HUBS vs CRM Stock Comparison: AI Score, Valuation, Performance and Upside
CRM is the dominant, large-scale enterprise CRM leader now betting heavily on Agentforce AI agents as its next major growth driver, while HUBS is a smaller, faster-growing CRM and marketing platform focused on small and mid-sized businesses with its own Breeze AI features. Both are racing to monetize AI agents within their respective customer bases.
HUBS vs CRM compares a smaller, faster-growing CRM platform focused on small and mid-sized businesses against the dominant, large-scale enterprise CRM leader, both pursuing AI agent monetization strategies.
CRM holds the edge across 4 of 5 key metrics in this comparison. CRM has delivered stronger 1-year price return (-2.60% vs -57.88%), 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.
- Want exposure to a faster-growing CRM platform focused on small and mid-sized businesses
- Believe HubSpot's Breeze AI features will drive continued differentiation
- See value in HubSpot's expansion upmarket into larger enterprise accounts
- Want exposure to the dominant global enterprise CRM software leader
- Believe Agentforce AI agents will become a significant new monetization opportunity
- Prefer a company with broader, more diversified enterprise product offerings
| Metric | HUBS | CRM |
|---|---|---|
| AI scorei | 45.1 | 51.4 |
| AI ranki | #781 | #454 |
| Latest closei | $216.12 | $237.92 |
| 1M returni | -10.56% | +15.44% |
| 6M returni | -16.49% | +21.77% |
| 1Y returni | -57.88% | -2.60% |
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 | $4.17K (-58.3%) started 2025-09-19 | $9.63K (-3.7%) started 2025-09-19 |
| 5Y ago | $3.15K (-68.5%) started 2021-09-20 | $9.35K (-6.5%) started 2021-09-20 |
| 10Y ago | $39.42K (+294.2%) started 2016-09-19 | $33.07K (+230.7%) 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 | -58.35% | -3.71% |
| CAGRi | -58.46% | -3.72% | |
| Volatilityi | 73.77% | 47.64% | |
| Sharpe ratioi | -0.88 | 0.06 | |
| Sortino ratioi | -1.17 | 0.09 | |
| Max drawdowni | 67.44% | 43.61% | |
| Current drawdowni | 58.67% | 10.63% | |
| Avg drawdowni | 44.08% | 20.38% | |
| Ulcer Indexi | 47.76% | 24.61% | |
| Max daily dropi | 19.10% | 8.69% | |
| Max wkly dropi | 27.02% | 15.16% | |
| 5Y | Growthi | -68.51% | -7.20% |
| CAGRi | -20.65% | -1.48% | |
| Volatilityi | 57.63% | 39.46% | |
| Sharpe ratioi | -0.19 | 0.04 | |
| Sortino ratioi | -0.27 | 0.06 | |
| Max drawdowni | 80.02% | 59.08% | |
| Current drawdowni | 74.64% | 35.15% | |
| 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 | +294.24% | +228.25% |
| CAGRi | +14.71% | +12.62% | |
| Volatilityi | 52.15% | 36.58% | |
| Sharpe ratioi | 0.44 | 0.38 | |
| Sortino ratioi | 0.63 | 0.56 | |
| Max drawdowni | 80.02% | 59.08% | |
| Current drawdowni | 74.64% | 35.15% | |
| 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 integrated customer relationship management (CRM) platform combining marketing, sales, and customer service software, primarily targeting small and mid-sized businesses, with growing AI features through its Breeze AI assistant. | Salesforce is the world's largest customer relationship management software provider, offering a broad platform spanning sales, service, marketing, commerce, and a growing suite of AI agent products (Agentforce) for enterprise customers. |
| Investor focus | Investors track HubSpot's customer growth and average subscription revenue per customer, AI feature adoption through Breeze, and progress expanding upmarket into larger enterprise customers. | Investors track Salesforce's Agentforce AI agent adoption and monetization, core subscription revenue growth, and operating margin expansion as the company balances growth investment with profitability. |
- Strong brand recognition and product-led growth motion in the small and mid-sized business market
- Integrated marketing, sales, and service platform reduces the need for multiple point solutions
- Growing AI assistant (Breeze) features add differentiation and upsell potential
- Dominant global market share in enterprise CRM software
- Agentforce AI agent platform represents a significant new monetization opportunity layered onto existing customer relationships
- Broad, diversified product portfolio spans the full customer engagement lifecycle
- Smaller scale and average customer size than Salesforce limits some enterprise deal economics
- Faces competition from both larger CRM platforms and smaller specialized marketing tools
- Expansion upmarket into larger enterprise accounts carries execution risk
- Large size makes sustaining high percentage growth rates more challenging
- Agentforce and other AI products are still in relatively early stages of enterprise monetization
- Faces competition from both specialized point solutions and other large enterprise software platforms
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