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HUBS vs PAYC
Which Stock Would AI Choose? HubSpot (HUBS) vs. Paycom Software (PAYC) Stock Comparison
Key Takeaways
- HubSpot (HUBS) has delivered stronger year-to-date (YTD) performance, up around 37%, outpacing Paycom Software (PAYC)'s approximately 16% gain, amid SaaS sector optimism.
- PAYC trades at a more attractive price-to-earnings (PE) ratio of about 17 compared to HUBS's elevated 279, suggesting better value in recent market positioning.
- Both stocks reflect software sector volatility, with HUBS showing higher beta due to growth focus and PAYC benefiting from HR stability and recent recognitions.
- Recent weeks have seen HUBS rebound on AI-driven product buzz, while PAYC anticipates Q1 earnings with projected revenue growth.
- Market caps stand at roughly $12B for HUBS and $7B for PAYC, highlighting scale differences in CRM versus human capital management (HCM) solutions.
Introduction
This stock comparison pits HubSpot (HUBS), a leader in customer relationship management (CRM) software, against Paycom Software (PAYC), a key player in human capital management (HCM) solutions. Both operate in the software-as-a-service (SaaS) space, serving businesses with cloud-based tools for growth and operations. Traders seeking momentum in high-growth CRM may eye HUBS, while value-oriented investors might prefer PAYC's profitability profile. In the current market, characterized by AI enthusiasm and economic uncertainty, understanding their relative performance, valuations, and catalysts aids informed decision-making for portfolios balancing growth and stability.
HUBS Overview and Recent Performance
HubSpot (HUBS) delivers a comprehensive cloud-based CRM platform encompassing Marketing Hub, Sales Hub, Service Hub, and AI-powered Breeze tools for automation and insights. Targeting mid-market businesses, it supports marketing automation, sales pipelines, customer service, and operations. Recent market activity has introduced volatility to HUBS shares, with a pullback of around 17% over the past month amid broader SaaS pressures, yet YTD gains exceed 37%. Sentiment has shifted positively on AI integrations and peer strength, with analysts highlighting buying opportunities and upcoming earnings. Influences include SaaS sector tailwinds, new AI features like agentic tools, and competitive dynamics from frontier models, driving relative outperformance despite high valuations.
PAYC Overview and Recent Performance
Paycom Software (PAYC) offers cloud-based HCM solutions, including payroll, talent acquisition, time management, and compliance tools for small to mid-sized U.S. firms. Its single-platform approach streamlines the employee lifecycle from recruitment to retirement. In recent weeks, PAYC has experienced a share price rebound, up over 5% since the last earnings report, with YTD returns around 16%. Key developments include recognition as a top retail workforce management provider and anticipation for Q1 results showing revenue growth near 7%. Performance reflects resilience in HR software demand, offset by macro headwinds and past growth challenges from product innovations like Beti, fostering a stable yet measured sentiment trajectory.
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Head-to-Head Comparison
HubSpot (HUBS) and Paycom (PAYC) both thrive in SaaS but diverge in focus: HUBS emphasizes CRM growth drivers like marketing automation and AI enhancements, fueling higher revenue expansion (TTM $3.13B), while PAYC prioritizes HCM efficiency with steady recurring revenues ($2.05B TTM). Recent momentum favors HUBS's YTD surge versus PAYC's moderate rebound, yet PAYC's lower PE signals undervaluation amid profitability (EPS $8.08 vs. HUBS $0.86). Risk factors include HUBS's premium pricing vulnerability to AI disruptions and PAYC's sensitivity to labor market shifts. Sector exposure aligns in enterprise software, but market sentiment tilts toward HUBS on innovation catalysts versus PAYC's operational reliability, presenting trade-offs in growth versus value.
Tickeron AI Verdict
Tickeron's AI currently leans toward HubSpot (HUBS) based on superior trend consistency, YTD momentum, and SaaS/AI tailwinds positioning it favorably relative to PAYC. While PAYC offers stability and attractive valuations ahead of earnings, HUBS's catalysts suggest higher probability of near-term upside in bullish software conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is HUBS is a StrongBuy and PAYC is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
HUBS’s FA Score shows that 0 FA rating(s) are green whilePAYC’s FA Score has 2 green FA rating(s).
- HUBS’s FA Score: 0 green, 5 red.
- PAYC’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
HUBS’s TA Score shows that 2 TA indicator(s) are bullish while PAYC’s TA Score has 4 bullish TA indicator(s).
- HUBS’s TA Score: 2 bullish, 7 bearish.
- PAYC’s TA Score: 4 bullish, 5 bearish.
Price Growth
HUBS (@Packaged Software) experienced а -7.13% price change this week, while PAYC (@Packaged Software) price change was -8.18% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.27%. For the same industry, the average monthly price growth was -2.98%, and the average quarterly price growth was +11.86%.
Reported Earning Dates
HUBS is expected to report earnings on Aug 05, 2026.
PAYC is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Packaged Software (-1.27% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| HUBS | PAYC | HUBS / PAYC | |
| Capitalization | 8.85B | 5.77B | 153% |
| EBITDA | 267M | 838M | 32% |
| Gain YTD | -56.940 | -21.972 | 259% |
| P/E Ratio | 90.95 | 14.31 | 635% |
| Revenue | 3.3B | 2.09B | 158% |
| Total Cash | 1.69B | 154M | 1,098% |
| Total Debt | 247M | 764M | 32% |
HUBS | PAYC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 11 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 15 Undervalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 86 | 26 | |
PRICE GROWTH RATING 1..100 | 89 | 64 | |
P/E GROWTH RATING 1..100 | 97 | 94 | |
SEASONALITY SCORE 1..100 | 50 | 1 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
PAYC's Valuation (15) in the Packaged Software industry is somewhat better than the same rating for HUBS (78) in the Information Technology Services industry. This means that PAYC’s stock grew somewhat faster than HUBS’s over the last 12 months.
PAYC's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as HUBS (100) in the Information Technology Services industry. This means that PAYC’s stock grew similarly to HUBS’s over the last 12 months.
PAYC's SMR Rating (26) in the Packaged Software industry is somewhat better than the same rating for HUBS (86) in the Information Technology Services industry. This means that PAYC’s stock grew somewhat faster than HUBS’s over the last 12 months.
PAYC's Price Growth Rating (64) in the Packaged Software industry is in the same range as HUBS (89) in the Information Technology Services industry. This means that PAYC’s stock grew similarly to HUBS’s over the last 12 months.
PAYC's P/E Growth Rating (94) in the Packaged Software industry is in the same range as HUBS (97) in the Information Technology Services industry. This means that PAYC’s stock grew similarly to HUBS’s over the last 12 months.
| HUBS | PAYC | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 61% | N/A |
| Stochastic ODDS (%) | 2 days ago 75% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 65% | 2 days ago 82% |
| MACD ODDS (%) | 2 days ago 80% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 72% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 78% | 2 days ago 74% |
| Advances ODDS (%) | 23 days ago 74% | 9 days ago 65% |
| Declines ODDS (%) | 2 days ago 71% | 7 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 61% |
| Aroon ODDS (%) | N/A | 2 days ago 50% |
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HUBS and
Correlation & Price change
A.I.dvisor indicates that over the last year, HUBS has been closely correlated with CRM. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HUBS jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To HUBS | 1D Price Change % | ||
|---|---|---|---|---|
| HUBS | 100% | -1.83% | ||
| CRM - HUBS | 79% Closely correlated | -1.09% | ||
| TEAM - HUBS | 72% Closely correlated | -3.34% | ||
| ASAN - HUBS | 69% Closely correlated | -2.46% | ||
| FRSH - HUBS | 67% Closely correlated | +0.79% | ||
| NOW - HUBS | 66% Closely correlated | -2.14% | ||
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PAYC and
Correlation & Price change
A.I.dvisor indicates that over the last year, PAYC has been closely correlated with PCTY. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if PAYC jumps, then PCTY could also see price increases.
| Ticker / NAME | Correlation To PAYC | 1D Price Change % | ||
|---|---|---|---|---|
| PAYC | 100% | -0.95% | ||
| PCTY - PAYC | 74% Closely correlated | -1.61% | ||
| PAYX - PAYC | 72% Closely correlated | -2.35% | ||
| GEN - PAYC | 67% Closely correlated | -4.84% | ||
| ADP - PAYC | 67% Closely correlated | -1.74% | ||
| WDAY - PAYC | 64% Loosely correlated | -3.33% | ||
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