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HubSpot Inc

HUBS: XNYS (USA)
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Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
$139.00CpkfvRfckjkjz

HubSpot Has Become the Customer Platform of Choice for Rapidly Growing Companies

Business Strategy and Outlook

We believe HubSpot is a leader in marketing and sales automation software for the mid-market. We see a long runway for growth as it gathers new customers and continues to move its existing clients up a tiered pricing structure and sell multiple hubs to larger clients. We also see the SMB and mid-market as being underserved by enterprise software providers, as the smaller deal sizes make it harder to serve efficiently. Therefore, we believe that HubSpot’s robust and expanding suite has helped carve out a defensible niche.

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