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HUBS vs. CTLT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between HUBS and CTLT is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

HUBS vs. CTLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HubSpot, Inc. (HUBS) and Catalent, Inc. (CTLT). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
26.06%
15.80%
HUBS
CTLT

Key characteristics

Sharpe Ratio

HUBS:

0.65

CTLT:

2.58

Sortino Ratio

HUBS:

1.10

CTLT:

4.35

Omega Ratio

HUBS:

1.14

CTLT:

1.66

Calmar Ratio

HUBS:

0.50

CTLT:

0.75

Martin Ratio

HUBS:

1.47

CTLT:

12.40

Ulcer Index

HUBS:

16.15%

CTLT:

4.28%

Daily Std Dev

HUBS:

36.65%

CTLT:

20.54%

Max Drawdown

HUBS:

-69.95%

CTLT:

-77.62%

Current Drawdown

HUBS:

-17.56%

CTLT:

-55.41%

Fundamentals

Market Cap

HUBS:

$38.29B

CTLT:

$11.52B

EPS

HUBS:

-$0.45

CTLT:

-$2.28

PEG Ratio

HUBS:

3.55

CTLT:

529.00

Total Revenue (TTM)

HUBS:

$2.51B

CTLT:

$4.42B

Gross Profit (TTM)

HUBS:

$2.13B

CTLT:

$965.00M

EBITDA (TTM)

HUBS:

$97.81M

CTLT:

$456.00M

Returns By Period

In the year-to-date period, HUBS achieves a 21.00% return, which is significantly lower than CTLT's 41.29% return. Over the past 10 years, HUBS has outperformed CTLT with an annualized return of 35.78%, while CTLT has yielded a comparatively lower 8.31% annualized return.


HUBS

YTD

21.00%

1M

2.92%

6M

26.06%

1Y

24.39%

5Y*

34.63%

10Y*

35.78%

CTLT

YTD

41.29%

1M

7.81%

6M

15.80%

1Y

48.08%

5Y*

2.71%

10Y*

8.31%

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Risk-Adjusted Performance

HUBS vs. CTLT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HubSpot, Inc. (HUBS) and Catalent, Inc. (CTLT). 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.


Sharpe ratio
The chart of Sharpe ratio for HUBS, currently valued at 0.65, compared to the broader market-4.00-2.000.002.000.652.16
The chart of Sortino ratio for HUBS, currently valued at 1.10, compared to the broader market-4.00-2.000.002.004.001.103.61
The chart of Omega ratio for HUBS, currently valued at 1.14, compared to the broader market0.501.001.502.001.141.55
The chart of Calmar ratio for HUBS, currently valued at 0.50, compared to the broader market0.002.004.006.000.500.60
The chart of Martin ratio for HUBS, currently valued at 1.47, compared to the broader market0.0010.0020.001.479.89
HUBS
CTLT

The current HUBS Sharpe Ratio is 0.65, which is lower than the CTLT Sharpe Ratio of 2.58. The chart below compares the historical Sharpe Ratios of HUBS and CTLT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.65
2.16
HUBS
CTLT

Dividends

HUBS vs. CTLT - Dividend Comparison

Neither HUBS nor CTLT has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

HUBS vs. CTLT - Drawdown Comparison

The maximum HUBS drawdown since its inception was -69.95%, smaller than the maximum CTLT drawdown of -77.62%. Use the drawdown chart below to compare losses from any high point for HUBS and CTLT. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%JulyAugustSeptemberOctoberNovemberDecember
-17.56%
-55.41%
HUBS
CTLT

Volatility

HUBS vs. CTLT - Volatility Comparison

HubSpot, Inc. (HUBS) has a higher volatility of 10.67% compared to Catalent, Inc. (CTLT) at 3.14%. This indicates that HUBS's price experiences larger fluctuations and is considered to be riskier than CTLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%JulyAugustSeptemberOctoberNovemberDecember
10.67%
3.14%
HUBS
CTLT

Financials

HUBS vs. CTLT - Financials Comparison

This section allows you to compare key financial metrics between HubSpot, Inc. and Catalent, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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