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

Performance

INTU vs. HUBS - Performance Comparison

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

-30.00%-20.00%-10.00%0.00%10.00%JuneJulyAugustSeptemberOctoberNovember
2.85%
9.37%
INTU
HUBS

Returns By Period

In the year-to-date period, INTU achieves a 10.59% return, which is significantly lower than HUBS's 16.80% return. Over the past 10 years, INTU has underperformed HUBS with an annualized return of 23.50%, while HUBS has yielded a comparatively higher 34.20% annualized return.


INTU

YTD

10.59%

1M

12.04%

6M

4.24%

1Y

23.40%

5Y (annualized)

21.13%

10Y (annualized)

23.50%

HUBS

YTD

16.80%

1M

26.24%

6M

10.20%

1Y

44.70%

5Y (annualized)

35.12%

10Y (annualized)

34.20%

Fundamentals


INTUHUBS
Market Cap$196.06B$35.14B
EPS$10.46-$0.48
PEG Ratio2.133.27
Total Revenue (TTM)$13.31B$2.51B
Gross Profit (TTM)$10.36B$2.13B
EBITDA (TTM)$4.19B$2.95M

Key characteristics


INTUHUBS
Sharpe Ratio0.921.25
Sortino Ratio1.311.77
Omega Ratio1.181.24
Calmar Ratio1.320.97
Martin Ratio4.092.83
Ulcer Index5.90%16.13%
Daily Std Dev26.13%36.50%
Max Drawdown-75.29%-69.95%
Current Drawdown-2.71%-20.42%

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Correlation

-0.50.00.51.00.5

The correlation between INTU and HUBS is 0.55, 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.

Risk-Adjusted Performance

INTU vs. HUBS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Intuit Inc. (INTU) and HubSpot, Inc. (HUBS). 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 INTU, currently valued at 0.92, compared to the broader market-4.00-2.000.002.004.000.921.25
The chart of Sortino ratio for INTU, currently valued at 1.31, compared to the broader market-4.00-2.000.002.004.001.311.77
The chart of Omega ratio for INTU, currently valued at 1.18, compared to the broader market0.501.001.502.001.181.24
The chart of Calmar ratio for INTU, currently valued at 1.32, compared to the broader market0.002.004.006.001.320.97
The chart of Martin ratio for INTU, currently valued at 4.09, compared to the broader market0.0010.0020.0030.004.092.83
INTU
HUBS

The current INTU Sharpe Ratio is 0.92, which is comparable to the HUBS Sharpe Ratio of 1.25. The chart below compares the historical Sharpe Ratios of INTU and HUBS, 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-0.500.000.501.001.502.00JuneJulyAugustSeptemberOctoberNovember
0.92
1.25
INTU
HUBS

Dividends

INTU vs. HUBS - Dividend Comparison

INTU's dividend yield for the trailing twelve months is around 0.54%, while HUBS has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
INTU
Intuit Inc.
0.54%0.52%0.72%0.38%0.42%0.74%0.83%0.89%1.08%1.09%0.89%0.92%
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%

Drawdowns

INTU vs. HUBS - Drawdown Comparison

The maximum INTU drawdown since its inception was -75.29%, which is greater than HUBS's maximum drawdown of -69.95%. Use the drawdown chart below to compare losses from any high point for INTU and HUBS. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.71%
-20.42%
INTU
HUBS

Volatility

INTU vs. HUBS - Volatility Comparison

The current volatility for Intuit Inc. (INTU) is 7.62%, while HubSpot, Inc. (HUBS) has a volatility of 10.78%. This indicates that INTU experiences smaller price fluctuations and is considered to be less risky than HUBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JuneJulyAugustSeptemberOctoberNovember
7.62%
10.78%
INTU
HUBS

Financials

INTU vs. HUBS - Financials Comparison

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