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 2026-07-08.
Salesforce, Inc. · Technology
$169.52
+45.0% upside to fair value
Grade A
High Quality
VS
The Trade Desk, Inc. · Communication Services
$18.51
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
CRM trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
TTD |
| Current Price |
$169.52 |
$18.51 |
| Fair Value Estimate |
$245.80 |
$26.84 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$138.8B |
$8.7B |
| Forward P/E |
19.6x
|
20.3x
|
| EV / EBITDA |
12.3x
|
10.5x
|
| Price / Sales |
3.2x
|
2.9x
|
| Price / FCF |
9.5x
|
10.4x
|
| Revenue Growth YoY |
+13.3%
|
+11.8%
|
| Gross Margin |
77.6%
|
77.8%
|
| Operating Margin |
21.9%
|
20.3%
|
| Return on Equity |
14.9%
|
16.9%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
9.62%
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Salesforce, Inc. is a leading provider of cloud-based software applications primarily focused on customer relationship management (CRM). The company exhibits high business quality with a durable competitive moat supported by strong gross margins of 77.6%, solid operating margin of 21.9%, and a robust return on equity of 14.9%. Recent quarterly revenue growth of 13.3% and earnings growth of 36.7% …
The Trade Desk operates a leading demand-side platform in the advertising technology sector, specializing in programmatic ad buying with a strong focus on connected TV, retail media, audio, and international markets. The company benefits from a durable competitive moat driven by founder-led management with over 15 years of continuity, a differentiated open-internet infrastructure, and a dominant …
Accumulation Zones
| Metric |
CRM |
TTD |
| Zone Low |
$184.35 |
$20.13 |
| Zone High |
$208.93 |
$22.81 |
| In Buy Zone? |
Yes
|
Yes
|