CRM vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and QUALCOMM Incorporated β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
Salesforce, Inc. Β· Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
QUALCOMM Incorporated Β· Technology
$226.11
-10.7% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
CRM trades at a lower forward P/E
(19.6x).
These are model outputs β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
CRM |
QCOM |
| Current Price |
$169.52 |
$226.11 |
| Fair Value Estimate |
$245.80 |
$201.84 |
| Upside to Fair Value |
+45.0%
|
-10.7%
|
| Market Cap |
$138.8B |
$238.3B |
| Forward P/E |
19.6x
|
24.3x
|
| EV / EBITDA |
12.3x
|
17.5x
|
| Price / Sales |
3.2x
|
5.4x
|
| Price / FCF |
9.5x
|
19.1x
|
| Revenue Growth YoY |
+13.3%
|
-3.5%
|
| Gross Margin |
77.6%
|
54.8%
|
| Operating Margin |
21.9%
|
25.5%
|
| Return on Equity |
14.9%
|
40.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
5.25%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% β¦
Qualcomm Incorporated is a leading semiconductor and telecommunications equipment company specializing in cellular and RF technologies, with a strong competitive moat driven by its intellectual property and scale in premium Android and 5G modems. The company benefits from a long-tenured management team and a diversified business model expanding into automotive, IoT, and computing sectors. Despiteβ¦
Accumulation Zones
| Metric |
CRM |
QCOM |
| Zone Low |
$184.35 |
$151.38 |
| Zone High |
$208.93 |
$171.56 |
| In Buy Zone? |
Yes
|
No
|