CRM vs PANW: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Palo Alto Networks, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-24.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.41
-0.1% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
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 |
PANW |
| Current Price |
$182.14 |
$174.41 |
| Fair Value Estimate |
$264.10 |
$174.18 |
| Upside to Fair Value |
+45.0%
|
-0.1%
|
| Market Cap |
$173.0B |
$118.9B |
| Forward P/E |
22.8x
|
94.6x
|
| EV / EBITDA |
14.4x
|
52.3x
|
| Price / Sales |
4.2x
|
12.0x
|
| Price / FCF |
12.0x
|
29.2x
|
| Revenue Growth YoY |
+12.1%
|
+14.9%
|
| Gross Margin |
77.7%
|
73.5%
|
| Operating Margin |
21.5%
|
14.4%
|
| Return on Equity |
12.4%
|
15.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
3.42%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
Palo Alto Networks, Inc. is a leading global cybersecurity company specializing in AI-driven security platforms with a strong recurring revenue base exceeding 80% of total revenue. The company benefits from a high gross margin of 73.5% and solid profitability with a net margin of 13.0%, supported by accelerating revenue growth of 14.9% and earnings growth of 61.6% in the most recent quarter. Unde…
Accumulation Zones
| Metric |
CRM |
PANW |
| Zone Low |
$198.08 |
$130.63 |
| Zone High |
$224.49 |
$148.05 |
| In Buy Zone? |
Yes
|
No
|