CRM vs TMO: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Thermo Fisher Scientific Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Salesforce, Inc. · Technology
$182.14
+200.4% upside to fair value
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$462.60
+10.1% upside to fair value
Grade B
QuantHub Verdict
CRM has more upside to fair value
(+200.4%).
CRM trades at a lower forward P/E
(22.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
TMO |
| Current Price |
$182.14 |
$462.60 |
| Fair Value Estimate |
$547.17 |
$509.20 |
| Upside to Fair Value |
+200.4%
|
+10.1%
|
| Market Cap |
$173.0B |
$171.9B |
| Forward P/E |
22.8x
|
25.1x
|
| EV / EBITDA |
14.4x
|
19.0x
|
| Price / Sales |
4.2x
|
3.8x
|
| Price / FCF |
12.0x
|
25.5x
|
| Revenue Growth YoY |
+12.1%
|
+6.2%
|
| Gross Margin |
77.7%
|
39.4%
|
| Operating Margin |
21.5%
|
17.8%
|
| Return on Equity |
12.4%
|
13.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
3.92%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent q…
Accumulation Zones
| Metric |
CRM |
TMO |
| Zone Low |
$410.38 |
$381.90 |
| Zone High |
$465.09 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|