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Here's HubSpot CEO Yamini Rangan on the opportunities that Operations Hub unlocks, made during her prepared remarks on the Q3 earnings call:Įarlier this week, we officially launched Operations Hub Enterprise.
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As with most HubSpot products, this module comes at different tiers, starting from a free tier to a basic $45/month package, all the way up to a $2000/month enterprise plan. Just recently in October, HubSpot's big release was Operations Hub, which is a tool primarily used by SalesOps teams to organize and analyze customer data, and integrate it into business processes.
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HubSpot's revenue guidance of $356-$358 million for Q4 represents 41-42% y/y growth, though typically HubSpot almost always comes in a few points ahead of its own outlook.Ī big driver behind HubSpot's recent growth kick is the continued rollout of new products. HubSpot did see growth decelerate from 53% y/y in Q2, however, and part of the driver behind this strong growth is easier comps versus the pandemic period last year, a benefit that will begin to fade in Q4. We note that very few companies that have notched a >$1 billion revenue run rate are capable of sustaining a growth pace in the ~50% y/y range. HubSpot's revenue grew at a very impressive 49% y/y pace to $339.2 million, beating Wall Street's expectations of $326.5 million (+43% y/y) by a wide six-point margin. While high price remains the key impediment to investing in HubSpot, it's important to acknowledge that the company continues to showcase only strength. I prefer to remain on the sidelines here. In my view, it's far too risky to be investing in HubSpot at all-time highs. This puts HubSpot's valuation multiple at 23.1x EV/FY22 revenue, instantly putting HubSpot in the upper echelon of most expensive SaaS companies in the market. For next fiscal year, meanwhile, Wall Street analysts are projecting $1.63 billion in revenue, representing 28% y/y growth (data from Yahoo Finance).
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After netting off the $1.29 billion of cash and $400.1 million of debt on the company's most recent balance sheet, HubSpot's enterprise value is $37.62 billion. At current share prices near $820, HubSpot has a market cap of $38.50 billion. After this year's sharp rally, HubSpot is trading at valuation multiples it has never breached before.
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GAAP operating margins are still negative, pro forma margins are still a ways away from hitting the long-term targets, and HubSpot is still far as well from being able to be valued on an earnings basis.
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The company's opportunities to cross-sell have multiplied.Īt the same time, however, there are an evenly balanced spate of risks: From Marketing Hub to Operations Hub, now HubSpot is more applicable to a wider proportion of the corporate workforce.
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