GTM vs SPSC vs HUBS vs AMZN

For growth investors, HubSpot, Inc.

(HUBS) is the stronger pick with 19. 2% 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.

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. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: SPS Commerce, Inc. wins at 0. 89x versus Amazon. com, Inc. 's 1. 24x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Amazon.

com, Inc. (AMZN) delivered a total return of +64. 8%, compared to -84. 6% for ZoomInfo Technologies Inc. (GTM). Over 10 years, the gap is even starker: AMZN returned +697. 8% 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.

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.

By revenue growth (latest reported year), HubSpot, Inc.

(HUBS) is pulling ahead at 19. 2% 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 20. 6% for SPS Commerce, Inc.. Over a 3-year CAGR, HUBS leads at 21. 8% 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.

SPS Commerce, Inc.

(SPSC) is the more profitable company, earning 12. 4% net margin versus 1. 5% for HubSpot, 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 0. 4% for HUBS. 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.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, SPS Commerce, Inc. (SPSC) is the more undervalued stock at a PEG of 0. 89x versus Amazon. com, Inc. 's 1. 24x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ZoomInfo Technologies Inc. (GTM) trades at 6. 0x forward P/E versus 34. 8x for Amazon. com, Inc. — 28. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HUBS: 47. 7% to $360. 89.

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.

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.

These companies operate in different sectors (GTM (Technology) and SPSC (Technology) and HUBS (Technology) and AMZN (Consumer Cyclical)), 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; SPSC is a small-cap high-growth stock; HUBS is a mid-cap high-growth stock; AMZN is a mega-cap quality compounder 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.