Data as of:
LIVE
BRZE
Braze, Inc. · Customer Engagement / Marketing Technology
$24.43
-20.29% this month
VERSUS
COMPARE
HUBS
HubSpot, Inc. · CRM / Marketing Technology
$216.12
-10.56% this month
Comparison scoreboard
HUBS LEADS 3/5AI Scorei
BRZE 22.7
HUBS ✓45.1
1Y Returni
BRZE ✓-24.58%
HUBS -57.88%
Fwd P/Ei
BRZE 33.99
HUBS ✓15.70
Target Up.i
BRZE ✓+7.96%
HUBS -7.67%
Op. Margini
BRZE -13.04%
HUBS ✓4.87%
Metrics last refreshed: 9/19/2026
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 9/19/2026
HUBS holds the edge across 3 of 5 key metrics in this comparison. BRZE has delivered stronger 1-year price return (-24.58% vs -57.88%), though HUBS has the better forward P/E setup (15.70x vs 33.99x for BRZE). On fundamentals, BRZE is growing revenue faster (30.20%), while HUBS maintains the higher operating margin (4.87%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for BRZE (+7.96%) than for HUBS (-7.67%).
Want a full valuation workup? 46-section report — AI Score, Monte Carlo forecast, bull/bear case, DCF, and more.
Normalized 1Y performance
BRZE
HUBS
Recent returns
BRZE
HUBS
Analyst price targets & sentiment
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
BRZE
Price target range
analyst mean$35.55
current price$24.43
+8.0% upside to analyst mean
HUBS
Price target range
analyst mean$240.69
current price$216.12
-7.7% 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 scorei | 22.7 | 45.1 |
| AI ranki | #4049 | #781 |
| Latest closei | $24.43 | $216.12 |
| 1M returni | -20.29% | -10.56% |
| 6M returni | +33.28% | -17.61% |
| 1Y returni | -24.58% | -57.88% |
$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 | $7.54K (-24.6%) started 2025-09-18 | $4.21K (-57.9%) started 2025-09-18 |
| 5Y ago | $2.62K (-73.8%) started 2021-11-17 | $3.15K (-68.5%) started 2021-09-20 |
| 10Y ago | $2.62K (-73.8%) started 2021-11-17 | $39.42K (+294.2%) started 2016-09-19 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | BRZE | HUBS |
|---|---|---|
| Market capi | $3.71B | $13.34B |
| Trailing P/Ei | N/A | 92.44 |
| Forward P/Ei | 33.99 | 15.70 |
| Price/Salesi | N/A | 11.26 |
| EV/Revenuei | 4.30 | 3.45 |
| Analyst targeti | $35.55 | $240.69 |
| Target upsidei | +7.96% | -7.67% |
Growth, profitability & risk
| Metric | BRZE | HUBS |
|---|---|---|
| Revenue growthi | 30.20% | 19.80% |
| Earnings growthi | N/A | 968.10% |
| EPS growthi | N/A | +968.10% |
| FCF margini | +23.70% | +19.33% |
| Operating margini | -13.04% | 4.87% |
| Profit margini | -15.51% | 4.26% |
| ROIC proxyi | -22.81% | 7.89% |
| Return on equityi | -22.81% | 7.89% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | 0.00% |
| Dividend growth streaki | N/A | N/A |
| Betai | 0.83 | 1.17 |
| Debt/equityi | 13.97 | 14.30 |
| Current ratioi | 1.24 | 1.38 |
| Quick ratioi | 1.16 | 1.11 |
Correlation
Over the past year, BRZE and HUBS have moved moderately in the same direction (correlation of 0.68), based on daily returns.
1Y
0.68
-1.0+1.0
5Y
0.64
-1.0+1.0
10Y
0.64
-1.0+1.0
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 drawdowni56.37%
HUBS max drawdowni67.44%
BRZE max wkly dropi28.00%
HUBS max wkly dropi27.02%
5Y risk snapshot
BRZE max drawdowni83.23%
HUBS max drawdowni80.02%
BRZE max wkly dropi36.39%
HUBS max wkly dropi27.02%
10Y risk snapshot
BRZE max drawdowni83.23%
HUBS max drawdowni80.02%
BRZE max wkly dropi36.39%
HUBS max wkly dropi28.86%
Performance metrics by period
| Period | Metric | BRZE | HUBS |
|---|---|---|---|
| 1Y | Growthi | -24.58% | -57.88% |
| CAGRi | -24.59% | -57.91% | |
| Volatilityi | 71.81% | 73.64% | |
| Sharpe ratioi | -0.10 | -0.86 | |
| Sortino ratioi | -0.14 | -1.15 | |
| Max drawdowni | 56.37% | 67.44% | |
| Current drawdowni | 32.50% | 58.67% | |
| Avg drawdowni | 27.84% | 43.91% | |
| Ulcer Indexi | 31.65% | 47.66% | |
| Max daily dropi | 21.73% | 19.10% | |
| Max wkly dropi | 28.00% | 27.02% | |
| 5Y | Growthi | -73.84% | -68.51% |
| CAGRi | -24.22% | -20.66% | |
| Volatilityi | 65.19% | 57.63% | |
| Sharpe ratioi | -0.17 | -0.19 | |
| Sortino ratioi | -0.24 | -0.27 | |
| Max drawdowni | 83.23% | 80.02% | |
| Current drawdowni | 74.05% | 74.64% | |
| Avg drawdowni | 60.63% | 44.66% | |
| Ulcer Indexi | 61.85% | 48.61% | |
| Max daily dropi | 21.73% | 19.10% | |
| Max wkly dropi | 36.39% | 27.02% | |
| 10Y | Growthi | -73.84% | +294.24% |
| CAGRi | -24.22% | +14.71% | |
| Volatilityi | 65.19% | 52.15% | |
| Sharpe ratioi | -0.17 | 0.44 | |
| Sortino ratioi | -0.24 | 0.63 | |
| Max drawdowni | 83.23% | 80.02% | |
| Current drawdowni | 74.05% | 74.64% | |
| Avg drawdowni | 60.63% | 26.71% | |
| Ulcer Indexi | 61.85% | 35.42% | |
| Max daily dropi | 21.73% | 19.10% | |
| Max wkly dropi | 36.39% | 28.86% |
Business comparison
| Category | BRZE | HUBS |
|---|---|---|
| Company | Braze, Inc. | HubSpot, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Application | Software - Application |
| 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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