Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HUBS
HOLDHubSpot, Inc. · Technology · United States · $10.5B · Avg Vol: $327M/d
COMPANY DESCRIPTION
HubSpot, Inc. provides a leading customer relationship management (CRM) platform that helps mid-market companies scale through integrated marketing, sales, service, and content management software. The company's competitive moat is anchored by its easy-to-use, unified codebase architecture, which contrasts with the fragmented, acquisition-heavy platforms of larger competitors. Its extensive ecosystem of integrations and high customer switching costs ensure strong retention and expansion within the SMB segment.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.7B | 2.2B | 2.6B | 3.1B | 21.8% | 3.3B | 3.7B | 4.3B | 17.0% |
| EPS | -2.35 | -3.30 | 0.09 | 0.88 | 877.8% | 1.97 | 1.19 | 1.42 | 26.9% |
| Shares | 49.2M | 50.4M | 51.8M | 52.6M | +6.8% | 51.2M | — | — | — |
| Debt | 806.3M | 787.8M | 745.4M | 262.3M | -31.2% | 247.3M | — | — | — |
| Equity | 992.2M | 1.3B | 1.9B | 2.1B | 27.7% | — | — | — | — |
| Op CF | 273.2M | 351.0M | 598.6M | 760.7M | 40.7% | 798.0M | — | — | — |
| Inv CF | -319.7M | -334.8M | -515.9M | 491.8M | — | — | — | — | — |
| Fin CF | 7.4M | 37.0M | 53.5M | -910.0M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of HUBS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HUBS | HubSpot, Inc.(you) | $10.5B | 35 | HOLD |
| TTAN | ServiceTitan, Inc. | $6.7B | 36 | HOLD |
| GWRE | Guidewire Software, Inc. | $11.5B | 28 | SELL |
| KVYO | Klaviyo, Inc. | $4.9B | 36 | HOLD |
| U.MX | Unity Software Inc. | $12.2B | 23 | SELL |
| FROG | JFrog Ltd. | $9.7B | 51 | HOLD |
| TYL | Tyler Technologies, Inc. | $12.2B | 50 | HOLD |
| FIG | Figma, Inc. | $11.2B | 19 | STRONG SELL |
| BILL | BILL Holdings, Inc. | $4.3B | 37 | HOLD |
| NAVN | Navan, Inc. | $5.9B | 27 | SELL |
Peer medians: ROE 7.6% · P/E 37.1x · Gross margin 53.1%