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Stock Comparison · Structural lead, mixed market

HubSpot vs Toast: Which Stock Looks Stronger in 2026?

Toast holds the cleaner structural position, with the lead spread across profitability and valuation. HubSpot still has the edge on growth, which keeps the comparison from looking entirely one-sided. 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. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

This is not just a one-metric split: both profitability and valuation materially support the lead. The overall score gap is 31 points in favour of Toast, Inc..

Trajectory Similarity
0.75
Similar
Peer-set rank: #5
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.
31
Peer-Score
Signal qualityHigh
Peer basis: Russell 1000
vs
TOST
Toast, Inc.
62
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

The largest gaps do not all point in the same direction.

Dimension spread: HUBS vs TOST Profitability 20 83 Stability 12 24 Valuation 17 62 Growth 90 72 HUBS TOST
Gap Ranking
#1 Profitability +63
#2 Valuation +45
#3 Growth +18
#4 Stability +12
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. looks stronger on relative valuation, while the broader price setup remains mixed.

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

Entry today — historical context

Where HUBS and TOST each sit in their own 4.7-year price and valuation history.

BASED ON 4.7-YEAR HISTORY HUBS Lower · below norm 0th 50th 100th 44 pct gap TOST Neutral · below norm 0th 50th 100th 1st 45th
Today HUBS sits in the lower portion of its own 5-year history (1st percentile), while TOST sits higher in its own history (45th). Within each stock's own 5-year context, HUBS is at a historically more favourable entry position than TOST. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, Toast, Inc. ranks near the top of the group; HubSpot, Inc. sits in the weaker half.
Valuation
On valuation, Toast, Inc. is positioned higher in the group, while HubSpot, Inc. is closer to the middle.
Profitability — Dominant Gap
HUBS
20
TOST
83
Gap+63in favour of TOST

Capital efficiency adds support, with a 1719-point ROIC advantage.

What keeps the gap from being one-sided

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

What this means for the comparison

The lead is built on both profitability and valuation — though growth still provides a counterweight.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-valuation 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.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

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.