CRM vs WMT: Which Is the Better Buy?
Side-by-side comparison of Salesforce, Inc. and Walmart 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
Walmart Inc. · Consumer Defensive
$117.18
-39.6% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRM has more upside to fair value
(+45.0%).
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 |
WMT |
| Current Price |
$169.52 |
$117.18 |
| Fair Value Estimate |
$245.80 |
$70.81 |
| Upside to Fair Value |
+45.0%
|
-39.6%
|
| Market Cap |
$138.8B |
$932.5B |
| Forward P/E |
19.6x
|
41.1x
|
| EV / EBITDA |
12.3x
|
20.7x
|
| Price / Sales |
3.2x
|
1.3x
|
| Price / FCF |
9.5x
|
74.3x
|
| Revenue Growth YoY |
+13.3%
|
+7.3%
|
| Gross Margin |
77.6%
|
25.0%
|
| Operating Margin |
21.9%
|
4.2%
|
| Return on Equity |
14.9%
|
24.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
10.56%
|
1.35%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
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% …
Walmart Inc. operates as a leading discount retailer with a strong competitive moat built on scale, cost leadership, and advanced logistics and technology infrastructure. The company benefits from a diversified revenue base with Walmart U.S. contributing 69%, International 18%, and Sam's Club 13%. Despite solid revenue growth of 7.3% and earnings growth of 25.9% in the most recent quarter, the st…
Accumulation Zones
| Metric |
CRM |
WMT |
| Zone Low |
$184.35 |
$53.11 |
| Zone High |
$208.93 |
$60.19 |
| In Buy Zone? |
Yes
|
No
|