COMP <GO>
HUBS vs BSY // REVENUE GROWTH (YOY)
HubSpot Inc. (NYSE) VS. Bentley Systems Incorporated (NASDAQ) • 15-METRIC TALLY: HUBS 5
— BSY 8
▲ REVENUE GROWTH (YOY) LEADER: HUBS
LAST: $239.57 (-3.78%) • MKT CAP: $11.95B
revenue-growth
19.20%
LAST: $39.66 (+0.57%) • MKT CAP: $11.98B
revenue-growth
11.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HUBS VS. BSY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HUBS | BSY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 83.80% | 81.50% | +2.30 | HUBS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.30% | 12.40% | -12.10 | BSY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 34.7x | +60.30 | BSY | /valuation <GO> |
| Free Cash Flow Yield | 5.92% | 4.34% | +1.58 | HUBS | /fcf-yield <GO> |
| Operating Margin | 0.20% | 24.10% | -23.90 | BSY | /operating-margins <GO> |
| Net Profit Margin | 1.50% | 18.50% | -17.00 | BSY | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 19.20% | 11.00% | +8.20 | HUBS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.71% | -0.71 | BSY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.86 | 3.64 | +1.22 | HUBS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | HUBS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.6 | 65.0 | -14.40 | BSY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.26 | -0.12 | BSY | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 40.1x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.95B | $11.98B | -$33.0M | BSY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HUBS REV | BSY REV | HUBS GROSS % | BSY GROSS % | HUBS FCF | BSY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.13B | $1.50B | 83.8% | 81.5% | $707.6M | $520.2M |
| FY 2024 | $2.63B | $1.35B | 85.0% | 80.9% | $560.7M | $421.2M |
| FY 2023 | $2.17B | $1.23B | — | — | $253.3M | $361.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HUBS // BETA 1.14
BSY // BETA 1.26