CRM vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
Super Micro Computer, Inc. · Technology
$30.66
+45.0% upside to fair value
Grade B
QuantHub Verdict
SMCI trades at a lower forward P/E
(14.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
SMCI |
| Current Price |
$169.52 |
$30.66 |
| Fair Value Estimate |
$245.80 |
$44.46 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$138.8B |
$18.4B |
| Forward P/E |
19.6x
|
14.7x
|
| EV / EBITDA |
12.3x
|
13.6x
|
| Price / Sales |
3.2x
|
0.6x
|
| Price / FCF |
9.5x
|
-2.7x
|
| Revenue Growth YoY |
+13.3%
|
+122.7%
|
| Gross Margin |
77.6%
|
8.4%
|
| Operating Margin |
21.9%
|
4.5%
|
| Return on Equity |
14.9%
|
18.2%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
—
|
| 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% …
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a strong focus on AI infrastructure. The business quality is medium due to its founder-led management with over 30 years of tenure, a widening moat driven by systems engineering and close partnerships with Nvidia, and rapid revenue growth of 122.7% in the most recent quarter. However, the company f…
Accumulation Zones
| Metric |
CRM |
SMCI |
| Zone Low |
$184.35 |
$33.34 |
| Zone High |
$208.93 |
$37.79 |
| In Buy Zone? |
Yes
|
Yes
|