HubSpot Inc (HUBS)vsUber Technologies Inc (UBER)
HUBS
HubSpot Inc
$238.07
+0.05%
TECHNOLOGY · Cap: $12.55B
UBER
Uber Technologies Inc
$73.08
+1.02%
TECHNOLOGY · Cap: $150.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 1561% more annual revenue ($52.02B vs $3.13B). UBER leads profitability with a 19.3% profit margin vs 1.5%. HUBS appears more attractively valued with a PEG of 0.42. UBER earns a higher WallStSmart Score of 56/100 (C).
HUBS
Buy55
out of 100
Grade: C-
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-420.1%
Fair Value
$40.25
Current Price
$238.07
$197.82 premium
Margin of Safety
-122.0%
Fair Value
$32.16
Current Price
$73.08
$40.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 20.4% year-over-year
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
ROE of 2.3% — below average capital efficiency
1.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HUBS
The strongest argument for HUBS centers on PEG Ratio, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : HUBS
The primary concerns for HUBS are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 276.7x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
HUBS carries more volatility with a beta of 1.45 — expect wider price swings.
HUBS is growing revenue faster at 20.4% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBER scores higher overall (56/100 vs 55/100), backed by strong 19.3% margins and 20.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
HubSpot Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for companies in the Americas, Europe, and Asia Pacific. The company is headquartered in Cambridge, Massachusetts.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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