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CRM vs GWRE
Which Stock Would AI Choose? Salesforce (CRM) vs. Guidewire Software (GWRE) Stock Comparison
Key Takeaways
- CRM reported fiscal second-quarter revenue of $11.35 billion, up 11% year over year, with strong growth in its AI platforms driving an approximate 23% single-day stock surge in late August 2026.
- GWRE demonstrated solid recurring-revenue momentum in its most recent reported quarter, with annual recurring revenue rising 19% year over year, while analysts raised price targets ahead of its fiscal fourth-quarter results expected in early September 2026.
- CRM benefits from broad enterprise software exposure and accelerating artificial intelligence adoption, contrasting with GWRE’s specialized focus on property and casualty insurance platforms.
- Market capitalization for CRM stands significantly higher at approximately $210 billion compared to roughly $17 billion for GWRE, reflecting differences in scale and investor positioning.
- Both companies have highlighted cloud migration and AI integration as key growth drivers in recent market activity, though CRM showed more immediate positive price reaction to earnings.
- Relative performance in recent weeks has favored CRM following its earnings beat and raised guidance, while GWRE has seen steady analyst support amid ongoing sector rotation.
Introduction
This comparison examines CRM and GWRE to provide traders and investors with a clear view of their relative positioning in the current market environment. Both companies operate in the software sector but serve distinct customer bases, with CRM focused on customer relationship management and enterprise applications and GWRE specialized in insurance industry platforms. The analysis draws on recent financial results, stock price behavior, and analyst commentary from reputable sources to highlight contrasts in business models, growth drivers, and market sentiment. Professional and retail investors evaluating technology stocks with exposure to cloud computing and artificial intelligence may find this side-by-side assessment useful for understanding trade-offs between scale and specialization.
CRM Overview and Recent Performance
CRM, Salesforce, Inc., provides cloud-based customer relationship management and enterprise software solutions. In recent weeks, the company reported fiscal second-quarter 2027 results that included revenue of $11.35 billion, representing an 11% increase year over year. Key highlights included substantial growth in artificial intelligence products, with combined annual recurring revenue from Agentforce and Data 360 reaching nearly $3.9 billion, up more than 210% from the prior year. Current remaining performance obligations rose 14% to $33.5 billion. The earnings release prompted a sharp stock advance of approximately 23% on the following trading day, marking one of the largest single-day gains in the company’s history. Management raised full-year revenue guidance to a range implying 11% to 12% growth, supported by demand signals and AI momentum.
GWRE Overview and Recent Performance
GWRE, Guidewire Software, Inc., develops software platforms primarily for property and casualty insurance carriers, emphasizing cloud and core systems solutions. In its most recent reported quarter, the company achieved 19% year-over-year growth in annual recurring revenue to approximately $1.147 billion, alongside total revenue increases that prompted an upward revision to fiscal 2026 guidance. Recent market activity has included analyst price target increases, such as Guggenheim raising its target to $210 while maintaining a Buy rating. The stock has traded in a range influenced by broader software sector dynamics, with attention focused on cloud migration progress and upcoming fiscal fourth-quarter results scheduled for early September 2026. Institutional interest has included new positions by certain asset managers during the period.
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Head-to-Head Comparison
CRM operates a broad enterprise software platform with diversified revenue streams across sales, service, and marketing applications, while GWRE maintains a narrower vertical focus on insurance core systems. Growth drivers for CRM center on widespread artificial intelligence adoption and large-scale customer bases, whereas GWRE emphasizes cloud transitions and specialized tools tailored to regulatory and operational needs of insurers. Recent momentum has shown CRM experiencing a pronounced positive reaction to earnings, contrasted with GWRE’s more measured response amid steady analyst upgrades. Risk factors include CRM’s larger exposure to macroeconomic shifts affecting enterprise spending and GWRE’s dependence on insurance industry cycles. Sector exposure differs markedly, with CRM spanning multiple verticals and GWRE concentrated in financial services software. Market sentiment has favored CRM following its recent results, while both names carry exposure to artificial intelligence themes.
Tickeron AI Verdict
Based on observable factors such as recent trend consistency following earnings, stability in contracted revenue metrics, and the presence of clear near-term catalysts, Tickeron’s AI models currently assign a higher probabilistic weighting to CRM relative to GWRE. The stronger immediate price response and raised guidance for CRM contribute to this positioning, though outcomes remain subject to broader market conditions and sector rotation.
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 StrongBuy and GWRE is a Hold.
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 2 FA rating(s) are green whileGWRE’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 2 green, 3 red.
- GWRE’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 GWRE’s TA Score has 3 bullish TA indicator(s).
- CRM’s TA Score: 2 bullish, 4 bearish.
- GWRE’s TA Score: 3 bullish, 4 bearish.
Price Growth
CRM (@Packaged Software) experienced а +1.26% price change this week, while GWRE (@Packaged Software) price change was +0.88% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.96%. For the same industry, the average monthly price growth was -2.40%, and the average quarterly price growth was +3.47%.
Reported Earning Dates
CRM is expected to report earnings on Dec 08, 2026.
GWRE is expected to report earnings on Dec 03, 2026.
Industries' Descriptions
@Packaged Software (-3.96% 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.
| CRM | GWRE | CRM / GWRE | |
| Capitalization | 213B | 16.9B | 1,260% |
| EBITDA | 13.7B | 200M | 6,850% |
| Gain YTD | -1.646 | 0.920 | -179% |
| P/E Ratio | 23.74 | 109.06 | 22% |
| Revenue | 42.8B | 1.42B | 3,012% |
| Total Cash | 11.8B | 750M | 1,573% |
| Total Debt | 41.9B | 704M | 5,952% |
CRM | GWRE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 35 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 94 | 66 | |
SMR RATING 1..100 | 52 | 65 | |
PRICE GROWTH RATING 1..100 | 5 | 41 | |
P/E GROWTH RATING 1..100 | 83 | 99 | |
SEASONALITY SCORE 1..100 | n/a | 10 |
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 significantly better than the same rating for GWRE (83) in the Information Technology Services industry. This means that CRM’s stock grew significantly faster than GWRE’s over the last 12 months.
GWRE's Profit vs Risk Rating (66) in the Information Technology Services industry is in the same range as CRM (94) in the Packaged Software industry. This means that GWRE’s stock grew similarly to CRM’s over the last 12 months.
CRM's SMR Rating (52) in the Packaged Software industry is in the same range as GWRE (65) in the Information Technology Services industry. This means that CRM’s stock grew similarly to GWRE’s over the last 12 months.
CRM's Price Growth Rating (5) in the Packaged Software industry is somewhat better than the same rating for GWRE (41) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than GWRE’s over the last 12 months.
CRM's P/E Growth Rating (83) in the Packaged Software industry is in the same range as GWRE (99) in the Information Technology Services industry. This means that CRM’s stock grew similarly to GWRE’s over the last 12 months.
| CRM | GWRE | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 50% | 2 days ago 52% |
| Stochastic ODDS (%) | 1 day ago 75% | 2 days ago 63% |
| Momentum ODDS (%) | N/A | N/A |
| MACD ODDS (%) | N/A | N/A |
| TrendWeek ODDS (%) | 1 day ago 67% | 2 days ago 72% |
| TrendMonth ODDS (%) | 1 day ago 62% | 2 days ago 71% |
| Advances ODDS (%) | 4 days ago 69% | 8 days ago 69% |
| Declines ODDS (%) | 10 days ago 66% | 3 days ago 66% |
| BollingerBands ODDS (%) | 1 day ago 70% | 2 days ago 76% |
| Aroon ODDS (%) | 1 day ago 68% | 2 days ago 69% |
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