HubSpot, Inc. vs The Trade Desk, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsMarketing Tech
Data as of Q2 2026
Summary Verdict
HUBS: 2—TTD: 3wins
Rule of 40
43.8HUBS
46.6TTD
check_circleTTD leads
Revenue Growth
28.0%HUBS
16.1%TTD
check_circleHUBS leads
Gross Margin
83%HUBS
76%TTD
check_circleHUBS leads
FCF Margin
15.8%HUBS
30.6%TTD
check_circleTTD leads
Operating Margin
1.7%HUBS
15.7%TTD
check_circleTTD leads
NRR
—HUBS
—TTD
Metric
Rule of 40Efficiency score
HUBS
43.8
TTD
46.6check_circle
Revenue GrowthYoY
HUBS
28.0%check_circle
TTD
16.1%
Gross Margin% of revenue
HUBS
83%check_circle
TTD
76%
FCF MarginFree cash flow
HUBS
15.8%
TTD
30.6%check_circle
Operating MarginGAAP
HUBS
1.7%
TTD
15.7%check_circle
NRRNet retention
HUBS
N/A
TTD
N/A
EV / RevenueValuation multiple
HUBS
3.6x
TTD
1.9xcheck_circle
Market CapUSD
HUBS
$12.7Bcheck_circle
TTD
$6.8B
ARR GrowthYoY
HUBS
N/A
TTD
N/A
CAC PaybackMonths to recover
HUBS
N/A
TTD
N/A
insights
Analysis
As of Q2 2026, HubSpot, Inc. trades at 3.6x EV/Revenue versus The Trade Desk, Inc. at 1.9x. On the Rule of 40, HubSpot, Inc. scores 43.8 compared to The Trade Desk, Inc.'s 46.6, placing The Trade Desk, Inc. ahead in operating efficiency. Gross margins stand at HubSpot, Inc. 83% vs The Trade Desk, Inc. 76%.
Sector Context
Both companies operate in the Marketing Tech sector. The median columns above show where each company stands relative to their peers.