The analysis compares Salesforce (CRM) and Lululemon (LULU) based on revenue growth, operating margin, and return on invested capital, with CRM demonstrating better recent revenue growth due to acquisitions. CRM's operating margin is improving due to cost-cutting, with a target of $327.17, while LULU faces margin pressure from import costs, despite having strong brand power. Proprietary discounted cash flow analysis suggests CRM is undervalued at a forward P/E of 21. LULU is undervalued with forward PE of 13.61. If forced to pick only one, LULU would be the choice.