HubSpot vs PTC

This page compares HubSpot, Inc. and PTC Inc., examining how each company structures its business model, what drives revenue, and the market context in which they operate. It covers business models, financial performance indicators, and the surrounding industry landscape in a neutral, accessible way. Educational content, not financial advice.

This page compares HubSpot, Inc. and PTC Inc., examining how each company structures its business model, what drives revenue, and the market context in which they operate. It covers business models, f...

About The Companies

HubSpot (HUBS)

HubSpot, Inc. (HUBS) is a cloud-based software company best known for its CRM platform and integrated suite of marketing, sales and customer service tools aimed largely at small and mid-sized businesses. With a market capitalisation of about $25.19 billion, HubSpot earns recurring subscription revenue complemented by professional services and add-ons. Investors often focus on ARR growth, net revenue retention, customer acquisition costs and average revenue per account as key performance indicators. Growth is driven by product expansion, ecosystem integrations and international sales, while profitability depends on sales and marketing efficiency. Key risks include intense competition from larger enterprise vendors (for example Salesforce and Adobe), sensitivity to macro-driven IT spending and the need to sustain high retention as the customer base scales. This summary is educational and not personalised investment advice; values can fall as well as rise and past performance is not a reliable guide to the future.

PTC (PTC)

PTC Inc (PTC) is a US-based industrial software company known for CAD (Creo), product lifecycle management (Windchill), and digital platforms such as ThingWorx (IoT) and Vuforia (augmented reality). The business generates revenue from software licences, subscription services and professional services, and has been shifting toward a higher proportion of recurring subscription revenue — a move that can increase predictability but requires execution. Investors typically watch subscription growth, gross margins, customer retention and cross-selling into large manufacturing customers. Strengths include a broad product portfolio and entrenched engineering customers; risks include competition from larger software vendors, sensitivity to industrial capital spending and potential execution challenges on cloud and platform integrations. Market capitalisation is approximately $24.5bn. This summary is educational and not investment advice: values can rise and fall, past performance is not a reliable indicator of future returns, and suitability depends on individual circumstances.

Comparison Snapshot

Key Financial Metrics

HUBS

Metric

PTC

$19.69B

Market Cap

$21.02B

54.88%

Potential Profit

24.15%

Buy

Analyst Rating

Buy

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Investment Analysis

HubSpot

HUBS

Pros

HubSpot commands a strong position in the small and medium-sized business CRM market with ongoing multi-hub adoption and upmarket expansion strategies.
Analysts project mid-20s percentage annual revenue growth, supported by strategic AI integration such as the Breeze AI platform enhancing product differentiation.
The company maintains an excellent financial health score with zero debt, providing balance sheet strength and operational flexibility.

Considerations

HubSpot is currently unprofitable with a recent slight net loss reported and negative earnings per share, indicating ongoing challenges in reaching consistent profitability.
Its valuation metrics, including a very high price-to-book and price-to-sales ratio, suggest the stock may be richly valued relative to current earnings.
Despite strong revenue growth, past stock price performance has been weak, and the stock’s wide trading range may indicate volatility risk.

PTC

Pros

PTC demonstrates robust revenue growth with a 24.2% increase year-over-year, reflecting strong product demand and business momentum.
The company has a manageable debt-to-equity ratio of 0.34, indicating financial stability relative to sector peers with higher leverage.
Consensus analyst ratings are overwhelmingly positive, with multiple upgrades and an average price target implying modest upside potential.

Considerations

PTC trades at a relatively high price-to-earnings ratio near 48, which could indicate overvaluation relative to its earnings performance.
The company’s quick ratio below 1 suggests possible liquidity pressure to meet short-term obligations under adverse conditions.
Its PEG ratio near 2 implies current growth may not fully justify the stock’s valuation, posing a risk for value-oriented investors.

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Comparison Snapshot

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