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CRM vs HUBS
Which Stock Would AI Choose? Salesforce (CRM) vs. HubSpot (HUBS) Stock Comparison
Key Takeaways
- Salesforce maintains a larger market capitalization and broader enterprise exposure compared to HubSpot's focus on small and mid-sized businesses.
- Both companies emphasize artificial intelligence integration, with Salesforce highlighting Agentforce platform growth and HubSpot noting rising Data Agent activations.
- Recent market activity shows Salesforce benefiting from analyst upgrades and substantial share repurchases, while HubSpot experienced post-earnings volatility following guidance adjustments.
- Salesforce reported record remaining performance obligation (RPO) figures supporting future revenue visibility, whereas HubSpot delivered revenue growth above 19% year-over-year in its latest quarter.
- Valuation metrics reflect differing scales, with Salesforce trading at a higher absolute level amid ongoing AI-related sentiment shifts across the software sector.
- Relative performance in recent weeks indicates contrasting momentum patterns influenced by earnings cycles and macroeconomic factors affecting technology stocks.
Introduction
This comparison examines CRM and HUBS to highlight differences in business scale, growth trajectories, and market positioning within the customer relationship management and marketing software sectors. Investors and traders seeking to evaluate established enterprise platforms against agile growth-oriented solutions may find the analysis relevant when assessing sector exposure and relative performance amid evolving artificial intelligence adoption trends. The review draws on verifiable developments to illustrate contrasts in operational focus and recent trading dynamics.
CRM Overview and Recent Performance
Salesforce, Inc. provides cloud-based customer relationship management (CRM) software and related enterprise applications. In recent market activity, the stock has shown resilience supported by analyst commentary and corporate actions, including a significant quarterly share repurchase program totaling $27 billion. Developments such as the Agentforce autonomous AI agent platform reaching over $1 billion in annual recurring revenue (ARR) and the acquisition of Fin for $3.6 billion have influenced sentiment. The company maintains a market capitalization near $171 billion, with upcoming fiscal second-quarter results scheduled for late August providing additional context for performance evaluation.
HUBS Overview and Recent Performance
HubSpot, Inc. delivers a cloud-based platform for marketing, sales, and customer service primarily targeting small and mid-sized businesses. Recent performance reflects a mixed reaction to second-quarter results that exceeded revenue expectations at approximately $912 million, representing nearly 20% year-over-year growth, alongside announcements of a $1 billion share repurchase authorization. However, adjustments to full-year guidance contributed to notable share price volatility in early August. The company reports ongoing AI feature adoption, including increased Data Agent usage, within a market capitalization of roughly $12 billion.
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Head-to-Head Comparison
Salesforce operates at a significantly larger scale with deeper enterprise penetration and recurring revenue streams tied to complex implementations, contrasting HubSpot’s emphasis on accessible tools for smaller organizations and faster deployment cycles. Growth drivers for Salesforce include platform consolidation around AI agents and substantial buyback activity, while HubSpot centers on subscription expansion and AI-powered feature uptake amid lengthening sales cycles. Recent momentum favors Salesforce through analyst support and capital returns, whereas HubSpot has navigated post-earnings recalibrations. Risk factors differ by exposure: Salesforce contends with broader competition in the AI software space and cybersecurity considerations, and HubSpot faces sensitivity to growth forecast revisions and valuation resets. Sector exposure remains concentrated in software-as-a-service (SaaS), with both names reflecting technology market sentiment shifts.
Tickeron AI Verdict
Based on observable factors including trend consistency in enterprise AI adoption, stability from share repurchase programs, and relative positioning ahead of earnings, Tickeron’s AI would currently assign a probabilistic edge to CRM over HUBS. This assessment draws from stronger visibility in remaining performance obligations and recent capital allocation signals, though outcomes remain subject to broader market conditions and execution variables.
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 StrongBuy and HUBS is a StrongBuy.
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 whileHUBS’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 2 green, 3 red.
- HUBS’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 3 TA indicator(s) are bullish while HUBS’s TA Score has 5 bullish TA indicator(s).
- CRM’s TA Score: 3 bullish, 4 bearish.
- HUBS’s TA Score: 5 bullish, 3 bearish.
Price Growth
CRM (@Packaged Software) experienced а +24.95% price change this week, while HUBS (@Packaged Software) price change was +3.56% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.18%. For the same industry, the average monthly price growth was -0.75%, and the average quarterly price growth was +4.87%.
Reported Earning Dates
CRM is expected to report earnings on Dec 08, 2026.
HUBS is expected to report earnings on Nov 11, 2026.
Industries' Descriptions
@Packaged Software (-3.18% 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.
| CRM | HUBS | CRM / HUBS | |
| Capitalization | 211B | 12.2B | 1,730% |
| EBITDA | 13.7B | 267M | 5,131% |
| Gain YTD | -2.519 | -38.821 | 6% |
| P/E Ratio | 23.53 | 87.37 | 27% |
| Revenue | 42.8B | 3.3B | 1,298% |
| Total Cash | 11.8B | 1.69B | 698% |
| Total Debt | 41.9B | 247M | 16,964% |
CRM | HUBS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 36 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 95 | 100 | |
SMR RATING 1..100 | 52 | 83 | |
PRICE GROWTH RATING 1..100 | 4 | 59 | |
P/E GROWTH RATING 1..100 | 88 | 97 | |
SEASONALITY SCORE 1..100 | 75 | 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 (17) in the Packaged Software industry is somewhat better than the same rating for HUBS (78) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than HUBS’s over the last 12 months.
CRM's Profit vs Risk Rating (95) in the Packaged Software industry is in the same range as HUBS (100) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
CRM's SMR Rating (52) in the Packaged Software industry is in the same range as HUBS (83) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
CRM's Price Growth Rating (4) in the Packaged Software industry is somewhat better than the same rating for HUBS (59) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than HUBS’s over the last 12 months.
CRM's P/E Growth Rating (88) in the Packaged Software industry is in the same range as HUBS (97) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
| CRM | HUBS | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 47% | N/A |
| Stochastic ODDS (%) | 2 days ago 77% | 2 days ago 76% |
| Momentum ODDS (%) | N/A | 2 days ago 80% |
| MACD ODDS (%) | N/A | 2 days ago 77% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 74% |
| Advances ODDS (%) | 3 days ago 69% | 4 days ago 74% |
| Declines ODDS (%) | 9 days ago 66% | 2 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 62% | 7 days ago 77% |
| Aroon ODDS (%) | 2 days ago 67% | 2 days ago 78% |
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