HubSpot, Inc. (HUBS) vs Cloudflare, Inc. (NET)
A side-by-side comparison of HubSpot, Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.
HUBS
HubSpot, Inc.
$203.16TechnologyDelayed quote: Sep 28, 2026, 3:59 PM EDT
NET
Cloudflare, Inc.
$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — HUBS vs NET
growth of $100 · dividends reinvested · last 7yHUBS +32.3% (+4.1%/yr)NET +1602.9% (+49.9%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
HUBS NET
HUBS vs NET: by the numbers
- •NET is the larger company ($125.72B vs $10.41B market cap).
- •HUBS is profitable (4.26% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 26.31% CAGR).
Metrics side by side
Valuation
| Metric | HUBS | NET |
|---|---|---|
| P/E ratio | 71.79 | N/A |
| Forward P/E | N/A | 280.80 |
| P/S ratio | 3.02 | 50.04 |
| P/B ratio | 6.28 | 77.61 |
| EV / EBITDA | 33.84 | N/A |
| FCF yield | 7.37% | 0.30% |
Profitability
| Metric | HUBS | NET |
|---|---|---|
| Gross margin | 83.25% | 72.58% |
| Operating margin | 3.83% | -14.11% |
| Net margin | 4.26% | -8.21% |
| ROE | 8.86% | -12.73% |
| ROIC | 5.70% | -6.90% |
Growth (annualized)
| Metric | HUBS | NET |
|---|---|---|
| Revenue CAGR (5Y) | 26.31% | 36.49% |
| FCF CAGR (5Y) | 39.65% | N/A |
| Total return CAGR (5Y) | -19.59% | 19.17% |
Frequently asked
- Which has grown faster, HUBS or NET?
- Over the past five years, NET grew revenue faster — HUBS at a 26.31% CAGR versus NET at 36.49%.
- Is HUBS or NET more profitable?
- HUBS runs the higher net margin — HUBS at 4.26% versus NET at -8.21%.
- How have HUBS and NET total returns compared?
- Over the past 5 years, HUBS delivered -19.59% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
HubSpot P/E ratioHubSpot ROECloudflare ROEHubSpot operating marginCloudflare operating marginHubSpot revenue growthCloudflare revenue growthHubSpot free cash flowCloudflare free cash flow
HubSpot & Cloudflare appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.