SPSC vs GDDY vs HUBS vs SHOP vs AMZN

For growth investors, Shopify Inc.

(SHOP) is the stronger pick with 30. 1% revenue growth year-over-year, versus 8. 3% for GoDaddy Inc. (GDDY). GoDaddy Inc. (GDDY) offers the better valuation at 14. 4x trailing P/E (12. 9x forward), making it the more compelling value choice. Analysts rate GoDaddy Inc. (GDDY) a "Buy" — based on 38 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, GoDaddy Inc.

(GDDY) is the cheapest at 14. 4x versus HubSpot, Inc. at 284. 1x. On forward P/E, SPS Commerce, Inc. is actually cheaper at 12. 7x — notably different from the trailing picture, reflecting expected earnings growth. 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 Shopify Inc. 's 2. 08x — 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 -52. 1% for HubSpot, Inc. (HUBS). Over 10 years, the gap is even starker: SHOP returned +41. 2% versus SPSC's +119. 8%. 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), GoDaddy Inc.

(GDDY) is the lower-risk stock at 0. 42β versus Shopify Inc. 's 2. 64β — meaning SHOP is approximately 525% more volatile than GDDY relative to the S&P 500. On balance sheet safety, SPS Commerce, Inc. (SPSC) carries a lower debt/equity ratio of 1% versus 18% for GoDaddy Inc. — giving it more financial flexibility in a downturn.

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

(SHOP) is pulling ahead at 30. 1% versus 8. 3% for GoDaddy Inc. (GDDY). On earnings-per-share growth, the picture is similar: HubSpot, Inc. grew EPS 863. 0% year-over-year, compared to -39. 4% for Shopify Inc.. Over a 3-year CAGR, SHOP leads at 27. 3% 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.

GoDaddy Inc.

(GDDY) is the more profitable company, earning 17. 7% net margin versus 1. 5% for HubSpot, Inc. — meaning it keeps 17. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: GDDY leads at 22. 9% 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 Shopify Inc. 's 2. 08x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, SPS Commerce, Inc. (SPSC) trades at 12. 7x forward P/E versus 60. 9x for Shopify Inc. — 48. 2x 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, GoDaddy Inc.

(GDDY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 42), +197. 1% 10Y return). Shopify Inc. (SHOP) carries a higher beta of 2. 64 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (GDDY: +197. 1%, SHOP: +41. 2%), 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 (SPSC (Technology) and GDDY (Technology) and HUBS (Technology) and SHOP (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: SPSC is a small-cap high-growth stock; GDDY is a mid-cap deep-value stock; HUBS is a mid-cap high-growth stock; SHOP 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.