HUBS

HubSpot Inc

TMT


Presented:06/24/2019
Price:$172.46
Cap:$7.26B
Current Price:$548.21
Cap:$28.15B

Presented

Date06/24/2019
Price$172.46
Market Cap$7.26B
Ent Value$6.29B
P/E RatioN/A
Book Value$14.30
Div Yield0%
Shares O/S42.10M
Ave Daily Vol474,792
Short Int8.56%

Current

Price$548.21
Market Cap$28.15B
HubSpot, Inc. provides cloud-based marketing and sales software platform that enables businesses to deliver an inbound experience. It operates through the following geographical segments: Americas, Europe, and Asia Pacific. The company was founded by Brian Halligan and Dharmesh Shah on April 4, 2005 and is headquartered in Cambridge, MA.

Publicly traded companies mentioned herein: Adobe Inc (ADBE), HubSpot Inc (HUBS), JPMorgan Chase & Co (JPM), Oracle Corp (ORCL), salesforce.com Inc (CRM)

Highlights

The presenter is short shares of HubSpot Inc (HUBS), the SaaS marketing provider to SMBs. HUBS operates a “freemium,” low ASP (average subscription revenue per customer < $10k per year) annual subscription model. According to the presenter, shares are overvalued at their current price of ~$170 per share. He sees significant downside potential due to a misunderstood business model, low quality customers, structural headwinds, and a questionable corporate culture.

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Idea Discussion

Commentor 1 - 2 weeks ago

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