Software - Application
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4 / 10Stock Comparison
UPLD vs HUBS vs CRM vs BRZE
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Software - Application
Software - Application
UPLD vs HUBS vs CRM vs BRZE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Software - Application | Software - Application | Software - Application | Software - Application |
| Market Cap | $29M | $12.58B | $179.19B | $2.31B |
| Revenue (TTM) | $202M | $3.30B | $41.52B | $738M |
| Net Income (TTM) | $-14M | $100M | $7.46B | $-131M |
| Gross Margin | 75.9% | 83.7% | 77.7% | 67.1% |
| Operating Margin | 5.2% | 1.9% | 21.5% | -19.6% |
| Forward P/E | — | 19.6x | 15.8x | 35.7x |
| Total Debt | $235M | $485M | $6.74B | $83M |
| Cash & Equiv. | $29M | $882M | $7.33B | $124M |
UPLD vs HUBS vs CRM vs BRZE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 21 | May 26 | Return |
|---|---|---|---|
| Upland Software, In… (UPLD) | 100 | 5.0 | -95.0% |
| HubSpot, Inc. (HUBS) | 100 | 30.3 | -69.7% |
| Salesforce, Inc. (CRM) | 100 | 65.4 | -34.6% |
| Braze, Inc. (BRZE) | 100 | 29.7 | -70.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: UPLD vs HUBS vs CRM vs BRZE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
UPLD plays a supporting role in this comparison — it may shine differently against other peers.
HUBS is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 19.2%, EPS growth 8.6%, 3Y rev CAGR 21.8%
- 469.1% 10Y total return vs CRM's 154.6%
- Beta 1.18, current ratio 1.52x
CRM carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 2 yrs, beta 0.82, yield 0.9%
- Lower volatility, beta 0.82, Low D/E 11.4%, current ratio 0.76x
- Lower P/E (15.8x vs 35.7x)
- 18.0% margin vs BRZE's -17.8%
BRZE is the #2 pick in this set and the best alternative if growth and momentum is your priority.
- 24.4% revenue growth vs UPLD's -21.1%
- -30.7% vs HUBS's -62.0%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 24.4% revenue growth vs UPLD's -21.1% | |
| Value | Lower P/E (15.8x vs 35.7x) | |
| Quality / Margins | 18.0% margin vs BRZE's -17.8% | |
| Stability / Safety | Beta 0.82 vs UPLD's 1.88, lower leverage | |
| Dividends | 0.9% yield; 2-year raise streak; the other 3 pay no meaningful dividend | |
| Momentum (1Y) | -30.7% vs HUBS's -62.0% | |
| Efficiency (ROA) | 6.6% ROA vs BRZE's -12.9%, ROIC 10.9% vs -20.5% |
UPLD vs HUBS vs CRM vs BRZE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
UPLD vs HUBS vs CRM vs BRZE — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
CRM leads in 4 of 6 categories
UPLD leads 1 • HUBS leads 0 • BRZE leads 0
Explore the data ↓Income & Cash Flow (Last 12 Months)
CRM leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CRM is the larger business by revenue, generating $41.5B annually — 205.7x UPLD's $202M. CRM is the more profitable business, keeping 18.0% of every revenue dollar as net income compared to BRZE's -17.8%. On growth, BRZE holds the edge at +27.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $202M | $3.3B | $41.5B | $738M |
| EBITDAEarnings before interest/tax | $33M | $166M | $11.4B | -$131M |
| Net IncomeAfter-tax profit | -$14M | $100M | $7.5B | -$131M |
| Free Cash FlowCash after capex | $22M | $712M | $14.4B | $61M |
| Gross MarginGross profit ÷ Revenue | +75.9% | +83.7% | +77.7% | +67.1% |
| Operating MarginEBIT ÷ Revenue | +5.2% | +1.9% | +21.5% | -19.6% |
| Net MarginNet income ÷ Revenue | -7.1% | +3.0% | +18.0% | -17.8% |
| FCF MarginFCF ÷ Revenue | +10.9% | +21.6% | +34.7% | +8.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -23.5% | +23.4% | +12.1% | +27.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +90.7% | +2.5% | +18.3% | -70.6% |
Valuation Metrics
UPLD leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 23.9x trailing earnings, CRM trades at a 92% valuation discount to HUBS's 284.1x P/E. On an enterprise value basis, UPLD's 4.8x EV/EBITDA is more attractive than HUBS's 69.2x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $29M | $12.6B | $179.2B | $2.3B |
| Enterprise ValueMkt cap + debt − cash | $234M | $12.2B | $178.6B | $2.3B |
| Trailing P/EPrice ÷ TTM EPS | -0.62x | 284.08x | 23.88x | -18.52x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 19.61x | 15.82x | 35.72x |
| PEG RatioP/E ÷ EPS growth rate | — | — | 1.95x | — |
| EV / EBITDAEnterprise value multiple | 4.81x | 69.24x | 20.03x | — |
| Price / SalesMarket cap ÷ Revenue | 0.13x | 4.02x | 4.32x | 3.13x |
| Price / BookPrice ÷ Book value/share | 0.34x | 6.29x | 3.01x | 3.91x |
| Price / FCFMarket cap ÷ FCF | 1.17x | 17.77x | 12.44x | 37.34x |
Profitability & Efficiency
CRM leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
CRM delivers a 12.6% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $-29 for UPLD. CRM carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to UPLD's 2.91x. On the Piotroski fundamental quality scale (0–9), CRM scores 8/9 vs BRZE's 3/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -29.2% | +5.0% | +12.6% | -22.8% |
| ROA (TTM)Return on assets | -3.4% | +2.7% | +6.6% | -12.9% |
| ROICReturn on invested capital | +4.0% | +0.4% | +10.9% | -20.5% |
| ROCEReturn on capital employed | +4.6% | +0.5% | +11.9% | -23.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 8 | 3 |
| Debt / EquityFinancial leverage | 2.91x | 0.23x | 0.11x | 0.13x |
| Net DebtTotal debt minus cash | $206M | -$397M | -$590M | -$42M |
| Cash & Equiv.Liquid assets | $29M | $882M | $7.3B | $124M |
| Total DebtShort + long-term debt | $235M | $485M | $6.7B | $83M |
| Interest CoverageEBIT ÷ Interest expense | 0.41x | 4753.07x | 44.14x | — |
Total Returns (Dividends Reinvested)
CRM leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CRM five years ago would be worth $8,775 today (with dividends reinvested), compared to $220 for UPLD. Over the past 12 months, BRZE leads with a -30.7% total return vs HUBS's -62.0%. The 3-year compound annual growth rate (CAGR) favors CRM at -1.4% vs UPLD's -34.3% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -35.2% | -36.1% | -26.4% | -30.6% |
| 1-Year ReturnPast 12 months | -58.5% | -62.0% | -32.4% | -30.7% |
| 3-Year ReturnCumulative with dividends | -71.6% | -45.1% | -4.0% | -20.7% |
| 5-Year ReturnCumulative with dividends | -97.8% | -52.1% | -12.3% | -75.8% |
| 10-Year ReturnCumulative with dividends | -86.1% | +469.1% | +154.6% | -75.8% |
| CAGR (3Y)Annualised 3-year return | -34.3% | -18.1% | -1.4% | -7.4% |
Risk & Volatility
CRM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CRM is the less volatile stock with a 0.82 beta — it tends to amplify market swings less than UPLD's 1.88 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRM currently trades 62.9% from its 52-week high vs UPLD's 24.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.88x | 1.18x | 0.82x | 1.27x |
| 52-Week HighHighest price in past year | $3.91 | $682.57 | $296.05 | $37.67 |
| 52-Week LowLowest price in past year | $0.50 | $187.45 | $163.52 | $15.26 |
| % of 52W HighCurrent price vs 52-week peak | +24.9% | +35.8% | +62.9% | +60.0% |
| RSI (14)Momentum oscillator 0–100 | 70.5 | 51.1 | 48.3 | 47.6 |
| Avg Volume (50D)Average daily shares traded | 393K | 1.5M | 12.4M | 3.0M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: HUBS as "Buy", CRM as "Buy", BRZE as "Buy". Consensus price targets imply 87.8% upside for BRZE (target: $42) vs 47.7% for HUBS (target: $361). CRM is the only dividend payer here at 0.89% yield — a key consideration for income-focused portfolios.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | — | $360.89 | $287.00 | $42.44 |
| # AnalystsCovering analysts | — | 47 | 97 | 25 |
| Dividend YieldAnnual dividend ÷ price | — | — | +0.9% | — |
| Dividend StreakConsecutive years of raises | — | — | 2 | — |
| Dividend / ShareAnnual DPS | — | — | $1.66 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +0.5% | +4.0% | +7.0% | 0.0% |
CRM leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). UPLD leads in 1 (Valuation Metrics).
UPLD vs HUBS vs CRM vs BRZE: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is UPLD or HUBS or CRM or BRZE a better buy right now?
For growth investors, Braze, Inc.
(BRZE) is the stronger pick with 24. 4% revenue growth year-over-year, versus -21. 1% for Upland Software, Inc. (UPLD). Salesforce, Inc. (CRM) offers the better valuation at 23. 9x trailing P/E (15. 8x forward), making it the more compelling value choice. Analysts rate HubSpot, Inc. (HUBS) a "Buy" — based on 47 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — UPLD or HUBS or CRM or BRZE?
On trailing P/E, Salesforce, Inc.
(CRM) is the cheapest at 23. 9x versus HubSpot, Inc. at 284. 1x. On forward P/E, Salesforce, Inc. is actually cheaper at 15. 8x.
03Which is the better long-term investment — UPLD or HUBS or CRM or BRZE?
Over the past 5 years, Salesforce, Inc.
(CRM) delivered a total return of -12. 3%, compared to -97. 8% for Upland Software, Inc. (UPLD). Over 10 years, the gap is even starker: HUBS returned +469. 1% versus UPLD's -86. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — UPLD or HUBS or CRM or BRZE?
By beta (market sensitivity over 5 years), Salesforce, Inc.
(CRM) is the lower-risk stock at 0. 82β versus Upland Software, Inc. 's 1. 88β — meaning UPLD is approximately 130% more volatile than CRM relative to the S&P 500. On balance sheet safety, Salesforce, Inc. (CRM) carries a lower debt/equity ratio of 11% versus 3% for Upland Software, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — UPLD or HUBS or CRM or BRZE?
By revenue growth (latest reported year), Braze, Inc.
(BRZE) is pulling ahead at 24. 4% versus -21. 1% for Upland Software, Inc. (UPLD). On earnings-per-share growth, the picture is similar: HubSpot, Inc. grew EPS 863. 0% year-over-year, compared to -19. 6% for Braze, Inc.. Over a 3-year CAGR, BRZE leads at 27. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — UPLD or HUBS or CRM or BRZE?
Salesforce, Inc.
(CRM) is the more profitable company, earning 18. 0% net margin versus -17. 9% for Upland Software, Inc. — meaning it keeps 18. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRM leads at 21. 5% versus -19. 6% for BRZE. At the gross margin level — before operating expenses — HUBS leads at 83. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is UPLD or HUBS or CRM or BRZE more undervalued right now?
On forward earnings alone, Salesforce, Inc.
(CRM) trades at 15. 8x forward P/E versus 35. 7x for Braze, Inc. — 19. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BRZE: 87. 8% to $42. 44.
08Which pays a better dividend — UPLD or HUBS or CRM or BRZE?
In this comparison, CRM (0.
9% yield) pays a dividend. UPLD, HUBS, BRZE do not pay a meaningful dividend and should not be held primarily for income.
09Is UPLD or HUBS or CRM or BRZE better for a retirement portfolio?
For long-horizon retirement investors, Salesforce, Inc.
(CRM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 82), 0. 9% yield, +154. 6% 10Y return). Upland Software, Inc. (UPLD) carries a higher beta of 1. 88 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CRM: +154. 6%, UPLD: -86. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between UPLD and HUBS and CRM and BRZE?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: UPLD is a small-cap quality compounder stock; HUBS is a mid-cap high-growth stock; CRM is a mid-cap quality compounder stock; BRZE is a small-cap high-growth stock. CRM pays a dividend while UPLD, HUBS, BRZE do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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