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 2026-09-22.
Salesforce, Inc. · Technology
$236.42
+11.6% upside to fair value
Med Conviction
Grade B
High Quality
VS
Walmart Inc. · Consumer Defensive
$106.73
-10.8% 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 |
WMT |
| Current Price |
$236.42 |
$106.73 |
| Fair Value Estimate |
$263.88 |
$95.24 |
| Upside to Fair Value |
+11.6%
|
-10.8%
|
| Market Cap |
$193.6B |
$849.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
14.4x
|
21.3x
|
| Price / Sales |
4.4x
|
1.1x
|
| Price / FCF |
12.8x
|
62.8x
|
| Revenue Growth YoY |
+10.8%
|
+5.9%
|
| Gross Margin |
77.3%
|
25.2%
|
| Operating Margin |
21.4%
|
4.4%
|
| Return on Equity |
20.2%
|
22.7%
|
| Dividend Yield |
0.73% |
0.92% |
| FCF Yield |
7.82%
|
1.59%
|
| 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…
Walmart Inc. is the world's largest retailer by revenue, operating more than 10,000 stores and clubs across Walmart U.S., Walmart International, and Sam's Club, with a fast-growing e-commerce and advertising ecosystem layered on top of a grocery-led, everyday-low-price model. The business quality is high: scale and sourcing power underpin a durable cost advantage, ROE is 22.7%, and revenue grew 5…
Accumulation Zones
| Metric |
CRM |
WMT |
| Zone Low |
$197.91 |
$71.43 |
| Zone High |
$224.30 |
$80.95 |
| In Buy Zone? |
No
|
No
|