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 2026-09-23.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
ORCL |
| Current Price |
$236.42 |
$149.12 |
| Fair Value Estimate |
$263.88 |
$216.22 |
| Upside to Fair Value |
+11.6%
|
+45.0%
|
| Market Cap |
$193.6B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
14.6x
|
| Price / Sales |
4.4x
|
6.0x
|
| Price / FCF |
12.8x
|
—
|
| Revenue Growth YoY |
+10.8%
|
+29.6%
|
| Gross Margin |
77.3%
|
63.9%
|
| Operating Margin |
21.4%
|
32.4%
|
| Return on Equity |
20.2%
|
42.6%
|
| Dividend Yield |
0.73% |
1.34% |
| FCF Yield |
7.82%
|
—
|
| 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…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
CRM |
ORCL |
| Zone Low |
$197.91 |
$162.16 |
| Zone High |
$224.30 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|