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HUBS
HubSpot, Inc. · Technology - CRM & Marketing Automation
$248.89
+29.55% this month
VERSUS
⟷
COMPARE
KVYO
Klaviyo, Inc. · Technology - E-Commerce Marketing Automation
$19.50
+14.71% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
HUBS
2
KVYO
2
Comparison scoreboard
MIXED SETUPAI Score
HUBS ✓45.5
KVYO 22.4
1Y Return
HUBS -50.07%
KVYO ✓-36.48%
Fwd P/E
HUBS ✓15.22
KVYO 18.79
Target Up.
HUBS +15.42%
KVYO ✓+48.92%
Op. Margin
HUBS 3.30%
KVYO N/A
Metrics last refreshed: 8/5/2026
Quick take
HUBS vs KVYO Stock Comparison: AI Score, Valuation, Performance and Upside
HubSpot is a broad-based CRM and inbound marketing platform for SMBs across all industries, while Klaviyo is a specialized e-commerce email and SMS marketing platform with deep Shopify integration. Both serve the marketing automation market but with different customer profiles, use cases, and competitive dynamics — HubSpot competes broadly and Klaviyo dominates its e-commerce niche.
HUBS vs KVYO contrasts a broad SMB CRM and marketing platform with an e-commerce-specialized marketing automation niche leader — breadth and freemium virality versus deep vertical integration and measurable ROI.
Live analysis · updated 8/5/2026
HUBS and KVYO are closely matched — they split the tracked metrics evenly. KVYO has delivered stronger 1-year price return (-36.48% vs -50.07%), though HUBS has the better forward P/E setup (15.22x vs 18.79x for KVYO). Analyst consensus implies meaningfully more upside for KVYO (+48.92%) than for HUBS (+15.42%).
Normalized 1Y performance
HUBS
KVYO
Recent returns
HUBS
KVYO
Analyst price targets & sentiment
HUBS
Price target range
analyst mean$273.96
current price$248.89
+15.4% upside to analyst mean
KVYO · 21 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$17.00
analyst high$37.00
analyst mean$29.05
current price$19.50
+48.9% upside to analyst mean
Who should consider this stock?
HUBS may suit investors who:
- →Want the broad SMB CRM and marketing platform with strong brand recognition and freemium viral growth
- →Value HubSpot's multi-hub ecosystem as increasing customer switching costs as businesses integrate sales, marketing, and service workflows
- →See HubSpot's upmarket expansion into mid-market enterprise as a long-duration growth opportunity beyond its SMB core
KVYO may suit investors who:
- →Want the specialized e-commerce marketing automation leader benefiting from e-commerce growth and Shopify ecosystem expansion
- →Value Klaviyo's measurable ROI for e-commerce customers as a strong retention driver even in challenging budget environments
- →See Klaviyo's data advantage from deep e-commerce integrations as enabling superior personalization that generic marketing tools cannot replicate
Performance & AI score
| Metric | HUBS | KVYO |
|---|---|---|
| AI score | 45.5 | 22.4 |
| AI rank | #688 | #4056 |
| Latest close | $248.89 | $19.50 |
| 1M return | +29.55% | +14.71% |
| 6M return | -9.18% | -3.23% |
| 1Y return | -50.07% | -36.48% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | HUBS | KVYO |
|---|---|---|
| 1Y ago | $4.96K (-50.4%) started 2025-08-04 | $6.35K (-36.5%) started 2025-08-05 |
| 5Y ago | $4.22K (-57.8%) started 2021-08-04 | $5.95K (-40.5%) started 2023-09-20 |
| 10Y ago | $43.9K (+339.0%) started 2016-08-04 | $5.95K (-40.5%) started 2023-09-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | HUBS | KVYO |
|---|---|---|
| Market cap | $12.15B | $5.84B |
| Trailing P/E | 124.93 | N/A |
| Forward P/E | 15.22 | 18.79 |
| Price/Sales | 11.26 | 4.45 |
| EV/Revenue | 3.25 | 3.69 |
| Analyst target | $273.96 | $29.05 |
| Target upside | +15.42% | +48.92% |
Growth, profitability & risk
| Metric | HUBS | KVYO |
|---|---|---|
| Revenue growth | 23.40% | 27.90% |
| Earnings growth | 968.10% | N/A |
| EPS growth | +968.10% | N/A |
| FCF margin | +19.90% | +18.41% |
| Operating margin | 3.30% | N/A |
| Profit margin | 3.04% | -0.66% |
| ROIC proxy | 5.01% | -0.78% |
| Return on equity | 5.01% | -0.78% |
| Dividend yield | N/A | 0.00% |
| Beta | 1.22 | 0.54 |
| Debt/equity | 12.38 | 10.16 |
| Current ratio | 1.61 | 4.23 |
| Quick ratio | 1.35 | 3.90 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
HUBS max drawdown67.44%
KVYO max drawdown64.20%
HUBS max wkly drop27.02%
KVYO max wkly drop38.06%
5Y risk snapshot
HUBS max drawdown80.02%
KVYO max drawdown73.86%
HUBS max wkly drop27.02%
KVYO max wkly drop38.06%
10Y risk snapshot
HUBS max drawdown80.02%
KVYO max drawdown73.86%
HUBS max wkly drop28.86%
KVYO max wkly drop38.06%
Performance metrics by period
| Period | Metric | HUBS | KVYO |
|---|---|---|---|
| 1Y | Growth | -50.44% | -36.48% |
| CAGR | -50.49% | -36.50% | |
| Sharpe ratio | -0.77 | -0.33 | |
| Max drawdown | 67.44% | 64.20% | |
| Max daily drop | 19.03% | 32.23% | |
| Max wkly drop | 27.02% | 38.06% | |
| 5Y | Growth | -57.82% | -40.48% |
| CAGR | -15.86% | -16.51% | |
| Sharpe ratio | -0.11 | -0.05 | |
| Max drawdown | 80.02% | 73.86% | |
| Max daily drop | 19.03% | 32.23% | |
| Max wkly drop | 27.02% | 38.06% | |
| 10Y | Growth | +338.96% | -40.48% |
| CAGR | +15.94% | -16.51% | |
| Sharpe ratio | 0.46 | -0.05 | |
| Max drawdown | 80.02% | 73.86% | |
| Max daily drop | 19.03% | 32.23% | |
| Max wkly drop | 28.86% | 38.06% |
Business comparison
| Category | HUBS | KVYO |
|---|---|---|
| Company | HubSpot, Inc. | Klaviyo, Inc. |
| Sector | Technology | Technology - E-Commerce Marketing Automation |
| Industry | N/A | N/A |
| Core business | HubSpot provides an inbound marketing, sales, and customer service platform for small and mid-sized businesses, offering connected Hubs (Marketing Hub, Sales Hub, Service Hub, CMS Hub, Operations Hub) with a freemium model that drives organic growth from the developer and SMB community. | Klaviyo is a B2B SaaS marketing automation platform specialized for e-commerce businesses, providing email and SMS marketing tools that integrate deeply with Shopify, WooCommerce, and other e-commerce platforms to enable data-driven, personalized customer communications. |
| Investor focus | Investors track HubSpot's total customers, average revenue per customer growth, revenue growth rates, and the expansion into larger enterprise accounts that offer higher average contract values versus the SMB core. | Investors track Klaviyo's customer growth among e-commerce brands, average revenue per customer, net revenue retention, and Shopify integration dependency as a growth driver and potential concentration risk. |
HUBS strengths
- →Freemium model creates viral adoption — businesses discover HubSpot through the free CRM and organic growth tools, then upgrade as they grow
- →Multi-hub ecosystem locks customers in through deep workflow integrations spanning marketing, sales, and service
- →HubSpot Academy and community ecosystem create brand advocates and reduce sales cycle length through inbound lead generation
KVYO strengths
- →Deep e-commerce integration with Shopify (strategic partner) and other platforms provides customer data that enables highly targeted, conversion-oriented email/SMS campaigns
- →E-commerce businesses generate significant ROI from personalized email campaigns — abandoned cart recovery, post-purchase flows, and segmented promotions directly drive measurable revenue
- →Klaviyo's strong Shopify partnership creates distribution through Shopify's merchant ecosystem, providing viral growth among Shopify store owners
Risks to watch — HUBS
- →Competition from Salesforce (for enterprise) and lower-cost tools (Mailchimp, ActiveCampaign) for SMB creates pressure at both ends of the market
- →Average revenue per customer growth requires moving upmarket into larger accounts that have longer sales cycles and higher competition
- →AI feature development (HubSpot AI) is required to remain competitive as Salesforce Einstein and other AI-powered CRM tools expand capabilities
Risks to watch — KVYO
- →Shopify concentration — a significant portion of Klaviyo's customer base are Shopify merchants, creating dependency on the Shopify ecosystem
- →E-commerce spending is cyclical — softer consumer spending environments reduce e-commerce merchant marketing budgets
- →Competition from Mailchimp, Attentive (SMS), and Salesforce Marketing Cloud serving overlapping e-commerce marketing needs
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