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CRM vs NOW
Which Stock Would AI Choose? Salesforce (CRM) vs. ServiceNow (NOW) Stock Comparison
Key Takeaways
- Both CRM and NOW have declined sharply year-to-date amid SaaS sector headwinds, with NOW down approximately 40% compared to CRM's 30% drop.
- CRM trades at a lower price-to-earnings (PE) ratio of 23.6 versus NOW's 54.3, suggesting relatively better valuation.
- Recent earnings showed CRM beating expectations with 12% revenue growth, while NOW faced subscription revenue pressures.
- Sector recovery in recent weeks has lifted both stocks, with CRM gaining over 4% in a recent session amid AI focus.
- Analyst targets imply significant upside for CRM (to $270) over NOW (to $142).
Introduction
Salesforce (CRM) and ServiceNow (NOW) are leading providers of cloud-based enterprise software, powering customer relationship management and IT workflow automation, respectively. This comparison is relevant for investors and traders navigating the volatile SaaS sector, where AI integration and macroeconomic pressures influence performance. Both stocks have underperformed broader indices recently due to growth slowdown fears, but differing valuations, earnings trajectories, and market positioning offer trade-offs. Traders seeking momentum plays or value opportunities, and long-term investors eyeing sector recovery, will find insights into relative strengths amid current market dynamics.
CRM Overview and Recent Performance
Salesforce (CRM), a pioneer in customer relationship management (CRM) software, delivers cloud platforms for sales, service, marketing, and analytics. In recent market activity, its stock has traded around $184, down about 30% year-to-date from higher levels near $265, reflecting broader SaaS valuation resets. The 52-week range spans $164 to $296, with elevated volume signaling interest. Recent weeks saw a 4% single-day gain to $184 amid AI-driven optimism, as the company highlighted Agentforce AI tool adoption and closed 29,000 deals quarterly. Fiscal Q4 revenue hit $11.2 billion (up 12% year-over-year), with non-GAAP EPS of $3.81 beating estimates, boosting sentiment despite YTD pressures from economic uncertainty and competition.
NOW Overview and Recent Performance
ServiceNow (NOW) specializes in digital workflow automation and IT service management (ITSM), helping enterprises streamline operations via its Now Platform. Shares recently closed near $91, marking a steeper 40% YTD decline within a 52-week range of $81 to $211. Heightened volume reflects volatility, with a 3% uptick in recent trading tied to SaaS peer momentum. Performance has been pressured by Q1 subscription revenue shortfalls amid geopolitical tensions and AI disruption fears, leading to a sharp post-earnings drop earlier in the period. Quarterly revenue reached $3.77 billion with EPS meeting estimates, but growth concerns have weighed on sentiment in recent months.
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Head-to-Head Comparison
Salesforce (CRM) offers a broader CRM ecosystem with AI enhancements like Agentforce, contrasting ServiceNow's (NOW) focused ITSM and workflow tools integrated with AI for automation. Growth drivers differ: NOW projects faster long-term revenue CAGR (~18%) but faces near-term subscription hurdles, while CRM emphasizes deal volume and stability. Recent momentum favors CRM with milder 1-month losses (~1%) versus NOW's ~11%, amid shared sector rebound. Risks include high betas (CRM 1.29, NOW 1.00) and AI competition; CRM's larger $150B market cap provides scale advantages over NOW's $94B. Market sentiment leans toward CRM for value, given lower PE and higher analyst upside.
Tickeron AI Verdict
Tickeron's AI currently leans toward CRM, citing superior relative stability (lesser YTD drawdown), attractive valuation (PE 23.6), and catalysts like strong earnings beats and AI momentum. While NOW offers growth potential, its recent volatility and higher multiples suggest elevated risk in the near term. This positioning aligns with trend consistency and sector recovery signals.
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 Limitations
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 NOW is a Buy.
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 whileNOW’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- NOW’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 5 TA indicator(s) are bullish while NOW’s TA Score has 6 bullish TA indicator(s).
- CRM’s TA Score: 5 bullish, 5 bearish.
- NOW’s TA Score: 6 bullish, 4 bearish.
Price Growth
CRM (@Packaged Software) experienced а -12.91% price change this week, while NOW (@Packaged Software) price change was -15.95% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -8.46%. For the same industry, the average monthly price growth was -1.56%, and the average quarterly price growth was -10.04%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
NOW is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Packaged Software (-8.46% 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 | NOW | CRM / NOW | |
| Capitalization | 150B | 118B | 127% |
| EBITDA | 13.7B | 3.24B | 423% |
| Gain YTD | -30.917 | -25.459 | 121% |
| P/E Ratio | 21.15 | 67.97 | 31% |
| Revenue | 42.8B | 14B | 306% |
| Total Cash | 11.8B | 5.18B | 228% |
| Total Debt | 41.9B | 2.43B | 1,724% |
CRM | NOW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 90 | |
SMR RATING 1..100 | 52 | 54 | |
PRICE GROWTH RATING 1..100 | 62 | 58 | |
P/E GROWTH RATING 1..100 | 94 | 94 | |
SEASONALITY SCORE 1..100 | 5 | 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 (16) in the Packaged Software industry is somewhat better than the same rating for NOW (80) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than NOW’s over the last 12 months.
NOW's Profit vs Risk Rating (90) in the Information Technology Services industry is in the same range as CRM (100) in the Packaged Software industry. This means that NOW’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 NOW (54) in the Information Technology Services industry. This means that CRM’s stock grew similarly to NOW’s over the last 12 months.
NOW's Price Growth Rating (58) in the Information Technology Services industry is in the same range as CRM (62) in the Packaged Software industry. This means that NOW’s stock grew similarly to CRM’s over the last 12 months.
NOW's P/E Growth Rating (94) in the Information Technology Services industry is in the same range as CRM (94) in the Packaged Software industry. This means that NOW’s stock grew similarly to CRM’s over the last 12 months.
| CRM | NOW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 49% | 1 day ago 59% |
| Stochastic ODDS (%) | 1 day ago 66% | 1 day ago 71% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 67% | 6 days ago 65% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 69% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 63% |
| Advances ODDS (%) | 8 days ago 69% | 8 days ago 70% |
| Declines ODDS (%) | 1 day ago 63% | 6 days ago 68% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 62% |
| Aroon ODDS (%) | 1 day ago 84% | 1 day ago 67% |
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CRM and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRM has been closely correlated with HUBS. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRM jumps, then HUBS could also see price increases.
| Ticker / NAME | Correlation To CRM | 1D Price Change % | ||
|---|---|---|---|---|
| CRM | 100% | -1.68% | ||
| HUBS - CRM | 75% Closely correlated | -2.13% | ||
| WDAY - CRM | 71% Closely correlated | -0.36% | ||
| TEAM - CRM | 71% Closely correlated | -1.59% | ||
| ADBE - CRM | 70% Closely correlated | -2.57% | ||
| DT - CRM | 68% Closely correlated | -0.64% | ||
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