HUBS vs. BLK
HUBS (HubSpot, Inc.) and BLK (BlackRock, Inc.) are both stocks. HUBS operates in Software - Application (Technology), while BLK operates in Asset Management (Financial Services). Over the past 10 years, HUBS returned 14.57%/yr vs 14.55%/yr for BLK. At a 0.36 correlation, their price movements are largely independent.
Performance
HUBS vs. BLK - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HUBS achieves a -53.16% return, which is significantly lower than BLK's -2.50% return. Both investments have delivered pretty close results over the past 10 years, with HUBS having a 14.57% annualized return and BLK not far behind at 14.55%.
HUBS
- 1D
- 0.83%
- 1M
- 5.02%
- YTD
- -53.16%
- 6M
- -50.00%
- 1Y
- -67.01%
- 3Y*
- -28.43%
- 5Y*
- -18.40%
- 10Y*
- 14.57%
BLK
- 1D
- 1.52%
- 1M
- -5.14%
- YTD
- -2.50%
- 6M
- -4.18%
- 1Y
- 6.62%
- 3Y*
- 17.07%
- 5Y*
- 5.74%
- 10Y*
- 14.55%
HUBS vs. BLK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HUBS HubSpot, Inc. | -53.16% | -42.41% | 20.02% | 100.79% | -56.14% | 66.27% | 150.12% | 26.06% | 42.23% | 88.09% |
BLK BlackRock, Inc. | -2.50% | 6.55% | 29.29% | 17.86% | -20.40% | 29.39% | 47.21% | 31.87% | -21.59% | 38.20% |
Correlation
The correlation between HUBS and BLK is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.34 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 2014 | 0.36 |
Over the past year, the correlation between HUBS and BLK has dropped to 0.08 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.
Fundamentals
HUBS:
$9.88B
BLK:
$170.28B
HUBS:
$1.91
BLK:
$38.89
HUBS:
98.67
BLK:
26.53
HUBS:
3.00
BLK:
6.46
HUBS:
4.95
BLK:
3.00
HUBS:
$3.30B
BLK:
$25.71B
HUBS:
$2.76B
BLK:
$15.21B
HUBS:
$196.96M
BLK:
$9.79B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HUBS vs. BLK — Risk / Return Rank
HUBS
BLK
HUBS vs. BLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HubSpot, Inc. (HUBS) and BlackRock, Inc. (BLK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HUBS | BLK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -2.37 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 1.07 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | 0.30 | -1.28 |
| Martin ratioReturn relative to average drawdown | -1.66 | 0.66 | -2.32 |
Loading charts...
Drawdowns
HUBS vs. BLK - Drawdown Comparison
The maximum HUBS drawdown since its inception was -78.99%, which is greater than BLK's maximum drawdown of -60.36%. Use the drawdown chart below to compare losses from any high point for HUBS and BLK.
Loading charts...
Drawdown Indicators
| HUBS | BLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.99% | -60.36% | -18.63% |
Max Drawdown (1Y)Largest decline over 1 year | -68.09% | -22.45% | -45.64% |
Max Drawdown (3Y)Largest decline over 3 years | -78.16% | -23.74% | -54.42% |
Max Drawdown (5Y)Largest decline over 5 years | -78.99% | -43.90% | -35.09% |
Max Drawdown (10Y)Largest decline over 10 years | -78.99% | -43.90% | -35.09% |
Current DrawdownCurrent decline from peak | -77.94% | -12.80% | -65.14% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -11.93% | -11.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.95% | 10.05% | +30.90% |
Volatility
HUBS vs. BLK - Volatility Comparison
HubSpot, Inc. (HUBS) has a higher volatility of 27.45% compared to BlackRock, Inc. (BLK) at 8.55%. This indicates that HUBS's price experiences larger fluctuations and is considered to be riskier than BLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| HUBS | BLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.45% | 8.55% | +18.90% |
Volatility (6M)Calculated over the trailing 6-month period | 55.03% | 20.59% | +34.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.97% | 25.90% | +37.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.02% | 26.76% | +28.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.98% | 27.75% | +23.23% |
Dividends
HUBS vs. BLK - Dividend Comparison
HUBS has not paid dividends to shareholders, while BLK's dividend yield for the trailing twelve months is around 2.12%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLK BlackRock, Inc. | 2.12% | 1.95% | 1.99% | 2.46% | 2.75% | 1.80% | 2.01% | 2.63% | 3.08% | 1.95% | 2.41% | 2.56% |
HUBS HubSpot, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
HUBS vs. BLK - Financials Comparison
This section allows you to compare key financial metrics between HubSpot, Inc. and BlackRock, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HUBS vs. BLK - Profitability Comparison
HUBS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, HubSpot, Inc. reported a gross profit of 735.30M and revenue of 881.00M. Therefore, the gross margin over that period was 83.5%.
BLK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a gross profit of 5.51B and revenue of 6.77B. Therefore, the gross margin over that period was 81.4%.
HUBS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, HubSpot, Inc. reported an operating income of 27.94M and revenue of 881.00M, resulting in an operating margin of 3.2%.
BLK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported an operating income of 2.33B and revenue of 6.77B, resulting in an operating margin of 34.5%.
HUBS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, HubSpot, Inc. reported a net income of 32.55M and revenue of 881.00M, resulting in a net margin of 3.7%.
BLK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BlackRock, Inc. reported a net income of 2.21B and revenue of 6.77B, resulting in a net margin of 32.7%.
Frequently Asked Questions
HUBS and BLK have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HUBS has higher volatility (27.45%) compared to BLK (8.55%). In terms of maximum drawdown, HUBS dropped -78.99% vs BLK's -60.36%.
BLK currently has the higher Sharpe Ratio (0.26 vs -1.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for HUBS and BLK
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer