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CRM or GWRE or TTAN
Which Stock Would AI Choose? Salesforce (CRM) vs. Guidewire Software (GWRE) vs. ServiceTitan (TTAN) Stock Comparison
Key Takeaways
- Salesforce (CRM), Guidewire Software (GWRE), and ServiceTitan (TTAN) operate in distinct segments of the enterprise software market, with CRM focused on customer relationship management, GWRE on insurance operations, and TTAN on contractor management platforms.
- Recent market activity shows CRM facing pressure from cautious forward guidance following its first-quarter results, while GWRE has exhibited upward momentum ahead of its upcoming earnings release.
- TTAN has displayed notable price volatility in recent weeks, with mixed short-term performance against a weaker year-to-date backdrop compared to broader software peers.
- Relative positioning highlights differences in sector exposure, with CRM more sensitive to general enterprise spending trends and AI adoption narratives, GWRE tied to insurance digital transformation, and TTAN linked to field service optimization.
- Valuation sensitivity and market sentiment vary, influenced by earnings visibility and macroeconomic factors affecting software demand in recent market activity.
Introduction
This comparison examines three publicly traded software companies—Salesforce (CRM), Guidewire Software (GWRE), and ServiceTitan (TTAN)—to provide traders and investors with a clear view of their relative positioning in the current market environment. The analysis focuses on recent performance trends, business models, and key drivers that differentiate these stocks. Professional and individual investors evaluating software sector allocations, momentum plays, or diversification within technology may find this overview relevant for understanding contrasts in stability, growth exposure, and sentiment shifts.
CRM Overview and Recent Performance
Salesforce (CRM) provides cloud-based customer relationship management (CRM) software and related enterprise applications. In recent market activity, the stock has reflected broader concerns around artificial intelligence (AI) potentially disrupting traditional software demand, following its first-quarter fiscal 2027 results. Revenue exceeded analyst expectations, supported by AI-powered offerings, yet the company issued a second-quarter revenue outlook that fell slightly below consensus estimates. This contributed to ongoing pressure on share price in the period, amid a year-to-date decline that has positioned the stock near recent lows relative to major benchmarks.
GWRE Overview and Recent Performance
Guidewire Software (GWRE) develops software platforms primarily for property and casualty insurance carriers, emphasizing claims, billing, and policy management. Recent market activity has shown positive momentum for the shares, with reports of notable gains amid a recovery in certain vertical software names. The company is scheduled to release third-quarter fiscal 2026 results in early June, following prior periods of revenue growth and margin expansion. Sentiment has been supported by strong renewal rates and adoption of cloud and AI-enhanced solutions in the insurance sector.
TTAN Overview and Recent Performance
ServiceTitan (TTAN) offers an end-to-end cloud-based platform for home and commercial service contractors, covering scheduling, dispatching, and business management functions. In recent market activity, the stock has experienced significant price swings, including sharp daily moves, against a weaker year-to-date performance. Short-term rebounds have occurred amid broader sector volatility, while longer-term returns remain challenged relative to peers. Market positioning reflects sensitivity to contractor spending cycles and platform adoption rates in the field services industry.
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Head-to-Head Comparison
Across business models, Salesforce (CRM) serves a wide enterprise base with subscription revenue tied to customer management workflows, contrasting with Guidewire Software (GWRE)’s specialized focus on insurance workflows and ServiceTitan (TTAN)’s niche in contractor operations. Growth drivers differ accordingly: CRM benefits from broad digital transformation but faces AI disruption risks; GWRE gains from insurance modernization with high renewal visibility; TTAN leverages field service efficiency trends yet contends with cyclical end-market demand. Recent momentum has favored GWRE in short-term moves, while CRM and TTAN have shown more mixed or pressured responses in recent market activity. Risk factors include CRM’s larger market capitalization and valuation sensitivity to growth narratives, GWRE’s concentration in one vertical, and TTAN’s post-listing volatility. Sector exposure places all in software but with varying defensiveness, influencing relative performance amid shifting sentiment on technology spending.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent market activity, earnings visibility, and relative positioning, Tickeron’s AI would currently assign a higher probabilistic weighting toward Guidewire Software (GWRE). This reflects steadier momentum signals and upcoming catalysts compared to the guidance-related pressures noted for Salesforce (CRM) and the volatility observed in ServiceTitan (TTAN). Such assessments remain probabilistic and subject to evolving data.
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.
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 whileGWRE’s FA Score has 0 green FA rating(s), and TTAN’s FA Score reflects 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- GWRE’s FA Score: 0 green, 5 red.
- TTAN’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 GWRE’s TA Score has 4 bullish TA indicator(s), and TTAN’s TA Score reflects 6 bullish TA indicator(s).
- CRM’s TA Score: 5 bullish, 5 bearish.
- GWRE’s TA Score: 4 bullish, 6 bearish.
- TTAN’s TA Score: 6 bullish, 4 bearish.
Price Growth
CRM (@Packaged Software) experienced а -2.85% price change this week, while GWRE (@Packaged Software) price change was -10.88% , and TTAN (@Packaged Software) price fluctuated +6.97% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.49%. For the same industry, the average monthly price growth was -0.22%, and the average quarterly price growth was -9.62%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
GWRE is expected to report earnings on Sep 03, 2026.
TTAN is expected to report earnings on Sep 03, 2026.
Industries' Descriptions
@Packaged Software (-4.49% 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 | GWRE | TTAN | |
| Capitalization | 152B | 11.3B | 7.38B |
| EBITDA | 12.5B | 228M | -66.69M |
| Gain YTD | -29.741 | -32.312 | -27.324 |
| P/E Ratio | 21.51 | 73.15 | N/A |
| Revenue | 41.5B | 1.34B | 961M |
| Total Cash | 9.57B | 919M | 429M |
| Total Debt | 17.2B | 705M | 51.4M |
CRM | GWRE | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 64 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 16 Undervalued | 78 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 82 | |
SMR RATING 1..100 | 64 | 61 | |
PRICE GROWTH RATING 1..100 | 62 | 64 | |
P/E GROWTH RATING 1..100 | 93 | 100 | |
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 (16) in the Packaged Software industry is somewhat better than the same rating for GWRE (78) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than GWRE’s over the last 12 months.
GWRE's Profit vs Risk Rating (82) in the Information Technology Services industry is in the same range as CRM (100) in the Packaged Software industry. This means that GWRE’s stock grew similarly to CRM’s over the last 12 months.
GWRE's SMR Rating (61) in the Information Technology Services industry is in the same range as CRM (64) in the Packaged Software industry. This means that GWRE’s stock grew similarly to CRM’s over the last 12 months.
CRM's Price Growth Rating (62) in the Packaged Software industry is in the same range as GWRE (64) in the Information Technology Services industry. This means that CRM’s stock grew similarly to GWRE’s over the last 12 months.
CRM's P/E Growth Rating (93) in the Packaged Software industry is in the same range as GWRE (100) in the Information Technology Services industry. This means that CRM’s stock grew similarly to GWRE’s over the last 12 months.
| CRM | GWRE | TTAN | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 43% | 3 days ago 56% | 3 days ago 86% |
| Stochastic ODDS (%) | 3 days ago 66% | 3 days ago 65% | 3 days ago 90% |
| Momentum ODDS (%) | 3 days ago 68% | 3 days ago 64% | 3 days ago 67% |
| MACD ODDS (%) | 3 days ago 63% | 3 days ago 68% | 3 days ago 70% |
| TrendWeek ODDS (%) | 3 days ago 65% | 3 days ago 65% | 3 days ago 67% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 69% | 3 days ago 53% |
| Advances ODDS (%) | 7 days ago 69% | 7 days ago 68% | 3 days ago 65% |
| Declines ODDS (%) | 3 days ago 63% | 3 days ago 63% | 5 days ago 88% |
| BollingerBands ODDS (%) | 3 days ago 66% | 3 days ago 76% | 3 days ago 90% |
| Aroon ODDS (%) | 3 days ago 84% | 3 days ago 73% | 3 days ago 77% |
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GWRE and
Correlation & Price change
A.I.dvisor indicates that over the last year, GWRE has been loosely correlated with COIN. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if GWRE jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To GWRE | 1D Price Change % | ||
|---|---|---|---|---|
| GWRE | 100% | -10.00% | ||
| COIN - GWRE | 63% Loosely correlated | -7.15% | ||
| CRM - GWRE | 62% Loosely correlated | -1.64% | ||
| CLSK - GWRE | 62% Loosely correlated | -7.09% | ||
| TTAN - GWRE | 62% Loosely correlated | +4.13% | ||
| RIOT - GWRE | 59% Loosely correlated | -10.23% | ||
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TTAN and
Correlation & Price change
A.I.dvisor indicates that over the last year, TTAN has been loosely correlated with GWRE. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if TTAN jumps, then GWRE could also see price increases.
| Ticker / NAME | Correlation To TTAN | 1D Price Change % | ||
|---|---|---|---|---|
| TTAN | 100% | +4.13% | ||
| GWRE - TTAN | 65% Loosely correlated | -10.00% | ||
| CRM - TTAN | 63% Loosely correlated | -1.64% | ||
| FRSH - TTAN | 62% Loosely correlated | -1.46% | ||
| HUBS - TTAN | 61% Loosely correlated | -3.51% | ||
| TEAM - TTAN | 59% Loosely correlated | -2.00% | ||
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