LIVE
BRZE
Braze, Inc. · Customer Engagement / Marketing Technology
$20.06
-7.81% this month
VERSUS
⟷
COMPARE
HUBS
HubSpot, Inc. · CRM / Marketing Technology
$176.03
-15.45% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
BRZE
2
HUBS
2
Comparison scoreboard
MIXED SETUPAI Score
BRZE 22.6
HUBS ✓45.2
1Y Return
BRZE ✓-25.21%
HUBS -67.67%
Fwd P/E
BRZE 20.55
HUBS ✓12.04
Target Up.
BRZE ✓+71.49%
HUBS +49.04%
Op. Margin
BRZE N/A
HUBS 3.30%
Metrics last refreshed: 6/20/2026
Quick take
BRZE vs HUBS Stock Comparison: AI Score, Valuation, Performance and Upside
BRZE and HUBS are both marketing technology platforms but serve fundamentally different market segments. Braze is purpose-built for high-volume mobile consumer app engagement (DoorDash, HBO, Burger King) with real-time push notifications at scale. HubSpot is the full-suite SMB-to-mid-market CRM with marketing automation, sales, and service tools for businesses without mobile app scale. They barely compete directly — Braze serves the largest consumer app brands; HubSpot serves SMBs to mid-market businesses.
BRZE vs HUBS — Braze (the real-time mobile-first customer engagement platform for high-volume consumer apps with AI-powered Canvas journey orchestration and sub-second event-triggered messaging) versus HubSpot (the full-suite SMB-to-mid-market CRM with freemium customer acquisition, marketing automation, sales CRM, and HubSpot AI for content generation).
Live analysis · updated 6/20/2026
BRZE and HUBS are closely matched — they split the tracked metrics evenly. BRZE has delivered stronger 1-year price return (-25.21% vs -67.67%), though HUBS trades at the lower forward P/E (12.04x vs 20.55x). Analyst consensus implies meaningfully more upside for BRZE (+71.49%) than for HUBS (+49.04%).
Normalized 1Y performance
BRZE
HUBS
Recent returns
BRZE
HUBS
Analyst price targets & sentiment
BRZE · 20 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.3/5.0)
Price target range
analyst low$27.00
analyst high$50.00
analyst mean$34.40
current price$20.06
+71.5% upside to analyst mean
HUBS
Price target range
analyst mean$280.16
current price$176.03
+49.0% upside to analyst mean
Who should consider this stock?
BRZE may suit investors who:
- →believe high-volume mobile consumer app engagement (push, in-app, SMS at billions of messages/month) requires specialized real-time infrastructure that Braze uniquely provides vs general marketing cloud suites
- →see Braze's consumer brand customer base (DoorDash, HBO, Burger King) as deeply integrated — these customers can't easily replace Braze without rebuilding their entire mobile engagement stack
- →value Braze's AI Canvas journey optimization as creating marketers who do more with less — improving campaign ROI by reducing manual segmentation and scheduling work
- →are comfortable with premium pricing pressure, SMB market absence, and GAAP profitability timeline
HUBS may suit investors who:
- →value HubSpot's freemium flywheel creating organic, low-CAC customer acquisition at scale — SMBs growing into paying customers without expensive enterprise sales cycles
- →believe HubSpot's full CRM suite (marketing + sales + service on one platform) creates durable switching costs for SMBs standardized across all three modules
- →see HubSpot AI and Content Hub as making HubSpot an AI-first CRM — capturing marketing productivity gains from generative AI within the existing customer relationship
- →are comfortable with Salesforce mid-market competition, SMB economic sensitivity, and AI commoditization risk to HubSpot's marketing automation value proposition
Performance & AI score
| Metric | BRZE | HUBS |
|---|---|---|
| AI score | 22.6 | 45.2 |
| AI rank | #4048 | #729 |
| Latest close | $20.06 | $176.03 |
| 1M return | -7.81% | -15.45% |
| 6M return | -42.22% | -54.58% |
| 1Y return | -25.21% | -67.67% |
$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 | BRZE | HUBS |
|---|---|---|
| 1Y ago | $7.48K (-25.2%) started 2025-06-18 | $3.23K (-67.7%) started 2025-06-18 |
| 5Y ago | $2.15K (-78.5%) started 2021-11-17 | $2.97K (-70.3%) started 2021-06-18 |
| 10Y ago | $2.15K (-78.5%) started 2021-11-17 | $36.98K (+269.8%) started 2016-06-20 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | BRZE | HUBS |
|---|---|---|
| Market cap | $2.26B | $9.62B |
| Trailing P/E | N/A | 98.94 |
| Forward P/E | 20.55 | 12.04 |
| Price/Sales | 2.87 | 11.26 |
| EV/Revenue | 2.64 | 2.48 |
| Analyst target | $34.40 | $280.16 |
| Target upside | +71.49% | +49.04% |
Growth, profitability & risk
| Metric | BRZE | HUBS |
|---|---|---|
| Revenue growth | 30.20% | 23.40% |
| Earnings growth | N/A | 968.10% |
| EPS growth | N/A | +968.10% |
| FCF margin | +23.70% | +19.90% |
| Operating margin | N/A | 3.30% |
| Profit margin | -15.51% | 3.04% |
| ROIC proxy | -22.81% | 5.01% |
| Return on equity | -22.81% | 5.01% |
| Dividend yield | 0.00% | N/A |
| Beta | 0.82 | 1.20 |
| Debt/equity | 13.97 | 12.38 |
| Current ratio | 1.24 | 1.61 |
| Quick ratio | 1.16 | 1.35 |
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
BRZE max drawdown56.37%
HUBS max drawdown68.62%
BRZE max wkly drop23.41%
HUBS max wkly drop27.02%
5Y risk snapshot
BRZE max drawdown83.23%
HUBS max drawdown79.34%
BRZE max wkly drop36.39%
HUBS max wkly drop27.02%
10Y risk snapshot
BRZE max drawdown83.23%
HUBS max drawdown79.34%
BRZE max wkly drop36.39%
HUBS max wkly drop28.86%
Performance metrics by period
| Period | Metric | BRZE | HUBS |
|---|---|---|---|
| 1Y | Growth | -25.21% | -67.67% |
| CAGR | -25.22% | -67.69% | |
| Sharpe ratio | -0.19 | -1.55 | |
| Max drawdown | 56.37% | 68.62% | |
| Max daily drop | 11.73% | 19.03% | |
| Max wkly drop | 23.41% | 27.02% | |
| 5Y | Growth | -78.52% | -70.34% |
| CAGR | -28.51% | -21.58% | |
| Sharpe ratio | -0.27 | -0.25 | |
| Max drawdown | 83.23% | 79.34% | |
| Max daily drop | 19.40% | 19.03% | |
| Max wkly drop | 36.39% | 27.02% | |
| 10Y | Growth | -78.52% | +269.81% |
| CAGR | -28.51% | +13.98% | |
| Sharpe ratio | -0.27 | 0.42 | |
| Max drawdown | 83.23% | 79.34% | |
| Max daily drop | 19.40% | 19.03% | |
| Max wkly drop | 36.39% | 28.86% |
Business comparison
| Category | BRZE | HUBS |
|---|---|---|
| Company | Braze, Inc. | HubSpot, Inc. |
| Sector | Customer Engagement / Marketing Technology | Technology |
| Industry | N/A | N/A |
| Core business | Braze is a customer engagement platform designed for mobile-first consumer apps — enabling personalized, real-time cross-channel messaging (push notifications, in-app messages, SMS, email, WhatsApp) for consumer brands at scale. Braze is built for high-volume, real-time event-driven messaging — when a user abandons a cart, Braze triggers a push notification in seconds with personalized product recommendations. Customers include DoorDash, HBO, Burger King, and major consumer apps sending billions of messages monthly. Braze's Canvas journey builder provides multi-step campaign orchestration with AI optimization. | HubSpot is the full-suite CRM platform for SMBs (small and medium businesses) combining marketing automation, sales CRM, customer service, and content management in one integrated platform. HubSpot's inbound marketing methodology (content marketing, SEO, social media — attracting customers rather than interrupting them) underpins the platform's philosophy. HubSpot has expanded from SMB into mid-market and enterprise with Salesforce integration and AI-powered features (HubSpot AI, ChatSpot). The freemium model provides enormous top-of-funnel customer acquisition that converts to paid tiers. |
| Investor focus | Investors focus on Braze's ARR growth, large customer expansion ($500K+ ARR), international revenue mix, AI personalization capabilities, and path to sustained GAAP profitability. | Investors focus on HubSpot's ARR growth, average revenue per customer expansion, enterprise customer count at $50K+ ARR, and HubSpot AI adoption within the CRM platform. |
BRZE strengths
- →Real-time mobile messaging infrastructure: Braze processes billions of real-time events from mobile apps and triggers personalized messages in sub-second response — the technical infrastructure for high-scale real-time messaging is a genuine engineering moat
- →Consumer brand customer base with high retention: major consumer apps (DoorDash, Lyft) deeply integrate Braze into their mobile engagement stack — replacing Braze requires rebuilding all push notification, in-app messaging, and campaign logic
- →AI-powered Canvas journey optimization: Braze's Sage AI provides intelligent audience segmentation and send-time optimization — reducing marketers' work while improving engagement rates
HUBS strengths
- →CRM platform breadth with SMB-to-mid-market coverage: HubSpot's fully integrated marketing + sales + service CRM provides SMBs a single platform replacing multiple point tools at lower cost than Salesforce
- →Freemium flywheel for organic customer acquisition: HubSpot's free CRM tier acquires customers organically — companies start free and upgrade as they grow, creating structurally efficient customer acquisition costs
- →HubSpot AI + Content Hub for generative AI: HubSpot's AI writing, landing page generation, and campaign assistance positions it for the AI-augmented marketing workflow replacing manual content creation
Risks to watch — BRZE
- →Premium pricing vs Salesforce Marketing Cloud and Adobe Campaign: Braze faces price pressure from established marketing cloud suites with larger bundle advantages
- →SMB market is not Braze's strength: Braze is optimized for high-volume consumer apps — small businesses lack the mobile app scale to justify Braze's pricing vs HubSpot's SMB-friendly marketing email tools
- →Path to GAAP profitability: Braze has sustained GAAP losses requiring continued revenue growth — SBC (stock-based compensation) is a significant near-term earnings drag
Risks to watch — HUBS
- →Salesforce competition in mid-market: as HubSpot moves upmarket, it faces Salesforce's Sales Cloud and Marketing Cloud in enterprise deals where Salesforce has stronger brand recognition and integration ecosystem
- →SMB economic sensitivity: HubSpot's SMB-heavy customer base is more sensitive to economic downturns — small businesses cancel software subscriptions faster than enterprises in tough macro environments
- →AI commoditizing marketing automation: if AI tools make marketing automation significantly easier to build, the complexity barrier that protects HubSpot's platform value may erode over time
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