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

Correlation

The correlation between HUBS and SHOP is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

HUBS vs. SHOP - Performance Comparison

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

1,000.00%2,000.00%3,000.00%4,000.00%5,000.00%NovemberDecember2025FebruaryMarchApril
840.55%
2,894.16%
HUBS
SHOP

Key characteristics

Sharpe Ratio

HUBS:

-0.50

SHOP:

0.03

Sortino Ratio

HUBS:

-0.48

SHOP:

0.46

Omega Ratio

HUBS:

0.94

SHOP:

1.06

Calmar Ratio

HUBS:

-0.42

SHOP:

0.02

Martin Ratio

HUBS:

-1.10

SHOP:

0.12

Ulcer Index

HUBS:

18.20%

SHOP:

13.91%

Daily Std Dev

HUBS:

39.94%

SHOP:

57.95%

Max Drawdown

HUBS:

-69.95%

SHOP:

-84.82%

Current Drawdown

HUBS:

-41.14%

SHOP:

-54.52%

Fundamentals

Market Cap

HUBS:

$26.15B

SHOP:

$141.30B

EPS

HUBS:

$0.10

SHOP:

$0.99

PE Ratio

HUBS:

5.02K

SHOP:

110.02

PEG Ratio

HUBS:

0.56

SHOP:

1.12

Total Revenue (TTM)

HUBS:

$2.01B

SHOP:

$7.02B

Gross Profit (TTM)

HUBS:

$1.71B

SHOP:

$3.51B

EBITDA (TTM)

HUBS:

$99.34M

SHOP:

$1.23B

Returns By Period

The year-to-date returns for both investments are quite close, with HUBS having a -28.03% return and SHOP slightly higher at -27.69%.


HUBS

YTD

-28.03%

1M

-28.19%

6M

-6.26%

1Y

-23.77%

5Y*

34.76%

10Y*

29.00%

SHOP

YTD

-27.69%

1M

-27.56%

6M

-6.72%

1Y

2.78%

5Y*

16.58%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

HUBS vs. SHOP — Risk-Adjusted Performance Rank

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

HUBS
The Risk-Adjusted Performance Rank of HUBS is 2828
Overall Rank
The Sharpe Ratio Rank of HUBS is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of HUBS is 2828
Sortino Ratio Rank
The Omega Ratio Rank of HUBS is 2929
Omega Ratio Rank
The Calmar Ratio Rank of HUBS is 2929
Calmar Ratio Rank
The Martin Ratio Rank of HUBS is 2929
Martin Ratio Rank

SHOP
The Risk-Adjusted Performance Rank of SHOP is 5555
Overall Rank
The Sharpe Ratio Rank of SHOP is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of SHOP is 5454
Sortino Ratio Rank
The Omega Ratio Rank of SHOP is 5454
Omega Ratio Rank
The Calmar Ratio Rank of SHOP is 5656
Calmar Ratio Rank
The Martin Ratio Rank of SHOP is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HUBS vs. SHOP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HubSpot, Inc. (HUBS) and Shopify Inc. (SHOP). 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 -0.50, compared to the broader market-2.00-1.000.001.002.00
HUBS: -0.50
SHOP: 0.03
The chart of Sortino ratio for HUBS, currently valued at -0.48, compared to the broader market-6.00-4.00-2.000.002.004.00
HUBS: -0.48
SHOP: 0.46
The chart of Omega ratio for HUBS, currently valued at 0.94, compared to the broader market0.501.001.502.00
HUBS: 0.94
SHOP: 1.06
The chart of Calmar ratio for HUBS, currently valued at -0.42, compared to the broader market0.001.002.003.004.00
HUBS: -0.42
SHOP: 0.02
The chart of Martin ratio for HUBS, currently valued at -1.10, compared to the broader market-10.000.0010.0020.00
HUBS: -1.10
SHOP: 0.12

The current HUBS Sharpe Ratio is -0.50, which is lower than the SHOP Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of HUBS and SHOP, 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 Ratio-0.500.000.501.001.50NovemberDecember2025FebruaryMarchApril
-0.50
0.03
HUBS
SHOP

Dividends

HUBS vs. SHOP - Dividend Comparison

Neither HUBS nor SHOP has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

HUBS vs. SHOP - Drawdown Comparison

The maximum HUBS drawdown since its inception was -69.95%, smaller than the maximum SHOP drawdown of -84.82%. Use the drawdown chart below to compare losses from any high point for HUBS and SHOP. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-41.14%
-54.52%
HUBS
SHOP

Volatility

HUBS vs. SHOP - Volatility Comparison

The current volatility for HubSpot, Inc. (HUBS) is 17.19%, while Shopify Inc. (SHOP) has a volatility of 27.69%. This indicates that HUBS experiences smaller price fluctuations and is considered to be less risky than SHOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
17.19%
27.69%
HUBS
SHOP

Financials

HUBS vs. SHOP - Financials Comparison

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