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CRM vs DOCU
Which Stock Would AI Choose? Salesforce (CRM) vs. DocuSign (DOCU) Stock Comparison
Key Takeaways
- CRM delivered a strong fiscal second-quarter earnings beat in late August 2026, with adjusted EPS more than doubling year-over-year and revenue rising 11%, fueling a roughly 23% single-day stock surge.
- DOCU reported solid first-quarter fiscal 2027 results with revenue up nearly 9% and expanding operating margins, supporting steady stock gains of approximately 10% over the prior month.
- CRM benefits from broader exposure to customer relationship management (CRM) platforms and accelerating artificial intelligence (AI) adoption, including its AgentForce offering reaching $1 billion in annual recurring revenue.
- DOCU focuses on electronic signature and intelligent agreement management, with recent AI enhancements driving profitability improvements and a debt-free balance sheet.
- Relative performance in recent market activity shows CRM exhibiting higher volatility and momentum following its earnings release, while DOCU has displayed more measured gains amid a narrower market capitalization of approximately $12 billion versus CRM’s $210 billion.
- Sector exposure for both centers on software-as-a-service (SaaS), though CRM maintains larger scale and diversified revenue streams compared with DOCU’s specialized agreement workflow niche.
Introduction
This comparison examines CRM (Salesforce) and DOCU (DocuSign), two technology stocks operating in the software sector. Both companies have integrated artificial intelligence capabilities into their platforms, yet they serve distinct segments of enterprise workflows. Investors and traders seeking to understand relative performance, growth drivers, and market positioning in the current environment may find this analysis useful for evaluating opportunities across broader customer relationship management platforms versus specialized agreement management solutions.
CRM Overview and Recent Performance
Salesforce provides a comprehensive customer relationship management (CRM) platform used by businesses worldwide for sales, service, and marketing automation. In recent market activity, the stock experienced significant upward movement following its fiscal second-quarter 2027 earnings release, with adjusted earnings per share reaching $5.90—more than doubling year-over-year—partly supported by investment gains and core software growth near 16%. Revenue increased 11% to $11.35 billion, exceeding guidance expectations. AI-related offerings, including AgentForce, have contributed to momentum, helping stabilize sentiment after earlier valuation compression. The company’s market capitalization stands near $210 billion, with shares trading around $256 as of late August 2026.
DOCU Overview and Recent Performance
DocuSign offers cloud-based electronic signature and intelligent agreement management solutions that streamline contract workflows for enterprises. In recent market activity, the stock has posted measured gains of roughly 10% over the past month amid positive quarterly results. First-quarter fiscal 2027 revenue rose nearly 9% to $830 million, accompanied by operating margin expansion and continued profitability improvements. The company maintains a debt-free balance sheet with approximately $1 billion in cash and investments. Its market capitalization is approximately $12.2 billion, with shares trading near $64 as of late August 2026. Recent AI enhancements in agreement analysis have supported operational efficiency and investor interest.
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Head-to-Head Comparison
CRM operates a broad SaaS ecosystem centered on customer relationship management (CRM) with extensive integrations, while DOCU specializes in electronic signatures and contract lifecycle management. Growth drivers differ markedly: CRM emphasizes agentic AI expansion across large enterprises, whereas DOCU leverages AI for contract insights within a more focused workflow niche. Recent momentum favored CRM following its earnings surprise and sharp price appreciation, contrasting with DOCU’s steadier but lower-volatility advances. Risk factors include CRM’s larger scale potentially limiting future growth rates versus DOCU’s narrower revenue base and competition in e-signature markets. Sector exposure remains technology-oriented for both, though CRM commands significantly greater market capitalization and analyst coverage. Market sentiment has reflected stronger post-earnings optimism for CRM amid AI enthusiasm.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, AI-driven revenue acceleration, and relative price stability following catalysts, Tickeron’s AI models currently assign a higher probabilistic preference to CRM over DOCU in the near term. The larger company’s demonstrated ability to translate AI adoption into measurable growth and its position within broader enterprise software trends contribute to this assessment, though outcomes remain subject to evolving market conditions and execution.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRM is a Hold and DOCU is a Hold.
| CRM | DOCU | CRM / DOCU | |
| Capitalization | 204B | 12.3B | 1,659% |
| EBITDA | 16.4B | 565M | 2,903% |
| Gain YTD | -6.013 | -4.020 | 150% |
| P/E Ratio | 22.68 | 40.03 | 57% |
| Revenue | 43.9B | 3.36B | 1,306% |
| Total Cash | 11.4B | 778M | 1,465% |
| Total Debt | 41.7B | 183M | 22,787% |
CRM | DOCU | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 88 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 71 Overvalued | |
PROFIT vs RISK RATING 1..100 | 99 | 100 | |
SMR RATING 1..100 | 48 | 50 | |
PRICE GROWTH RATING 1..100 | 7 | 38 | |
P/E GROWTH RATING 1..100 | 84 | 82 | |
SEASONALITY SCORE 1..100 | n/a | 38 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CRM's Valuation (17) in the Packaged Software industry is somewhat better than the same rating for DOCU (71). This means that CRM’s stock grew somewhat faster than DOCU’s over the last 12 months.
CRM's Profit vs Risk Rating (99) in the Packaged Software industry is in the same range as DOCU (100). This means that CRM’s stock grew similarly to DOCU’s over the last 12 months.
CRM's SMR Rating (48) in the Packaged Software industry is in the same range as DOCU (50). This means that CRM’s stock grew similarly to DOCU’s over the last 12 months.
CRM's Price Growth Rating (7) in the Packaged Software industry is in the same range as DOCU (38). This means that CRM’s stock grew similarly to DOCU’s over the last 12 months.
DOCU's P/E Growth Rating (82) in the Packaged Software industry is in the same range as CRM (84). This means that DOCU’s stock grew similarly to CRM’s over the last 12 months.
| CRM | DOCU | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 45% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 81% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 64% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 68% |
| Advances ODDS (%) | 12 days ago 69% | 9 days ago 70% |
| Declines ODDS (%) | 3 days ago 67% | 4 days ago 78% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 72% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 73% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRM’s FA Score shows that 2 FA rating(s) are green while DOCU’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 2 green, 3 red.
- DOCU’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRM’s TA Score shows that 2 TA indicator(s) are bullish while DOCU’s TA Score has 4 bullish TA indicator(s).
- CRM’s TA Score: 2 bullish, 6 bearish.
- DOCU’s TA Score: 4 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а -4.44% price change this week, while DOCU (@Packaged Software) price change was -4.03% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.16%. For the same industry, the average monthly price growth was -6.20%, and the average quarterly price growth was +3.48%.
Reported Earning Dates
CRM is expected to report earnings on Dec 08, 2026.
DOCU is expected to report earnings on Dec 03, 2026.
Industries' Descriptions
@Packaged Software (-4.16% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
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CRM and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRM has been closely correlated with NOW. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRM jumps, then NOW could also see price increases.
| Ticker / NAME | Correlation To CRM | 1D Price Change % | ||
|---|---|---|---|---|
| CRM | 100% | +1.94% | ||
| NOW - CRM | 78% Closely correlated | +1.04% | ||
| HUBS - CRM | 76% Closely correlated | +0.80% | ||
| ADBE - CRM | 75% Closely correlated | +1.37% | ||
| WDAY - CRM | 75% Closely correlated | +0.33% | ||
| TEAM - CRM | 72% Closely correlated | +0.07% | ||
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