CyberArk vs HubSpot

This page compares CyberArk and HubSpot, outlining their business models, financial performance, and market context in a neutral, accessible way. It presents how each company approaches their core offerings, the structures they deploy, and the industries they serve, without implying endorsement or making predictions. The goal is to provide clear, objective information to aid understanding. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

CYBR

Metric

HUBS

$22.54B

Market Cap

$17.23B

9.97%

Potential Profit

81.04%

Hold

Analyst Rating

Buy

Why It's Moving

CyberArk Launches $750M Zero-Interest Convertible Notes Offering to Fuel Identity Security Expansion.

Proposed $750M notes offering with zero interest, maturing in 2030, includes option for additional notes and capped calls to offset potential share dilution.
Stock closed down 1.02% at $438.22 amid broader market gains, underperforming the tech sector's 0.43% rise over the past month.
High valuation metrics shine through with Forward P/E of 91.26 and PEG of 3.75, reflecting investor premium on CyberArk's AI-powered identity security leadership.

Sentiment:

⚖️Neutral

CyberArk Launches $750M Zero-Interest Convertible Notes Offering to Fuel Identity Security Expansion.

Proposed $750M notes offering with zero interest, maturing in 2030, includes option for additional notes and capped calls to offset potential share dilution.
Stock closed down 1.02% at $438.22 amid broader market gains, underperforming the tech sector's 0.43% rise over the past month.
High valuation metrics shine through with Forward P/E of 91.26 and PEG of 3.75, reflecting investor premium on CyberArk's AI-powered identity security leadership.

Sentiment:

⚖️Neutral

Investment Analysis

CyberArk

CYBR

Pros

Subscription revenue grew 60% year-on-year in Q3 2025, reflecting strong demand for identity security solutions.
Total annual recurring revenue increased 45% year-on-year, reaching $1.341 billion, indicating robust business momentum.
Strategic merger with Palo Alto Networks is expected to expand market reach and accelerate growth in the AI-driven security landscape.

Considerations

Current share price is significantly above estimated intrinsic value, suggesting the stock may be overvalued by more than 50%.
Negative price-to-earnings ratio indicates ongoing profitability challenges despite strong revenue growth.
Heavy reliance on future cash flow projections for valuation, which may be sensitive to market and execution risks.

HubSpot

HUBS

Pros

HubSpot's cloud-based CRM platform continues to gain market share among small and medium-sized enterprises globally.
Recurring revenue model provides stable cash flows and supports long-term growth in the customer relationship management sector.
Strong focus on AI-driven sales and marketing tools positions the company well for future technology adoption trends.

Considerations

Valuation metrics remain elevated compared to sector peers, increasing vulnerability to market corrections.
Profitability margins are under pressure due to ongoing investments in product development and international expansion.
Growth is sensitive to broader economic cycles, with potential slowdowns in enterprise spending affecting customer acquisition.

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