Salesforce.com Inc (CRM)vsHubSpot Inc (HUBS)
CRM
Salesforce.com Inc
$185.66
-0.34%
TECHNOLOGY · Cap: $164.49B
HUBS
HubSpot Inc
$212.64
-3.51%
TECHNOLOGY · Cap: $9.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 1199% more annual revenue ($42.83B vs $3.30B). CRM leads profitability with a 18.7% profit margin vs 3.0%. HUBS appears more attractively valued with a PEG of 0.30. CRM earns a higher WallStSmart Score of 71/100 (B).
CRM
Strong Buy71
out of 100
Grade: B
HUBS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.7%
Fair Value
$722.63
Current Price
$185.66
$536.97 discount
Margin of Safety
+59.7%
Fair Value
$519.57
Current Price
$212.64
$306.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 52.2% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 21.8%
Generating 6.6B in free cash flow
Growing faster than its price suggests
Earnings expanding 968.0% YoY
Conservative balance sheet, low leverage
Revenue surging 23.4% year-over-year
Areas to Watch
Distress zone — elevated risk
Elevated debt levels
ROE of 5.0% — below average capital efficiency
3.0% margin — thin
Operating margin of 3.3%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : HUBS
The strongest argument for HUBS centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 23.4% 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 Return on Equity, Profit Margin, Operating Margin. A P/E of 98.9x leaves little room for execution misses. Thin 3.0% 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.
HUBS carries more volatility with a beta of 1.20 — expect wider price swings.
HUBS is growing revenue faster at 23.4% — sustainability is the question.
CRM generates stronger free cash flow (6.6B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (71/100 vs 59/100), backed by strong 18.7% margins and 13.3% revenue growth. HUBS offers better value entry with a 59.7% 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.
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