CRM vs UPS: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and United Parcel Service, 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
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
UPS has more upside to fair value
(+21.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
UPS |
| Current Price |
$236.42 |
$99.02 |
| Fair Value Estimate |
$263.88 |
$119.92 |
| Upside to Fair Value |
+11.6%
|
+21.1%
|
| Market Cap |
$193.6B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
10.2x
|
| Price / Sales |
4.4x
|
0.9x
|
| Price / FCF |
12.8x
|
15.3x
|
| Revenue Growth YoY |
+10.8%
|
+7.6%
|
| Gross Margin |
77.3%
|
16.6%
|
| Operating Margin |
21.4%
|
7.3%
|
| Return on Equity |
20.2%
|
29.1%
|
| Dividend Yield |
0.73% |
6.62% |
| FCF Yield |
7.82%
|
6.52%
|
| 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…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
CRM |
UPS |
| Zone Low |
$197.91 |
$89.94 |
| Zone High |
$224.30 |
$101.93 |
| In Buy Zone? |
No
|
Yes
|