Hubspot stock

Salesforce is a giant in the industry with a $254 billion market cap. Hubspot is a tenth of the size of Salesforce at a $30 billion market cap.

CRM 2020 revenue excluding platforms ~ 12.63B growing at 20ish HUBS ~ 883M growing at 30% yoy. So street thinks in 6/7 years HUBS will sustain growth and return profits. CRM’s main issue is their costly purchases in recent years... their mulesoft investment has already paid for itself with recent revenue numbers ... now if slack and tableau can also push revenue or help cross sell stock might pop.... but street doesn’t believe in this theory yet given competition, so you don’t see that baked into stock price.