Salesforce.com Inc (CRM)vsHubSpot Inc (HUBS)
CRM
Salesforce.com Inc
$247.72
+1.94%
TECHNOLOGY · Cap: $203.87B
HUBS
HubSpot Inc
$225.33
+0.80%
TECHNOLOGY · Cap: $12.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1174% more annual revenue ($43.94B vs $3.45B). CRM leads profitability with a 22.0% profit margin vs 4.3%. HUBS appears more attractively valued with a PEG of 0.30. CRM earns a higher WallStSmart Score of 74/100 (B).
CRM
Strong Buy74
out of 100
Grade: B
HUBS
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+65.7%
Fair Value
$721.77
Current Price
$247.72
$474.05 discount
Margin of Safety
+60.4%
Fair Value
$528.08
Current Price
$225.33
$302.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Earnings expanding 118.9% YoY
Every $100 of equity generates 25 in profit
Keeps 22 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 21.4%
Growing faster than its price suggests
Earnings expanding 968.0% YoY
Conservative balance sheet, low leverage
19.8% revenue growth
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
Distress zone — elevated risk
4.3% margin — thin
Operating margin of 4.9%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, EPS Growth, Return on Equity. Profitability is solid with margins at 22.0% and operating margin at 21.4%. Revenue growth of 10.8% demonstrates continued momentum.
Bull Case : HUBS
The strongest argument for HUBS centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.30 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score, Debt/Equity.
Bear Case : HUBS
The primary concerns for HUBS are Altman Z-Score, Profit Margin, Operating Margin. A P/E of 85.6x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
CRM profiles as a mature stock while HUBS is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.20 — expect wider price swings.
HUBS is growing revenue faster at 19.8% — sustainability is the question.
CRM generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (74/100 vs 56/100), backed by strong 22.0% margins and 10.8% revenue growth. HUBS offers better value entry with a 60.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Visit Website →HubSpot Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for companies in the Americas, Europe, and Asia Pacific. The company is headquartered in Cambridge, Massachusetts.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?