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

Correlation

The correlation between SPOT and HUBS is 0.47, 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.


Performance

SPOT vs. HUBS - Performance Comparison

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

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Key characteristics

Sharpe Ratio

SPOT:

2.74

HUBS:

0.31

Sortino Ratio

SPOT:

3.35

HUBS:

0.69

Omega Ratio

SPOT:

1.44

HUBS:

1.09

Calmar Ratio

SPOT:

4.68

HUBS:

0.26

Martin Ratio

SPOT:

17.14

HUBS:

0.65

Ulcer Index

SPOT:

6.71%

HUBS:

18.40%

Daily Std Dev

SPOT:

43.60%

HUBS:

44.18%

Max Drawdown

SPOT:

-80.51%

HUBS:

-69.95%

Current Drawdown

SPOT:

-3.63%

HUBS:

-21.37%

Fundamentals

Market Cap

SPOT:

$127.15B

HUBS:

$35.45B

EPS

SPOT:

$6.27

HUBS:

-$0.47

PEG Ratio

SPOT:

1.52

HUBS:

4.79

PS Ratio

SPOT:

7.84

HUBS:

13.01

PB Ratio

SPOT:

18.13

HUBS:

17.69

Total Revenue (TTM)

SPOT:

$16.23B

HUBS:

$2.72B

Gross Profit (TTM)

SPOT:

$5.03B

HUBS:

$2.31B

EBITDA (TTM)

SPOT:

$1.62B

HUBS:

$116.11M

Returns By Period

In the year-to-date period, SPOT achieves a 41.54% return, which is significantly higher than HUBS's -3.84% return.


SPOT

YTD

41.54%

1M

15.31%

6M

35.49%

1Y

118.26%

5Y*

32.01%

10Y*

N/A

HUBS

YTD

-3.84%

1M

27.00%

6M

-4.31%

1Y

13.63%

5Y*

29.68%

10Y*

29.95%

*Annualized

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Risk-Adjusted Performance

SPOT vs. HUBS — Risk-Adjusted Performance Rank

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

SPOT
The Risk-Adjusted Performance Rank of SPOT is 9797
Overall Rank
The Sharpe Ratio Rank of SPOT is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of SPOT is 9696
Sortino Ratio Rank
The Omega Ratio Rank of SPOT is 9595
Omega Ratio Rank
The Calmar Ratio Rank of SPOT is 9999
Calmar Ratio Rank
The Martin Ratio Rank of SPOT is 9898
Martin Ratio Rank

HUBS
The Risk-Adjusted Performance Rank of HUBS is 6060
Overall Rank
The Sharpe Ratio Rank of HUBS is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of HUBS is 5757
Sortino Ratio Rank
The Omega Ratio Rank of HUBS is 5656
Omega Ratio Rank
The Calmar Ratio Rank of HUBS is 6363
Calmar Ratio Rank
The Martin Ratio Rank of HUBS is 6060
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.

SPOT vs. HUBS - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Spotify Technology S.A. (SPOT) 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.


The current SPOT Sharpe Ratio is 2.74, which is higher than the HUBS Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of SPOT 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.


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Dividends

SPOT vs. HUBS - Dividend Comparison

Neither SPOT nor HUBS has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

SPOT vs. HUBS - Drawdown Comparison

The maximum SPOT drawdown since its inception was -80.51%, which is greater than HUBS's maximum drawdown of -69.95%. Use the drawdown chart below to compare losses from any high point for SPOT and HUBS. For additional features, visit the drawdowns tool.


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Volatility

SPOT vs. HUBS - Volatility Comparison

The current volatility for Spotify Technology S.A. (SPOT) is 15.08%, while HubSpot, Inc. (HUBS) has a volatility of 16.95%. This indicates that SPOT 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.


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Financials

SPOT vs. HUBS - Financials Comparison

This section allows you to compare key financial metrics between Spotify Technology S.A. 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


0.001.00B2.00B3.00B4.00B20212022202320242025
4.19B
714.14M
(SPOT) Total Revenue
(HUBS) Total Revenue
Values in USD except per share items

SPOT vs. HUBS - Profitability Comparison

The chart below illustrates the profitability comparison between Spotify Technology S.A. and HubSpot, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%80.0%90.0%20212022202320242025
31.7%
83.9%
(SPOT) Gross Margin
(HUBS) Gross Margin
SPOT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Spotify Technology S.A. reported a gross profit of 1.33B and revenue of 4.19B. Therefore, the gross margin over that period was 31.7%.

HUBS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, HubSpot, Inc. reported a gross profit of 599.03M and revenue of 714.14M. Therefore, the gross margin over that period was 83.9%.

SPOT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Spotify Technology S.A. reported an operating income of 509.00M and revenue of 4.19B, resulting in an operating margin of 12.2%.

HUBS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, HubSpot, Inc. reported an operating income of -26.40M and revenue of 714.14M, resulting in an operating margin of -3.7%.

SPOT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Spotify Technology S.A. reported a net income of 225.00M and revenue of 4.19B, resulting in a net margin of 5.4%.

HUBS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, HubSpot, Inc. reported a net income of -21.79M and revenue of 714.14M, resulting in a net margin of -3.1%.