YouTube · Q2 2026 · 2026-08-07
HUBS · NYSE
HubSpot, Inc.
Software - Application · United States
- Market cap (USD)
- US$11.31B
- Trailing P/E
- 78.90x
- Forward P/E
- 13.13x
- Quarterly revenue growth
- 19.8%
- Trailing net margin
- 4.3%
- Indicated dividend yield
- —
Snapshot 2026-10-06 · Latest financial period 2026-06-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-11-04 (provider estimate, not issuer-confirmed).
Company background
HubSpot, Inc., together with its subsidiaries, provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes Marketing Hub, a toolset for marketing automation and email, social media, SEO, AEO, and reporting and analytics; Sales Hub offers email templates and tracking, conversations and live chat, meeting and call scheduling, lead and website visit alerts, lead scoring, sales automation, pipeline management, quoting, forecasting, and reporting; Service Hub, a service software designed to help businesses manage, respond, and connect with customers; and Content Hub that helps business with website pages, business blogging, video and podcast hosting, smart content, landing pages and forms, SEO recommendations, forms and lead flow, web analytics reporting, calls-to-action, and file manager. It offers Operations Hub, which provides programmable automation, data sync, data curation, and data quality tools; and Commerce Hub, a B2B commerce suite that provides payment links, invoices, quotes, subscription management, and automation and revenue reporting; and breeze, an AI that powers the customer platform that provides AI-powered insights, automation, content generation, and data enrichment, as well as Breeze Assistant, a go-to-market assistant to boost productivity and make work easier; and Breeze Agents, which helps teams automate work end-to-end from strategy to execution. In addition, the company provides professional services to educate and train customers on how to utilize its CRM platform; and customer success; phone and/or email and chat-based support services; and helps customers by providing Customer Success Manager and Partner Development Manager digital channels through educational content academey. It serves mid-market business-to-business companies. The company was incorporated in 2005 and is headquartered in Cambridge, Massachusetts.
Company websiteQ2 2026
Go beyond the headline.
Comparable businesses
HUBS peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | HUBSHubSpot, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | PAYCPaycom Software, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | PCTYPaylocity Holding CorporationSnapshot 2026-10-06Financial period: 2026-06-30 | Peer medianSimilar-size peers only |
|---|---|---|---|---|
| Market capMarket value, converted to USD | US$11.31B | US$10.11B | US$8.15B | US$9.13Bn=2 |
| Forward P/EProvider forward earnings estimate | 13.13x | 16.06x | 15.15x | 15.60xn=2 |
| EV / EBITDAEnterprise value / trailing EBITDA | 63.19x | 14.67x | 17.95x | 16.31xn=2 |
| Revenue growthLatest quarter vs prior-year quarter | 19.8% | 9.8% | 11.0% | 10.4%n=2 |
| Operating marginLatest reported quarter | 4.9% | 31.7% | 19.1% | 25.4%n=2 |
| Free cash flow yieldTrailing cash flow / market cap | 5.9% | 4.2% | 4.4% | 4.3%n=2 |
| Net debt / EBITDANet debt / trailing EBITDA | -7.03x | 1.07x | -0.32x | 0.37xn=2 |
| Debt / equityTotal debt / positive book equity | 0.14x | 1.72x | 0.11x | 0.91xn=2 |
| Trailing P/ETrailing twelve-month earnings | 78.90x | 23.73x | 29.92x | 26.83xn=2 |
| Price / bookPrice / positive book equity per share | 6.62x | 17.07x | 6.67x | 11.87xn=2 |
| EV / salesEnterprise value / trailing revenue | 2.87x | 5.04x | 4.34x | 4.69xn=2 |
| Earnings growthLatest quarter vs prior-year quarter | — | 48.1% | 27.6% | 37.9%n=2 |
| Gross marginTrailing twelve months | 83.2% | 88.1% | 69.3% | 78.7%n=2 |
| Net marginTrailing twelve months | 4.3% | 22.8% | 15.2% | 19.0%n=2 |
| Return on equityProvider trailing return; positive equity only | 7.9% | 41.1% | 22.0% | 31.5%n=2 |
| Free cash flow marginTrailing free cash flow / revenue | 19.3% | 19.8% | 20.3% | 20.1%n=2 |
| Dividend yieldIndicated annual dividend / price | — | 0.7% | — | — |
| Earnings payoutProvider trailing dividend payout | 0.0% | 15.9% | 0.0% | 7.9%n=2 |
| Current ratioCurrent assets / current liabilities | 1.38x | 1.07x | 1.09x | 1.08xn=2 |
| BetaProvider historical market sensitivity | 1.24 | 0.83 | 0.50 | 0.66n=2 |
YouTube · Q2 2026 · 2026-08-07
Paylocity Holding Corporation (PCTY)
Similar size · 0.72x market cap
Enterprise workflow software
No Charged Alpha episode is linked for this listing yet.
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
Periods are grouped by their ending calendar year or quarter, not identical fiscal calendars. Exact period-end dates appear in tooltips and reported figures. When reporting currencies differ and a recent captured FX rate is available, money and EPS are normalized to USD for comparison. This is not a historical FX restatement. Gaps are not estimated.
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Revenue
Reported figures
Financial data & calculation notes
Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Valuation & price history
Adjusted closing price
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Price figures
Earnings-multiple scenario
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-10-06. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for HUBS
Q2 20262026-08-07
HubSpot (HUBS): They Beat Every Line And Fell 19% - The Cut Nobody Did The Math On
Presentation · 2026-08-07 · YouTube
Q1 20262026-05-09
HUBS Stock: EPS Beats by 10% — Q1 2026 Earnings Analysis
Presentation · 2026-05-09 · YouTube