Added to YB: 2025-04-21
Pitch date: 2025-04-17
HUBS [neutral]
HubSpot, Inc.
-29.07%
current return
Author Info
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Company Info
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.
Market Cap
$19.2B
Pitch Price
$530.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.3K
P/E
-5.4K
EV/Sales
6.03
Sector
Software
Category
growth
HubSpot: A Scalable CRM Leader in a Rapidly Expanding Market
HUBS (overview): CRM platform growing at +21% YoY with 6 integrated hubs. Strong economic moat via switching costs & brand. Trades at 9.1x fwd EV/S, 59.2x fwd P/E. AI features driving growth - 900K Agent.AI users. Concerns: Billings slowed to +13.3%, CAC high at 28.8 months. TAM $101B, growing 13% CAGR.
Read full article (13 min)