What metrics matter most when comparing Braze and HubSpot?

Key metrics include net revenue retention and large-customer growth for both companies, HubSpot's customer and seat count growth among SMBs, monetization progress on HubSpot's Breeze AI agents, and each company's path toward or maintenance of profitability.

How is the AI score calculated?

The AI score is a composite signal incorporating fundamental quality, valuation, momentum, analyst sentiment, and risk factors. A higher score indicates a more favorable overall setup relative to the market at the time of the latest update.

How is AI agent adoption changing customer engagement, according to Braze's research?

Braze's 2026 Global Customer Engagement Review found that while only about 19% of consumers currently use AI agents to interact with brands, that figure is expected to reach 46% by the end of 2026, with Gen Z leading adoption. The report also found that top-performing brands are more likely to use AI to anticipate purchase intent, a trend Braze is positioning its platform around.

What is HubSpot's Breeze AI and how does it make money?

Breeze is HubSpot's suite of AI agents automating tasks like lead generation, sales prospecting, content creation, and customer support conversations within its CRM platform. In April 2026, HubSpot shifted two flagship agents to a pay-per-result pricing model, charging per resolved customer conversation or per recommended sales lead, introducing a usage-based revenue stream alongside its traditional subscription model.

How much overlap is there between Braze and HubSpot's target customers?

There is some overlap in marketing automation, but the companies generally serve different core use cases: Braze focuses on high-volume, real-time engagement messaging for consumer apps and brands, while HubSpot centers on an all-in-one CRM for small and mid-sized businesses managing marketing, sales, and service in one system. Enterprise consumer brands are more likely to choose a specialized platform like Braze, while SMBs more often consolidate on HubSpot's broader suite.

Data as of: August 31, 2026

brimindinvest.com / compare / braze-vs-hubsLIVE

BRAZE

Braze, Inc. · Marketing Technology (Customer Engagement)

N/A

N/A this month

VERSUS

COMPARE

HUBS

HubSpot, Inc. · Marketing, Sales, and CRM Software

$261.36

+10.11% this month

Scoreboard verdict

Across AI score, momentum, valuation, upside, operating margin

BRAZE

0

HUBS

0

MIXED SETUP

Comparison scoreboard

MIXED SETUP

AI Score

BRAZE N/A

HUBS 42.4

1Y Return

BRAZE N/A

HUBS -45.91%

Fwd P/E

BRAZE N/A

HUBS 15.70

Target Up.

BRAZE N/A

HUBS -7.67%

Op. Margin

BRAZE N/A

HUBS 4.87%

Metrics last refreshed: 8/31/2026

Quick take

BRAZE vs HUBS Stock Comparison: AI Score, Valuation, Performance and Upside

Braze is a more focused customer engagement and messaging platform primarily serving consumer-facing brands, while HubSpot is a broader CRM suite spanning marketing, sales, and service aimed largely at small and mid-sized businesses. The comparison typically weighs Braze's specialized engagement depth against HubSpot's platform breadth and larger scale.

Use this BRAZE vs HUBS comparison to separate a focused customer-engagement specialist from a broader CRM platform: Braze offers deeper cross-channel messaging capability for consumer brands, while HubSpot offers an integrated marketing-sales-service suite with a larger customer base and emerging AI agent monetization.

Live analysis · updated 8/31/2026

BRAZE and HUBS are closely matched — they split the tracked metrics evenly.

Normalized 1Y performance

BRAZE

HUBS

Not enough data to chart yet.

Recent returns

BRAZE

HUBS

Analyst price targets & sentiment

BRAZE

Price target data unavailable

N/A

HUBS

Price target range

analyst mean$240.69
current price$261.36

-7.7% upside to analyst mean

Who should consider this stock?

BRAZE may suit investors who:

Want focused exposure to real-time, cross-channel customer engagement software
Believe agentic AI personalization will expand Braze's product value
Are comfortable with a smaller-scale company still reaching consistent profitability
Seek exposure to consumer brand marketing technology spend

HUBS may suit investors who:

Prefer a broader, integrated CRM platform spanning marketing, sales, and service
Want exposure to SMB software adoption and seat expansion
Believe new Breeze AI agents can open a meaningful usage-based revenue stream
Value HubSpot's larger scale and established profitability trajectory

Performance & AI score

Performance & AI score
Metric	BRAZE	HUBS
AI score	N/A	42.4
AI rank	N/A	#854
Latest close	N/A	$261.36
1M return	N/A	+10.11%
6M return	N/A	-0.85%
1Y return	N/A	-45.91%

$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?

$10,000 invested — hypothetical growth (dividends reinvested)
Period	BRAZE	HUBS
1Y ago	N/A	$5.54K (-44.6%) started 2025-09-02
5Y ago	N/A	$3.82K (-61.8%) started 2021-09-01
10Y ago	N/A	$46.56K (+365.6%) started 2016-09-01

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential

Valuation & upside potential
Metric	BRAZE	HUBS
Market cap	N/A	$13.34B
Trailing P/E	N/A	92.44
Forward P/E	N/A	15.70
Price/Sales	N/A	11.26
EV/Revenue	N/A	3.45
Analyst target	N/A	$240.69
Target upside	N/A	-7.67%

Growth, profitability & risk

Growth, profitability & risk
Metric	BRAZE	HUBS
Revenue growth	N/A	19.80%
Earnings growth	N/A	968.10%
EPS growth	N/A	+968.10%
FCF margin	N/A	+19.33%
Operating margin	N/A	4.87%
Profit margin	N/A	4.26%
ROIC proxy	N/A	7.89%
Return on equity	N/A	7.89%
Dividend yield	N/A	N/A
Beta	N/A	1.17
Debt/equity	N/A	14.30
Current ratio	N/A	1.38
Quick ratio	N/A	1.11

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

BRAZE max drawdownN/A

HUBS max drawdown67.44%

BRAZE max wkly dropN/A

HUBS max wkly drop27.02%

5Y risk snapshot

BRAZE max drawdownN/A

HUBS max drawdown80.02%

BRAZE max wkly dropN/A

HUBS max wkly drop27.02%

10Y risk snapshot

BRAZE max drawdownN/A

HUBS max drawdown80.02%

BRAZE max wkly dropN/A

HUBS max wkly drop28.86%

Performance metrics by period

Performance metrics by period
Period	Metric	BRAZE	HUBS
1Y	Growth	N/A	-44.57%
	CAGR	N/A	-44.76%
	Sharpe ratio	N/A	-0.51
	Max drawdown	N/A	67.44%
	Max daily drop	N/A	19.10%
	Max wkly drop	N/A	27.02%
5Y	Growth	N/A	-61.85%
	CAGR	N/A	-17.54%
	Sharpe ratio	N/A	-0.13
	Max drawdown	N/A	80.02%
	Max daily drop	N/A	19.10%
	Max wkly drop	N/A	27.02%
10Y	Growth	N/A	+365.63%
	CAGR	N/A	+16.63%
	Sharpe ratio	N/A	0.47
	Max drawdown	N/A	80.02%
	Max daily drop	N/A	19.10%
	Max wkly drop	N/A	28.86%

Business comparison

Business comparison
Category	BRAZE	HUBS
Company	Braze, Inc.	HubSpot, Inc.
Sector	Marketing Technology (Customer Engagement)	Technology
Industry	N/A	N/A
Core business	Braze provides a customer engagement platform that helps brands orchestrate personalized messaging across push, email, SMS, and in-app channels, increasingly incorporating AI-driven agentic personalization.	HubSpot provides an integrated CRM platform spanning marketing, sales, service, and content management, aimed primarily at small and mid-sized businesses, and has been rolling out Breeze AI agents across its product suite.
Investor focus	Investors watch Braze's large-customer growth and net revenue retention, its progress toward sustained profitability, and adoption of AI-driven engagement features amid rising interest in agentic commerce.	Investors focus on HubSpot's customer and seat growth, average subscription revenue per customer, and monetization of its new Breeze AI agents, including a shift toward pay-per-result pricing for some agents.

BRAZE strengths

Strong positioning in real-time, cross-channel customer engagement for consumer brands
Published research (its annual Customer Engagement Review) reinforcing thought leadership in AI-driven engagement trends
Expanding large-customer base across retail, media, and travel verticals

HUBS strengths

Broad, integrated CRM suite spanning marketing, sales, and service in one platform
Strong brand recognition and inbound-marketing-driven customer acquisition among SMBs
New Breeze AI agents (including pay-per-result pricing) opening a usage-based monetization path

Risks to watch — BRAZE

Smaller scale and less diversified product suite than larger marketing/CRM platforms
Still working toward consistent GAAP profitability
Competitive pressure from larger platforms bundling similar engagement features

Risks to watch — HUBS

Exposure to SMB customer budgets, which can be more cyclical than enterprise spend
New AI agent pricing models are still early and unproven at scale
Competition from Salesforce, Microsoft, and other CRM and marketing platforms

Frequently asked questions

HubSpot offers a broader, more established CRM platform with larger scale and a clearer path to profitability, while Braze offers more focused, specialized exposure to customer engagement technology with higher growth potential but more execution risk. Investors wanting platform breadth typically favor HubSpot, while those wanting a specialized engagement bet may prefer Braze.

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+2.8%BUY

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+1.1%HOLD

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