HubSpot and Salesforce have both seen significant year-to-date declines, with HubSpot down 54% and Salesforce down 40%, despite artificial intelligence acting as a catalyst rather than a headwind. HubSpot is growing revenue faster at 23% in the first quarter compared to Salesforce's 14% in its most recent fiscal quarter, but Salesforce boasts a 19% net profit margin versus HubSpot's 3.7%. Salesforce's Agentforce segment reached $1.2 billion in annual recurring revenue, a 205% year-over-year increase, while HubSpot's Breeze AI is included in broader subscription revenue. Salesforce trades at a price-to-earnings ratio of 17.7, offering a more generous margin of safety than HubSpot's 95.1 ratio, making Salesforce a promising value stock and HubSpot a riskier, higher-upside play.
Salesforce.com IncSalesforce has a 19% net profit margin, Agentforce ARR grew 205% to $1.2B, and a low P/E of 17.7 makes it a value stock.
NVIDIA Corporation
HubSpot IncHubSpot has a low 3.7% net profit margin and a high P/E of 95.1, making it riskier and less attractive as a value stock.