, gaming GeForce GPUs, professional visualization, and automotive platforms, with 42,000 employees and a $5.45 trillion market capitalization. Business quality is exceptional on the fundamentals: TTM gross margin of 74.7%, TTM operating margin …
Accumulation Zones
| Metric |
CRM |
NVDA |
| Zone Low |
$197.91 |
$244.76 |
| Zone High |
$224.30 |
$277.40 |
| In Buy Zone? |
No
|
Yes
|