analyticsMarketing Tech
Data as of Q4 2025
Summary Verdict
HUBS: 2—TTD: 3wins
Rule of 40
41.8HUBS
45.9TTD
check_circleTTD leads
Revenue Growth
19.2%HUBS
18.5%TTD
check_circleHUBS leads
Gross Margin
84%HUBS
79%TTD
check_circleHUBS leads
FCF Margin
22.6%HUBS
27.5%TTD
check_circleTTD leads
Operating Margin
0.2%HUBS
20.4%TTD
check_circleTTD leads
NRR
—HUBS
—TTD
Metric
Rule of 40Efficiency score
HUBS
41.8
TTD
45.9check_circle
Revenue GrowthYoY
HUBS
19.2%check_circle
TTD
18.5%
Gross Margin% of revenue
HUBS
84%check_circle
TTD
79%
FCF MarginFree cash flow
HUBS
22.6%
TTD
27.5%check_circle
Operating MarginGAAP
HUBS
0.2%
TTD
20.4%check_circle
NRRNet retention
HUBS
N/A
TTD
N/A
EV / RevenueValuation multiple
HUBS
3.6xcheck_circle
TTD
3.7x
Market CapUSD
HUBS
$12.1Bcheck_circle
TTD
$11.4B
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 Q4 2025, HubSpot, Inc. trades at 3.6x EV/Revenue versus The Trade Desk, Inc. at 3.7x. On the Rule of 40, HubSpot, Inc. scores 41.8 compared to The Trade Desk, Inc.'s 45.9, placing The Trade Desk, Inc. ahead in operating efficiency. Gross margins stand at HubSpot, Inc. 84% vs The Trade Desk, Inc. 79%.
Sector Context
Both companies operate in the Marketing Tech sector. The median columns above show where each company stands relative to their peers.