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 2026-04-22.
Salesforce, Inc. · Technology
$182.14
+200.4% upside to fair value
Grade B
High Quality
VS
Palo Alto Networks, Inc. · Technology
$174.96
+15.2% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+200.4%).
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 |
$174.96 |
| Fair Value Estimate |
$547.17 |
$201.61 |
| Upside to Fair Value |
+200.4%
|
+15.2%
|
| Market Cap |
$173.0B |
$119.2B |
| Forward P/E |
22.8x
|
94.9x
|
| EV / EBITDA |
14.4x
|
52.4x
|
| Price / Sales |
4.2x
|
12.1x
|
| Price / FCF |
12.0x
|
29.3x
|
| 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%
|
3.41%
|
| 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 is a leading cybersecurity company specializing in AI-driven cloud security platforms, subscription services, and hardware products. The company benefits from a durable competitive moat driven by its platform transformation under CEO Nikesh Arora, with over 50% of revenue from high-margin subscription services growing at 25.6% year-over-year in fiscal 2024. Despite a premium va…
Accumulation Zones
| Metric |
CRM |
PANW |
| Zone Low |
$410.38 |
$151.21 |
| Zone High |
$465.09 |
$171.37 |
| In Buy Zone? |
Yes
|
No
|