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CRM vs SAP
Which Stock Would AI Choose? Salesforce (CRM) vs. SAP SE (SAP) Stock Comparison
Key Takeaways
- Both CRM and SAP have delivered approximately 30% year-to-date gains, driven by AI integration in enterprise software.
- CRM exhibits higher volatility (beta of 1.29) compared to SAP's more stable profile (beta of 0.76).
- Recent market activity shows modest pullbacks for both stocks, with 1-month declines around 1-2%, amid broader sector dynamics.
- Analyst price targets suggest significant upside: ~46% for CRM and ~51% for SAP.
- Both companies emphasize AI catalysts, but SAP offers a dividend yield of ~1.74%.
Introduction
Enterprise software giants CRM (Salesforce, Inc.) and SAP (SAP SE) dominate customer relationship management and broader ERP (enterprise resource planning) solutions, respectively. This stock comparison analyzes their relative performance, business models, and market positioning in the current environment of cloud adoption and AI innovation. Traders seeking momentum plays and long-term investors eyeing stability in the technology sector will find value in understanding their contrasts, including growth trajectories, valuation metrics, and sentiment drivers. With both stocks showing resilience year-to-date, the analysis highlights trade-offs for portfolio diversification.
CRM Overview and Recent Performance
Salesforce, Inc. (CRM) is a leader in cloud-based customer relationship management (CRM) software, powering sales, service, marketing, and analytics for businesses worldwide. Its platform integrates AI tools like Einstein for enhanced productivity. In recent market activity, CRM shares have faced modest pullbacks, declining about 1.6% over the past month amid SaaS sector fluctuations. This follows strong fiscal Q4 results with 12% revenue growth to $11.2 billion and non-GAAP EPS (earnings per share) of $3.81, beating estimates. Sentiment has been buoyed by AI exposure, though broader market caution has tempered gains. Key metrics include a market cap of $150 billion, trailing P/E (price-to-earnings) ratio of 23.6, and YTD return of 30.4%.
SAP Overview and Recent Performance
SAP SE (SAP) specializes in enterprise resource planning (ERP) software, offering integrated solutions for finance, HR, supply chain, and more via SAP S/4HANA and Business AI. The company is accelerating its cloud transition. Recent weeks have seen SAP shares dip slightly by 1.3% over the past month, reflecting neutral technicals and sector headwinds. Positive developments include Q1 earnings beats and partnerships like Icertis for AI-native contracts in the public sector. With a market cap of $201 billion, trailing P/E of 23.4, and YTD gain of 30.2%, SAP maintains steady performance, supported by a forward dividend.
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Head-to-Head Comparison
CRM focuses on agile, subscription-based SaaS for customer engagement, contrasting SAP’s comprehensive ERP suites emphasizing operational integration. Growth drivers overlap in cloud migration and AI, but CRM benefits from pure-play CRM scalability while SAP leverages legacy installs and public sector deals. Recent momentum is comparable with slight declines, though CRM shows higher volatility. Risk factors include competition and economic sensitivity for both; SAP edges in stability and dividend appeal. Sector exposure is software/application, with positive sentiment from AI catalysts boosting relative performance.
Tickeron AI Verdict
Tickeron’s AI currently favors SAP with higher probability due to its lower volatility, larger market cap, dividend support, and consistent trend stability in recent market conditions, positioning it better for risk-adjusted returns amid uncertainty.
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 StrongBuy and SAP 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 whileSAP’s FA Score has 1 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- SAP’s FA Score: 1 green, 4 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 SAP’s TA Score has 3 bullish TA indicator(s).
- CRM’s TA Score: 3 bullish, 7 bearish.
- SAP’s TA Score: 3 bullish, 6 bearish.
Price Growth
CRM (@Packaged Software) experienced а -10.42% price change this week, while SAP (@Packaged Software) price change was -11.14% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
SAP is expected to report earnings on Jul 23, 2026.
Industries' Descriptions
@Packaged Software (-2.27% 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 | SAP | CRM / SAP | |
| Capitalization | 136B | 190B | 72% |
| EBITDA | 13.7B | 12.3B | 111% |
| Gain YTD | -37.060 | -31.236 | 119% |
| P/E Ratio | 19.22 | 22.81 | 84% |
| Revenue | 42.8B | 37.3B | 115% |
| Total Cash | 1.8B | 10B | 18% |
| Total Debt | 41.9B | 7.86B | 533% |
CRM | SAP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 58 | 76 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 11 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 82 | |
SMR RATING 1..100 | 52 | 54 | |
PRICE GROWTH RATING 1..100 | 64 | 63 | |
P/E GROWTH RATING 1..100 | 94 | 96 | |
SEASONALITY SCORE 1..100 | 50 | 47 |
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.
SAP's Valuation (11) in the Packaged Software industry is in the same range as CRM (15). This means that SAP’s stock grew similarly to CRM’s over the last 12 months.
SAP's Profit vs Risk Rating (82) in the Packaged Software industry is in the same range as CRM (100). This means that SAP’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 SAP (54). This means that CRM’s stock grew similarly to SAP’s over the last 12 months.
SAP's Price Growth Rating (63) in the Packaged Software industry is in the same range as CRM (64). This means that SAP’s stock grew similarly to CRM’s over the last 12 months.
CRM's P/E Growth Rating (94) in the Packaged Software industry is in the same range as SAP (96). This means that CRM’s stock grew similarly to SAP’s over the last 12 months.
| CRM | SAP | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 41% | 4 days ago 43% |
| Stochastic ODDS (%) | 4 days ago 73% | 4 days ago 67% |
| Momentum ODDS (%) | 4 days ago 60% | 4 days ago 60% |
| MACD ODDS (%) | 4 days ago 57% | 4 days ago 60% |
| TrendWeek ODDS (%) | 4 days ago 65% | 4 days ago 56% |
| TrendMonth ODDS (%) | 4 days ago 69% | 4 days ago 58% |
| Advances ODDS (%) | 15 days ago 69% | 15 days ago 52% |
| Declines ODDS (%) | 4 days ago 64% | 5 days ago 53% |
| BollingerBands ODDS (%) | 4 days ago 60% | 4 days ago 32% |
| Aroon ODDS (%) | 4 days ago 83% | N/A |
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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% | -0.34% | ||
| HUBS - CRM | 75% Closely correlated | +0.83% | ||
| WDAY - CRM | 71% Closely correlated | +0.21% | ||
| TEAM - CRM | 71% Closely correlated | -0.76% | ||
| ADBE - CRM | 70% Closely correlated | -6.76% | ||
| DT - CRM | 68% Closely correlated | +0.94% | ||
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