Both Cheetah Mobile Inc. (NYSE:CMCM) and HubSpot Inc. (NYSE:HUBS) compete on a level playing field in the Application Software industry. We will evaluate their performance with regards to profitability, analyst recommendations, risk, dividends, institutional ownership, earnings and valuation.
Valuation & Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Cheetah Mobile Inc. | N/A | 0.00 | N/A | 1.55 | 4.78 |
| HubSpot Inc. | 512.98M | 13.29 | 63.83M | -1.66 | 0.00 |
Table 1 shows top-line revenue, earnings per share (EPS) and valuation of the two companies.
Profitability
Table 2 provides us the net margins, return on equity and return on assets of both companies.
| Net Margins | Return on Equity | Return on Assets | |
| Cheetah Mobile Inc. | 0.00% | 32.7% | 20.2% |
| HubSpot Inc. | -12.44% | -27.7% | -8.2% |
Risk & Volatility
A 2.38 beta means Cheetah Mobile Inc.’s volatility is 138.00% more than Standard and Poor’s 500’s volatility. HubSpot Inc.’s 1.91 beta is the reason why it is 91.00% more volatile than Standard and Poor’s 500.
Liquidity
Cheetah Mobile Inc.’s Current Ratio is 3 while its Quick Ratio is 3. On the competitive side is, HubSpot Inc. which has a 3 Current Ratio and a 3 Quick Ratio. is better positioned to pay off short and long-term obligations compared to .
Analyst Recommendations
The Ratings and Recommendations for Cheetah Mobile Inc. and HubSpot Inc. are featured in the next table.
| Sell Ratings | Hold Ratings | Buy Ratings | Rating Score | |
| Cheetah Mobile Inc. | 0 | 0 | 0 | 0.00 |
| HubSpot Inc. | 0 | 4 | 4 | 2.50 |
HubSpot Inc. on the other hand boasts of a $172.14 average price target and a 3.93% potential upside.
Institutional & Insider Ownership
Institutional investors held 21.6% of Cheetah Mobile Inc. shares and 95.7% of HubSpot Inc. shares. Insiders held 16.14% of Cheetah Mobile Inc. shares. Insiders Comparatively, held 6.2% of HubSpot Inc. shares.
Performance
Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.
| Performance (W) | Performance (M) | Performance (Q) | Performance (HY) | Performance (Y) | Performance (YTD) | |
| Cheetah Mobile Inc. | -1.46% | 9.75% | 11.9% | -28.56% | -48.11% | 21.6% |
| HubSpot Inc. | -3.56% | 3.59% | 25.52% | 14.76% | 46.22% | 30.43% |
For the past year Cheetah Mobile Inc. was less bullish than HubSpot Inc.
Summary
On 6 of the 10 factors Cheetah Mobile Inc. beats HubSpot Inc.
Cheetah Mobile Inc. operates a platform that offers mobile and personal computer (PC) applications for its users and global content promotional channels. The companyÂ’s suite of utility applications optimizes mobile and PC Internet system performance and provides real time protection against known and unknown security threats. Its mobile and PC applications for users include Clean Master, a junk file cleaning, memory boosting, and privacy protection tool for mobile devices; CM Security, an anti-virus and security application for mobile devices; Battery Doctor, a power optimization tool for mobile devices; Cheetah Browser, a safe Web browser for PCs and mobile devices; CM Browser, a mobile browser; CM Launcher, a secure launcher that offers acceleration, secure protection, and stylish wallpapers, as well as automatically organizes mobile applications based on personal behavior; Photo Grid, a photo collage application that allows users to create professional looking collages of photos through an intuitive interface for mobile devices; CM Locker, a lightweight lock screen; and Duba Anti-virus, an Internet security application for PC and mobile devices. The company also offers content-driven applications comprising Live.me, a live video streaming application; and News Republic, a global mobile news service operator, as well as various products, which include mobile advertising publishing; mobile advertising platform; Duba.com personal start page that aggregates online resources and provides users access to their online destinations; Web and mobile games publishing; and cloud-based data analytics engines. It serves direct advertisers, including mobile application developers, mobile game developers, and e-commerce companies, as well as search engines. The company was formerly known as Kingsoft Internet Software Holdings Limited and changed its name to Cheetah Mobile Inc. in March 2014. Cheetah Mobile Inc. was incorporated in 2009 and is headquartered in Beijing, China.
HubSpot, Inc. provides a cloud-based marketing and sales software platform for businesses in the Americas, Europe, and the Asia Pacific. Its software platform includes integrated applications, such as social media, search engine optimization, blogging, Website content management, marketing automation, email, CRM, analytics, and reporting that enables businesses to attract visitors to their Websites, convert visitors into leads, and close leads into customers and delight customers. The company also offers professional, and phone and email-based support services. HubSpot, Inc. was founded in 2005 and is headquartered in Cambridge, Massachusetts.
