GTM
ZoomInfo Technologies Inc.
Software - Application
Market Cap$2.04B
5Y Perf.-89.3%
Compare Stocks
4 / 10Try these comparisons:
Stock Comparison
GTM vs BRZE vs HUBS vs SPSC
Revenue, margins, valuation, and 5-year total return — side by side.
BRZE
Braze, Inc.
Software - Application
Market Cap$2.31B
5Y Perf.-70.3%
HUBS
HubSpot, Inc.
Software - Application
Market Cap$12.58B
5Y Perf.-69.7%
SPSC
SPS Commerce, Inc.
Software - Infrastructure
Market Cap$2.14B
5Y Perf.-59.5%
GTM vs BRZE vs HUBS vs SPSC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | GTM | BRZE | HUBS | SPSC |
|---|---|---|---|---|
| Industry | Software - Application | Software - Application | Software - Application | Software - Infrastructure |
| Market Cap | $2.04B | $2.31B | $12.58B | $2.14B |
| Revenue (TTM) | $1.25B | $738M | $3.30B | $762M |
| Net Income (TTM) | $124M | $-131M | $100M | $91M |
| Gross Margin | 84.8% | 67.1% | 83.7% | 68.0% |
| Operating Margin | 18.1% | -19.6% | 1.9% | 15.3% |
| Forward P/E | 6.0x | 35.7x | 19.6x | 12.7x |
| Total Debt | $1.81B | $83M | $485M | $10M |
| Cash & Equiv. | $176M | $124M | $882M | $151M |
GTM vs BRZE vs HUBS vs SPSC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
GTM
BRZE
HUBS
SPSC
| Stock | Nov 21 | May 26 | Return |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | 100 | 10.7 | -89.3% |
| Braze, Inc. (BRZE) | 100 | 29.7 | -70.3% |
| HubSpot, Inc. (HUBS) | 100 | 30.3 | -69.7% |
| SPS Commerce, Inc. (SPSC) | 100 | 40.5 | -59.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GTM vs BRZE vs HUBS vs SPSC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: SPSC leads in 3 of 7 categories, making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. ZoomInfo Technologies Inc. is the stronger pick specifically for valuation and capital efficiency and recent price momentum and sentiment. BRZE also leads in specific categories worth noting. As sector peers, any of these can serve as alternatives in the same allocation.
GTM
ZoomInfo Technologies Inc.
The Value Play
GTM is the #2 pick in this set and the best alternative if value and momentum is your priority.
- Lower P/E (6.0x vs 12.7x)
- -26.3% vs HUBS's -62.0%
Best for: value and momentum
BRZE
Braze, Inc.
The Growth Leader
BRZE is the clearest fit if your priority is growth.
- 24.4% revenue growth vs GTM's 2.9%
Best for: growth
HUBS
HubSpot, Inc.
The Growth Play
HUBS is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 19.2%, EPS growth 8.6%, 3Y rev CAGR 21.8%
- 469.1% 10Y total return vs SPSC's 119.8%
Best for: growth exposure and long-term compounding
SPSC
SPS Commerce, Inc.
The Income Pick
SPSC carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- beta 1.03
- Lower volatility, beta 1.03, Low D/E 1.0%, current ratio 1.74x
- Beta 1.03, current ratio 1.74x
- 11.9% margin vs BRZE's -17.8%
Best for: income & stability and sleep-well-at-night
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | BRZE | 24.4% revenue growth vs GTM's 2.9% |
| Value | GTM | Lower P/E (6.0x vs 12.7x) |
| Quality / Margins | SPSC | 11.9% margin vs BRZE's -17.8% |
| Stability / Safety | SPSC | Beta 1.03 vs GTM's 1.73, lower leverage |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | GTM | -26.3% vs HUBS's -62.0% |
| Efficiency (ROA) | SPSC | 7.9% ROA vs BRZE's -12.9%, ROIC 12.2% vs -20.5% |
GTM vs BRZE vs HUBS vs SPSC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
FY 2025
Segment breakdown not available.
GTM vs BRZE vs HUBS vs SPSC — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLGTMLAGGINGHUBS
Who Leads Where
GTM leads in 2 of 6 categories
SPSC leads 1 • BRZE leads 1 • HUBS leads 0 • 1 tied
Explore the data ↓HUBSHubSpot, Inc.
0leads
SPSCSPS Commerce, Inc.
1leads
BRZEBraze, Inc.
1leads
GTMZoomInfo Technologies…
2leads
6 Total Categories
CATEGORYLEADERvs BRZEvs SPSCMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
GTM3/6
Valuation MetricsMultiples, price ratios, and targets
GTM4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
SPSC6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
BRZE3/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
—
—
Income & Cash Flow (Last 12 Months)
GTM leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HUBS is the larger business by revenue, generating $3.3B annually — 4.5x BRZE's $738M. SPSC is the more profitable business, keeping 11.9% of every revenue dollar as net income compared to BRZE's -17.8%. On growth, BRZE holds the edge at +27.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | GTMZoomInfo Technolo… | BRZEBraze, Inc. | HUBSHubSpot, Inc. | SPSCSPS Commerce, Inc. |
|---|---|---|---|---|
| RevenueTrailing 12 months | $1.2B | $738M | $3.3B | $762M |
| EBITDAEarnings before interest/tax | $280M | -$131M | $166M | $162M |
| Net IncomeAfter-tax profit | $124M | -$131M | $100M | $91M |
| Free Cash FlowCash after capex | $389M | $61M | $712M | $167M |
| Gross MarginGross profit ÷ Revenue | +84.8% | +67.1% | +83.7% | +68.0% |
| Operating MarginEBIT ÷ Revenue | +18.1% | -19.6% | +1.9% | +15.3% |
| Net MarginNet income ÷ Revenue | +9.9% | -17.8% | +3.0% | +11.9% |
| FCF MarginFCF ÷ Revenue | +31.1% | +8.2% | +21.6% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.2% | +27.9% | +23.4% | +5.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +175.0% | -70.6% | +2.5% | -8.6% |
GTM leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
GTM leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 17.0x trailing earnings, GTM trades at a 94% valuation discount to HUBS's 284.1x P/E. On an enterprise value basis, SPSC's 11.3x EV/EBITDA is more attractive than HUBS's 69.2x.
| Metric | GTMZoomInfo Technolo… | BRZEBraze, Inc. | HUBSHubSpot, Inc. | SPSCSPS Commerce, Inc. |
|---|---|---|---|---|
| Market CapShares × price | $2.0B | $2.3B | $12.6B | $2.1B |
| Enterprise ValueMkt cap + debt − cash | $3.7B | $2.3B | $12.2B | $2.0B |
| Trailing P/EPrice ÷ TTM EPS | 17.00x | -18.52x | 284.08x | 23.24x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.97x | 35.72x | 19.61x | 12.73x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | 1.62x |
| EV / EBITDAEnterprise value multiple | 11.67x | — | 69.24x | 11.30x |
| Price / SalesMarket cap ÷ Revenue | 1.63x | 3.13x | 4.02x | 2.84x |
| Price / BookPrice ÷ Book value/share | 1.39x | 3.91x | 6.29x | 2.23x |
| Price / FCFMarket cap ÷ FCF | 5.24x | 37.34x | 17.77x | 14.04x |
GTM leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
SPSC leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
SPSC delivers a 9.5% return on equity — every $100 of shareholder capital generates $9 in annual profit, vs $-23 for BRZE. SPSC carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to GTM's 1.20x. On the Piotroski fundamental quality scale (0–9), GTM scores 7/9 vs BRZE's 3/9, reflecting strong financial health.
| Metric | GTMZoomInfo Technolo… | BRZEBraze, Inc. | HUBSHubSpot, Inc. | SPSCSPS Commerce, Inc. |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +8.2% | -22.8% | +5.0% | +9.5% |
| ROA (TTM)Return on assets | +1.9% | -12.9% | +2.7% | +7.9% |
| ROICReturn on invested capital | +5.6% | -20.5% | +0.4% | +12.2% |
| ROCEReturn on capital employed | +3.9% | -23.4% | +0.5% | +12.5% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 3 | 6 | 6 |
| Debt / EquityFinancial leverage | 1.20x | 0.13x | 0.23x | 0.01x |
| Net DebtTotal debt minus cash | $75M | -$42M | -$397M | -$141M |
| Cash & Equiv.Liquid assets | $176M | $124M | $882M | $151M |
| Total DebtShort + long-term debt | $1.8B | $83M | $485M | $10M |
| Interest CoverageEBIT ÷ Interest expense | 5.56x | — | 4753.07x | — |
SPSC leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
BRZE leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SPSC five years ago would be worth $5,811 today (with dividends reinvested), compared to $1,543 for GTM. Over the past 12 months, GTM leads with a -26.3% total return vs HUBS's -62.0%. The 3-year compound annual growth rate (CAGR) favors BRZE at -7.4% vs GTM's -32.0% — a key indicator of consistent wealth creation.
| Metric | GTMZoomInfo Technolo… | BRZEBraze, Inc. | HUBSHubSpot, Inc. | SPSCSPS Commerce, Inc. |
|---|---|---|---|---|
| YTD ReturnYear-to-date | -31.0% | -30.6% | -36.1% | -35.0% |
| 1-Year ReturnPast 12 months | -26.3% | -30.7% | -62.0% | -59.7% |
| 3-Year ReturnCumulative with dividends | -68.6% | -20.7% | -45.1% | -62.6% |
| 5-Year ReturnCumulative with dividends | -84.6% | -75.8% | -52.1% | -41.9% |
| 10-Year ReturnCumulative with dividends | -80.5% | -75.8% | +469.1% | +119.8% |
| CAGR (3Y)Annualised 3-year return | -32.0% | -7.4% | -18.1% | -28.0% |
BRZE leads this category, winning 3 of 6 comparable metrics.
Risk & Volatility
Evenly matched — BRZE and SPSC each lead in 1 of 2 comparable metrics.
Risk & Volatility
SPSC is the less volatile stock with a 1.03 beta — it tends to amplify market swings less than GTM's 1.73 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BRZE currently trades 60.0% from its 52-week high vs HUBS's 35.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | GTMZoomInfo Technolo… | BRZEBraze, Inc. | HUBSHubSpot, Inc. | SPSCSPS Commerce, Inc. |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.73x | 1.27x | 1.18x | 1.03x |
| 52-Week HighHighest price in past year | $12.51 | $37.67 | $682.57 | $153.16 |
| 52-Week LowLowest price in past year | $5.15 | $15.26 | $187.45 | $50.56 |
| % of 52W HighCurrent price vs 52-week peak | +53.0% | +60.0% | +35.8% | +37.3% |
| RSI (14)Momentum oscillator 0–100 | 57.8 | 47.6 | 51.1 | 46.9 |
| Avg Volume (50D)Average daily shares traded | 8.6M | 3.0M | 1.5M | 605K |
Evenly matched — BRZE and SPSC each lead in 1 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: GTM as "Hold", BRZE as "Buy", HUBS as "Buy", SPSC as "Hold". Consensus price targets imply 87.8% upside for BRZE (target: $42) vs 20.2% for SPSC (target: $69).
| Metric | GTMZoomInfo Technolo… | BRZEBraze, Inc. | HUBSHubSpot, Inc. | SPSCSPS Commerce, Inc. |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $9.11 | $42.44 | $360.89 | $68.71 |
| # AnalystsCovering analysts | 27 | 25 | 47 | 23 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | — | — |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +20.2% | 0.0% | +4.0% | +5.3% |
Insufficient data to determine a leader in this category.
Key Takeaway
GTM leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). SPSC leads in 1 (Profitability & Efficiency). 1 tied.
Best OverallZoomInfo Technologies Inc. (GTM)Leads 2 of 6 categories
Loading custom metrics...
GTM vs BRZE vs HUBS vs SPSC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is GTM or BRZE or HUBS or SPSC a better buy right now?
For growth investors, Braze, Inc.
(BRZE) is the stronger pick with 24. 4% revenue growth year-over-year, versus 2. 9% for ZoomInfo Technologies Inc. (GTM). ZoomInfo Technologies Inc. (GTM) offers the better valuation at 17. 0x trailing P/E (6. 0x 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 — GTM or BRZE or HUBS or SPSC?
On trailing P/E, ZoomInfo Technologies Inc.
(GTM) is the cheapest at 17. 0x versus HubSpot, Inc. at 284. 1x. On forward P/E, ZoomInfo Technologies Inc. is actually cheaper at 6. 0x.
03Which is the better long-term investment — GTM or BRZE or HUBS or SPSC?
Over the past 5 years, SPS Commerce, Inc.
(SPSC) delivered a total return of -41. 9%, compared to -84. 6% for ZoomInfo Technologies Inc. (GTM). Over 10 years, the gap is even starker: HUBS returned +469. 1% versus GTM's -80. 5%. 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 — GTM or BRZE or HUBS or SPSC?
By beta (market sensitivity over 5 years), SPS Commerce, Inc.
(SPSC) is the lower-risk stock at 1. 03β versus ZoomInfo Technologies Inc. 's 1. 73β — meaning GTM is approximately 68% more volatile than SPSC relative to the S&P 500. On balance sheet safety, SPS Commerce, Inc. (SPSC) carries a lower debt/equity ratio of 1% versus 120% for ZoomInfo Technologies Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — GTM or BRZE or HUBS or SPSC?
By revenue growth (latest reported year), Braze, Inc.
(BRZE) is pulling ahead at 24. 4% versus 2. 9% for ZoomInfo Technologies Inc. (GTM). On earnings-per-share growth, the picture is similar: HubSpot, Inc. grew EPS 863. 0% year-over-year, compared to -19. 6% for Braze, Inc.. Over a 3-year CAGR, BRZE leads at 27. 6% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — GTM or BRZE or HUBS or SPSC?
SPS Commerce, Inc.
(SPSC) is the more profitable company, earning 12. 4% net margin versus -17. 8% for Braze, Inc. — meaning it keeps 12. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GTM leads at 18. 1% versus -19. 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.
07Is GTM or BRZE or HUBS or SPSC more undervalued right now?
On forward earnings alone, ZoomInfo Technologies Inc.
(GTM) trades at 6. 0x forward P/E versus 35. 7x for Braze, Inc. — 29. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for BRZE: 87. 8% to $42. 44.
08Which pays a better dividend — GTM or BRZE or HUBS or SPSC?
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.
09Is GTM or BRZE or HUBS or SPSC 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 (low volatility (β 1. 18), +469. 1% 10Y return). ZoomInfo Technologies Inc. (GTM) carries a higher beta of 1. 73 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (HUBS: +469. 1%, GTM: -80. 5%), 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.
10What are the main differences between GTM and BRZE and HUBS and SPSC?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: GTM is a small-cap deep-value stock; BRZE is a small-cap high-growth stock; HUBS is a mid-cap high-growth stock; SPSC is a small-cap high-growth stock. 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.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
Revenue Growth>
%
(GTM: 3.2% · BRZE: 27.9%)You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.