BAM
Brookfield Asset Management Ltd.
BAM has the edge over HOOD overall, supported by lower modeled downside and stronger valuation.
HOOD
Robinhood Markets, Inc.
HOOD's outlook is improving, though it still trails on the overall score.
BAM Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| N/A | |
| N/A |
BAM's revenue and profitability are currently strong. Free cash flow and net leverage aren't meaningful measures for financial services companies like BAM.
HOOD Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| N/A | |
| N/A |
HOOD's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like HOOD.
BAM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 18x | $51.41 | — |
| Forward | 25x | $51.41 | — |
| Cheap | 35x | $104 | +101% |
| Fair | 45x | $132 | +157% |
| Expensive | 53x | $154 | +200% |
Historical ranges are pointers, not guarantees.
BAM has the edge over HOOD in the historical PE scenario, which offers more potential upside but is not a forecast.
HOOD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 30x | $81.35 | — |
| Cheap | 37x | $78.84 | -3.1% |
| Current | 38x | $81.35 | — |
| Fair | 51x | $110 | +35% |
| Expensive | 74x | $160 | +96% |
Historical ranges are pointers, not guarantees.
HOOD's PE is in its cheap range at 38x. If earnings grow as analysts expect, today's price would be 30x next year's earnings.
BAM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Growth | |
| Growth | |
| Weakening | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for BAM, but weaker profitability.
HOOD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
HOOD has the edge over BAM on the outlook, with more favorable valuation and profitability expectations.
BAM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.05 | -30% |
| Q3 2026 | $2.92 | +83% |
| Q2 2026 | $1.72 | +15% |
| Q1 2026 | $1.54 | +7.7% |
| Q4 2025 | $1.52 | +13% |
| Q2 2025 | $1.50 | +33% |
| Q4 2024 | $1.35 | +19% |
| Q2 2024 | $1.13 | +77% |
| Q4 2023 | $1.13 | -62% |
BAM earned $2.92 per share over the past year, up 83% from the year before.
HOOD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.72 | +26% |
| Q3 2026 | $2.16 | -10% |
| Q2 2026 | $2.26 | +15% |
| Q1 2026 | $2.06 | +18% |
| Q4 2025 | $2.05 | +31% |
| Q3 2025 | $2.40 | +314% |
| Q2 2025 | $1.96 | +513% |
| Q1 2025 | $1.75 | +1150% |
| Q4 2024 | $1.56 | +$2.17 |
HOOD earned $2.16 per share over the past year, down 10% from the year before.
BAM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.1B | +89% |
| Q2 2026 | $1.7B | +57% |
| Q1 2026 | $1.3B | +22% |
| Q4 2025 | $1.2B | +16% |
| Q3 2025 | $1.1B | +2.1% |
| Q2 2025 | $1.1B | +19% |
| Q1 2025 | $1.1B | +22% |
| Q2 2022 | $924M | +25% |
BAM's revenue has grown year over year every quarter since early 2022: $2.1B last quarter, up 89% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 57% | -9.5 points |
| Q2 2026 | 54% | -7.3 points |
| Q1 2026 | 49% | -27 points |
| Q4 2025 | 77% | +4.7 points |
| Q3 2025 | 67% | -2.1 points |
| Q2 2025 | 61% | -7.1 points |
| Q1 2025 | 75% | +7.6 points |
| Q4 2024 | 72% | N/A |
BAM has the edge over HOOD on profitability, with a higher operating margin.
HOOD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.4B | +12% |
| Q2 2026 | $1.3B | +32% |
| Q1 2026 | $1.1B | +15% |
| Q4 2025 | $1.3B | +27% |
| Q3 2025 | $1.3B | +100% |
| Q2 2025 | $989M | +45% |
| Q1 2025 | $927M | +50% |
| Q4 2024 | $1B | +115% |
HOOD has the edge over BAM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 44% | -5.9 points |
| Q2 2026 | 54% | +9.5 points |
| Q1 2026 | 39% | -1.5 points |
| Q4 2025 | 52% | -3.5 points |
| Q3 2025 | 50% | +26 points |
| Q2 2025 | 45% | +17 points |
| Q1 2025 | 40% | +14 points |
| Q4 2024 | 55% | +49 points |
HOOD's operating margin was 44% last quarter, down 5.9 points from the same quarter a year ago.
BAM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $521M | -30% |
| Q2 2026 | $392.8M | -26% |
| Q1 2026 | $339M | +28% |
| Q4 2025 | $706M | +$1.6B |
| Q3 2025 | $741M | +31% |
| Q2 2025 | $529M | +35% |
| Q1 2025 | $265M | -48% |
| Q2 2022 | $2.7B | +31% |
BAM's free cash flow was $2B over the past year, up 186% from the year before. Free cash flow isn't a meaningful measure for financial services companies like BAM.
HOOD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +$2.8B |
| Q2 2026 | $720M | -79% |
| Q1 2026 | $2B | +217% |
| Q4 2025 | -$937M | +$463M |
| Q3 2025 | -$1.6B | -187% |
| Q2 2025 | $3.5B | +6398% |
| Q1 2025 | $642M | +$1.3B |
| Q4 2024 | -$1.4B | -246% |
HOOD has the edge over BAM on cash flow, with more consistent year-over-year improvement.
BAM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.3% | -21.4M shares |
| 1 year | -2.9% | -47.6M shares |
| 3 years | +300% | +1.2B shares |
BAM has the edge over HOOD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10M |
| Q2 2026 | $103M |
| Q1 2026 | $376M |
| Q4 2025 | $227M |
| Q3 2025 | $69M |
| Q2 2025 | — |
| Q1 2025 | $116M |
| Q4 2024 | — |
BAM spent $716M buying back its own shares over the past year, about four times what it spent the year before.
HOOD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -1M shares |
| 1 year | -0.8% | -6.9M shares |
| 3 years | +1.8% | +15.9M shares |
| 5 years | +292% | +679M shares |
| Available history | +7.2% | +60.8M shares |
HOOD has 911M diluted shares, down 0.8% from a year ago, with $789M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $25M |
| Q2 2026 | $414M |
| Q1 2026 | $250M |
| Q4 2025 | $100M |
| Q3 2025 | $107M |
| Q2 2025 | $124M |
| Q1 2025 | $322M |
| Q4 2024 | $160M |
HOOD spent $789M buying back its own shares over the past year, up 11% from the year before.
BAM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.4x | Very low |
| Q3 2025 | 0.6x | Very low |
| Q2 2025 | 0.3x | Very low |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | 0.1x | Very low |
BAM's net debt is less than a year of its operating earnings (EBITDA). Net leverage isn't a meaningful measure for financial services companies like BAM.
HOOD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.3x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.2x | Net Cash |
| Q4 2025 | -1.9x | Net Cash |
| Q3 2025 | -2.1x | Net Cash |
| Q2 2025 | -2.6x | Net Cash |
| Q1 2025 | -3.3x | Net Cash |
| Q4 2024 | -3.8x | Net Cash |
HOOD has the edge over BAM on leverage, with a lower net debt burden relative to earnings.
BAM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.6 | Neutral |
| Stochastic | 58.7 | Neutral |
BAM's weekly RSI is 57 (neutral) and its Stochastic is 59 (neutral).
HOOD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.8 | Neutral |
| Stochastic | 9.5 | Oversold |
HOOD's weekly RSI is 41 (neutral) and its Stochastic is 10 (oversold).
BAM PE vs Financial Services Sector
| Metric | BAM | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 13x | 35% above |
| PE % | 10 | 54 | 44 pts below |
BAM has the edge over HOOD on valuation relative to its sector.
HOOD PE vs Financial Services Sector
| Metric | HOOD | Sector median | Relative |
|---|---|---|---|
| PE | 38x | 13x | 189% above |
| PE % | 22 | 66 | 44 pts below |
HOOD is trading at 38x earnings, a 189% premium to the Financial Services sector's median of 13x.
BAM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $47.5 | 8.1% above |
| 20 week MA | $48.6 | 5.9% above |
| 50 week MA | $48.7 | 5.6% above |
| 100 week MA | $52.1 | 1.2% below |
| 200 week MA | $45.2 | 14% above |
BAM has the edge over HOOD on trend strength, trading above more of its moving averages.
HOOD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $97.8 | 17% below |
| 20 week MA | $102.2 | 20% below |
| 50 week MA | $95.4 | 15% below |
| 100 week MA | $88.5 | 8.1% below |
| 200 week MA | $52.1 | 56% above |
HOOD has fallen below most of its moving averages, though it's still 56% above its 200-week average.
BAM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2022 | $33.0 | $28.0 | -15% |
| 2023 | $28.0 | $40.2 | +43% |
| 2024 | $40.2 | $54.6 | +36% |
| 2025 | $54.6 | $53.4 | -2.3% |
| 2026 YTD | $53.4 | $51.4 | -3.7% |
BAM has the edge over HOOD on returns for 2026, with the stronger performance.
HOOD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $35.2 | $18.9 | -46% |
| 2022 | $18.9 | $7.95 | -58% |
| 2023 | $7.95 | $12.7 | +60% |
| 2024 | $12.7 | $39.0 | +206% |
| 2025 | $39.0 | $118.1 | +203% |
| 2026 YTD | $118.1 | $81.4 | -31% |
HOOD's yearly returns have swung widely, from +206% in 2024 to −58% in 2022. It's down 31% so far in 2026.