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CRM vs FTNT
Which Stock Would AI Choose? Salesforce (CRM) vs. Fortinet (FTNT) Stock Comparison
Key Takeaways
- CRM shares have declined approximately 27-30% year-to-date (YTD), trading around $184 with a market cap of $150 billion, reflecting broader tech sector pressures.
- FTNT has gained about 8.7% YTD, with shares near $86 and a $63 billion market cap, buoyed by cybersecurity demand.
- Recent 30-day performance shows FTNT up roughly 3%, outperforming CRM's 12% drop, amid earnings anticipation and threat reports.
- CRM trades at a lower price-to-earnings (P/E) ratio of 23.6 versus FTNT's 35.7, suggesting relative value in enterprise software.
- Cybersecurity tailwinds favor FTNT, while CRM emphasizes AI-driven CRM innovations in recent market activity.
- Lower beta of 0.92 for FTNT indicates less volatility than CRM's 1.14.
Introduction
This stock comparison pits CRM, a leader in cloud-based customer relationship management (CRM) software, against FTNT, a prominent cybersecurity firm specializing in firewalls and secure networking. Both operate in the high-growth technology sector, appealing to growth-oriented investors and day traders navigating software and security trends. With recent market rotations favoring cybersecurity amid rising threats and AI integrations boosting enterprise tools, this analysis highlights relative performance, valuation, and momentum to inform portfolio decisions in the current environment.
CRM Overview and Recent Performance
Salesforce (CRM) dominates the CRM software market through its cloud platform, enabling sales, service, and marketing automation for enterprises. In recent weeks, shares have faced headwinds, declining around 27.5% YTD and 12% over the past 30 days to near $184, within a 52-week range of $164-$296. This pullback stems from broader tech sector sentiment, despite strong quarterly revenue of $11.2 billion and focus on Agentforce AI agents. Analyst views suggest undervaluation, supported by peers' positive earnings and innovations like Zero Copy data integration. Trading volume remains robust at over 12 million shares recently, with a P/E ratio of 23.6 reflecting growth expectations amid market volatility.
FTNT Overview and Recent Performance
Fortinet (FTNT) provides integrated cybersecurity solutions, including next-generation firewalls and secure access service edge (SASE) platforms. Recent market activity shows resilience, with shares up 8.7% YTD and about 3% in the last 30 days to around $86, in a 52-week range of $70-$109. Momentum builds ahead of Q1 earnings, forecasting EPS of $0.61 (up 5%) and revenue of $1.73 billion (up 12%), fueled by FortiOS 8.0 updates and reports on AI-enabled cybercrime surges (389% rise in ransomware). Volume hit 4 million shares lately, with a P/E of 35.7 and high return on equity (135%) underscoring profitability in a threat-heavy landscape.
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Head-to-Head Comparison
CRM's subscription-based SaaS model drives recurring revenue from enterprise CRM needs, contrasting FTNT's hybrid hardware-software approach in cybersecurity. Growth drivers differ: CRM leverages AI agents for productivity, while FTNT benefits from escalating threats and SD-WAN demand. Recent momentum favors FTNT with positive YTD returns versus CRM's declines. Risk profiles show FTNT's lower beta for stability, though higher P/E signals premium pricing. Sector exposure highlights cybersecurity's defensive appeal over CRM's cyclicality, with sentiment tilting toward FTNT on earnings catalysts amid tech rotations.
Tickeron AI Verdict
Tickeron's AI currently leans toward FTNT for its superior recent momentum, positive YTD positioning, lower volatility, and cybersecurity catalysts like threat surges and product launches. While CRM offers value at a discounted P/E and AI upside, FTNT's trend consistency positions it better in the near-term market environment.
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. Disclaimers and Limitations
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 FTNT is a Buy.
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 undervalued. 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 whileFTNT’s FA Score has 3 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- FTNT’s FA Score: 3 green, 2 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 FTNT’s TA Score has 7 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 5 bearish.
- FTNT’s TA Score: 7 bullish, 3 bearish.
Price Growth
CRM (@Packaged Software) experienced а -8.39% price change this week, while FTNT (@Computer Communications) price change was +26.63% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.53%. For the same industry, the average monthly price growth was +14.82%, and the average quarterly price growth was +94.06%.
The average weekly price growth across all stocks in the @Computer Communications industry was +0.33%. For the same industry, the average monthly price growth was +15.37%, and the average quarterly price growth was +16.76%.
Reported Earning Dates
CRM is expected to report earnings on May 27, 2026.
FTNT is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Packaged Software (+0.53% 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.
@Computer Communications (+0.33% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CRM | FTNT | CRM / FTNT | |
| Capitalization | 145B | 84.6B | 171% |
| EBITDA | 12.5B | 2.6B | 482% |
| Gain YTD | -32.832 | 45.372 | -72% |
| P/E Ratio | 22.76 | 44.74 | 51% |
| Revenue | 41.5B | 7.11B | 584% |
| Total Cash | 9.57B | 3.3B | 290% |
| Total Debt | 17.2B | 497M | 3,461% |
CRM | FTNT | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 16 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 23 Undervalued | 90 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 27 | |
SMR RATING 1..100 | 62 | 12 | |
PRICE GROWTH RATING 1..100 | 62 | 12 | |
P/E GROWTH RATING 1..100 | 93 | 42 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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 (23) in the Packaged Software industry is significantly better than the same rating for FTNT (90) in the Computer Communications industry. This means that CRM’s stock grew significantly faster than FTNT’s over the last 12 months.
FTNT's Profit vs Risk Rating (27) in the Computer Communications industry is significantly better than the same rating for CRM (100) in the Packaged Software industry. This means that FTNT’s stock grew significantly faster than CRM’s over the last 12 months.
FTNT's SMR Rating (12) in the Computer Communications industry is somewhat better than the same rating for CRM (62) in the Packaged Software industry. This means that FTNT’s stock grew somewhat faster than CRM’s over the last 12 months.
FTNT's Price Growth Rating (12) in the Computer Communications industry is somewhat better than the same rating for CRM (62) in the Packaged Software industry. This means that FTNT’s stock grew somewhat faster than CRM’s over the last 12 months.
FTNT's P/E Growth Rating (42) in the Computer Communications industry is somewhat better than the same rating for CRM (93) in the Packaged Software industry. This means that FTNT’s stock grew somewhat faster than CRM’s over the last 12 months.
| CRM | FTNT | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 55% | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 64% | 2 days ago 76% |
| MACD ODDS (%) | 2 days ago 70% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 63% | 2 days ago 69% |
| Advances ODDS (%) | 8 days ago 69% | 2 days ago 69% |
| Declines ODDS (%) | 2 days ago 63% | N/A |
| BollingerBands ODDS (%) | 2 days ago 57% | 2 days ago 77% |
| Aroon ODDS (%) | 2 days ago 83% | 2 days ago 69% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VUSE | 70.44 | 0.22 | +0.32% |
| Vident U.S. Equity Strategy ETF | |||
| DFIC | 38.07 | 0.06 | +0.16% |
| Dimensional International Core Eq 2 ETF | |||
| ADVE | 47.26 | N/A | +0.01% |
| Matthews Asia Dividend Active ETF | |||
| CAM | 25.04 | -0.01 | -0.04% |
| AB California Intermediate Municipal ETF | |||
| WEA | 10.59 | -0.05 | -0.42% |
| Western Asset Premier | |||
CRM and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRM has been closely correlated with HUBS. 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 HUBS could also see price increases.
| Ticker / NAME | Correlation To CRM | 1D Price Change % | ||
|---|---|---|---|---|
| CRM | 100% | -2.38% | ||
| HUBS - CRM | 78% Closely correlated | -3.04% | ||
| WDAY - CRM | 70% Closely correlated | -5.01% | ||
| ADBE - CRM | 70% Closely correlated | -2.72% | ||
| DT - CRM | 68% Closely correlated | -1.15% | ||
| FRSH - CRM | 67% Closely correlated | -2.49% | ||
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FTNT and
Correlation & Price change
A.I.dvisor indicates that over the last year, FTNT has been loosely correlated with SHOP. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if FTNT jumps, then SHOP could also see price increases.
| Ticker / NAME | Correlation To FTNT | 1D Price Change % | ||
|---|---|---|---|---|
| FTNT | 100% | +1.20% | ||
| SHOP - FTNT | 65% Loosely correlated | -7.13% | ||
| DT - FTNT | 64% Loosely correlated | -1.15% | ||
| PANW - FTNT | 58% Loosely correlated | +2.78% | ||
| CRWD - FTNT | 58% Loosely correlated | +2.75% | ||
| CRM - FTNT | 55% Loosely correlated | -2.38% | ||
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