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5 / 10Stock Comparison
GTM vs HUBS vs BRZE vs TTGT vs SPSC
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Software - Application
Internet Content & Information
Software - Infrastructure
GTM vs HUBS vs BRZE vs TTGT vs SPSC — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Application | Software - Application | Software - Application | Internet Content & Information | Software - Infrastructure |
| Market Cap | $2.04B | $12.58B | $2.31B | $468M | $2.14B |
| Revenue (TTM) | $1.25B | $3.30B | $738M | $261M | $762M |
| Net Income (TTM) | $124M | $100M | $-131M | $-556M | $91M |
| Gross Margin | 84.8% | 83.7% | 67.1% | 111.7% | 68.0% |
| Operating Margin | 18.1% | 1.9% | -19.6% | -275.4% | 15.3% |
| Forward P/E | 6.0x | 19.6x | 35.7x | — | 12.7x |
| Total Debt | $1.81B | $485M | $83M | $111M | $10M |
| Cash & Equiv. | $176M | $882M | $124M | $41M | $151M |
GTM vs HUBS vs BRZE vs TTGT vs SPSC — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 21 | May 26 | Return |
|---|---|---|---|
| ZoomInfo Technologi… (GTM) | 100 | 10.7 | -89.3% |
| HubSpot, Inc. (HUBS) | 100 | 30.3 | -69.7% |
| Braze, Inc. (BRZE) | 100 | 29.7 | -70.3% |
| TechTarget, Inc. (TTGT) | 100 | 6.7 | -93.3% |
| SPS Commerce, Inc. (SPSC) | 100 | 40.5 | -59.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: GTM vs HUBS vs BRZE vs TTGT vs SPSC
Each card shows where this stock fits in a portfolio — not just who wins on paper.
GTM ranks third and is worth considering specifically for value.
- Lower P/E (6.0x vs 12.7x)
HUBS is the clearest fit if your priority is long-term compounding.
- 469.1% 10Y total return vs SPSC's 119.8%
Among these 5 stocks, BRZE doesn't own a clear edge in any measured category.
TTGT is the #2 pick in this set and the best alternative if growth exposure is your priority.
- Rev growth 70.9%, EPS growth -247.2%, 3Y rev CAGR 35.2%
- 70.9% revenue growth vs GTM's 2.9%
- -18.0% vs HUBS's -62.0%
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 TTGT's -212.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 70.9% revenue growth vs GTM's 2.9% | |
| Value | Lower P/E (6.0x vs 12.7x) | |
| Quality / Margins | 11.9% margin vs TTGT's -212.8% | |
| Stability / Safety | Beta 1.03 vs GTM's 1.73, lower leverage | |
| Dividends | Tie | None of these 5 stocks pay a meaningful dividend |
| Momentum (1Y) | -18.0% vs HUBS's -62.0% | |
| Efficiency (ROA) | 7.9% ROA vs TTGT's -57.0%, ROIC 12.2% vs -2.0% |
GTM vs HUBS vs BRZE vs TTGT vs SPSC — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
GTM vs HUBS vs BRZE vs TTGT vs SPSC — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
GTM leads in 1 of 6 categories
TTGT leads 1 • SPSC leads 1 • HUBS leads 0 • BRZE leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
GTM leads this category, winning 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HUBS is the larger business by revenue, generating $3.3B annually — 12.6x TTGT's $261M. SPSC is the more profitable business, keeping 11.9% of every revenue dollar as net income compared to TTGT's -2.1%. On growth, BRZE holds the edge at +27.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $1.2B | $3.3B | $738M | $261M | $762M |
| EBITDAEarnings before interest/tax | $280M | $166M | -$131M | -$640M | $162M |
| Net IncomeAfter-tax profit | $124M | $100M | -$131M | -$556M | $91M |
| Free Cash FlowCash after capex | $389M | $712M | $61M | -$4M | $167M |
| Gross MarginGross profit ÷ Revenue | +84.8% | +83.7% | +67.1% | +111.7% | +68.0% |
| Operating MarginEBIT ÷ Revenue | +18.1% | +1.9% | -19.6% | -2.8% | +15.3% |
| Net MarginNet income ÷ Revenue | +9.9% | +3.0% | -17.8% | -2.1% | +11.9% |
| FCF MarginFCF ÷ Revenue | +31.1% | +21.6% | +8.2% | -1.6% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.2% | +23.4% | +27.9% | -99.8% | +5.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +175.0% | +2.5% | -70.6% | +86.6% | -8.6% |
Valuation Metrics
TTGT leads this category, winning 3 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, TTGT's 7.4x EV/EBITDA is more attractive than HUBS's 69.2x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $2.0B | $12.6B | $2.3B | $468M | $2.1B |
| Enterprise ValueMkt cap + debt − cash | $3.7B | $12.2B | $2.3B | $538M | $2.0B |
| Trailing P/EPrice ÷ TTM EPS | 17.00x | 284.08x | -18.52x | -0.46x | 23.24x |
| Forward P/EPrice ÷ next-FY EPS est. | 5.97x | 19.61x | 35.72x | — | 12.73x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | 1.62x |
| EV / EBITDAEnterprise value multiple | 11.67x | 69.24x | — | 7.39x | 11.30x |
| Price / SalesMarket cap ÷ Revenue | 1.63x | 4.02x | 3.13x | 0.96x | 2.84x |
| Price / BookPrice ÷ Book value/share | 1.39x | 6.29x | 3.91x | 0.78x | 2.23x |
| Price / FCFMarket cap ÷ FCF | 5.24x | 17.77x | 37.34x | 29.32x | 14.04x |
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 $-93 for TTGT. 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 | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +8.2% | +5.0% | -22.8% | -93.2% | +9.5% |
| ROA (TTM)Return on assets | +1.9% | +2.7% | -12.9% | -57.0% | +7.9% |
| ROICReturn on invested capital | +5.6% | +0.4% | -20.5% | -2.0% | +12.2% |
| ROCEReturn on capital employed | +3.9% | +0.5% | -23.4% | -2.5% | +12.5% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 | 3 | 5 | 6 |
| Debt / EquityFinancial leverage | 1.20x | 0.23x | 0.13x | 0.19x | 0.01x |
| Net DebtTotal debt minus cash | $75M | -$397M | -$42M | $71M | -$141M |
| Cash & Equiv.Liquid assets | $176M | $882M | $124M | $41M | $151M |
| Total DebtShort + long-term debt | $1.8B | $485M | $83M | $111M | $10M |
| Interest CoverageEBIT ÷ Interest expense | 5.56x | 4753.07x | — | -95.68x | — |
Total Returns (Dividends Reinvested)
Evenly matched — BRZE and TTGT each lead in 2 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 $874 for TTGT. Over the past 12 months, TTGT leads with a -18.0% total return vs HUBS's -62.0%. The 3-year compound annual growth rate (CAGR) favors BRZE at -7.4% vs TTGT's -42.1% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -31.0% | -36.1% | -30.6% | +25.1% | -35.0% |
| 1-Year ReturnPast 12 months | -26.3% | -62.0% | -30.7% | -18.0% | -59.7% |
| 3-Year ReturnCumulative with dividends | -68.6% | -45.1% | -20.7% | -80.6% | -62.6% |
| 5-Year ReturnCumulative with dividends | -84.6% | -52.1% | -75.8% | -91.3% | -41.9% |
| 10-Year ReturnCumulative with dividends | -80.5% | +469.1% | -75.8% | -19.2% | +119.8% |
| CAGR (3Y)Annualised 3-year return | -32.0% | -18.1% | -7.4% | -42.1% | -28.0% |
Risk & Volatility
Evenly matched — TTGT 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. TTGT currently trades 68.3% from its 52-week high vs HUBS's 35.8% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.73x | 1.18x | 1.27x | 1.35x | 1.03x |
| 52-Week HighHighest price in past year | $12.51 | $682.57 | $37.67 | $9.47 | $153.16 |
| 52-Week LowLowest price in past year | $5.15 | $187.45 | $15.26 | $3.41 | $50.56 |
| % of 52W HighCurrent price vs 52-week peak | +53.0% | +35.8% | +60.0% | +68.3% | +37.3% |
| RSI (14)Momentum oscillator 0–100 | 57.8 | 51.1 | 47.6 | 71.9 | 46.9 |
| Avg Volume (50D)Average daily shares traded | 8.6M | 1.5M | 3.0M | 476K | 605K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: GTM as "Hold", HUBS as "Buy", BRZE as "Buy", TTGT as "Buy", SPSC as "Hold". Consensus price targets imply 131.8% upside for TTGT (target: $15) vs 20.2% for SPSC (target: $69).
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy | Hold |
| Price TargetConsensus 12-month target | $9.11 | $360.89 | $42.44 | $15.00 | $68.71 |
| # AnalystsCovering analysts | 27 | 47 | 25 | 16 | 23 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — | — |
| Dividend StreakConsecutive years of raises | 0 | — | — | — | — |
| Dividend / ShareAnnual DPS | — | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +20.2% | +4.0% | 0.0% | 0.0% | +5.3% |
GTM leads in 1 of 6 categories (Income & Cash Flow). TTGT leads in 1 (Valuation Metrics). 2 tied.
GTM vs HUBS vs BRZE vs TTGT vs SPSC: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is GTM or HUBS or BRZE or TTGT or SPSC a better buy right now?
For growth investors, TechTarget, Inc.
(TTGT) is the stronger pick with 70. 9% 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 HubSpot, Inc. (HUBS) a "Buy" — based on 47 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 HUBS or BRZE or TTGT 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 HUBS or BRZE or TTGT or SPSC?
Over the past 5 years, SPS Commerce, Inc.
(SPSC) delivered a total return of -41. 9%, compared to -91. 3% for TechTarget, Inc. (TTGT). 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 HUBS or BRZE or TTGT 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 HUBS or BRZE or TTGT or SPSC?
By revenue growth (latest reported year), TechTarget, Inc.
(TTGT) is pulling ahead at 70. 9% 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 -247. 2% for TechTarget, Inc.. Over a 3-year CAGR, TTGT leads at 35. 2% 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 HUBS or BRZE or TTGT or SPSC?
SPS Commerce, Inc.
(SPSC) is the more profitable company, earning 12. 4% net margin versus -207. 1% for TechTarget, 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 HUBS or BRZE or TTGT 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 TTGT: 131. 8% to $15. 00.
08Which pays a better dividend — GTM or HUBS or BRZE or TTGT 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 HUBS or BRZE or TTGT 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 HUBS and BRZE and TTGT and SPSC?
These companies operate in different sectors (GTM (Technology) and HUBS (Technology) and BRZE (Technology) and TTGT (Communication Services) and SPSC (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: GTM is a small-cap deep-value stock; HUBS is a mid-cap high-growth stock; BRZE is a small-cap high-growth stock; TTGT is a small-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.
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