HUBS vs CRM Stock Comparison: AI Score, Valuation, Performance and Upside
HubSpot and Salesforce both provide CRM platforms but target fundamentally different customer segments with different business models. HubSpot serves SMBs and growing mid-market companies with an integrated, easy-to-use platform at lower price points; Salesforce serves large enterprises requiring deep customization and multi-cloud integrations. Both are racing to embed AI into their platforms as the next generation of CRM automation.
HUBS vs CRM is a choice between the SMB/mid-market CRM leader with a simpler integrated platform (HubSpot) and the enterprise CRM dominant with deep integrations and Agentforce AI (Salesforce) — HubSpot offers higher revenue growth rates from a smaller base, while Salesforce offers stability, cash flow, and the largest AI CRM platform footprint.
CRM holds the edge across 4 of 5 key metrics in this comparison. CRM has delivered stronger 1-year price return (+0.26% vs -54.74%), though HUBS has the better forward P/E setup (15.70x vs 16.19x for CRM). On fundamentals, HUBS is growing revenue faster (19.80%), while CRM maintains the higher operating margin (21.38%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for CRM (+2.56%) than for HUBS (-7.67%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- prefer a fast-growing SMB and mid-market CRM platform with a product-led freemium growth model
- value the all-in-one simplicity of HubSpot's integrated marketing, sales, and service platform reducing integration complexity
- want a pure-play CRM growth vehicle with higher revenue growth rates than Salesforce from a smaller base
- are comfortable with SMB customer macroeconomic sensitivity and competition from Salesforce moving downmarket
- prefer the dominant enterprise CRM company with deeply embedded multi-cloud integrations at Fortune 500 companies
- value Agentforce AI as the most enterprise-ready autonomous CRM agent platform entering commercial deployment
- want a large-cap, profitable, high-free-cash-flow enterprise software company with a growing buyback program
- are comfortable with maturing seat-based CRM growth rates while Agentforce revenue ramps as a new growth driver
| Metric | HUBS | CRM |
|---|---|---|
| AI scorei | 45.1 | 51.4 |
| AI ranki | #781 | #454 |
| Latest closei | $229.58 | $242.85 |
| 1M returni | +1.48% | +23.81% |
| 6M returni | -12.48% | +24.54% |
| 1Y returni | -54.74% | +0.26% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | HUBS | CRM |
|---|---|---|
| 1Y ago | $4.47K (-55.3%) started 2025-09-18 | $9.94K (-0.6%) started 2025-09-18 |
| 5Y ago | $3.34K (-66.6%) started 2021-09-20 | $9.54K (-4.6%) started 2021-09-20 |
| 10Y ago | $41.88K (+318.8%) started 2016-09-19 | $33.75K (+237.5%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
| Metric | HUBS | CRM |
|---|---|---|
| Market capi | $13.34B | $210.69B |
| Trailing P/Ei | 92.44 | 23.42 |
| Forward P/Ei | 15.70 | 16.19 |
| Price/Salesi | 11.26 | 6.80 |
| EV/Revenuei | 3.45 | 5.50 |
| Analyst targeti | $240.69 | $262.54 |
| Target upsidei | -7.67% | +2.56% |
| Metric | HUBS | CRM |
|---|---|---|
| Revenue growthi | 19.80% | 10.80% |
| Earnings growthi | 968.10% | 118.90% |
| EPS growthi | +968.10% | +118.90% |
| FCF margini | +19.33% | +40.36% |
| Operating margini | 4.87% | 21.38% |
| Profit margini | 4.26% | 21.99% |
| ROIC proxyi | 7.89% | 19.38% |
| Return on equityi | 7.89% | 19.38% |
| Dividend yieldi | N/A | 0.69% |
| Payout ratioi | 0.00% | 15.68% |
| Dividend growth streaki | N/A | No increase yet |
| Betai | 1.17 | 1.15 |
| Debt/equityi | 14.30 | 110.42 |
| Current ratioi | 1.38 | 0.84 |
| Quick ratioi | 1.11 | 0.67 |
Over the past year, HUBS and CRM have moved strongly in the same direction (correlation of 0.76), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | HUBS | CRM |
|---|---|---|---|
| 1Y | Growthi | -55.26% | -0.59% |
| CAGRi | -55.30% | -0.59% | |
| Volatilityi | 73.42% | 47.51% | |
| Sharpe ratioi | -0.79 | 0.12 | |
| Sortino ratioi | -1.05 | 0.20 | |
| Max drawdowni | 67.44% | 43.61% | |
| Current drawdowni | 56.10% | 8.78% | |
| Avg drawdowni | 43.90% | 20.29% | |
| Ulcer Indexi | 47.65% | 24.56% | |
| Max daily dropi | 19.10% | 8.69% | |
| Max wkly dropi | 27.02% | 15.16% | |
| 5Y | Growthi | -66.55% | -5.28% |
| CAGRi | -19.69% | -1.08% | |
| Volatilityi | 57.57% | 39.45% | |
| Sharpe ratioi | -0.17 | 0.05 | |
| Sortino ratioi | -0.24 | 0.08 | |
| Max drawdowni | 80.02% | 59.08% | |
| Current drawdowni | 73.06% | 33.81% | |
| Avg drawdowni | 44.66% | 30.19% | |
| Ulcer Indexi | 48.61% | 33.99% | |
| Max daily dropi | 19.10% | 19.74% | |
| Max wkly dropi | 27.02% | 23.19% | |
| 10Y | Growthi | +318.79% | +235.05% |
| CAGRi | +15.41% | +12.86% | |
| Volatilityi | 52.11% | 36.57% | |
| Sharpe ratioi | 0.45 | 0.39 | |
| Sortino ratioi | 0.65 | 0.57 | |
| Max drawdowni | 80.02% | 59.08% | |
| Current drawdowni | 73.06% | 33.81% | |
| Avg drawdowni | 26.71% | 18.81% | |
| Ulcer Indexi | 35.42% | 25.11% | |
| Max daily dropi | 19.10% | 19.74% | |
| Max wkly dropi | 28.86% | 23.19% |
| Category | HUBS | CRM |
|---|---|---|
| Company | HubSpot, Inc. | Salesforce, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Application | Software - Application |
| Core business | HubSpot provides an all-in-one CRM, marketing, sales, and service platform primarily targeting small to mid-size businesses (SMBs). Its freemium model — offering a free CRM tier that upgrades to paid Starter, Professional, and Enterprise tiers — drives bottoms-up adoption through individual sales reps and marketing teams without requiring IT involvement. HubSpot's integrated platform means marketing, sales, and service data share a single data model, reducing the integration complexity that plagues Salesforce deployments. | Salesforce is the world's largest CRM company, serving enterprise customers with Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, and the Slack collaboration platform. Its Einstein AI capabilities and Agentforce autonomous AI agent platform position Salesforce for the next wave of AI-driven enterprise automation. With $35B+ in annual revenue, Salesforce dominates the large enterprise CRM market through deep system integrations and a massive partner ecosystem of ISVs and system integrators. |
| Investor focus | Investors track customer count growth (especially at Professional and Enterprise tiers), average revenue per customer expansion, AI Breeze copilot adoption, and operating leverage as the company scales toward sustained profitability. | Investors focus on Agentforce AI adoption as the primary incremental revenue driver in 2025–2026, remaining performance obligation (RPO) growth as a leading indicator of booked business, operating margin expansion toward 30%+, and free cash flow per share growth supporting buybacks. |
- Freemium go-to-market drives viral adoption within SMBs without requiring enterprise procurement processes
- All-in-one platform with marketing, CMS, sales, and service natively integrated reduces the customization and integration costs that make Salesforce expensive
- Breeze AI copilot and content agent positioned for AI-driven CRM automation without requiring third-party integrations
- Dominant enterprise CRM market position with deep multi-cloud customer integrations that create very high switching costs
- Agentforce autonomous AI agents represent the most enterprise-ready AI CRM automation platform with early customer deployments
- Massive partner ecosystem of SIs and ISVs extends Salesforce's reach into every vertical without proportional cost increase
- SMB customer base is more sensitive to macro slowdowns than Salesforce's large enterprise customers
- Moving upmarket into mid-market competes with Salesforce's small business clouds — HubSpot must grow while protecting its SMB base
- Salesforce's Einstein AI and Agentforce are catching up with AI CRM capabilities that could match HubSpot's simplicity for SMB buyers
- Seat-based CRM growth is maturing — Salesforce's future growth increasingly depends on Agentforce AI monetization ramping
- Complex integrations and implementation costs create total cost of ownership concerns that benefit simpler HubSpot for mid-market buyers
- Microsoft Dynamics and HubSpot are both growing at Salesforce's expense in non-enterprise segments
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