The structural profiles are close, with Cloudflare carrying a narrow edge on stability. HubSpot still has the edge on profitability, which keeps the comparison from looking entirely one-sided. On the market side, Cloudflare is in better shape — its trend is intact while HubSpot's trend has broken down. That puts structure and market broadly in agreement — Cloudflare's lead looks more confirmed than conflicted.
The comparison is based on similar long-term financial trajectories, not sector labels.
Most of the separation is still concentrated in stability.
This pair is matched through long-term financial trajectory similarity within the selected peer universe.
A moderate similarity means the pair is structurally comparable, but not a near-twin trajectory match.
The match is driven mainly by revenue stability and margin trend.
Scores reflect position relative to comparable companies with similar long-term financial trajectories.
The clearest separation appears in stability.
Left means cheaper relative valuation. Higher means stronger structure.
The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.
Valuation position uses peer-relative PE percentile (idx_pct_pe) and Forward P/E where available.
The clearest distance comes from a steadier profile over time.
Profitability still favours HubSpot, with a 12.7-point operating margin advantage keeping the comparison from looking fully resolved.
The main read on stability is clearer than the broader score gap.
Break down the HUBS vs NET comparison across all dimensions with the full interactive tool.
Explore how HUBS and NET each compare against other companies in their peer groups.
Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.
AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.
Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.
Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.