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 2026-04-16.
Salesforce, Inc. · Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
Palantir Technologies Inc. · Technology
$142.76
-24.3% upside to fair value
Med Conviction
Grade C
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 |
PLTR |
| Current Price |
$181.22 |
$142.76 |
| Fair Value Estimate |
$474.00 |
$108.00 |
| Upside to Fair Value |
+161.6%
|
-24.3%
|
| Market Cap |
$169.8B |
$327.1B |
| Forward P/E |
22.7x
|
209.7x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
4.1x
|
73.1x
|
| Price / FCF |
11.8x
|
155.7x
|
| Revenue Growth YoY |
+9.2%
|
+19.1%
|
| Gross Margin |
77.7%
|
82.4%
|
| Operating Margin |
21.5%
|
31.6%
|
| Return on Equity |
12.4%
|
25.7%
|
| Dividend Yield |
— |
— |
| FCF Yield |
8.5%
|
0.6%
|
| Analyst Consensus |
Strong Buy
|
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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
CRM |
PLTR |
| Zone Low |
$356.00 |
$81.00 |
| Zone High |
$403.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|