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CRM vs WDAY
Which Stock Would AI Choose? Salesforce (CRM) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- Salesforce (CRM) maintains a larger market capitalization and stronger profitability margins compared to Workday (WDAY), supported by aggressive share buybacks.
- Workday (WDAY) has delivered significantly stronger recent price momentum, including a surge tied to private equity interest.
- Both companies operate in the enterprise software sector and face similar narratives around artificial intelligence (AI) disruption to traditional SaaS models.
- Salesforce (CRM) emphasizes Agentforce and data platforms, while Workday (WDAY) advances enterprise AI research and product expansions in human capital management.
- Valuation metrics show Salesforce (CRM) trading at a lower forward price-to-earnings ratio, reflecting its scale and maturity.
- Market sentiment for both has been influenced by broader technology sector dynamics and company-specific catalysts in recent weeks.
Introduction
This comparison examines Salesforce (CRM) and Workday (WDAY), two established players in enterprise software. The analysis focuses on observable business models, recent performance trends, and market positioning to assist traders and investors evaluating relative opportunities within the information technology sector. Professionals monitoring SaaS valuations, AI integration progress, and sector rotation may find the side-by-side review relevant for portfolio construction or tactical decisions.
CRM Overview and Recent Performance
Salesforce (CRM) provides customer relationship management software and related cloud services to enterprises worldwide. In recent market activity, the stock has shown volatility amid broader concerns over AI impacts on traditional SaaS revenue streams, though management has highlighted resilience through Agentforce adoption and remaining performance obligations growth. The company executed substantial share repurchases, including a record amount in one quarter, which supported price stability. Analyst commentary in recent weeks noted channel improvements ahead of upcoming earnings, while the shares traded around the $209 level with a market capitalization near $171 billion.
WDAY Overview and Recent Performance
Workday (WDAY) delivers cloud-based human capital management and financial management applications. Recent market activity featured pronounced upward movement, driven by reports of private equity discussions and easing AI-related investor concerns. The stock advanced notably over the trailing month and quarter, reaching levels near $200 with a market capitalization around $49 billion. Product initiatives, including a new AI research team and expanded learning tools, contributed to positioning, alongside steady subscription revenue trends reported in recent periods.
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Head-to-Head Comparison
Salesforce (CRM) operates at greater scale with higher revenue and EBITDA generation, enabling more aggressive capital returns through buybacks, whereas Workday (WDAY) maintains a leaner balance sheet with lower debt levels. Growth drivers differ in emphasis: CRM leverages a broad CRM ecosystem and AI agents, while WDAY focuses on core HR and finance suites with targeted AI enhancements. Recent momentum favored WDAY due to acquisition speculation, contrasting with CRM’s steadier but more muted recovery. Risk factors include competition in AI capabilities for both, with CRM carrying higher leverage. Sector exposure remains similar within enterprise applications, though market sentiment has responded more sharply to WDAY catalysts in recent weeks.
Tickeron AI Verdict
Based on observable trend consistency and recent catalysts, Tickeron’s AI models currently assign a higher probability of relative strength to Workday (WDAY) over the near term. The stock’s pronounced momentum, supported by M&A-related positioning and AI roadmap progress, aligns with factors favoring short-term directional consistency. Salesforce (CRM) presents stability through scale and shareholder returns but shows comparatively moderated recent price behavior. This assessment reflects probabilistic evaluation of visible data rather than forecasts.
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 StrongBuy and WDAY is a StrongBuy.
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 2 FA rating(s) are green whileWDAY’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 2 green, 3 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 2 TA indicator(s) are bullish while WDAY’s TA Score has 4 bullish TA indicator(s).
- CRM’s TA Score: 2 bullish, 4 bearish.
- WDAY’s TA Score: 4 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а +4.91% price change this week, while WDAY (@Packaged Software) price change was +6.90% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.26%. For the same industry, the average monthly price growth was -0.83%, and the average quarterly price growth was +4.79%.
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 (-3.26% 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 | WDAY | CRM / WDAY | |
| Capitalization | 218B | 49.9B | 437% |
| EBITDA | 13.7B | 1.73B | 793% |
| Gain YTD | 0.327 | -3.660 | -9% |
| P/E Ratio | 24.22 | 42.14 | 57% |
| Revenue | 42.8B | 9.85B | 434% |
| Total Cash | 11.8B | 4.35B | 271% |
| Total Debt | 41.9B | 3.81B | 1,101% |
CRM | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 38 | 79 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 72 Overvalued | |
PROFIT vs RISK RATING 1..100 | 93 | 100 | |
SMR RATING 1..100 | 52 | 68 | |
PRICE GROWTH RATING 1..100 | 5 | 39 | |
P/E GROWTH RATING 1..100 | 88 | 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 (72) 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 (93) 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 (52) in the Packaged Software industry is in the same range as WDAY (68) 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 (5) in the Packaged Software industry is somewhat better than the same rating for WDAY (39) 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 P/E Growth Rating (88) 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 (%) | 1 day ago 53% | 1 day ago 57% |
| Stochastic ODDS (%) | 1 day ago 73% | 1 day ago 69% |
| Momentum ODDS (%) | N/A | 1 day ago 70% |
| MACD ODDS (%) | N/A | 1 day ago 73% |
| TrendWeek ODDS (%) | 1 day ago 67% | 1 day ago 63% |
| TrendMonth ODDS (%) | 1 day ago 62% | 1 day ago 64% |
| Advances ODDS (%) | 3 days ago 69% | 1 day ago 58% |
| Declines ODDS (%) | 9 days ago 66% | 9 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 70% | 1 day ago 62% |
| Aroon ODDS (%) | 1 day ago 68% | 1 day ago 64% |
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