analyticsMarketing Tech
Data as of Q1 2026
Summary Verdict
HUBS: 2—TTD: 3wins
Rule of 40
37.2HUBS
43.7TTD
check_circleTTD leads
Revenue Growth
20.5%HUBS
12.0%TTD
check_circleHUBS leads
Gross Margin
84%HUBS
77%TTD
check_circleHUBS leads
FCF Margin
16.8%HUBS
31.7%TTD
check_circleTTD leads
Operating Margin
-0.4%HUBS
14.6%TTD
check_circleTTD leads
NRR
—HUBS
—TTD
Metric
Rule of 40Efficiency score
HUBS
37.2
TTD
43.7check_circle
Revenue GrowthYoY
HUBS
20.5%check_circle
TTD
12.0%
Gross Margin% of revenue
HUBS
84%check_circle
TTD
77%
FCF MarginFree cash flow
HUBS
16.8%
TTD
31.7%check_circle
Operating MarginGAAP
HUBS
-0.4%
TTD
14.6%check_circle
NRRNet retention
HUBS
N/A
TTD
N/A
EV / RevenueValuation multiple
HUBS
3.3x
TTD
2.9xcheck_circle
Market CapUSD
HUBS
$10.9Bcheck_circle
TTD
$9.4B
ARR GrowthYoY
HUBS
N/A
TTD
N/A
CAC PaybackMonths to recover
HUBS
N/A
TTD
N/A
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insights
Analysis
As of Q1 2026, HubSpot, Inc. trades at 3.3x EV/Revenue versus The Trade Desk, Inc. at 2.9x. On the Rule of 40, HubSpot, Inc. scores 37.2 compared to The Trade Desk, Inc.'s 43.7, placing The Trade Desk, Inc. ahead in operating efficiency. Gross margins stand at HubSpot, Inc. 84% vs The Trade Desk, Inc. 77%.
Sector Context
Both companies operate in the Marketing Tech sector. The median columns above show where each company stands relative to their peers.