HUBS vs. PANW: HubSpot vs. Palo Alto Networks Stock Comparison
How do HubSpot (HUBS) and Palo Alto Networks (PANW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
HubSpot (HUBS) and Palo Alto Networks (PANW) both belong to the Software industry, though HUBS is classified under Application Software while PANW falls under Systems Software.
Palo Alto Networks (PANW) is a mega-cap company at 256.86 billion USD, while HubSpot (HUBS) is mid-cap at 9.80 billion USD — a noticeably different scale category that can shape how their valuation multiples are read.
| Profile Item | HUBS | PANW |
|---|---|---|
| Name | HubSpot, Inc. Common Stock | Palo Alto Networks, Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Systems Software |
| Market Capitalization | 9.80 billion USD | 256.86 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | October 9, 2014 | July 20, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | HUBS | PANW |
|---|---|---|
| Total Return (1Y) | -47.93% | 53.99% |
| Total Return (3Y, Annualized) | -20.64% | 39.16% |
| Total Return (5Y, Annualized) | -24.58% | 30.80% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | HUBS | PANW |
|---|---|---|
| Volatility (1Y, Annualized) | 73.36% | 51.34% |
| Beta (5Y) | 1.16 | 1.00 |
| Max Drawdown (5Y) | -80.02% | -36.01% |
| Avg. Volume (3M) | 1.50M | 6.03M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | HUBS | PANW |
|---|---|---|
| Sharpe Ratio (1Y) | -0.71 | 0.97 |
| Sortino Ratio (1Y) | -0.99 | 1.49 |
Profitability
ROE (TTM)
Both HubSpot (HUBS) at 12.25% and Palo Alto Networks (PANW) at 1.74% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
HUBS
Software & Services industry group
12.25%
- Max
- 53.85%
- Q3
- 17.90%
- HUBS
- 12.25%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
PANW
Software & Services industry group
1.74%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- PANW
- 1.74%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both HubSpot (HUBS) at 5.95% and Palo Alto Networks (PANW) at 2.67% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
HUBS
Software & Services industry group
5.95%
- Max
- 41.17%
- Q3
- 15.28%
- HUBS
- 5.95%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
PANW
Software & Services industry group
2.67%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- PANW
- 2.67%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Both HubSpot (HUBS) at 7.69% and Palo Alto Networks (PANW) at 5.40% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
HUBS
Software & Services industry group
7.69%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- HUBS
- 7.69%
- Q1
- -2.13%
- Min
- -30.45%
PANW
Software & Services industry group
5.40%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- PANW
- 5.40%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | HUBS | PANW |
|---|---|---|
| ROE (TTM) | 12.25% | 1.74% |
| ROA (TTM) | 3.52% | 1.40% |
| Net Margin (TTM) | 5.95% | 2.67% |
| Operating Margin (TTM) | 7.69% | 5.40% |
| Gross Margin (TTM) | 83.02% | 70.38% |
Growth
Revenue Growth
Both HubSpot (HUBS) at 19.17% and Palo Alto Networks (PANW) at 24.50% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
HubSpot (HUBS) at 855.56% delivers above-range EPS growth, while Palo Alto Networks (PANW) at -75.00% falls into the bottom quartile — a wide split in earnings momentum.
Growth Metrics
| Metric | HUBS | PANW |
|---|---|---|
| Revenue Growth (YoY) | 19.17% | 24.50% |
| Revenue Growth (3Y CAGR) | 21.85% | 18.54% |
| EPS Growth (YoY) | 855.56% | -75.00% |
| EPS Growth (3Y CAGR) | -- | -14.50% |
Financial Strength
Current Ratio (MRQ)
HubSpot (HUBS) at 1.34 keeps current ratio within its industry’s typical mid-range, while Palo Alto Networks (PANW) at 0.87 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for PANW.
HUBS
Software & Services industry group
1.34
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- HUBS
- 1.34
- Q1
- 1.01
- Min
- 0.03
PANW
Software & Services industry group
0.87
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- PANW
- 0.87
- Min
- 0.03
Debt / Equity (MRQ)
Both HubSpot (HUBS) at 0.14 and Palo Alto Networks (PANW) at 0.09 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
HUBS
Software & Services industry group
0.14
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- HUBS
- 0.14
- Q1
- 0.07
- Min
- 0.00
PANW
Software & Services industry group
0.09
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- PANW
- 0.09
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | HUBS | PANW |
|---|---|---|
| Current Ratio (MRQ) | 1.34 | 0.87 |
| Debt / Equity (MRQ) | 0.14 | 0.09 |
| Net Debt / EBITDA | -4.84 | -0.32 |
Dividends
Dividend Yield (TTM)
Neither HubSpot (HUBS) nor Palo Alto Networks (PANW) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
HUBS
Software & Services industry group
0.00%
- HUBS
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
PANW
Software & Services industry group
0.00%
- PANW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither HubSpot (HUBS) nor Palo Alto Networks (PANW) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
HUBS
Software & Services industry group
0.00%
- HUBS
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
PANW
Software & Services industry group
0.00%
- PANW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | HUBS | PANW |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
HubSpot (HUBS) at 48.46 is near its industry’s usual P/E ratio, while Palo Alto Networks (PANW) at 784.60 sits above its peer range — an unusually expensive price for PANW’s trailing earnings.
HUBS
Software & Services industry group
48.46
- Max
- 112.94
- Q3
- 60.32
- HUBS
- 48.46
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
PANW
Software & Services industry group
784.60
- PANW
- 784.60
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
HubSpot (HUBS) at 2.73 prices around its industry’s typical P/S ratio, while Palo Alto Networks (PANW) at 22.37 clears its benchmark range — PANW looks notably rich on sales.
HUBS
Software & Services industry group
2.73
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- HUBS
- 2.73
- Q1
- 2.23
- Min
- 0.02
PANW
Software & Services industry group
22.37
- PANW
- 22.37
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
HubSpot (HUBS) at 6.02 is valued about in line with its industry on P/B ratio, while Palo Alto Networks (PANW) at 9.30 carries an above-peer premium to book — PANW is pricier on assets.
HUBS
Software & Services industry group
6.02
- Max
- 16.63
- Q3
- 8.50
- HUBS
- 6.02
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
PANW
Software & Services industry group
9.30
- Max
- 16.63
- PANW
- 9.30
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | HUBS | PANW |
|---|---|---|
| P/E Ratio (TTM) | 48.46 | 784.60 |
| P/S Ratio (TTM) | 2.73 | 22.37 |
| P/B Ratio (MRQ) | 6.02 | 9.30 |
| Free Cash Flow Yield (TTM) | 6.66% | 1.65% |