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CRM vs GWRE
Which Stock Would AI Choose? Salesforce (CRM) vs. Guidewire Software (GWRE) Stock Comparison
Key Takeaways
- CRM has shown stronger recent momentum driven by rapid growth in its AI offerings, including Agentforce annual recurring revenue (ARR) exceeding $1.5 billion with triple-digit year-over-year gains.
- GWRE delivered solid fiscal 2026 results with ARR reaching $1.242 billion (up 19% year over year) and total revenue of $1.475 billion (up 23%), though its stock has faced greater year-to-date pressure.
- CRM operates at a much larger scale with a market capitalization near $196 billion, compared to GWRE’s approximately $11.8 billion.
- Both companies have advanced AI initiatives, with CRM focusing on broad customer relationship management (CRM) workflows and GWRE targeting insurance-specific agentic tools.
- Recent market activity highlights contrasts in sector exposure, with CRM facing temporary service disruption concerns and GWRE navigating post-earnings volatility.
- Relative performance over recent weeks reflects differing sensitivities to AI adoption rates and macroeconomic factors affecting technology spending.
Introduction
This comparison examines CRM (Salesforce, Inc.) and GWRE (Guidewire Software, Inc.), two technology companies with distinct yet overlapping exposures to software platforms and artificial intelligence. Salesforce provides customer relationship management solutions across industries, while Guidewire specializes in property and casualty insurance platforms. Traders and investors focused on relative performance, sector positioning within software, and AI-driven growth may find the analysis relevant for assessing how these stocks have responded to recent market conditions and company-specific developments.
CRM Overview and Recent Performance
Salesforce, Inc. delivers cloud-based customer relationship management (CRM) software and related services. In recent market activity, the stock experienced notable volatility following strong quarterly results that included beats on earnings and revenue, alongside raised full-year guidance. AI-related momentum, particularly around Agentforce, contributed to positive sentiment, though temporary service disruptions during the company’s Dreamforce event introduced short-term concerns about reliability. Broader market reactions to AI monetization progress and overall technology sector flows have influenced price behavior in recent weeks.
GWRE Overview and Recent Performance
Guidewire Software, Inc. provides software platforms primarily for the property and casualty insurance industry. The company reported strong fiscal 2026 results in early September, with ARR growth of 19% and total revenue expansion of 23%, supported by subscription momentum and new AI-enabled features such as the Qusar release. Despite these operational highlights, the stock has encountered downward pressure amid broader market rotations and sector-specific considerations in recent weeks, resulting in more pronounced short-term declines compared with some peers.
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Head-to-Head Comparison
CRM and GWRE differ markedly in scale, with Salesforce commanding a substantially larger market capitalization and broader industry reach. Business models contrast as well: CRM emphasizes enterprise-wide customer engagement tools, while GWRE concentrates on insurance-specific core systems. Growth drivers include AI integration for both, though CRM’s Agentforce has achieved faster reported ARR expansion in recent periods. Recent momentum has favored CRM on AI news flow, whereas GWRE has shown resilience in subscription metrics but greater share-price sensitivity post-earnings. Risk factors encompass execution on AI monetization for CRM and insurance cycle exposure for GWRE. Market sentiment reflects these trade-offs, with sector positioning influencing relative performance amid shifting technology spending patterns.
Tickeron AI Verdict
Based on observable factors such as trend consistency in AI revenue growth, relative stability of recent operational metrics, and positioning within broader technology demand, Tickeron’s AI models currently assign a higher probabilistic preference to CRM over GWRE. This assessment incorporates CRM’s larger scale and faster AI ARR trajectory alongside GWRE’s more concentrated sector exposure and recent price volatility, though outcomes remain subject to evolving market conditions.
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 LimitationsTo 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 Buy and GWRE is a Hold.
CRM | GWRE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 86 | 63 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 87 | |
SMR RATING 1..100 | 48 | 68 | |
PRICE GROWTH RATING 1..100 | 37 | 60 | |
P/E GROWTH RATING 1..100 | 85 | 98 | |
SEASONALITY SCORE 1..100 | 75 | 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 (16) in the Packaged Software industry is somewhat better than the same rating for GWRE (81) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than GWRE’s over the last 12 months.
GWRE's Profit vs Risk Rating (87) in the Information Technology Services industry is in the same range as CRM (100) 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 (48) in the Packaged Software industry is in the same range as GWRE (68) 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 (37) in the Packaged Software industry is in the same range as GWRE (60) in the Information Technology Services industry. This means that CRM’s stock grew similarly to GWRE’s over the last 12 months.
CRM's P/E Growth Rating (85) in the Packaged Software industry is in the same range as GWRE (98) 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 (%) | 2 days ago 60% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 62% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 74% |
| MACD ODDS (%) | 2 days ago 43% | 2 days ago 57% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 72% |
| Advances ODDS (%) | 3 days ago 69% | 4 days ago 70% |
| Declines ODDS (%) | 5 days ago 67% | 2 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 69% | 2 days ago 83% |
| Aroon ODDS (%) | 2 days ago 73% | 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 1 FA rating(s) are green while GWRE’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while GWRE’s TA Score has 6 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 5 bearish.
- GWRE’s TA Score: 6 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а -1.64% 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 -0.18%. For the same industry, the average monthly price growth was -6.40%, and the average quarterly price growth was +10.15%.
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 (-0.18% 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% | -1.76% | ||
| NOW - CRM | 79% Closely correlated | -1.57% | ||
| HUBS - CRM | 76% Closely correlated | -3.53% | ||
| ADBE - CRM | 75% Closely correlated | -1.45% | ||
| WDAY - CRM | 75% Closely correlated | -0.81% | ||
| FRSH - CRM | 71% Closely correlated | -2.11% | ||
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GWRE and
Correlation & Price change
A.I.dvisor indicates that over the last year, GWRE has been closely correlated with NOW. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if GWRE jumps, then NOW could also see price increases.
| Ticker / NAME | Correlation To GWRE | 1D Price Change % | ||
|---|---|---|---|---|
| GWRE | 100% | -3.60% | ||
| NOW - GWRE | 71% Closely correlated | -1.57% | ||
| ADSK - GWRE | 69% Closely correlated | -0.92% | ||
| ASAN - GWRE | 69% Closely correlated | -1.53% | ||
| ADBE - GWRE | 68% Closely correlated | -1.45% | ||
| CRM - GWRE | 67% Closely correlated | -1.76% | ||
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