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 2026-09-26.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
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 |
SMCI |
| Current Price |
$236.42 |
$43.26 |
| Fair Value Estimate |
$263.88 |
$41.44 |
| Upside to Fair Value |
+11.6%
|
-4.2%
|
| Market Cap |
$193.6B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
8.9x
|
| Price / Sales |
4.4x
|
0.7x
|
| Price / FCF |
12.8x
|
—
|
| Revenue Growth YoY |
+10.8%
|
+93.2%
|
| Gross Margin |
77.3%
|
10.8%
|
| Operating Margin |
21.4%
|
7.1%
|
| Return on Equity |
20.2%
|
25.1%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
7.82%
|
—
|
| 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…
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
CRM |
SMCI |
| Zone Low |
$197.91 |
$31.08 |
| Zone High |
$224.30 |
$35.22 |
| In Buy Zone? |
No
|
No
|