JFrog Ltd. (FROG) vs HubSpot, Inc. (HUBS)

JFrog Ltd. and HubSpot, Inc. are both Software Application companies. JFrog Ltd. and HubSpot, Inc. are of similar size ($11.7B and $11.0B). JFrog Ltd. has negative trailing earnings, so its P/E is not meaningful; HubSpot, Inc. trades at 75.3×. JFrog Ltd. grew revenue faster over the last twelve months: 26.4% against 21.1%. HubSpot, Inc. has the higher net margin (4.26% vs −7.35%) and the higher return on invested capital (25.6% vs −31.7%). Across the 18 metrics below, HubSpot, Inc. leads on 15 and JFrog Ltd. on 3.

Valuation

Metric FROG HUBS Software Application median
P/E n/m 75.25 24.79
P/S 18.11 3.12 2.67
P/B 11.31 6.50 3.01
Price to free cash flow 64.13 16.37 16.59
EV/EBITDA n/m 37.52 14.40
EV/Sales 16.73 2.87 2.62
Earnings yield (0.41%) 1.33% 0.00%
Free cash flow yield 1.56% 6.11% 1.91%

Profitability

Metric FROG HUBS Software Application median
Gross margin 77.86% 83.25% 67.03%
Operating margin (11.52%) 3.79% 0.00%
Net margin (7.35%) 4.26% 0.00%
Free cash flow margin 28.29% 19.07% 4.32%
Return on equity (4.93%) 7.89% 0.00%
Return on assets (3.27%) 4.09% 0.00%
Return on invested capital (31.70%) 25.63% 0.00%

Growth

Metric FROG HUBS Software Application median
Revenue growth (TTM) 26.37% 21.11% 12.40%
EPS growth (last fiscal year) 1.59% 855.56% —
Revenue growth, 5-year CAGR 28.66% 28.81% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric FROG HUBS Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 2.14 1.38 1.55
Net debt to EBITDA 9.70 (16.42) 0.06

Dividend

Metric FROG HUBS Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric FROG HUBS Software Application median
Market cap 11.70b 11.02b 396.11m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack