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 2026-09-22.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Thermo Fisher Scientific Inc. · Healthcare
$658.32
+31.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
TMO has more upside to fair value
(+31.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
TMO |
| Current Price |
$236.42 |
$658.32 |
| Fair Value Estimate |
$263.88 |
$863.34 |
| Upside to Fair Value |
+11.6%
|
+31.1%
|
| Market Cap |
$193.6B |
$244.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
25.9x
|
| Price / Sales |
4.4x
|
5.3x
|
| Price / FCF |
12.8x
|
33.4x
|
| Revenue Growth YoY |
+10.8%
|
+10.5%
|
| Gross Margin |
77.3%
|
40.4%
|
| Operating Margin |
21.4%
|
17.7%
|
| Return on Equity |
20.2%
|
13.4%
|
| Dividend Yield |
0.73% |
0.28% |
| FCF Yield |
7.82%
|
3.0%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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…
Thermo Fisher Scientific is a global life-sciences and laboratory-services platform spanning Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products and Biopharma Services, with recognized brands including Thermo Scientific, Applied Biosystems, Invitrogen, Fisher Scientific, Patheon, and PPD, serving pharmaceutical, biotech, clinical, academic, and governme…
Accumulation Zones
| Metric |
CRM |
TMO |
| Zone Low |
$197.91 |
$647.50 |
| Zone High |
$224.30 |
$733.84 |
| In Buy Zone? |
No
|
Yes
|