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CRM vs HUBS
Which Stock Would AI Choose? Salesforce (CRM) vs. HubSpot (HUBS) Stock Comparison
Key Takeaways
- Salesforce (CRM) delivered a significant earnings beat in its fiscal second quarter, with revenue growth of 11% and a substantial contribution from its Anthropic investment, driving a sharp stock rally in recent market activity.
- HubSpot (HUBS) reported stronger top-line growth of approximately 20% in its second quarter but lowered full-year revenue guidance amid softer demand signals, leading to initial stock weakness followed by partial recovery.
- Both companies operate in the customer relationship management (CRM) software sector, with Salesforce targeting enterprise clients and HubSpot focusing on small and mid-sized businesses through integrated marketing and sales tools.
- AI initiatives represent a key growth driver for Salesforce, including rapid expansion in Agentforce annual recurring revenue (ARR), while HubSpot continues to advance AI features amid moderating customer addition rates.
- Recent relative performance shows Salesforce benefiting from positive catalysts and raised guidance, contrasting with HubSpot’s more cautious outlook and year-to-date share price pressure.
- Market positioning highlights trade-offs between Salesforce’s scale and AI momentum versus HubSpot’s higher growth rate but greater sensitivity to economic conditions affecting smaller customers.
Introduction
Salesforce (CRM) and HubSpot (HUBS) represent two prominent players in the customer relationship management software industry, each serving distinct segments of the market. This comparison examines their recent operational results, stock behavior, and positioning within the broader technology sector. Institutional investors, growth-oriented traders, and portfolio managers evaluating software exposure may find the analysis relevant for understanding relative strengths in enterprise versus mid-market applications. The review draws on verifiable developments from recent weeks to provide a balanced view of performance drivers without forward-looking speculation.
CRM Overview and Recent Performance
Salesforce, Inc. (CRM) provides cloud-based customer relationship management (CRM) solutions primarily for large enterprises, encompassing sales, service, marketing, and analytics platforms. In recent market activity, the company reported fiscal second-quarter results that exceeded expectations, with revenue reaching $11.35 billion, an 11% year-over-year increase. Adjusted earnings per share benefited notably from a gain tied to its stake in Anthropic, alongside continued expansion in AI offerings such as Agentforce. The stock experienced a substantial single-day advance following the release, reflecting investor response to the beat and subsequent upward revision in full-year guidance. Broader sentiment has been supported by evidence of accelerating adoption in AI-driven products.
HUBS Overview and Recent Performance
HubSpot, Inc. (HUBS) delivers an integrated platform combining marketing, sales, service, and content management tools, with a primary focus on small and mid-sized businesses. During its second-quarter reporting in early August, the company posted revenue of approximately $912 million, reflecting about 20% year-over-year growth and a shift to profitability. However, management issued a more tempered full-year revenue outlook due to slower customer additions and demand softness. The stock declined sharply immediately after the results before showing signs of stabilization in subsequent weeks. Recent activity has been influenced by ongoing AI feature enhancements and enterprise deal momentum, offset by broader sector sensitivity to growth expectations.
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Head-to-Head Comparison
Salesforce (CRM) and HubSpot (HUBS) differ markedly in scale and target clientele, with Salesforce emphasizing enterprise-grade customization and integration depth while HubSpot prioritizes ease of use and bundled marketing capabilities for smaller organizations. Growth drivers for Salesforce include large-scale AI deployments and strategic investments, contributing to recent earnings resilience. HubSpot’s momentum stems from multi-hub adoption and AI usage but faces headwinds from customer acquisition trends. Sector exposure remains similar within application software, though Salesforce exhibits greater stability in performance consistency amid macroeconomic shifts. Market sentiment has favored Salesforce following its positive catalysts, while HubSpot contends with valuation pressures and revised expectations. Risk factors for both include competition in AI capabilities and dependency on recurring revenue retention.
Tickeron AI Verdict
Based on observable factors including trend consistency, recent earnings catalysts, and relative positioning, Tickeron’s AI may currently assign a higher probabilistic preference to Salesforce (CRM) over HubSpot (HUBS). The company’s demonstrated AI revenue acceleration and post-earnings stability provide measurable differentiation in the current environment, though outcomes remain subject to ongoing market dynamics.
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 Buy and HUBS is a Hold.
CRM | HUBS | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 55 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 48 | 76 | |
PRICE GROWTH RATING 1..100 | 38 | 62 | |
P/E GROWTH RATING 1..100 | 85 | 98 | |
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 (17) in the Packaged Software industry is somewhat better than the same rating for HUBS (74) 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 (100) 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 (48) in the Packaged Software industry is in the same range as HUBS (76) 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 (38) in the Packaged Software industry is in the same range as HUBS (62) in the Information Technology Services industry. This means that CRM’s stock grew similarly to HUBS’s over the last 12 months.
CRM's P/E Growth Rating (85) in the Packaged Software industry is in the same range as HUBS (98) 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 42% | N/A |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 71% | 2 days ago 71% |
| MACD ODDS (%) | 2 days ago 66% | 2 days ago 55% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 79% |
| Advances ODDS (%) | 10 days ago 69% | 10 days ago 74% |
| Declines ODDS (%) | 2 days ago 67% | 3 days ago 72% |
| BollingerBands ODDS (%) | 2 days ago 61% | N/A |
| Aroon ODDS (%) | 2 days ago 69% | 2 days ago 74% |
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 HUBS’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 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 4 TA indicator(s) are bullish while HUBS’s TA Score has 3 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 5 bearish.
- HUBS’s TA Score: 3 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а -8.59% price change this week, while HUBS (@Packaged Software) price change was -9.95% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.88%. For the same industry, the average monthly price growth was -6.25%, and the average quarterly price growth was +11.23%.
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 (+0.88% 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% | -1.33% | ||
| NOW - CRM | 79% Closely correlated | -0.49% | ||
| HUBS - CRM | 76% Closely correlated | +1.88% | ||
| ADBE - CRM | 75% Closely correlated | -4.52% | ||
| WDAY - CRM | 75% Closely correlated | -1.92% | ||
| FRSH - CRM | 71% Closely correlated | -0.24% | ||
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HUBS and
Correlation & Price change
A.I.dvisor indicates that over the last year, HUBS has been closely correlated with CRM. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUBS jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To HUBS | 1D Price Change % | ||
|---|---|---|---|---|
| HUBS | 100% | +1.88% | ||
| CRM - HUBS | 76% Closely correlated | -1.33% | ||
| ASAN - HUBS | 73% Closely correlated | -4.82% | ||
| TEAM - HUBS | 73% Closely correlated | -3.59% | ||
| NOW - HUBS | 71% Closely correlated | -0.49% | ||
| DOCU - HUBS | 70% Closely correlated | -2.64% | ||
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