HubSpot Inc vs SAP SE — how do they compare? HubSpot Inc trades at $211.66 (market cap $11.00B), while SAP SE trades at $203.35 (market cap $240.81B). The key difference: SAP SE is far larger — about 21.9× HubSpot Inc's market cap, and SAP SE pays a 1.4% dividend while HubSpot Inc pays none. Which is the better fit depends on your goals.
| HUBS | SAP | |
|---|---|---|
Market Cap | $11.00B | $240.81B |
Sector | Technology | Technology |
52-Week High | $522.97 | $280.46 |
52-Week Low | $170.39 | $146.38 |
Enterprise Value | $9.89B | $239.52B |
Dividend Yield | — | 1.4% |
Signals from Pluang's Aura AI — not financial advice
HubSpot (HUBS) trades at $215.91, up 2.64% today but remains in a bearish technical trend. The company reported strong Q2 2026 earnings with EPS of $3.26 beating estimates, but lowered customer growth guidance to 5,000-6,000 per quarter. Revenue grew 20% year-over-year to $3.13 billion in 2025, with net income improving to $45.91 million. However, the stock faces headwinds from AI transition costs and a securities fraud investigation announced on August 10, 2026.
Despite near-term challenges, HubSpot maintains strong fundamentals with 76.6% analyst buy ratings and a $233.93 consensus target. The AI pivot creates execution risk but offers long-term growth potential. Key risks include customer acquisition slowdown, competitive pressures, and legal uncertainties. Current valuation at 78.5x P/E requires sustained execution for further upside.
SAP trades at $208.55, up 1.16% today, near its consensus price target of $209.67. The stock shows a bullish technical trend with strong moving averages, though oscillators indicate overbought conditions. Recent Q2 2026 earnings missed EPS estimates but revenue grew, driven by cloud demand. The company maintains robust profitability with a net income margin of 20.41% and solid cash flow from operations of $9.16B in 2025.
Outlook is mixed: AI and cloud growth offer upside, but profit guidance cuts and execution risks pose challenges. Analysts are generally bullish (53.49% buy ratings), yet investors should weigh high valuation multiples against competitive pressures in enterprise software. Near-term resistance lies at $211.
Trailing returns across standard periods
Latest headlines on both assets
HubSpot provides a cloud-based marketing, sales, and customer service software platform referred to as the growth platform. The applications are available ala carte or packaged together. HubSpot's mission is to help companies grow better and has expanded from its initial focus on inbound marketing to embrace marketing, sales, and service more broadly. The company was founded in 2006, completed its initial public offering in 2014, and is headquartered in Cambridge, Massachusetts.
Read more on HUBS →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →