CRM vs ORCL: Which Is the Better Buy?

Side-by-side comparison of Salesforce, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-20.

CRM

Salesforce, Inc. · Technology

$182.14

+45.0% upside to fair value

Grade B High Quality

ORCL

Oracle Corporation · Technology

$175.08

+45.0% upside to fair value

Grade C High Quality

QuantHub Verdict

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	ORCL
Current Price	$182.14	$175.08
Fair Value Estimate	$264.10	$253.87
Upside to Fair Value	+45.0%	+45.0%
Market Cap	$173.0B	$503.5B
Forward P/E	22.8x	30.8x
EV / EBITDA	14.4x	21.4x
Price / Sales	4.2x	7.9x
Price / FCF	12.0x	-20.4x
Revenue Growth YoY	+12.1%	+21.7%
Gross Margin	77.7%	66.4%
Operating Margin	21.5%	30.8%
Return on Equity	12.4%	57.4%
Dividend Yield	0%	0%
FCF Yield	8.33%	—
Analyst Consensus	Buy	Strong Buy

Investment Thesis

CRM — Salesforce, Inc.

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…

ORCL — Oracle Corporation

Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…

Accumulation Zones

Metric	CRM	ORCL
Zone Low	$198.08	$190.40
Zone High	$224.49	$215.79
In Buy Zone?	Yes	Yes

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