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

Correlation

The correlation between SPOT and HUBS is 0.45, 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.


-0.50.00.51.00.5

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.

100.00%200.00%300.00%400.00%500.00%600.00%JulyAugustSeptemberOctoberNovemberDecember
209.29%
559.03%
SPOT
HUBS

Key characteristics

Sharpe Ratio

SPOT:

4.01

HUBS:

0.74

Sortino Ratio

SPOT:

4.99

HUBS:

1.21

Omega Ratio

SPOT:

1.64

HUBS:

1.16

Calmar Ratio

SPOT:

2.98

HUBS:

0.58

Martin Ratio

SPOT:

37.59

HUBS:

1.69

Ulcer Index

SPOT:

3.84%

HUBS:

16.15%

Daily Std Dev

SPOT:

36.00%

HUBS:

36.72%

Max Drawdown

SPOT:

-80.51%

HUBS:

-69.95%

Current Drawdown

SPOT:

-8.26%

HUBS:

-15.62%

Fundamentals

Market Cap

SPOT:

$95.86B

HUBS:

$38.29B

EPS

SPOT:

$3.54

HUBS:

-$0.45

Total Revenue (TTM)

SPOT:

$15.07B

HUBS:

$2.51B

Gross Profit (TTM)

SPOT:

$4.34B

HUBS:

$2.13B

EBITDA (TTM)

SPOT:

$1.19B

HUBS:

$97.81M

Returns By Period

In the year-to-date period, SPOT achieves a 145.27% return, which is significantly higher than HUBS's 23.85% return.


SPOT

YTD

145.27%

1M

-2.09%

6M

45.05%

1Y

143.09%

5Y*

25.17%

10Y*

N/A

HUBS

YTD

23.85%

1M

3.53%

6M

24.30%

1Y

24.33%

5Y*

35.23%

10Y*

35.77%

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

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.


Sharpe ratio
The chart of Sharpe ratio for SPOT, currently valued at 4.01, compared to the broader market-4.00-2.000.002.004.010.74
The chart of Sortino ratio for SPOT, currently valued at 4.99, compared to the broader market-4.00-2.000.002.004.004.991.21
The chart of Omega ratio for SPOT, currently valued at 1.64, compared to the broader market0.501.001.502.001.641.16
The chart of Calmar ratio for SPOT, currently valued at 2.98, compared to the broader market0.002.004.006.002.980.58
The chart of Martin ratio for SPOT, currently valued at 37.59, compared to the broader market-5.000.005.0010.0015.0020.0025.0037.591.69
SPOT
HUBS

The current SPOT Sharpe Ratio is 4.01, which is higher than the HUBS Sharpe Ratio of 0.74. 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.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00JulyAugustSeptemberOctoberNovemberDecember
4.01
0.74
SPOT
HUBS

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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.26%
-15.62%
SPOT
HUBS

Volatility

SPOT vs. HUBS - Volatility Comparison

The current volatility for Spotify Technology S.A. (SPOT) is 8.97%, while HubSpot, Inc. (HUBS) has a volatility of 10.78%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JulyAugustSeptemberOctoberNovemberDecember
8.97%
10.78%
SPOT
HUBS

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


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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