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HubSpot vs Toast: Which Stock Looks Stronger in 2026?

Toast holds the cleaner structural position, with valuation as the main driver and stability adding further support. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The lead is spread across valuation and stability, rather than sitting in one isolated gap. The overall score gap is 13 points in favour of Toast, Inc..

Trajectory Similarity
0.75
Similar
Peer-set rank: #4
within HubSpot, Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

The match is driven mainly by recent revenue growth and investment intensity.

Similarity drivers
recent revenue growthinvestment intensity
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
HUBS
HubSpot, Inc.
29
Peer-Score
Signal qualityHigh
vs
TOST
Toast, Inc.
42
Peer-Score
Signal qualityHigh

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: HUBS vs TOST Profitability 20 25 Stability 12 29 Valuation 9 44 Growth 88 79 HUBS TOST
Gap Ranking
#1 Valuation +35
#2 Stability +17
#3 Growth +9
#4 Profitability +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for HUBS and TOST Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer HUBSTOST Relative valuation Structural strength

Toast, Inc. and HubSpot, Inc. look relatively close on structure, but the price setup still leans toward Toast, Inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Valuation
Valuation also leans toward Toast, Inc., reinforcing the broader structural lead.
Stability
Both sit in the weaker half on stability, with Toast, Inc. still coming out ahead.
Valuation — Dominant Gap
HUBS
9
TOST
44
Gap+35in favour of TOST

The multiple-based pricing edge comes from a trailing P/E that is 224 turns lower.

What keeps the gap from being one-sided

Earnings growth also leans the other way, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

Valuation is the clearest driver, and stability also supports Toast, Inc.'s broader structural position.

Explore full peer positioning in AssetNext

Break down the HUBS vs TOST comparison across all dimensions with the full interactive tool.

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Similar valuation-driven comparisons

Explore how HUBS and TOST 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.

How AssetNext Peer Scores Work

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.