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 2026-05-07.

CRM

Salesforce, Inc. · Technology

$182.14

+45.0% upside to fair value

Grade B High Quality

SMCI

Super Micro Computer, Inc. · Technology

$34.66

+45.0% upside to fair value

Grade B High Quality

QuantHub Verdict

SMCI trades at a lower forward P/E (11.6x). These are model outputs — not personalized investment advice. See all research →

Valuation & Fundamentals

Metric	CRM	SMCI
Current Price	$182.14	$34.66
Fair Value Estimate	$264.10	$50.26
Upside to Fair Value	+45.0%	+45.0%
Market Cap	$173.0B	$20.8B
Forward P/E	22.8x	11.6x
EV / EBITDA	14.4x	17.9x
Price / Sales	4.2x	0.6x
Price / FCF	12.0x	-3.0x
Revenue Growth YoY	+12.1%	+122.7%
Gross Margin	77.7%	8.4%
Operating Margin	21.5%	4.5%
Return on Equity	12.4%	26.0%
Dividend Yield	0%	0%
FCF Yield	8.33%	—
Analyst Consensus	Buy	Hold

Investment Thesis

CRM — Salesforce, Inc.

Salesforce, Inc. is a leading enterprise software company specializing in cloud-based customer relationship management and enterprise applications. The company benefits from a durable competitive moat anchored by pioneering SaaS delivery, a large and growing customer base, and a diversified revenue mix with Service Cloud as the largest segment generating $9.05 billion in FY2025. Salesforce exhibi…

SMCI — Super Micro Computer, Inc.

Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …

Accumulation Zones

Metric	CRM	SMCI
Zone Low	$198.08	$37.70
Zone High	$224.49	$42.72
In Buy Zone?	Yes	Yes

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