CRM vs VRT: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
CRM |
VRT |
| Current Price |
$236.42 |
$253.28 |
| Fair Value Estimate |
$263.88 |
$274.15 |
| Upside to Fair Value |
+11.6%
|
+8.2%
|
| Market Cap |
$193.6B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
38.8x
|
| Price / Sales |
4.4x
|
8.5x
|
| Price / FCF |
12.8x
|
33.3x
|
| Revenue Growth YoY |
+10.8%
|
+24.1%
|
| Gross Margin |
77.3%
|
37.5%
|
| Operating Margin |
21.4%
|
19.1%
|
| Return on Equity |
20.2%
|
42.1%
|
| Dividend Yield |
0.73% |
0.1% |
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
CRM |
VRT |
| Zone Low |
$197.91 |
$205.61 |
| Zone High |
$224.30 |
$233.03 |
| In Buy Zone? |
No
|
No
|