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CRM vs WDAY
Which Stock Would AI Choose? Salesforce (CRM) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- CRM has demonstrated stronger recent momentum with double-digit gains over the past month amid robust AI product traction, while WDAY has faced more pronounced year-to-date pressure.
- Both companies operate in the enterprise software sector with significant exposure to artificial intelligence adoption, though CRM reports larger scale in annual recurring revenue from AI offerings.
- CRM maintains a higher market capitalization and more favorable profitability margins compared to WDAY, reflecting differences in business maturity and operational efficiency.
- Recent developments for CRM include new AI model announcements and event-related challenges, whereas WDAY has highlighted AI-driven contract value growth alongside capital structure considerations.
- Valuation multiples show CRM trading at a lower price-to-earnings ratio than WDAY, presenting a contrast in market pricing of growth prospects.
- Sector sentiment remains tied to AI execution and enterprise spending patterns, with both stocks exhibiting volatility aligned with broader technology market movements.
Introduction
This comparison examines CRM and WDAY, two leading enterprise software providers, to highlight differences in business models, recent performance, and market positioning. Investors and traders focused on the technology sector, particularly those evaluating artificial intelligence integration within customer relationship management and human capital management platforms, may find this analysis relevant for assessing relative opportunities in the current environment.
CRM Overview and Recent Performance
CRM, Salesforce, Inc., provides cloud-based customer relationship management software and related enterprise applications. In recent market activity, the stock has shown notable upward movement over the past several weeks following quarterly results that exceeded expectations and included raised full-year guidance. Key influences on sentiment include expansion in artificial intelligence offerings such as Agentforce, alongside announcements of new models developed in partnership with NVIDIA. Service disruptions reported during a major customer event introduced some near-term caution, yet overall revenue growth remained in the double digits with contributions from AI-related annual recurring revenue.
WDAY Overview and Recent Performance
WDAY, Workday, Inc., delivers cloud applications for human resources, finance, and planning functions targeted at large enterprises. Recent market activity for the stock has reflected mixed performance, with gains in certain quarterly periods offset by broader year-to-date declines. Performance has been shaped by earnings that surpassed estimates, driven in part by strong adoption of artificial intelligence features contributing to new annual contract value. Additional factors include institutional share acquisitions and reports of potential strategic interest, set against a backdrop of ongoing AI platform enhancements.
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Head-to-Head Comparison
CRM and WDAY both serve enterprise clients with subscription-based software but differ in primary focus areas: customer-facing operations versus workforce and financial management. Growth drivers for CRM emphasize AI agent deployment at scale, while WDAY highlights AI contributions to new contract value and platform unification. Recent momentum has favored CRM in relative price appreciation, though WDAY reports competitive revenue growth rates. Risk factors include integration challenges for CRM acquisitions and potential valuation pressures for WDAY amid slower international expansion signals. Sector exposure overlaps in technology spending cycles, with market sentiment influenced by artificial intelligence adoption rates across both names.
Tickeron AI Verdict
Based on observable factors including trend consistency in recent periods, stability of AI revenue contributions, and relative positioning within the enterprise software space, Tickeron’s AI models would currently assign a higher probabilistic preference to CRM over WDAY. This assessment draws from stronger near-term momentum indicators and scale advantages without implying definitive outcomes.
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 WDAY is a Hold.
CRM | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 82 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 48 | 54 | |
PRICE GROWTH RATING 1..100 | 38 | 38 | |
P/E GROWTH RATING 1..100 | 85 | 97 | |
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 WDAY (70) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than WDAY’s over the last 12 months.
CRM's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as WDAY (100) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WDAY’s over the last 12 months.
CRM's SMR Rating (48) in the Packaged Software industry is in the same range as WDAY (54) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WDAY’s over the last 12 months.
CRM's Price Growth Rating (38) in the Packaged Software industry is in the same range as WDAY (38) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WDAY’s over the last 12 months.
CRM's P/E Growth Rating (85) in the Packaged Software industry is in the same range as WDAY (97) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WDAY’s over the last 12 months.
| CRM | WDAY | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 42% | 8 days ago 65% |
| Stochastic ODDS (%) | 3 days ago 75% | 3 days ago 63% |
| Momentum ODDS (%) | 3 days ago 71% | 3 days ago 70% |
| MACD ODDS (%) | 3 days ago 66% | 3 days ago 71% |
| TrendWeek ODDS (%) | 3 days ago 68% | 3 days ago 71% |
| TrendMonth ODDS (%) | 3 days ago 62% | 3 days ago 74% |
| Advances ODDS (%) | 11 days ago 69% | 11 days ago 58% |
| Declines ODDS (%) | 3 days ago 67% | 3 days ago 71% |
| BollingerBands ODDS (%) | 3 days ago 61% | 3 days ago 53% |
| Aroon ODDS (%) | 3 days ago 69% | 3 days ago 62% |
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 WDAY’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- WDAY’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 WDAY’s TA Score has 5 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 5 bearish.
- WDAY’s TA Score: 5 bullish, 2 bearish.
Price Growth
CRM (@Packaged Software) experienced а -5.01% price change this week, while WDAY (@Packaged Software) price change was +2.46% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.90%. For the same industry, the average monthly price growth was -6.14%, and the average quarterly price growth was +11.25%.
Reported Earning Dates
CRM is expected to report earnings on Dec 08, 2026.
WDAY is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Packaged Software (+0.90% 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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WDAY and
Correlation & Price change
A.I.dvisor indicates that over the last year, WDAY has been closely correlated with ADBE. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDAY jumps, then ADBE could also see price increases.
| Ticker / NAME | Correlation To WDAY | 1D Price Change % | ||
|---|---|---|---|---|
| WDAY | 100% | +2.20% | ||
| ADBE - WDAY | 75% Closely correlated | +1.02% | ||
| NOW - WDAY | 75% Closely correlated | +2.76% | ||
| FRSH - WDAY | 73% Closely correlated | +3.62% | ||
| INTU - WDAY | 73% Closely correlated | -1.90% | ||
| HUBS - WDAY | 72% Closely correlated | +3.74% | ||
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