HUBS vs. BX
HUBS (HubSpot, Inc.) and BX (Blackstone Inc.) are both stocks. HUBS operates in Software - Application (Technology), while BX operates in Asset Management (Financial Services). Over the past 10 years, HUBS returned 14.57%/yr vs 22.59%/yr for BX. At a 0.39 correlation, their price movements are largely independent.
Performance
HUBS vs. BX - Performance Comparison
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Returns By Period
In the year-to-date period, HUBS achieves a -53.16% return, which is significantly lower than BX's -18.67% return. Over the past 10 years, HUBS has underperformed BX with an annualized return of 14.57%, while BX has yielded a comparatively higher 22.59% annualized return.
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%
BX
- 1D
- 1.58%
- 1M
- 2.65%
- YTD
- -18.67%
- 6M
- -17.07%
- 1Y
- -9.62%
- 3Y*
- 14.11%
- 5Y*
- 8.83%
- 10Y*
- 22.59%
HUBS vs. BX - 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% |
BX Blackstone Inc. | -18.67% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
Correlation
The correlation between HUBS and BX is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.41 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 2014 | 0.39 |
The correlation between HUBS and BX shifts across timeframes, from 0.25 (1 year) to 0.43 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
HUBS:
$9.88B
BX:
$96.22B
HUBS:
$1.91
BX:
$3.90
HUBS:
98.67
BX:
31.45
HUBS:
0.11
BX:
11.56
HUBS:
3.00
BX:
6.41
HUBS:
4.95
BX:
11.50
HUBS:
$3.30B
BX:
$14.99B
HUBS:
$2.76B
BX:
$13.12B
HUBS:
$196.96M
BX:
$7.37B
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Return for Risk
HUBS vs. BX — Risk / Return Rank
HUBS
BX
HUBS vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HubSpot, Inc. (HUBS) and Blackstone Inc. (BX). 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 | BX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.79 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 0.77 | 0.98 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | -0.22 | -0.77 |
| Martin ratioReturn relative to average drawdown | -1.66 | -0.40 | -1.27 |
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Drawdowns
HUBS vs. BX - Drawdown Comparison
The maximum HUBS drawdown since its inception was -78.99%, smaller than the maximum BX drawdown of -88.09%. Use the drawdown chart below to compare losses from any high point for HUBS and BX.
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Drawdown Indicators
| HUBS | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.99% | -88.09% | +9.10% |
Max Drawdown (1Y)Largest decline over 1 year | -68.09% | -44.76% | -23.33% |
Max Drawdown (3Y)Largest decline over 3 years | -78.16% | -46.50% | -31.66% |
Max Drawdown (5Y)Largest decline over 5 years | -78.99% | -49.29% | -29.70% |
Max Drawdown (10Y)Largest decline over 10 years | -78.99% | -49.29% | -29.70% |
Current DrawdownCurrent decline from peak | -77.94% | -35.07% | -42.87% |
Average DrawdownAverage peak-to-trough decline | -23.21% | -26.39% | +3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 40.95% | 24.20% | +16.75% |
Volatility
HUBS vs. BX - Volatility Comparison
HubSpot, Inc. (HUBS) has a higher volatility of 27.45% compared to Blackstone Inc. (BX) at 12.67%. This indicates that HUBS's price experiences larger fluctuations and is considered to be riskier than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HUBS | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.45% | 12.67% | +14.78% |
Volatility (6M)Calculated over the trailing 6-month period | 55.03% | 28.51% | +26.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 62.97% | 34.98% | +27.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.02% | 39.41% | +15.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 50.98% | 35.79% | +15.19% |
Dividends
HUBS vs. BX - Dividend Comparison
HUBS has not paid dividends to shareholders, while BX's dividend yield for the trailing twelve months is around 4.05%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | 4.05% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
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. BX - Financials Comparison
This section allows you to compare key financial metrics between HubSpot, Inc. and Blackstone 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. BX - 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%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.
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%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.
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%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.
Frequently Asked Questions
HUBS and BX have a correlation of 0.25, 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 BX (12.67%). In terms of maximum drawdown, HUBS dropped -78.99% vs BX's -88.09%.
BX currently has the higher Sharpe Ratio (-0.28 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.
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