LIVE
CRM
Salesforce, Inc. · Technology
$151.78
-15.41% this month
VERSUS
⟷
COMPARE
HUBS
HubSpot, Inc. · Technology
$176.03
-15.45% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
CRM
4
HUBS
1
Comparison scoreboard
CRM LEADS 4/5AI Score
CRM 40.6
HUBS ✓45.2
1Y Return
CRM ✓-42.24%
HUBS -67.67%
Fwd P/E
CRM ✓10.67
HUBS 12.04
Target Up.
CRM ✓+53.88%
HUBS +49.04%
Op. Margin
CRM ✓21.80%
HUBS 3.30%
Metrics last refreshed: 6/20/2026
Quick take
CRM vs HUBS Stock Comparison: AI Score, Valuation, Performance and Upside
Salesforce and HubSpot are CRM market leaders targeting different customer segments. Salesforce dominates enterprise CRM with deep multi-cloud platform penetration and Agentforce AI agents. HubSpot dominates SMB CRM with its freemium inbound marketing-centric platform. Salesforce's revenue is larger and more stable; HubSpot's growth rate is typically higher as it grows its SMB customer base internationally.
CRM vs HUBS is the world's largest enterprise CRM platform with AI agent monetization and Fortune 500 lock-in (Salesforce) versus the leading SMB inbound CRM platform with freemium acquisition and international growth opportunity (HubSpot) — enterprise stability and AI agent upside vs SMB growth and expanding customer count.
Live analysis · updated 6/20/2026
CRM holds the edge across 4 of 5 key metrics in this comparison. CRM leads on both 1-year return (-42.24%) and forward P/E (10.67x vs 12.04x for HUBS), a relatively favorable combination of momentum and valuation. On fundamentals, HUBS is growing revenue faster (23.40%), while CRM maintains the higher operating margin (21.80%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for CRM (+53.88%) than for HUBS (+49.04%).
Normalized 1Y performance
CRM
HUBS
Recent returns
CRM
HUBS
Analyst price targets & sentiment
CRM · 52 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.7/5.0)
Price target range
analyst low$225.00
analyst high$442.00
analyst mean$255.28
current price$151.78
+53.9% upside to analyst mean
HUBS
Price target range
analyst mean$280.16
current price$176.03
+49.0% upside to analyst mean
Who should consider this stock?
CRM may suit investors who:
- →prefer large-cap enterprise software with deep Fortune 500 penetration and multi-cloud platform lock-in creating durable switching costs
- →value Agentforce AI agent adoption as Salesforce's next growth monetization — per-action AI pricing could significantly expand revenue per enterprise customer
- →want operating margin improvement story alongside revenue growth — Salesforce's restructuring has meaningfully improved profitability trajectory
- →are comfortable with enterprise IT budget cycle sensitivity, Microsoft Dynamics AI competition, and revenue growth rates lower than smaller SaaS peers
HUBS may suit investors who:
- →prefer SMB CRM growth through freemium customer acquisition and expansion — HubSpot's customer count growth and ARPU expansion are key compounding drivers
- →value HubSpot's international growth runway — SMB adoption of inbound marketing methodology outside the US is still early in many markets
- →want higher-growth software company with AI integration across marketing, sales, and service hubs creating platform value for SMBs
- →are comfortable with SMB customer churn sensitivity to economic conditions, Salesforce SMB competition, and revenue growth moderation from pandemic-era highs
Performance & AI score
| Metric | CRM | HUBS |
|---|---|---|
| AI score | 40.6 | 45.2 |
| AI rank | #1030 | #729 |
| Latest close | $151.78 | $176.03 |
| 1M return | -15.41% | -15.45% |
| 6M return | -41.20% | -54.58% |
| 1Y return | -42.24% | -67.67% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CRM | HUBS |
|---|---|---|
| 1Y ago | $5.85K (-41.5%) started 2025-06-18 | $3.23K (-67.7%) started 2025-06-18 |
| 5Y ago | $6.3K (-37.0%) started 2021-06-21 | $2.97K (-70.3%) started 2021-06-18 |
| 10Y ago | $18.96K (+89.6%) started 2016-06-20 | $36.98K (+269.8%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | CRM | HUBS |
|---|---|---|
| Market cap | $135.86B | $9.62B |
| Trailing P/E | 19.22 | 98.94 |
| Forward P/E | 10.67 | 12.04 |
| Price/Sales | 6.80 | 11.26 |
| EV/Revenue | 3.89 | 2.48 |
| Analyst target | $255.28 | $280.16 |
| Target upside | +53.88% | +49.04% |
Growth, profitability & risk
| Metric | CRM | HUBS |
|---|---|---|
| Revenue growth | 13.30% | 23.40% |
| Earnings growth | 52.20% | 968.10% |
| EPS growth | +52.20% | +968.10% |
| FCF margin | +38.65% | +19.90% |
| Operating margin | 21.80% | 3.30% |
| Profit margin | 18.73% | 3.04% |
| ROIC proxy | 16.91% | 5.01% |
| Return on equity | 16.91% | 5.01% |
| Dividend yield | 1.06% | N/A |
| Beta | 1.15 | 1.20 |
| Debt/equity | 124.28 | 12.38 |
| Current ratio | 0.79 | 1.61 |
| Quick ratio | 0.61 | 1.35 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
CRM max drawdown44.53%
HUBS max drawdown68.62%
CRM max wkly drop15.16%
HUBS max wkly drop27.02%
5Y risk snapshot
CRM max drawdown58.63%
HUBS max drawdown79.34%
CRM max wkly drop23.19%
HUBS max wkly drop27.02%
10Y risk snapshot
CRM max drawdown58.63%
HUBS max drawdown79.34%
CRM max wkly drop23.19%
HUBS max wkly drop28.86%
Performance metrics by period
| Period | Metric | CRM | HUBS |
|---|---|---|---|
| 1Y | Growth | -41.51% | -67.67% |
| CAGR | -41.56% | -67.69% | |
| Sharpe ratio | -1.33 | -1.55 | |
| Max drawdown | 44.53% | 68.62% | |
| Max daily drop | 8.69% | 19.03% | |
| Max wkly drop | 15.16% | 27.02% | |
| 5Y | Growth | -37.47% | -70.34% |
| CAGR | -8.98% | -21.58% | |
| Sharpe ratio | -0.19 | -0.25 | |
| Max drawdown | 58.63% | 79.34% | |
| Max daily drop | 19.74% | 19.03% | |
| Max wkly drop | 23.19% | 27.02% | |
| 10Y | Growth | +88.21% | +269.81% |
| CAGR | +6.53% | +13.98% | |
| Sharpe ratio | 0.23 | 0.42 | |
| Max drawdown | 58.63% | 79.34% | |
| Max daily drop | 19.74% | 19.03% | |
| Max wkly drop | 23.19% | 28.86% |
Business comparison
| Category | CRM | HUBS |
|---|---|---|
| Company | Salesforce, Inc. | HubSpot, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Application | N/A |
| Core business | Salesforce is the world's largest CRM software company, serving large enterprises with Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and the Einstein AI platform. Salesforce's multi-cloud platform is deeply embedded in enterprise operations — many companies run their entire customer relationship, sales process, and service operations on Salesforce. Agentforce (Salesforce's autonomous AI agent platform) is positioned as the next phase of enterprise AI adoption, enabling AI agents to perform CRM workflows autonomously. | HubSpot provides an all-in-one CRM platform targeting small-to-medium businesses (SMBs) with Marketing Hub, Sales Hub, Service Hub, and Content Hub. HubSpot pioneered inbound marketing — the methodology of attracting customers with helpful content rather than outbound cold calls — and built its platform around this philosophy. HubSpot's freemium model acquires customers at low cost then upsells paid tiers as businesses grow. AI features (HubSpot AI, Breeze AI agents) are integrated across the platform. |
| Investor focus | Investors track Salesforce's remaining performance obligation (RPO) growth as a revenue visibility metric, Agentforce AI agent adoption, multi-cloud attach rates (customers using multiple Salesforce products), and operating margin improvement from restructuring. | Investors track HubSpot's customer count growth, average revenue per customer (ARPU) expansion as customers upgrade tiers, net revenue retention (do customers expand spending?), and international market penetration. |
CRM strengths
- →Deepest enterprise CRM penetration — Salesforce is embedded in Fortune 500 companies' core revenue generation processes, creating extremely high switching costs
- →Agentforce AI agents represent Salesforce's most significant AI monetization opportunity — charging enterprises per AI agent action rather than per seat creates a new growth model
- →1,000+ AppExchange integrations and a massive Salesforce developer/administrator ecosystem create deep platform lock-in beyond the software itself
HUBS strengths
- →Freemium model creates low-cost customer acquisition — businesses start free then upgrade as needs grow, giving HubSpot an efficient go-to-market that avoids expensive enterprise sales cycles
- →All-in-one CRM platform for SMBs creates platform stickiness — once a business runs marketing, sales, and service on HubSpot, migrating is disruptive
- →International expansion opportunity is significant — HubSpot's English-language inbound marketing content created a global audience for its platform beyond US SMBs
Risks to watch — CRM
- →Salesforce's large-enterprise focus means revenue growth is more correlated to enterprise IT budget cycles — economic downturns hit Salesforce harder than SMB-focused SaaS
- →Microsoft Dynamics 365 with Copilot AI integration is Salesforce's most dangerous competitor — Microsoft's ability to bundle CRM with Office 365 and Teams is a unique threat
- →Operating margin improvements have been significant but Salesforce's scale means incremental expansion is harder — further margin upside may require continued restructuring
Risks to watch — HUBS
- →HubSpot's SMB customer base is more vulnerable to economic downturns — SMBs cancel subscriptions faster than enterprises during recessions
- →Salesforce's small business products (Salesforce Starter, Salesforce Essentials) and Microsoft's SMB tools compete in HubSpot's core market
- →HubSpot growth has moderated from its pandemic-era highs — achieving re-acceleration in a competitive CRM market requires continued product differentiation
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