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 2026-04-18.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Oracle Corporation · Technology
$175.08
+24.7% upside to fair value
Grade B
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
CRM trades at a lower forward P/E
(22.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
ORCL |
| Current Price |
$181.22 |
$175.08 |
| Fair Value Estimate |
$474.00 |
$218.26 |
| Upside to Fair Value |
+161.6%
|
+24.7%
|
| Market Cap |
$169.8B |
$503.5B |
| Forward P/E |
22.7x
|
30.8x
|
| EV / EBITDA |
—
|
21.4x
|
| Price / Sales |
4.1x
|
7.9x
|
| Price / FCF |
11.8x
|
-20.4x
|
| Revenue Growth YoY |
+9.2%
|
+7.0%
|
| Gross Margin |
77.7%
|
66.4%
|
| Operating Margin |
21.5%
|
30.8%
|
| Return on Equity |
12.4%
|
57.4%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
8.5%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Salesforce is the leading global provider of CRM software, offering a strong competitive moat through market dominance and high switching costs, complemented by acquisitions like Slack and Tableau, with excellent margins above 77% gross and robust free cash flow of $15.16 per share. Despite decelerating revenue growth at 9.2% YoY and negative earnings growth of -6.9%, the business remains high-qu…
Oracle Corporation is a leading technology company specializing in software infrastructure, with a dominant Cloud and License Business segment generating 85.8% of its $57.4 billion revenue in fiscal 2025. The company benefits from a durable competitive moat driven by decades of leadership continuity, aggressive M&A history, and a strong position in enterprise software and cloud services. Despite …
Accumulation Zones
| Metric |
CRM |
ORCL |
| Zone Low |
$356.00 |
$163.69 |
| Zone High |
$403.00 |
$185.52 |
| In Buy Zone? |
Yes
|
Yes
|