CRM vs TTD: Which Is the Better Buy?

Side-by-side comparison of Salesforce, Inc. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.

CRM

Salesforce, Inc. · Technology

$182.14

+45.0% upside to fair value

Grade B High Quality

TTD

The Trade Desk, Inc. · Technology

$23.08

+45.0% upside to fair value

Grade B High Quality

QuantHub Verdict

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	TTD
Current Price	$182.14	$23.08
Fair Value Estimate	$264.10	$33.47
Upside to Fair Value	+45.0%	+45.0%
Market Cap	$173.0B	$10.8B
Forward P/E	22.8x	25.3x
EV / EBITDA	14.4x	14.3x
Price / Sales	4.2x	3.6x
Price / FCF	12.0x	13.0x
Revenue Growth YoY	+12.1%	+11.8%
Gross Margin	77.7%	77.8%
Operating Margin	21.5%	20.3%
Return on Equity	12.4%	16.9%
Dividend Yield	0%	0%
FCF Yield	8.33%	7.71%
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…

TTD — The Trade Desk, Inc.

The Trade Desk, Inc. operates a leading self-service, cloud-based programmatic advertising platform focused on demand-side platform services, primarily in connected TV and audio advertising. The company benefits from a durable competitive moat driven by network effects, high customer retention above 95%, and a founder-led management team with deep industry expertise. Despite solid revenue growth …

Accumulation Zones

Metric	CRM	TTD
Zone Low	$198.08	$25.10
Zone High	$224.49	$28.45
In Buy Zone?	Yes	Yes

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