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CRM vs DOCU
Which Stock Would AI Choose? Salesforce (CRM) vs. DocuSign (DOCU) Stock Comparison
Key Takeaways
- CRM (Salesforce) demonstrates stronger recent momentum with approximately 58% gains over three months amid AI product expansion, while DOCU (DocuSign) posted more modest monthly advances around 13% driven by Intelligent Agreement Management (IAM) adoption.
- CRM maintains significantly larger scale with a market capitalization near $196 billion compared to DOCU's approximately $13 billion, reflecting differences in business breadth and enterprise reach.
- Both companies reported earnings beats in their latest quarters, with CRM raising full-year guidance and highlighting Agentforce annual recurring revenue (ARR) surpassing $1.5 billion, and DOCU lifting its revenue outlook on IAM growth to 15.1% of total ARR.
- Sector exposure differs notably: CRM operates in broad customer relationship management (CRM) software with diversified AI initiatives, whereas DOCU focuses on agreement and contract lifecycle management with targeted AI enhancements.
- Valuation and performance contrasts show CRM trading at a forward price-to-earnings ratio around 16-22 amid volatility, while DOCU exhibits a higher trailing multiple near 39-42 with steadier but lower-growth trajectory in recent periods.
- Market sentiment for both has been influenced by AI developments, though CRM faces occasional service reliability notes during events like Dreamforce, balanced by long-term revenue targets exceeding $63 billion by fiscal 2030.
Introduction
Investors and traders evaluating technology sector opportunities often compare CRM (Salesforce) and DOCU (DocuSign) due to their shared emphasis on enterprise software and emerging artificial intelligence applications. These stocks appeal to those seeking exposure to cloud-based productivity and automation tools amid evolving digital transformation trends. The comparison highlights differences in scale, growth drivers, and recent relative performance, providing context for portfolio positioning decisions. Market participants monitoring software industry dynamics may find this analysis relevant when assessing competitive positioning and sector-specific catalysts in the current environment.
CRM Overview and Recent Performance
CRM (Salesforce) provides customer relationship management (CRM) software and related cloud services to enterprises worldwide. In recent market activity, the stock has shown notable strength over the past three months with gains near 58%, though it experienced some pullbacks in shorter periods amid broader market movements. Performance has been supported by robust artificial intelligence initiatives, including Agentforce ARR exceeding $1.5 billion with over 240% year-over-year growth and the introduction of the Koa reasoning model in partnership with NVIDIA. The company raised fiscal 2027 revenue guidance following a strong second-quarter earnings beat, with analysts noting continued focus on AI-driven workflows. Recent weeks included the Dreamforce conference, where service disruptions drew attention but did not overshadow longer-term targets such as revenue exceeding $63 billion by fiscal 2030.
DOCU Overview and Recent Performance
DOCU (DocuSign) specializes in electronic signature and agreement management solutions for businesses. Recent market activity has featured gains of approximately 13% over the past month, supported by expansion in its Intelligent Agreement Management (IAM) platform, which reached 15.1% of total annual recurring revenue (ARR). The company delivered a second-quarter earnings beat with revenue up 9.4% year over year and subsequently raised its full-year fiscal 2027 outlook, projecting revenue growth around 9%. Customer metrics improved, including higher net retention and growth in large accounts. In recent weeks, recognition as a leader in industry assessments and AI integration advancements contributed to sentiment, though the stock remains below its 52-week high amid a broader 1-year decline near 19%.
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Head-to-Head Comparison
CRM and DOCU both operate in the application software space but differ substantially in business model and scope. CRM offers a broad suite of customer relationship management (CRM) and collaboration tools with diversified revenue streams, whereas DOCU concentrates on agreement lifecycle and electronic signature workflows. Growth drivers reflect this contrast: CRM benefits from expansive AI adoption across enterprise functions and scale advantages, while DOCU emphasizes IAM penetration and operational leverage in a more specialized niche. Recent momentum has favored CRM in percentage terms over multi-month periods, though both have faced year-to-date pressures. Risk factors include execution on AI initiatives for CRM and adoption pace for DOCU, with sector exposure centered on technology amid varying macroeconomic sensitivities. Market sentiment remains tied to earnings delivery and product innovation for each.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent multi-month performance, stability of AI-related revenue growth, and relative positioning within their sectors, Tickeron’s AI models would currently assign a probabilistic edge to CRM (Salesforce). The company’s larger scale, demonstrated ARR expansion in AI offerings, and raised guidance provide measurable support for sustained momentum compared to DOCU’s more contained recovery trajectory. This assessment reflects data-driven pattern recognition rather than certainty and should be considered alongside individual risk tolerance and portfolio context.
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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 StrongBuy and DOCU is a Hold.
CRM | DOCU | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 83 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 48 | 50 | |
PRICE GROWTH RATING 1..100 | 41 | 37 | |
P/E GROWTH RATING 1..100 | 86 | 82 | |
SEASONALITY SCORE 1..100 | 90 | n/a |
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 (16) in the Packaged Software industry is somewhat better than the same rating for DOCU (72). This means that CRM’s stock grew somewhat faster than DOCU’s over the last 12 months.
CRM's Profit vs Risk Rating (100) 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.
DOCU's Price Growth Rating (37) in the Packaged Software industry is in the same range as CRM (41). This means that DOCU’s stock grew similarly to CRM’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 (86). This means that DOCU’s stock grew similarly to CRM’s over the last 12 months.
| CRM | DOCU | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 53% | 2 days ago 52% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 76% | 2 days ago 85% |
| MACD ODDS (%) | 2 days ago 67% | 2 days ago 70% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 70% |
| Advances ODDS (%) | 3 days ago 69% | 3 days ago 71% |
| Declines ODDS (%) | 5 days ago 67% | 6 days ago 76% |
| BollingerBands ODDS (%) | 5 days ago 66% | 2 days ago 79% |
| Aroon ODDS (%) | 2 days ago 79% | 2 days ago 72% |
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 1 FA rating(s) are green while DOCU’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while DOCU’s TA Score has 3 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 5 bearish.
- DOCU’s TA Score: 3 bullish, 6 bearish.
Price Growth
CRM (@Packaged Software) experienced а +0.29% price change this week, while DOCU (@Packaged Software) price change was +2.24% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.03%. For the same industry, the average monthly price growth was -5.69%, and the average quarterly price growth was +5.01%.
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 (-1.03% 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 79% 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% | -0.84% | ||
| NOW - CRM | 79% Closely correlated | -2.45% | ||
| HUBS - CRM | 76% Closely correlated | -1.34% | ||
| ADBE - CRM | 75% Closely correlated | -1.49% | ||
| WDAY - CRM | 75% Closely correlated | -0.33% | ||
| FRSH - CRM | 71% Closely correlated | -2.81% | ||
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DOCU and
Correlation & Price change
A.I.dvisor indicates that over the last year, DOCU has been closely correlated with FRSH. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if DOCU jumps, then FRSH could also see price increases.
| Ticker / NAME | Correlation To DOCU | 1D Price Change % | ||
|---|---|---|---|---|
| DOCU | 100% | -1.05% | ||
| FRSH - DOCU | 72% Closely correlated | -2.81% | ||
| HUBS - DOCU | 70% Closely correlated | -1.34% | ||
| ASAN - DOCU | 70% Closely correlated | -3.47% | ||
| WDAY - DOCU | 70% Closely correlated | -0.33% | ||
| CRM - DOCU | 68% Closely correlated | -0.84% | ||
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