CRM vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% upside to fair value
Grade C
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 |
PLTR |
| Current Price |
$182.14 |
$133.79 |
| Fair Value Estimate |
$264.10 |
$78.04 |
| Upside to Fair Value |
+45.0%
|
-41.7%
|
| Market Cap |
$173.0B |
$306.6B |
| Forward P/E |
22.8x
|
140.4x
|
| EV / EBITDA |
14.4x
|
151.4x
|
| Price / Sales |
4.2x
|
58.7x
|
| Price / FCF |
12.0x
|
114.0x
|
| Revenue Growth YoY |
+12.1%
|
+84.7%
|
| Gross Margin |
77.7%
|
84.1%
|
| Operating Margin |
21.5%
|
38.1%
|
| Return on Equity |
12.4%
|
32.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
0.88%
|
| Analyst Consensus |
Buy
|
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…
Palantir Technologies Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
CRM |
PLTR |
| Zone Low |
$198.08 |
$58.53 |
| Zone High |
$224.49 |
$66.33 |
| In Buy Zone? |
Yes
|
No
|