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HUBS vs. MUFG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HUBS vs. MUFG - Performance Comparison

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

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Returns By Period

In the year-to-date period, HUBS achieves a -48.14% return, which is significantly lower than MUFG's 25.60% return. Over the past 10 years, HUBS has underperformed MUFG with an annualized return of 15.55%, while MUFG has yielded a comparatively higher 17.84% annualized return.


HUBS

1D
-2.13%
1M
5.46%
YTD
-48.14%
6M
-45.97%
1Y
-65.85%
3Y*
-26.16%
5Y*
-15.99%
10Y*
15.55%

MUFG

1D
0.05%
1M
10.97%
YTD
25.60%
6M
25.13%
1Y
46.00%
3Y*
45.96%
5Y*
32.45%
10Y*
17.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HUBS vs. MUFG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HUBS
HubSpot, Inc.
-48.14%-42.41%20.02%100.79%-56.14%66.27%150.12%26.06%42.23%88.09%
MUFG
Mitsubishi UFJ Financial Group, Inc.
25.60%39.96%40.10%33.50%27.37%25.70%-15.99%11.50%-33.01%20.99%

Correlation

The correlation between HUBS and MUFG is -0.04, 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

-0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Oct 9, 2014

0.18

The correlation between HUBS and MUFG shifts across timeframes, from -0.04 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HUBS:

$10.94B

MUFG:

$222.81B

EPS

HUBS:

$1.91

MUFG:

$214.15

PE Ratio

HUBS:

109.24

MUFG:

0.09

PEG Ratio

HUBS:

0.12

MUFG:

0.00

PS Ratio

HUBS:

3.32

MUFG:

0.02

PB Ratio

HUBS:

5.48

MUFG:

0.01

Total Revenue (TTM)

HUBS:

$3.30B

MUFG:

$13.21T

Gross Profit (TTM)

HUBS:

$2.76B

MUFG:

$7.24T

EBITDA (TTM)

HUBS:

$196.96M

MUFG:

$3.34T

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Return for Risk

HUBS vs. MUFG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HUBS
HUBS Risk / Return Rank: 44
Overall Rank
HUBS Sharpe Ratio Rank: 44
Sharpe Ratio Rank
HUBS Sortino Ratio Rank: 44
Sortino Ratio Rank
HUBS Omega Ratio Rank: 44
Omega Ratio Rank
HUBS Calmar Ratio Rank: 44
Calmar Ratio Rank
HUBS Martin Ratio Rank: 55
Martin Ratio Rank

MUFG
MUFG Risk / Return Rank: 8383
Overall Rank
MUFG Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
MUFG Sortino Ratio Rank: 8383
Sortino Ratio Rank
MUFG Omega Ratio Rank: 8181
Omega Ratio Rank
MUFG Calmar Ratio Rank: 8181
Calmar Ratio Rank
MUFG Martin Ratio Rank: 8383
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HUBS vs. MUFG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for HubSpot, Inc. (HUBS) and Mitsubishi UFJ Financial Group, Inc. (MUFG). 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.


HUBSMUFGDifference
Sharpe ratioReturn per unit of total volatility

-2.84

Sortino ratioReturn per unit of downside risk

-4.28

Omega ratioGain probability vs. loss probability

0.77

1.30

-0.52

Calmar ratioReturn relative to maximum drawdown

-0.94

2.67

-3.61

Martin ratioReturn relative to average drawdown

-1.54

7.49

-9.02

HUBS vs. MUFG - Sharpe Ratio Comparison

The current HUBS Sharpe Ratio is -1.05, which is lower than the MUFG Sharpe Ratio of 1.79. The chart below compares the historical Sharpe Ratios of HUBS and MUFG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HUBSMUFGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-1.05

1.79

-2.84

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.29

1.12

-1.42

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.31

0.64

-0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.18

+0.18

Drawdowns

HUBS vs. MUFG - Drawdown Comparison

The maximum HUBS drawdown since its inception was -78.99%, roughly equal to the maximum MUFG drawdown of -76.75%. Use the drawdown chart below to compare losses from any high point for HUBS and MUFG.


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Drawdown Indicators


HUBSMUFGDifference

Max Drawdown

Largest peak-to-trough decline

-78.99%

-76.75%

-2.24%

Max Drawdown (1Y)

Largest decline over 1 year

-70.46%

-17.28%

-53.18%

Max Drawdown (3Y)

Largest decline over 3 years

-78.16%

-26.56%

-51.60%

Max Drawdown (5Y)

Largest decline over 5 years

-78.99%

-32.81%

-46.18%

Max Drawdown (10Y)

Largest decline over 10 years

-78.99%

-57.62%

-21.37%

Current Drawdown

Current decline from peak

-75.58%

-0.65%

-74.93%

Average Drawdown

Average peak-to-trough decline

-23.12%

-43.56%

+20.44%

Ulcer Index

Depth and duration of drawdowns from previous peaks

43.11%

6.16%

+36.95%

Volatility

HUBS vs. MUFG - Volatility Comparison

HubSpot, Inc. (HUBS) has a higher volatility of 34.87% compared to Mitsubishi UFJ Financial Group, Inc. (MUFG) at 5.66%. This indicates that HUBS's price experiences larger fluctuations and is considered to be riskier than MUFG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HUBSMUFGDifference

Volatility (1M)

Calculated over the trailing 1-month period

34.87%

5.66%

+29.21%

Volatility (6M)

Calculated over the trailing 6-month period

54.81%

19.14%

+35.67%

Volatility (1Y)

Calculated over the trailing 1-year period

62.92%

25.83%

+37.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

55.00%

29.05%

+25.95%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

50.96%

27.88%

+23.08%

Dividends

HUBS vs. MUFG - Dividend Comparison

HUBS has not paid dividends to shareholders, while MUFG's dividend yield for the trailing twelve months is around 1.13%.


PositionTTM20252024202320222021202020192018201720162015
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%
MUFG
Mitsubishi UFJ Financial Group, Inc.
1.13%3.12%2.50%2.90%3.36%2.18%2.62%0.00%0.00%2.20%2.70%2.34%

Financials

HUBS vs. MUFG - Financials Comparison

This section allows you to compare key financial metrics between HubSpot, Inc. and Mitsubishi UFJ Financial Group, 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


0.001.00T2.00T3.00T4.00T20222023202420252026
881.00M
3.59T
(HUBS) Total Revenue
(MUFG) Total Revenue
Values in USD except per share items

HUBS vs. MUFG - Profitability Comparison

The chart below illustrates the profitability comparison between HubSpot, Inc. and Mitsubishi UFJ Financial Group, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%20222023202420252026
83.5%
58.3%
Portfolio components
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%.

MUFG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported a gross profit of 2.09T and revenue of 3.59T. Therefore, the gross margin over that period was 58.3%.

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%.

MUFG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported an operating income of 841.39B and revenue of 3.59T, resulting in an operating margin of 23.4%.

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%.

MUFG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mitsubishi UFJ Financial Group, Inc. reported a net income of 624.99B and revenue of 3.59T, resulting in a net margin of 17.4%.


Frequently Asked Questions


HUBS and MUFG have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HUBS has higher volatility (34.87%) compared to MUFG (5.66%). In terms of maximum drawdown, HUBS dropped -78.99% vs MUFG's -76.75%.

MUFG currently has the higher Sharpe Ratio (1.79 vs -1.05), 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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