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CRM vs HUBS
Which Stock Would AI Choose? Salesforce (CRM) vs. HubSpot (HUBS) Stock Comparison
Key Takeaways
- Salesforce (CRM) and HubSpot (HUBS) both operate in the customer relationship management software space but target different customer segments, with CRM focused on large enterprises and HUBS on small to mid-sized businesses.
- In recent market activity, both stocks have faced downward pressure amid broader concerns about artificial intelligence (AI) disruption in the software sector, with HUBS experiencing steeper year-to-date declines.
- CRM has highlighted investments in AI tools like Agentforce alongside capital return initiatives such as share repurchases, influencing recent sentiment.
- HUBS reported robust revenue growth in its latest quarter, supported by strong billings, yet the stock has traded near the lower end of its 52-week range.
- Relative performance shows contrasts in stability and growth drivers, with CRM demonstrating more resilience in analyst coverage during recent weeks compared to HUBS.
- Market positioning reflects trade-offs between scale and growth velocity in a challenging environment for software valuations.
Introduction
Salesforce (CRM) and HubSpot (HUBS) represent prominent players in the customer relationship management (CRM) software industry, making them relevant for comparison among investors seeking exposure to enterprise technology and digital marketing platforms. Traders and portfolio managers focused on relative performance, sector rotation within software, and AI-related sentiment shifts may find this analysis useful for assessing positioning in the current market environment. The comparison draws on observable business models, recent stock behavior, and broader industry dynamics without projecting future outcomes.
CRM Overview and Recent Performance
Salesforce, Inc. (CRM) provides cloud-based CRM and related enterprise software solutions primarily to large organizations. In recent weeks, the stock has traded near the lower portion of its 52-week range amid mixed sentiment tied to AI adoption concerns and competitive pressures in the software sector. Recent market activity has included analyst upgrades, such as from Guggenheim, which cited unrealistic "AI armageddon" scenarios while acknowledging ongoing investments in AI capabilities like Agentforce. Performance has been influenced by capital allocation moves, including a substantial share repurchase program, alongside reports of revenue growth in fiscal 2026. Broader time references show the stock navigating volatility consistent with peers facing shifts in investor focus toward demonstrated AI monetization.
HUBS Overview and Recent Performance
HubSpot, Inc. (HUBS) offers an inbound marketing and sales platform tailored to small and mid-sized businesses. In recent market activity, the stock has experienced notable declines, trading closer to the bottom of its 52-week range following periods of heightened volatility. Key developments include strong quarterly revenue expansion and billings growth that exceeded some expectations, supporting operational momentum in its customer platform. Sentiment has been shaped by the same sector-wide AI disruption narrative affecting software valuations, with the company maintaining focus on product enhancements amid these conditions. Broader timeframe observations indicate HUBS has shown sensitivity to growth rate perceptions relative to larger peers during recent weeks.
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Head-to-Head Comparison
In business model terms, Salesforce (CRM) emphasizes comprehensive enterprise solutions with extensive customization, while HubSpot (HUBS) prioritizes integrated inbound marketing and sales tools for smaller organizations, creating distinct growth drivers tied to customer scale and acquisition costs. Recent momentum has favored neither uniformly, though CRM has attracted more specific analyst commentary on AI positioning during recent weeks compared to HUBS’s emphasis on billings expansion. Risk factors include shared exposure to software valuation compression from AI competition, with HUBS showing greater price sensitivity in recent market activity. Sector exposure centers on CRM software and related services for both, yet CRM’s larger market capitalization and diversified offerings contrast with HUBS’s more concentrated focus on marketing automation. Market sentiment reflects ongoing rotation within technology, where stability in established platforms like CRM may appeal differently than higher-growth profiles like HUBS amid evolving AI narratives.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative stability in analyst upgrades, and positioning amid AI-related catalysts, Tickeron’s AI would currently assign a probabilistic edge to Salesforce (CRM) over HubSpot (HUBS). This assessment draws from CRM’s demonstrated capital return measures and AI product emphasis in recent activity, though outcomes remain subject to broader market conditions and sector 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 Hold and HUBS 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 1 FA rating(s) are green whileHUBS’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 4 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 5 bearish.
- HUBS’s TA Score: 4 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а -1.16% price change this week, while HUBS (@Packaged Software) price change was +2.18% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.81%. For the same industry, the average monthly price growth was +2.60%, and the average quarterly price growth was -6.74%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
HUBS is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Packaged Software (+0.81% 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 | 137B | 10.7B | 1,280% |
| EBITDA | 13.7B | 267M | 5,131% |
| Gain YTD | -36.426 | -47.750 | 76% |
| P/E Ratio | 19.42 | 110.36 | 18% |
| 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 | 5 | 6 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 52 | 86 | |
PRICE GROWTH RATING 1..100 | 61 | 60 | |
P/E GROWTH RATING 1..100 | 95 | 95 | |
SEASONALITY SCORE 1..100 | 50 | 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 (14) in the Packaged Software industry is significantly better than the same rating for HUBS (80) in the Information Technology Services industry. This means that CRM’s stock grew significantly 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 (52) in the Packaged Software industry is somewhat better than the same rating for HUBS (86) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than HUBS’s over the last 12 months.
HUBS's Price Growth Rating (60) in the Information Technology Services industry is in the same range as CRM (61) in the Packaged Software industry. This means that HUBS’s stock grew similarly to CRM’s over the last 12 months.
HUBS's P/E Growth Rating (95) in the Information Technology Services industry is in the same range as CRM (95) in the Packaged Software industry. This means that HUBS’s stock grew similarly to CRM’s over the last 12 months.
| CRM | HUBS | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 62% | N/A |
| Stochastic ODDS (%) | 1 day ago 67% | 1 day ago 75% |
| Momentum ODDS (%) | 1 day ago 68% | 1 day ago 80% |
| MACD ODDS (%) | 1 day ago 74% | 1 day ago 78% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 75% |
| TrendMonth ODDS (%) | 1 day ago 71% | 1 day ago 75% |
| Advances ODDS (%) | 3 days ago 70% | 3 days ago 74% |
| Declines ODDS (%) | 7 days ago 64% | 16 days ago 71% |
| BollingerBands ODDS (%) | N/A | 1 day ago 79% |
| Aroon ODDS (%) | 1 day ago 84% | 1 day ago 82% |
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