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CRM or HUBS or WDAY
Which Stock Would AI Choose? Salesforce (CRM) vs. HubSpot (HUBS) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- Salesforce (CRM), HubSpot (HUBS), and Workday (WDAY) are leading enterprise software providers with significant exposure to customer relationship management, inbound marketing platforms, and human capital/financial management solutions, respectively.
- Recent market activity shows divergent performance, with HubSpot (HUBS) posting stronger year-to-date gains compared to more modest or negative returns for Salesforce (CRM) and Workday (WDAY) amid broader software sector volatility.
- All three companies have highlighted artificial intelligence (AI) initiatives as key growth drivers, though analyst sentiment remains mixed with frequent price target adjustments.
- Valuation metrics indicate Salesforce (CRM) trading at a relatively lower forward price-to-earnings ratio versus peers, while HubSpot (HUBS) and Workday (WDAY) demonstrate higher growth trajectories in subscription revenues.
- Risk factors include sector-wide sensitivity to economic data, competition in the software-as-a-service (SaaS) space, and varying degrees of stock price volatility observed in recent weeks.
- Market positioning differs by target customer base, with Salesforce (CRM) emphasizing large enterprises and HubSpot (HUBS) focusing on small-to-medium businesses alongside Workday (WDAY)’s specialized enterprise focus.
Introduction
Enterprise software stocks such as Salesforce (CRM), HubSpot (HUBS), and Workday (WDAY) attract attention from institutional and retail investors seeking exposure to the SaaS sector. These companies operate in overlapping yet distinct segments of cloud-based business applications, making them relevant for comparative analysis of relative performance, growth drivers, and market sentiment. Portfolio managers and traders monitoring technology valuations, AI adoption trends, and sector rotation often review such comparisons to assess diversification opportunities within software equities.
CRM Overview and Recent Performance
Salesforce (CRM) provides customer relationship management (CRM) software and related cloud services to enterprises worldwide. In recent market activity, the stock has traded near the lower end of its 52-week range, reflecting broader pressures on software valuations. Performance in recent weeks has been influenced by ongoing AI product enhancements and mixed analyst commentary, with some firms adjusting price targets downward while others maintain buy ratings. The company’s scale and recurring revenue base have contributed to relative stability compared to smaller peers, though overall sentiment remains tempered by macroeconomic concerns affecting technology spending.
HUBS Overview and Recent Performance
HubSpot (HUBS) offers an inbound marketing, sales, and customer service platform primarily serving small and medium-sized businesses. Recent performance has featured notable year-to-date gains, supported by strong subscription revenue growth and AI feature integrations highlighted in earnings discussions. The stock experienced significant price swings in recent weeks, including multiple analyst downgrades and target reductions following earnings, yet it maintained positive momentum relative to broader sector benchmarks. Investor focus has centered on the company’s ability to sustain growth amid competitive pressures in the marketing technology space.
WDAY Overview and Recent Performance
Workday (WDAY) delivers cloud-based enterprise applications for human resources, finance, and planning. Recent market activity includes a notable response to quarterly results that exceeded revenue and earnings expectations, driving a single-day advance. Performance in recent weeks reflects continued emphasis on AI-driven capabilities within its subscription offerings, alongside analyst attention to guidance and competitive positioning. The stock has shown sensitivity to earnings beats while operating within a wider 52-week range influenced by sector dynamics.
Trending AI Robots
Tickeron maintains a curated Trending AI Robots section featuring select AI trading bots from its extensive library of hundreds of automated strategies. These bots cover thousands of tickers and employ varied trading styles, timeframes, and performance statistics suited to prevailing market conditions. Only those demonstrating strong alignment with current trends and risk parameters are highlighted in the trending section. Users can explore detailed bot statistics, backtested results, and ticker-specific applications directly on the platform for informed strategy evaluation.
Head-to-Head Comparison
Business models differ notably: Salesforce (CRM) emphasizes broad customer engagement tools with deep enterprise customization, HubSpot (HUBS) targets inbound processes for smaller organizations, and Workday (WDAY) specializes in workforce and financial management automation. Growth drivers center on AI enhancements across all three, yet recent momentum has favored HubSpot (HUBS) on a year-to-date basis while Workday (WDAY) benefited from a recent earnings catalyst. Risk factors include higher beta for HubSpot (HUBS) and valuation sensitivity for the group amid SaaS spending caution. Sector exposure remains concentrated in technology, with Salesforce (CRM) offering greater scale and buyback activity as potential stabilizers versus peers’ higher growth volatility.
Tickeron AI Verdict
Based on observable factors including recent earnings momentum, trend consistency, and relative positioning within the software sector, Tickeron’s AI models indicate a modest probabilistic preference for Workday (WDAY) in the current environment. This assessment draws from the stock’s response to positive quarterly results and AI-related developments, while acknowledging variability across different timeframes and market regimes.
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 whileHUBS’s FA Score has 0 green FA rating(s), and WDAY’s FA Score reflects 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- HUBS’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish while HUBS’s TA Score has 4 bullish TA indicator(s), and WDAY’s TA Score reflects 6 bullish TA indicator(s).
- CRM’s TA Score: 3 bullish, 7 bearish.
- HUBS’s TA Score: 4 bullish, 5 bearish.
- WDAY’s TA Score: 6 bullish, 4 bearish.
Price Growth
CRM (@Packaged Software) experienced а -12.69% price change this week, while HUBS (@Packaged Software) price change was -17.68% , and WDAY (@Packaged Software) price fluctuated -5.81% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -3.48%. For the same industry, the average monthly price growth was +0.58%, and the average quarterly price growth was -12.70%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
HUBS is expected to report earnings on Aug 05, 2026.
WDAY is expected to report earnings on Aug 20, 2026.
Industries' Descriptions
@Packaged Software (-3.48% 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 | HUBS | WDAY | |
| Capitalization | 144B | 10.1B | 34.6B |
| EBITDA | 13.7B | 267M | 1.73B |
| Gain YTD | -33.642 | -50.738 | -34.710 |
| P/E Ratio | 20.32 | 104.05 | 43.69 |
| Revenue | 42.8B | 3.3B | 9.85B |
| Total Cash | 11.8B | 1.69B | 4.35B |
| Total Debt | 41.9B | 247M | 3.81B |
CRM | HUBS | WDAY | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 58 | 59 | 14 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 78 Overvalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | 100 | |
SMR RATING 1..100 | 100 | 100 | 100 | |
PRICE GROWTH RATING 1..100 | 62 | 65 | 60 | |
P/E GROWTH RATING 1..100 | 94 | 96 | 97 | |
SEASONALITY SCORE 1..100 | n/a | 50 | n/a |
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 somewhat better than the same rating for WDAY (70) in the Information Technology Services industry, and is somewhat better than the same rating for HUBS (78) in the Information Technology Services industry. This means that CRM's stock grew somewhat faster than WDAY’s and somewhat faster than HUBS’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, and is in the same range as HUBS (100) in the Information Technology Services industry. This means that CRM's stock grew similarly to WDAY’s and similarly to HUBS’s over the last 12 months.
CRM's SMR Rating (100) in the Packaged Software industry is in the same range as WDAY (100) in the Information Technology Services industry, and is in the same range as HUBS (100) in the Information Technology Services industry. This means that CRM's stock grew similarly to WDAY’s and similarly to HUBS’s over the last 12 months.
WDAY's Price Growth Rating (60) in the Information Technology Services industry is in the same range as CRM (62) in the Packaged Software industry, and is in the same range as HUBS (65) in the Information Technology Services industry. This means that WDAY's stock grew similarly to CRM’s and similarly to HUBS’s over the last 12 months.
CRM's P/E Growth Rating (94) in the Packaged Software industry is in the same range as HUBS (96) in the Information Technology Services industry, and is in the same range as WDAY (97) in the Information Technology Services industry. This means that CRM's stock grew similarly to HUBS’s and similarly to WDAY’s over the last 12 months.
| CRM | HUBS | WDAY | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 54% | 2 days ago 66% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 75% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 76% | 2 days ago 64% |
| MACD ODDS (%) | 2 days ago 65% | 2 days ago 84% | 2 days ago 62% |
| TrendWeek ODDS (%) | 2 days ago 65% | 2 days ago 72% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 78% | 2 days ago 61% |
| Advances ODDS (%) | 10 days ago 69% | 10 days ago 74% | 10 days ago 55% |
| Declines ODDS (%) | 2 days ago 63% | 2 days ago 72% | 2 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 60% | 2 days ago 68% | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 84% | N/A | 2 days ago 68% |
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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% | -3.94% | ||
| HUBS - CRM | 75% Closely correlated | -5.01% | ||
| WDAY - CRM | 71% Closely correlated | -2.46% | ||
| TEAM - CRM | 71% Closely correlated | -2.33% | ||
| ADBE - CRM | 70% Closely correlated | -2.90% | ||
| DT - CRM | 68% Closely correlated | -2.74% | ||
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HUBS and
Correlation & Price change
A.I.dvisor indicates that over the last year, HUBS has been closely correlated with CRM. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUBS jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To HUBS | 1D Price Change % | ||
|---|---|---|---|---|
| HUBS | 100% | -5.01% | ||
| CRM - HUBS | 79% Closely correlated | -3.94% | ||
| TEAM - HUBS | 71% Closely correlated | -2.33% | ||
| FRSH - HUBS | 67% Closely correlated | -0.32% | ||
| NOW - HUBS | 66% Closely correlated | -6.32% | ||
| S - HUBS | 66% Loosely correlated | -3.24% | ||
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