CRM vs SLB: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and SLB N.V. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Salesforce, Inc. ยท Technology
$181.22
+161.6% upside to fair value
High Conviction
Grade A-
VS
SLB N.V. ยท Energy
$51.92
-20.2% upside to fair value
Med Conviction
Grade C+
QuantHub Verdict
CRM has more upside to fair value
(+161.6%).
SLB trades at a lower forward P/E
(18.6x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
CRM |
SLB |
| Current Price |
$181.22 |
$51.92 |
| Fair Value Estimate |
$474.00 |
$41.43 |
| Upside to Fair Value |
+161.6%
|
-20.2%
|
| Market Cap |
$169.8B |
$77.9B |
| Forward P/E |
22.7x
|
18.6x
|
| EV / EBITDA |
โ
|
9.2x
|
| Price / Sales |
4.1x
|
2.2x
|
| Price / FCF |
11.8x
|
16.1x
|
| Revenue Growth YoY |
+9.2%
|
-1.6%
|
| Gross Margin |
77.7%
|
18.21%
|
| Operating Margin |
21.5%
|
15.28%
|
| Return on Equity |
12.4%
|
12.83%
|
| Dividend Yield |
โ |
2.21% |
| FCF Yield |
8.5%
|
6.21%
|
| 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-quโฆ
SLB is the world's largest oilfield services company with $35.7B in FY2025 revenue, operating across four divisions: Digital and Integration, Reservoir Performance, Well Construction, and Production Systems. The company completed the ChampionX acquisition in 2025 and is pursuing a digital transformation and AI-driven strategy. At $51.92, SLB trades at 2.18x P/S (in the fair range of the 5-year diโฆ
Accumulation Zones
| Metric |
CRM |
SLB |
| Zone Low |
$356.00 |
$34.00 |
| Zone High |
$403.00 |
$39.00 |
| In Buy Zone? |
Yes
|
No
|