HubSpot Inc. (NYSE:HUBS) and Arco Platform Limited (NASDAQ:ARCE) compete against each other in the Application Software sector. We will contrast them and contrast their risk, analyst recommendations, profitability, institutional ownership, dividends, earnings and valuation.
Earnings & Valuation
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| HubSpot Inc. | 512.98M | 13.29 | 63.83M | -1.66 | 0.00 |
| Arco Platform Limited | N/A | 0.00 | N/A | 0.01 | 1836.92 |
Table 1 showcases the top-line revenue, earnings per share and valuation of HubSpot Inc. and Arco Platform Limited.
Profitability
Table 2 demonstrates the net margins, return on assets and return on equity of HubSpot Inc. and Arco Platform Limited.
| Net Margins | Return on Equity | Return on Assets | |
| HubSpot Inc. | -12.44% | -27.7% | -8.2% |
| Arco Platform Limited | 0.00% | 0% | 0% |
Liquidity
The Current Ratio and Quick Ratio of HubSpot Inc. are 3 and 3 respectively. Its competitor Arco Platform Limited’s Current Ratio is 15.9 and its Quick Ratio is 15.6. Arco Platform Limited can pay off short and long-term obligations better than HubSpot Inc.
Analyst Ratings
The Recommendations and Ratings for HubSpot Inc. and Arco Platform Limited are featured in the next table.
| Sell Ratings | Hold Ratings | Buy Ratings | Rating Score | |
| HubSpot Inc. | 0 | 4 | 4 | 2.50 |
| Arco Platform Limited | 0 | 0 | 0 | 0.00 |
HubSpot Inc.’s upside potential is 3.93% at a $172.14 average target price.
Insider & Institutional Ownership
HubSpot Inc. and Arco Platform Limited has shares owned by institutional investors as follows: 95.7% and 98.9%. 6.2% are HubSpot Inc.’s share owned by insiders. On the other hand, insiders owned about 0.44% of Arco Platform Limited’s shares.
Performance
In this table we show 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) | |
| HubSpot Inc. | -3.56% | 3.59% | 25.52% | 14.76% | 46.22% | 30.43% |
| Arco Platform Limited | -9.82% | -5.54% | 2.27% | 0% | 0% | 7.96% |
For the past year HubSpot Inc. has stronger performance than Arco Platform Limited
Summary
Arco Platform Limited beats HubSpot Inc. on 7 of the 11 factors.
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.
Arco Platform Limited, a technology company in the education sector, provides a pedagogical system with technology-enabled features to deliver educational content to private schools in Brazil. The company’s curriculum solutions provide educational content from basic to secondary education K-12 curriculum in printed and digital formats delivered through its platform. As of March 31, 2018, it had a network consisted of 1,140 partner schools and 405,814 enrolled students. The company’s activities also comprise editing, publishing, advertising, and sale of educational content for private schools. It serves students, teachers, administrators, and parents. The company was founded in 2004 and is headquartered in São Paulo, Brazil.