Comprehensive Stock Comparison
Compare Braze, Inc. (BRZE) vs HubSpot, Inc. (HUBS) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | BRZE | 25.8% revenue growth vs HUBS's 19.2% |
| Value | HUBS | Lower P/E (21.3x vs 45.1x) |
| Quality / Margins | HUBS | -0.1% net margin vs BRZE's -16.8% |
| Stability / Safety | BRZE | Beta 1.34 vs HUBS's 1.43 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | BRZE | -48.6% vs HUBS's -63.5% |
| Efficiency (ROA) | HUBS | -0.1% ROA vs BRZE's -11.2%, ROIC 0.3% vs -19.4% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Braze operates a cloud-based customer engagement platform that helps brands communicate with consumers across mobile, web, and email channels. It generates revenue primarily through subscription fees for its SaaS platform — typically based on monthly active users and message volume — with enterprise contracts forming the bulk of its business. The company's competitive advantage lies in its real-time data processing capabilities and sophisticated segmentation tools that enable personalized marketing at scale.
HubSpot is a cloud-based customer relationship management platform that helps businesses attract, engage, and delight customers through integrated marketing, sales, and service tools. It generates revenue primarily through subscription fees for its software platform—with pricing tiers based on features and usage—and secondarily through professional services and training. The company's key advantage is its unified, easy-to-use platform that seamlessly connects marketing, sales, and customer service functions, creating a sticky ecosystem that grows with customers' needs.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
HUBS leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). BRZE leads in 2 (Valuation Metrics, Risk & Volatility).
Financial Metrics (TTM)
HUBS is the larger business by revenue, generating $3.0B annually — 4.3x BRZE's $693M. HUBS is the more profitable business, keeping -0.1% of every revenue dollar as net income compared to BRZE's -16.8%. On growth, BRZE holds the edge at +25.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BRZEBraze, Inc. | HUBSHubSpot, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $693M | $3.0B |
| EBITDAEarnings before interest/tax | -$135M | $41M |
| Net IncomeAfter-tax profit | -$117M | -$4M |
| Free Cash FlowCash after capex | $63M | $655M |
| Gross MarginGross profit ÷ Revenue | +68.1% | +84.1% |
| Operating MarginEBIT ÷ Revenue | -19.9% | -1.7% |
| Net MarginNet income ÷ Revenue | -16.8% | -0.1% |
| FCF MarginFCF ÷ Revenue | +9.0% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +25.5% | +20.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -22.2% | +93.8% |
Valuation Metrics
| Metric | BRZEBraze, Inc. | HUBSHubSpot, Inc. |
|---|---|---|
| Market CapShares × price | $189M | $13.8B |
| Enterprise ValueMkt cap + debt − cash | $193M | $13.2B |
| Trailing P/EPrice ÷ TTM EPS | -18.62x | 307.57x |
| Forward P/EPrice ÷ next-FY EPS est. | 45.12x | 21.30x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 1787.77x |
| Price / SalesMarket cap ÷ Revenue | 0.32x | 4.41x |
| Price / BookPrice ÷ Book value/share | 4.09x | 6.81x |
| Price / FCFMarket cap ÷ FCF | 8.06x | 19.52x |
Profitability & Efficiency
HUBS delivers a -0.2% return on equity — every $100 of shareholder capital generates $-0 in annual profit, vs $-19 for BRZE. HUBS carries lower financial leverage with a 0.13x debt-to-equity ratio, signaling a more conservative balance sheet compared to BRZE's 0.18x.
| Metric | BRZEBraze, Inc. | HUBSHubSpot, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -19.4% | -0.2% |
| ROA (TTM)Return on assets | -11.2% | -0.1% |
| ROICReturn on invested capital | -19.4% | +0.3% |
| ROCEReturn on capital employed | -22.9% | +0.3% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.18x | 0.13x |
| Net DebtTotal debt minus cash | $4M | -$620M |
| Cash & Equiv.Liquid assets | $83M | $882M |
| Total DebtShort + long-term debt | $87M | $262M |
| Interest CoverageEBIT ÷ Interest expense | — | 12.40x |
Total Returns (with DRIP)
A $10,000 investment in HUBS five years ago would be worth $5,023 today (with dividends reinvested), compared to $2,033 for BRZE. Over the past 12 months, BRZE leads with a -48.6% total return vs HUBS's -63.5%. The 3-year compound annual growth rate (CAGR) favors HUBS at -11.9% vs BRZE's -14.8% — a key indicator of consistent wealth creation.
| Metric | BRZEBraze, Inc. | HUBSHubSpot, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -41.7% | -30.8% |
| 1-Year ReturnPast 12 months | -48.6% | -63.5% |
| 3-Year ReturnCumulative with dividends | -38.1% | -31.6% |
| 5-Year ReturnCumulative with dividends | -79.7% | -49.8% |
| 10-Year ReturnCumulative with dividends | -79.7% | +534.9% |
| CAGR (3Y)Annualised 3-year return | -14.8% | -11.9% |
Risk & Volatility
BRZE is the less volatile stock with a 1.34 beta — it tends to amplify market swings less than HUBS's 1.43 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BRZE currently trades 43.3% from its 52-week high vs HUBS's 36.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | BRZEBraze, Inc. | HUBSHubSpot, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.34x | 1.43x |
| 52-Week HighHighest price in past year | $43.89 | $732.00 |
| 52-Week LowLowest price in past year | $15.26 | $207.20 |
| % of 52W HighCurrent price vs 52-week peak | +43.3% | +36.1% |
| RSI (14)Momentum oscillator 0–100 | 44.9 | 51.0 |
| Avg Volume (50D)Average daily shares traded | 2.4M | 1.3M |
Analyst Outlook
Wall Street rates BRZE as "Buy" and HUBS as "Buy". Consensus price targets imply 121.2% upside for BRZE (target: $42) vs 44.8% for HUBS (target: $383).
| Metric | BRZEBraze, Inc. | HUBSHubSpot, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $42.00 | $383.00 |
| # AnalystsCovering analysts | 25 | 47 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +3.6% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Nov 21 | Feb 26 | Change |
|---|---|---|---|
| Braze, Inc. (BRZE) | 100 | 22.21 | -77.8% |
| HubSpot, Inc. (HUBS) | 100 | 35.79 | -64.2% |
HubSpot, Inc. (HUBS) returned -50% over 5 years vs Braze, Inc. (BRZE)'s -80%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Braze, Inc. (BRZE) | $96M | $593M | +515.8% |
| HubSpot, Inc. (HUBS) | $271M | $3.1B | +1055.6% |
HubSpot, Inc.'s revenue grew from $271M (2016) to $3.1B (2025) — a 31.2% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Braze, Inc. (BRZE) | -33.0% | -17.5% | +47.0% |
| HubSpot, Inc. (HUBS) | -16.8% | 3.0% | +117.7% |
HubSpot, Inc.'s net margin went from -17% (2016) to 3% (2025).
Chart 4EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Braze, Inc. (BRZE) | -1.87 | -1.02 | +45.5% |
| HubSpot, Inc. (HUBS) | -1.29 | 0.86 | +166.7% |
HubSpot, Inc.'s EPS grew from $-1.29 (2016) to $0.86 (2025).
Chart 5Free Cash Flow — 5 Years
Braze, Inc. generated $23M FCF in 2025 (+325% vs 2021). HubSpot, Inc. generated $708M FCF in 2025 (+300% vs 2021).
BRZE vs HUBS: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BRZE or HUBS a better buy right now?
HubSpot, Inc. (HUBS) offers the better valuation at 307.6x trailing P/E (21.3x forward), making it the more compelling value choice. Analysts rate Braze, Inc. (BRZE) a "Buy" — based on 25 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BRZE or HUBS?
On forward P/E, HubSpot, Inc. is actually cheaper at 21.3x.
03Which is the better long-term investment — BRZE or HUBS?
Over the past 5 years, HubSpot, Inc. (HUBS) delivered a total return of -49.8%, compared to -79.7% for Braze, Inc. (BRZE). A $10,000 investment in HUBS five years ago would be worth approximately $5K today (assuming dividends reinvested). Over 10 years, the gap is even starker: HUBS returned +534.9% versus BRZE's -79.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BRZE or HUBS?
By beta (market sensitivity over 5 years), Braze, Inc. (BRZE) is the lower-risk stock at 1.34β versus HubSpot, Inc.'s 1.43β — meaning HUBS is approximately 7% more volatile than BRZE relative to the S&P 500. On balance sheet safety, HubSpot, Inc. (HUBS) carries a lower debt/equity ratio of 13% versus 18% for Braze, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — BRZE or HUBS?
HubSpot, Inc. (HUBS) is the more profitable company, earning 3.0% net margin versus -17.5% for Braze, Inc. — meaning it keeps 3.0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HUBS leads at 0.2% versus -20.6% for BRZE. At the gross margin level — before operating expenses — HUBS leads at 83.8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is BRZE or HUBS more undervalued right now?
On forward earnings alone, HubSpot, Inc. (HUBS) trades at 21.3x forward P/E versus 45.1x for Braze, Inc. — 23.8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BRZE: 121.2% to $42.00.
07Which pays a better dividend — BRZE or HUBS?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is BRZE or HUBS better for a retirement portfolio?
For long-horizon retirement investors, HubSpot, Inc. (HUBS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (+534.9% 10Y return). Both have compounded well over 10 years (HUBS: +534.9%, BRZE: -79.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BRZE and HUBS?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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