CRM vs QCOM: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and QUALCOMM Incorporated — 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
QUALCOMM Incorporated · Technology
$201.97
-21.1% upside to fair value
Med Conviction
Grade D
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
QCOM |
| Current Price |
$236.42 |
$201.97 |
| Fair Value Estimate |
$263.88 |
$159.42 |
| Upside to Fair Value |
+11.6%
|
-21.1%
|
| Market Cap |
$193.6B |
$212.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
16.5x
|
| Price / Sales |
4.4x
|
4.8x
|
| Price / FCF |
12.8x
|
20.5x
|
| Revenue Growth YoY |
+10.8%
|
-4.0%
|
| Gross Margin |
77.3%
|
54.2%
|
| Operating Margin |
21.4%
|
23.2%
|
| Return on Equity |
20.2%
|
37.3%
|
| Dividend Yield |
0.73% |
1.79% |
| FCF Yield |
7.82%
|
4.88%
|
| 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…
Qualcomm develops foundational wireless technologies and monetizes them through two main engines: QCT, which supplies Snapdragon application processors and modems, and QTL, which licenses a standards-essential patent portfolio covering CDMA2000, WCDMA, LTE and 5G. The licensing arm and the company's entrenched position in premium Android handsets give it a genuinely high-quality business, evidenc…
Accumulation Zones
| Metric |
CRM |
QCOM |
| Zone Low |
$197.91 |
$119.56 |
| Zone High |
$224.30 |
$135.51 |
| In Buy Zone? |
No
|
No
|