CRM vs VRTV: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Veritiv Corporation — 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
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
CRM has more upside to fair value
(+11.6%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
CRM |
VRTV |
| Current Price |
$236.42 |
$169.99 |
| Fair Value Estimate |
$263.88 |
$93.49 |
| Upside to Fair Value |
+11.6%
|
-45.0%
|
| Market Cap |
$193.6B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
5.4x
|
| Price / Sales |
4.4x
|
0.4x
|
| Price / FCF |
12.8x
|
10.4x
|
| Revenue Growth YoY |
+10.8%
|
-19.0%
|
| Gross Margin |
77.3%
|
22.7%
|
| Operating Margin |
21.4%
|
5.9%
|
| Return on Equity |
20.2%
|
48.6%
|
| Dividend Yield |
0.73% |
1.48% |
| FCF Yield |
7.82%
|
9.57%
|
| 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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
CRM |
VRTV |
| Zone Low |
$197.91 |
$70.12 |
| Zone High |
$224.30 |
$79.47 |
| In Buy Zone? |
No
|
No
|