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 2026-04-22.
Salesforce, Inc. · Technology
$182.14
+45.0% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
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 |
VRT |
| Current Price |
$182.14 |
$305.14 |
| Fair Value Estimate |
$264.10 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$173.0B |
$116.8B |
| Forward P/E |
22.8x
|
75.0x
|
| EV / EBITDA |
14.4x
|
50.1x
|
| Price / Sales |
4.2x
|
10.8x
|
| Price / FCF |
12.0x
|
50.5x
|
| Revenue Growth YoY |
+12.1%
|
+30.1%
|
| Gross Margin |
77.7%
|
36.2%
|
| Operating Margin |
21.5%
|
18.5%
|
| Return on Equity |
12.4%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
8.33%
|
1.98%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
CRM |
VRT |
| Zone Low |
$198.08 |
$125.87 |
| Zone High |
$224.49 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|