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 2026-09-26.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
PLTR |
| Current Price |
$236.42 |
$189.67 |
| Fair Value Estimate |
$263.88 |
$194.30 |
| Upside to Fair Value |
+11.6%
|
+2.4%
|
| Market Cap |
$193.6B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
139.9x
|
| Price / Sales |
4.4x
|
70.7x
|
| Price / FCF |
12.8x
|
135.3x
|
| Revenue Growth YoY |
+10.8%
|
+92.8%
|
| Gross Margin |
77.3%
|
84.8%
|
| Operating Margin |
21.4%
|
42.8%
|
| Return on Equity |
20.2%
|
37.5%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
7.82%
|
0.74%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Salesforce is the leading enterprise customer relationship management platform, spanning Sales, Service, Platform, Marketing, Commerce, Tableau, MuleSoft, and Slack under the Customer 360 umbrella, with 83,334 employees and a business that converts $53.65 of revenue per share into $18.48 of free cash flow per share. Business quality is high: TTM gross margin of 77.3%, TTM operating margin of 21.4…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
CRM |
PLTR |
| Zone Low |
$197.91 |
$145.73 |
| Zone High |
$224.30 |
$165.16 |
| In Buy Zone? |
No
|
No
|