HubSpot (HUBS)
Market Price (12/26/2025): $398.0 | Market Cap: $20.9 BilSector: Information Technology | Industry: Application Software
HubSpot (HUBS)
Market Price (12/26/2025): $398.0Market Cap: $20.9 BilSector: Information TechnologyIndustry: Application Software
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% | Weak multi-year price returns2Y Excs Rtn is -77%, 3Y Excs Rtn is -43% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -47 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.6% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 923x | |
| Low stock price volatilityVol 12M is 47% | Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 18% | |
| Megatrend and thematic driversMegatrends include Cloud Computing, Artificial Intelligence, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Show more. | Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.2% | |
| Key risksHUBS key risks include [1] intense competition from both large enterprise companies and specialized providers that could pressure pricing and market share, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32% |
| Low stock price volatilityVol 12M is 47% |
| Megatrend and thematic driversMegatrends include Cloud Computing, Artificial Intelligence, and E-commerce & Digital Retail. Themes include Software as a Service (SaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -77%, 3Y Excs Rtn is -43% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -47 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -1.6% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 923x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 18% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -4.2% |
| Key risksHUBS key risks include [1] intense competition from both large enterprise companies and specialized providers that could pressure pricing and market share, Show more. |
Why The Stock Moved
Qualitative Assessment
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HubSpot's (HUBS) stock experienced a notable decline between August 31, 2025, and December 26, 2025, with several factors contributing to its performance. 1. HubSpot's stock fell 51% year-to-date by December 3, 2025, making it one of the roughest performing major B2B SaaS stocks, despite the business showing solid performance with 18-20% revenue growth, expanding margins, and beating Q3 estimates.2. A significant drop of 12.8% occurred on November 5, 2025, following the Q3 CY2025 earnings report, even though the company beat Wall Street's revenue expectations and raised its full-year adjusted EPS guidance. This decline was accompanied by multiple analysts lowering their price targets on HubSpot shares.
3. Show more
Stock Movement Drivers
Fundamental Drivers
The -21.5% change in HUBS stock from 9/25/2025 to 12/25/2025 was primarily driven by a -25.5% change in the company's P/S Multiple.| 9252025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 506.68 | 397.60 | -21.53% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2847.90 | 2987.70 | 4.91% |
| P/S Multiple | 9.38 | 6.99 | -25.47% |
| Shares Outstanding (Mil) | 52.70 | 52.51 | 0.36% |
| Cumulative Contribution | -21.53% |
Market Drivers
9/25/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HUBS | -21.5% | |
| Market (SPY) | 4.9% | 28.5% |
| Sector (XLK) | 5.3% | 25.3% |
Fundamental Drivers
The -27.4% change in HUBS stock from 6/26/2025 to 12/25/2025 was primarily driven by a -33.4% change in the company's P/S Multiple.| 6262025 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 547.76 | 397.60 | -27.41% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2724.27 | 2987.70 | 9.67% |
| P/S Multiple | 10.49 | 6.99 | -33.37% |
| Shares Outstanding (Mil) | 52.15 | 52.51 | -0.68% |
| Cumulative Contribution | -27.42% |
Market Drivers
6/26/2025 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HUBS | -27.4% | |
| Market (SPY) | 13.1% | 30.3% |
| Sector (XLK) | 16.7% | 24.4% |
Fundamental Drivers
The -44.9% change in HUBS stock from 12/25/2024 to 12/25/2025 was primarily driven by a -52.7% change in the company's P/S Multiple.| 12252024 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 721.36 | 397.60 | -44.88% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 2506.28 | 2987.70 | 19.21% |
| P/S Multiple | 14.78 | 6.99 | -52.73% |
| Shares Outstanding (Mil) | 51.35 | 52.51 | -2.25% |
| Cumulative Contribution | -44.91% |
Market Drivers
12/25/2024 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HUBS | -44.9% | |
| Market (SPY) | 15.8% | 57.1% |
| Sector (XLK) | 22.2% | 54.8% |
Fundamental Drivers
The 41.4% change in HUBS stock from 12/26/2022 to 12/25/2025 was primarily driven by a 83.2% change in the company's Total Revenues ($ Mil).| 12262022 | 12252025 | Change | |
|---|---|---|---|
| Stock Price ($) | 281.23 | 397.60 | 41.38% |
| Change Contribution By | LTM | LTM | |
| Total Revenues ($ Mil) | 1630.62 | 2987.70 | 83.22% |
| P/S Multiple | 8.29 | 6.99 | -15.71% |
| Shares Outstanding (Mil) | 48.07 | 52.51 | -9.24% |
| Cumulative Contribution | 40.17% |
Market Drivers
12/26/2023 to 12/25/2025| Return | Correlation | |
|---|---|---|
| HUBS | -32.0% | |
| Market (SPY) | 48.3% | 51.3% |
| Sector (XLK) | 53.5% | 50.0% |
Price Returns Compared
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| HUBS Return | 150% | 66% | -56% | 101% | 20% | -43% | 150% |
| Peers Return | � | � | � | � | � | � | � |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 18% | 115% |
Monthly Win Rates [3] | |||||||
| HUBS Win Rate | 67% | 50% | 42% | 67% | 67% | 33% | |
| Peers Win Rate | � | � | � | � | � | � | |
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 73% | |
Max Drawdowns [4] | |||||||
| HUBS Max Drawdown | -34% | -12% | -61% | -6% | -22% | -49% | |
| Peers Max Drawdown | � | � | � | � | � | � | |
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | |
[1] Cumulative total returns since the beginning of 2020
[2] Peers: MSFT, IBM, CRM, ADBE, AIB. See HUBS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)
How Low Can It Go
| Event | HUBS | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -69.9% | -25.4% |
| % Gain to Breakeven | 232.7% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -47.3% | -33.9% |
| % Gain to Breakeven | 89.6% | 51.3% |
| Time to Breakeven | 72 days | 148 days |
| 2018 Correction | ||
| % Loss | -31.1% | -19.8% |
| % Gain to Breakeven | 45.2% | 24.7% |
| Time to Breakeven | 203 days | 120 days |
Compare to MSFT, IBM, CRM, ADBE, AIB
In The Past
HubSpot's stock fell -69.9% during the 2022 Inflation Shock from a high on 11/16/2021. A -69.9% loss requires a 232.7% gain to breakeven.
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HubSpot, Inc. 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, sales, service, and content management systems, as well as integrated applications, such as search engine optimization, blogging, website content management, messaging, chatbots, social media, marketing automation, email, predictive lead scoring, sales productivity, knowledge base, commerce, conversation routing, video hosting, ticketing and helpdesk tools, customer NPS surveys, analytics, and reporting. It also offers professional services to educate and train customers on how to leverage its CRM platform, as well as phone and/or email and chat-based support services. The company serves mid-market business-to-business companies. HubSpot, Inc. was incorporated in 2005 and is headquartered in Cambridge, Massachusetts.
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Here are 1-2 brief analogies to describe HubSpot (HUBS):
- HubSpot is like Salesforce, but a more integrated, all-in-one platform for marketing, sales, and customer service, popular with growing businesses.
- It's the Microsoft 365 or Google Workspace for customer-facing business operations, bundling CRM, marketing, sales, and service tools for growth.
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- CRM Platform: A free, integrated customer relationship management system that serves as the foundation for all HubSpot's specialized hubs.
- Marketing Hub: Provides software tools for inbound marketing, including SEO, social media management, email marketing, and marketing automation.
- Sales Hub: Offers software designed to enhance sales efficiency, such as CRM, sales automation, email sequences, and meeting scheduling.
- Service Hub: Delivers software for customer service and support, including help desk, live chat, knowledge base, and customer feedback surveys.
- CMS Hub: A content management system for building and managing websites, blogs, landing pages, and other web content with built-in SEO and security.
- Operations Hub: Integrates data, automates processes, and cleans customer data to streamline business operations and improve data quality.
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HubSpot (symbol: HUBS) primarily sells its software and services to other companies, operating on a Business-to-Business (B2B) model.
Due to its diversified business model, HubSpot serves a vast number of customers across various industries and company sizes rather than relying on a few "major" individual customers. As such, HubSpot does not publicly disclose the names of specific customer companies, and no single customer accounts for a material portion of its revenue, as confirmed in its financial filings.
HubSpot's customer base typically consists of companies that fall into the following categories:
- Small to Medium-sized Businesses (SMBs): These companies are often looking for integrated software solutions to manage their marketing, sales, customer service, and content management efforts efficiently. HubSpot's platform is designed to help these businesses grow by attracting, engaging, and delighting customers.
- Mid-Market Companies: HubSpot has been increasingly successful in attracting larger organizations, offering more robust suites and enterprise-level solutions that cater to more complex needs and larger teams across various departments.
These customers span a wide array of industries globally, including technology, consulting, marketing agencies, education, healthcare, manufacturing, e-commerce, and more. They utilize HubSpot's platform to manage customer relationships (CRM), execute inbound marketing strategies, streamline sales processes, provide customer support, and manage their website content.
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- Amazon.com, Inc. (AMZN)
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Yamini Rangan, Chief Executive Officer
Yamini Rangan has been the Chief Executive Officer of HubSpot since September 2021. Prior to this, she served as HubSpot's first Chief Customer Officer from January 2020 to September 2021. Before joining HubSpot, Ms. Rangan was the Chief Customer Officer at Dropbox and the Vice President of Sales Strategy and Operations at Workday, where she played a key role in quadrupling revenue and scaling the sales organization. She also held various leadership positions in strategy, pre-sales, and value-based selling at SAP. Ms. Rangan served on the board of directors of Splunk Inc. from 2023 to 2024.
Kate Bueker, Chief Financial Officer
Kate Bueker has served as HubSpot's Chief Financial Officer and Treasurer since June 2018. Before her tenure at HubSpot, Ms. Bueker spent over a decade at Akamai Technologies, holding various financial leadership roles, including Senior Vice President of business finance and operations. Earlier in her career, she spent nearly 10 years in investment banking, working with firms such as Credit Suisse, Donaldson, Lufkin & Jenrette, The Blackstone Group, and UBS. She has also been a board member at Procore Technologies, Inc. since April 2021.
Dharmesh Shah, Co-Founder, Chief Technology Officer, and Director
Dharmesh Shah co-founded HubSpot in 2006 and serves as its Co-Chief Technology Officer and a Director. Prior to HubSpot, he was the founder and Chief Executive Officer of Pyramid Digital Solutions, a vertical CRM software company. He also founded OnStartups.com, a prominent startup blog and community.
Kipp Bodnar, Chief Marketing Officer
Kipp Bodnar is the Chief Marketing Officer at HubSpot, a role he has held since 2015. He joined HubSpot in 2010 as an Inbound Marketing Strategist and progressed through various marketing leadership positions. Prior to HubSpot, he worked in the marketing agency industry and as a social media marketing manager. He also founded his own company, Social Media B2B, and is a co-author of "The B2B Social Media Book." Mr. Bodnar advises several SaaS companies on marketing strategy.
Stephanie Cuthbertson, Chief Product Officer
Stephanie Cuthbertson joined HubSpot as Chief Product Officer in October 2021, where she leads product strategy, design, and user experience teams. Before HubSpot, she spent eight years at Google, leading product management, design, and UX for Google Ads and Android. Her prior experience also includes key Product Management roles at Amazon and Microsoft.
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The key risks to HubSpot's business operations are primarily centered around intense market competition, its dependency on customer acquisition and retention, and the need to continually adapt to a rapidly evolving technological landscape.
- Intense Competition: HubSpot operates within a highly competitive software market, facing pressure from both large, established companies like Salesforce, Microsoft, and Adobe, as well as specialized providers such as Zoho, Freshworks, and Pipedrive. This competitive environment can hinder HubSpot's ability to attract new customers, retain its existing client base, and may lead to pricing pressures.
- Reliance on Customer Growth and Retention: The company's financial performance is significantly tied to its ability to acquire new customers, ensure the renewal of existing customer subscriptions, and increase revenue from its current customer base. Factors such as economic downturns or a failure to meet evolving customer demands could negatively impact these critical growth drivers.
- Rapidly Changing Technology and Market: HubSpot's industry is characterized by rapid technological advancements, including the integration of artificial intelligence, and constantly shifting customer expectations. The company must continually innovate and enhance its platform to remain competitive and address these evolving industry standards and customer needs.
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The emergence of AI-native business operating systems and platforms that leverage advanced large language models and agentic AI to autonomously orchestrate complex marketing, sales, and service workflows through conversational interfaces. This shift could potentially make traditional modular, UI-driven CRM and marketing automation platforms (like HubSpot) appear less efficient or outdated for certain tasks or user segments, as new entrants build solutions from the ground up in this new paradigm.
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HubSpot (HUBS) operates within a broad addressable market encompassing various software solutions for customer relationship management, marketing, sales, customer service, content management, operations, and B2B commerce. The addressable markets for their main product "Hubs" are detailed below:
- CRM Platform (Smart CRM): The global Customer Relationship Management (CRM) market is expected to reach approximately $97.90 billion in 2025. This market is projected to grow significantly, potentially reaching $262.74 billion by 2032.
- Marketing Hub (Marketing Automation Software): The global marketing automation software market was valued at $6.45 billion in 2024 and is projected to grow to $7.23 billion in 2025. It is anticipated to reach $16.81 billion by 2032.
- Sales Hub (Sales Software): As a component of CRM, the Sales Hub addresses a segment within the larger global CRM market. The overall global CRM market, which includes sales force automation, is projected to reach $97.90 billion in 2025.
- Service Hub (Customer Service Software): The global customer service software market is estimated to be valued at $51.3 billion in 2025 and is projected to grow to $96.6 billion by 2035.
- Content Hub (Content Management System Software): The global content management software market is projected to reach $31.18 billion in 2025, growing from $28.33 billion in 2024, and is expected to reach $64.68 billion by 2032.
- Operations Hub (Revenue Operations Software): The global revenue operations software market was valued at $3.7 billion in 2023 and is estimated to reach $15.9 billion by 2033, growing at a compound annual growth rate of 15.4%. Based on this, an estimated market size for 2025 would be approximately $4.94 billion.
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HubSpot (HUBS) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Platform Consolidation and Multi-Hub Adoption: HubSpot's strategy emphasizes customers adopting more of its integrated product hubs (Marketing, Sales, Service, CMS, Operations, Commerce). This approach allows businesses to consolidate their go-to-market technology stacks, leading to reduced total cost of ownership and a unified view of their customers. In Q3 2025, 43% of the Pro Plus installed base by annual recurring revenue (ARR) subscribed to three core hubs, marking a 4-point increase year-over-year, with 39% utilizing four or more hubs, up 6 points. This trend of expanding usage across HubSpot's platform is a consistent driver of growth.
- Upmarket Momentum and Expansion to Larger Customers: The company is increasingly attracting and retaining larger businesses. Deals with over $5,000 in monthly recurring revenue (MRR) grew 35% year-over-year in Q3 2025, demonstrating HubSpot's success in serving the "upmarket" segment. This expansion is attributed to years of product investment, strong partner alignment, and increasing brand awareness among decision-makers in larger organizations.
- Artificial Intelligence (AI) Capabilities and New Product Development: HubSpot views AI as a significant multi-year tailwind for revenue growth. The company launched over 200 new updates and products at its INBOUND conference, substantially enhancing its AI capabilities across the platform. Key AI-powered innovations include Customer Agent, Prospecting Agent, Data Agent, and Marketing Studio, designed to improve efficiency in marketing, sales, and customer service. Additionally, the introduction of Data Hub and Commerce Hub further expands HubSpot's product ecosystem, catering to evolving business needs.
- Pricing Changes and Seat Upgrades: Recent adjustments to HubSpot's pricing model, particularly the shift to seat-based pricing and the introduction of new Commerce Hub Professional and Enterprise seats, are anticipated to serve as a revenue tailwind. The company expects continued growth as these pricing changes and seat upgrade opportunities are fully realized across its customer base through 2025 and 2026.
- Consistent Customer Acquisition and Strong Retention: HubSpot continues to grow its customer base, adding 10,900 net new customers in Q3 2025, bringing the total customer count to nearly 279,000, representing a 17% year-over-year increase. The company also maintains a healthy net retention rate of 103% and growing annual recurring revenue (ARR), indicating that existing customers are expanding their use of HubSpot's services, which is crucial for sustained revenue growth.
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Share Repurchases
- In May 2025, HubSpot's Board of Directors authorized a share repurchase program of up to $500.0 million over a period of 12 months.
- The company completed its 2025 Share Repurchase Program, repurchasing $500 million of stock in 2025, including $375.0 million in the third quarter of 2025.
Share Issuance
- HubSpot's annual stock-based compensation, which includes stock options, restricted stock units (RSUs), and employee stock purchase plan shares, amounted to $0.505 billion in 2024.
- Stock-based compensation for the twelve months ending June 30, 2025, was $1.250 billion.
Inbound Investments
- HubSpot raised $400 million in a Post IPO funding round in June 2020.
Outbound Investments
- HubSpot Ventures has made 53 investments in companies across sectors such as MarketingTech, AI-Native, and Sales Force Automation, including recent investments in Recall.ai (September 2025) and Bot Press.
- Recent acquisitions include Dashworks (April 2025), Frame AI (December 2024), and Clearbit (December 2023), aimed at enhancing AI, data, and digital workspace capabilities.
- In December 2020, HubSpot committed $20 million to social impact investing, with an initial allocation of $12.5 million to the Black Economic Development Fund.
Capital Expenditures
- HubSpot's capital expenditures were -$37.94 million in fiscal year 2024.
- The company expects capital expenditures to be approximately 6% of revenue for the full year 2025, driven by higher capitalized software expenses.
Latest Trefis Analyses
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|---|---|
| ARTICLES |
Trade Ideas
Select ideas related to HUBS. For more, see Trefis Trade Ideas.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 11302025 | ENPH | Enphase Energy | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 13.9% | 13.9% | -0.9% |
| 11262025 | PD | PagerDuty | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 12.0% | 12.0% | 0.0% |
| 11212025 | CRM | Salesforce | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 17.0% | 17.0% | -0.1% |
| 11212025 | HUBS | HubSpot | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 11.9% | 11.9% | 0.0% |
| 11212025 | FIVN | Five9 | Dip Buy | DB | FCF Yield | Low D/EDip Buy with High Free Cash Flow YieldBuying dips for companies with significant free cash flow yield (FCF / Market Cap) and reasonable debt / market cap | 4.1% | 4.1% | 0.0% |
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Peer Comparisons for HubSpot
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 352.98 |
| Mkt Cap | 251.5 |
| Rev LTM | 40,317 |
| Op Inc LTM | 8,880 |
| FCF LTM | 11,854 |
| FCF 3Y Avg | 11,194 |
| CFO LTM | 13,483 |
| CFO 3Y Avg | 11,882 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 10.7% |
| Rev Chg 3Y Avg | 10.5% |
| Rev Chg Q | 10.7% |
| QoQ Delta Rev Chg LTM | 2.6% |
| Op Mgn LTM | 22.0% |
| Op Mgn 3Y Avg | 19.2% |
| QoQ Delta Op Mgn LTM | 0.6% |
| CFO/Rev LTM | 33.5% |
| CFO/Rev 3Y Avg | 31.8% |
| FCF/Rev LTM | 26.6% |
| FCF/Rev 3Y Avg | 28.0% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 251.5 |
| P/S | 6.4 |
| P/EBIT | 27.9 |
| P/E | 34.6 |
| P/CFO | 21.1 |
| Total Yield | 3.6% |
| Dividend Yield | 0.5% |
| FCF Yield 3Y Avg | 4.2% |
| D/E | 0.0 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 7.0% |
| 3M Rtn | -0.3% |
| 6M Rtn | -1.7% |
| 12M Rtn | -21.2% |
| 3Y Rtn | 107.4% |
| 1M Excs Rtn | 7.4% |
| 3M Excs Rtn | -5.3% |
| 6M Excs Rtn | -14.6% |
| 12M Excs Rtn | -37.9% |
| 3Y Excs Rtn | 26.2% |
Comparison Analyses
Price Behavior
Price Behavior
| Market Price | $397.60 | |
| Market Cap ($ Bil) | 20.9 | |
| First Trading Date | 10/09/2014 | |
| Distance from 52W High | -51.5% | |
| 50 Days | 200 Days | |
| DMA Price | $407.93 | $509.46 |
| DMA Trend | down | down |
| Distance from DMA | -2.5% | -22.0% |
| 3M | 1YR | |
| Volatility | 52.0% | 47.0% |
| Downside Capture | 161.16 | 172.51 |
| Upside Capture | 11.77 | 88.31 |
| Correlation (SPY) | 28.4% | 56.9% |
HUBS Betas & Captures as of 11/30/2025
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.84 | 1.45 | 1.38 | 1.36 | 1.40 | 1.43 |
| Up Beta | -1.08 | 0.32 | 0.46 | 0.91 | 1.41 | 1.31 |
| Down Beta | 1.92 | 2.26 | 2.44 | 1.95 | 1.38 | 1.69 |
| Up Capture | 36% | 36% | 20% | 30% | 90% | 220% |
| Bmk +ve Days | 13 | 26 | 39 | 74 | 142 | 427 |
| Stock +ve Days | 8 | 20 | 33 | 66 | 124 | 397 |
| Down Capture | 360% | 211% | 188% | 200% | 137% | 108% |
| Bmk -ve Days | 7 | 16 | 24 | 52 | 107 | 323 |
| Stock -ve Days | 12 | 22 | 30 | 59 | 124 | 353 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Comparison of HUBS With Other Asset Classes (Last 1Y) | |||||||
|---|---|---|---|---|---|---|---|
| HUBS | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | -43.4% | 26.7% | 19.2% | 71.9% | 8.9% | 6.0% | -10.1% |
| Annualized Volatility | 46.7% | 27.6% | 19.5% | 19.3% | 15.3% | 17.1% | 35.0% |
| Sharpe Ratio | -1.07 | 0.84 | 0.78 | 2.69 | 0.36 | 0.18 | -0.12 |
| Correlation With Other Assets | 54.9% | 57.2% | -2.6% | 16.9% | 39.3% | 20.4% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Based On 5-Year Data
| Comparison of HUBS With Other Asset Classes (Last 5Y) | |||||||
|---|---|---|---|---|---|---|---|
| HUBS | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 1.0% | 19.0% | 14.9% | 18.7% | 11.7% | 4.8% | 32.7% |
| Annualized Volatility | 52.1% | 24.7% | 17.1% | 15.5% | 18.7% | 18.9% | 48.7% |
| Sharpe Ratio | 0.22 | 0.69 | 0.70 | 0.97 | 0.51 | 0.17 | 0.60 |
| Correlation With Other Assets | 58.9% | 57.0% | 7.1% | 9.9% | 40.0% | 30.1% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Comparison of HUBS With Other Asset Classes (Last 10Y) | |||||||
|---|---|---|---|---|---|---|---|
| HUBS | Sector ETF | Equity | Gold | Commodities | Real Estate | Bitcoin | |
| Annualized Return | 21.6% | 22.3% | 14.7% | 14.9% | 6.9% | 5.2% | 69.3% |
| Annualized Volatility | 49.6% | 24.2% | 18.0% | 14.8% | 17.6% | 20.8% | 55.8% |
| Sharpe Ratio | 0.59 | 0.84 | 0.70 | 0.83 | 0.31 | 0.22 | 0.90 |
| Correlation With Other Assets | 60.2% | 56.9% | 5.2% | 16.6% | 39.7% | 21.5% | |
ETFs used for asset classes: Sector ETF = XLK, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 11/5/2025 | -15.0% | -15.1% | -17.1% |
| 8/6/2025 | -6.2% | -11.1% | -1.0% |
| 5/8/2025 | -8.7% | 0.6% | -8.2% |
| 2/12/2025 | 4.4% | -4.8% | -22.4% |
| 11/6/2024 | 7.8% | 17.1% | 24.1% |
| 8/7/2024 | 3.4% | 5.1% | 7.8% |
| 5/8/2024 | -0.5% | 4.1% | 1.1% |
| 2/14/2024 | -3.3% | -4.7% | -4.5% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 16 | 15 | 13 |
| # Negative | 8 | 9 | 11 |
| Median Positive | 7.3% | 5.9% | 14.6% |
| Median Negative | -6.2% | -5.0% | -8.2% |
| Max Positive | 16.4% | 25.9% | 25.4% |
| Max Negative | -15.0% | -15.1% | -27.8% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 9302025 | 11052025 | 10-Q 9/30/2025 |
| 6302025 | 8062025 | 10-Q 6/30/2025 |
| 3312025 | 5082025 | 10-Q 3/31/2025 |
| 12312024 | 2122025 | 10-K 12/31/2024 |
| 9302024 | 11062024 | 10-Q 9/30/2024 |
| 6302024 | 8072024 | 10-Q 6/30/2024 |
| 3312024 | 5102024 | 10-Q 3/31/2024 |
| 12312023 | 2142024 | 10-K 12/31/2023 |
| 9302023 | 11082023 | 10-Q 9/30/2023 |
| 6302023 | 8022023 | 10-Q 6/30/2023 |
| 3312023 | 5032023 | 10-Q 3/31/2023 |
| 12312022 | 2162023 | 10-K 12/31/2022 |
| 9302022 | 11022022 | 10-Q 9/30/2022 |
| 6302022 | 8042022 | 10-Q 6/30/2022 |
| 3312022 | 5052022 | 10-Q 3/31/2022 |
| 12312021 | 2142022 | 10-K 12/31/2021 |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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