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CRM vs PANW
Which Stock Would AI Choose? Salesforce (CRM) vs. Palo Alto Networks (PANW) Stock Comparison
Key Takeaways
- CRM has declined approximately 27-33% year-to-date through late May 2026, while PANW has gained over 50% in the same period, reflecting divergent sector momentum.
- Salesforce reported first-quarter earnings that exceeded expectations but issued softer guidance, contributing to ongoing price pressure amid broader software sector challenges.
- Palo Alto Networks shares reached new 52-week highs near $283 in recent market activity, driven by strong cybersecurity demand and positive analyst sentiment.
- CRM focuses on customer relationship management software with growing artificial intelligence features such as Agentforce, whereas PANW specializes in cybersecurity solutions with robust recurring revenue growth.
- Relative performance highlights trade-offs between enterprise software cyclicality and cybersecurity resilience in the current market environment.
- Market capitalization for CRM stands near $182 billion, compared with approximately $187-230 billion for PANW, underscoring scale differences in their respective niches.
Introduction
This comparison examines CRM and PANW to provide traders and investors with an objective view of their relative positioning. Salesforce operates in the enterprise software space, while Palo Alto Networks serves the cybersecurity sector. The analysis focuses on recent performance trends, business fundamentals, and market sentiment over the past several weeks. Institutional and retail participants seeking balanced insights into technology sub-sectors may find the review useful for portfolio allocation considerations within growth-oriented strategies.
CRM Overview and Recent Performance
Salesforce provides customer relationship management (CRM) software and related cloud services to enterprises worldwide. In recent market activity, the stock has traded under pressure, closing near $191 on May 29, 2026, after a volatile session. Year-to-date returns remain negative in the 27-33% range amid broader software sector rotation. First-quarter results showed adjusted earnings growth, yet guidance tempered enthusiasm and contributed to sentiment shifts. Factors influencing performance include competition in artificial intelligence applications and macroeconomic caution affecting enterprise spending. The company maintains a substantial installed base and continues to invest in product enhancements.
PANW Overview and Recent Performance
Palo Alto Networks delivers network security, cloud security, and related cybersecurity platforms to organizations globally. Shares have demonstrated notable strength in recent weeks, closing at $281.69 on May 29, 2026, after a gain exceeding 9% and approaching all-time highs near $283. Year-to-date performance stands above 50%, supported by sustained demand for security solutions. Analyst commentary has remained constructive, with price target increases noted in May. Performance has benefited from sector tailwinds in cybersecurity and expectations for upcoming quarterly results. The business model emphasizes subscription revenue with high retention characteristics.
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Head-to-Head Comparison
Salesforce and Palo Alto Networks operate in adjacent technology verticals but differ in business models and growth profiles. CRM derives revenue primarily from subscription-based CRM and analytics platforms, exposing it to enterprise budget cycles and software spending patterns. PANW generates recurring revenue through cybersecurity subscriptions, benefiting from persistent threat landscapes and regulatory drivers. Recent momentum favors PANW, with stronger price appreciation and sector outperformance, while CRM contends with valuation compression. Risk factors for CRM include guidance sensitivity and competition in artificial intelligence; for PANW, valuation multiples remain elevated. Sector exposure positions PANW in defensive cybersecurity, contrasting with the more cyclical enterprise software environment of CRM. Market sentiment has tilted toward cybersecurity names amid ongoing digital transformation priorities.
Tickeron AI Verdict
Based on observable trend consistency, relative price stability, and sector positioning in recent market activity, Tickeron’s AI would currently assign a higher probabilistic weighting to PANW over CRM. Stronger upward momentum and alignment with cybersecurity demand provide a clearer technical and fundamental backdrop, though outcomes remain subject to broader market variables and earnings developments.
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 PANW 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 whilePANW’s FA Score has 3 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- PANW’s FA Score: 3 green, 2 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 2 TA indicator(s) are bullish while PANW’s TA Score has 3 bullish TA indicator(s).
- CRM’s TA Score: 2 bullish, 8 bearish.
- PANW’s TA Score: 3 bullish, 6 bearish.
Price Growth
CRM (@Packaged Software) experienced а -7.54% price change this week, while PANW (@Computer Communications) price change was +7.44% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.51%. For the same industry, the average monthly price growth was +2.15%, and the average quarterly price growth was +2.77%.
The average weekly price growth across all stocks in the @Computer Communications industry was +2.87%. For the same industry, the average monthly price growth was +4.30%, and the average quarterly price growth was +29.32%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
PANW is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Packaged Software (+0.51% 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.
@Computer Communications (+2.87% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CRM | PANW | CRM / PANW | |
| Capitalization | 127B | 230B | 55% |
| EBITDA | 13.7B | 1.99B | 687% |
| Gain YTD | -41.184 | 53.165 | -77% |
| P/E Ratio | 17.96 | 245.33 | 7% |
| Revenue | 42.8B | 10.6B | 404% |
| Total Cash | 1.8B | 3.11B | 58% |
| Total Debt | 41.9B | 2.07B | 2,023% |
CRM | PANW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 82 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 13 | |
SMR RATING 1..100 | 52 | 87 | |
PRICE GROWTH RATING 1..100 | 64 | 5 | |
P/E GROWTH RATING 1..100 | 95 | 10 | |
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 (15) in the Packaged Software industry is significantly better than the same rating for PANW (87) in the Computer Communications industry. This means that CRM’s stock grew significantly faster than PANW’s over the last 12 months.
PANW's Profit vs Risk Rating (13) in the Computer Communications industry is significantly better than the same rating for CRM (100) in the Packaged Software industry. This means that PANW’s stock grew significantly faster than CRM’s over the last 12 months.
CRM's SMR Rating (52) in the Packaged Software industry is somewhat better than the same rating for PANW (87) in the Computer Communications industry. This means that CRM’s stock grew somewhat faster than PANW’s over the last 12 months.
PANW's Price Growth Rating (5) in the Computer Communications industry is somewhat better than the same rating for CRM (64) in the Packaged Software industry. This means that PANW’s stock grew somewhat faster than CRM’s over the last 12 months.
PANW's P/E Growth Rating (10) in the Computer Communications industry is significantly better than the same rating for CRM (95) in the Packaged Software industry. This means that PANW’s stock grew significantly faster than CRM’s over the last 12 months.
| CRM | PANW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 35% | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 68% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 65% |
| MACD ODDS (%) | 2 days ago 63% | 2 days ago 73% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 76% |
| Advances ODDS (%) | 17 days ago 69% | 3 days ago 77% |
| Declines ODDS (%) | 2 days ago 64% | 10 days ago 64% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 64% |
| Aroon ODDS (%) | 2 days ago 84% | 2 days ago 71% |
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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 79% 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% | -4.14% | ||
| HUBS - CRM | 79% Closely correlated | -3.36% | ||
| WDAY - CRM | 75% Closely correlated | -3.90% | ||
| TEAM - CRM | 71% Closely correlated | -4.05% | ||
| FRSH - CRM | 71% Closely correlated | -5.47% | ||
| ADBE - CRM | 70% Closely correlated | -5.33% | ||
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PANW and
Correlation & Price change
A.I.dvisor indicates that over the last year, PANW has been closely correlated with CRWD. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if PANW jumps, then CRWD could also see price increases.
| Ticker / NAME | Correlation To PANW | 1D Price Change % | ||
|---|---|---|---|---|
| PANW | 100% | +0.80% | ||
| CRWD - PANW | 75% Closely correlated | +0.51% | ||
| FTNT - PANW | 64% Loosely correlated | -1.96% | ||
| OKTA - PANW | 62% Loosely correlated | -2.79% | ||
| NOW - PANW | 62% Loosely correlated | -5.77% | ||
| ADSK - PANW | 60% Loosely correlated | -4.13% | ||
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