CGBD
Carlyle Secured Lending, Inc.
CGBD has lower modeled downside risk, despite its lower overall score.
HOOD
Robinhood Markets, Inc.
HOOD has the edge over CGBD overall, supported by stronger valuation and stronger modeled upside.
CGBD Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Healthy | |
| N/A | |
| N/A |
CGBD's profitability is currently healthy, but its revenue is weak. Free cash flow and net leverage aren't meaningful measures for financial services companies like CGBD.
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.
CGBD PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.5x | $2.84 | -75% |
| Forward | 7.6x | $11.18 | — |
| Fair | 10x | $5.27 | -53% |
| Expensive | 12x | $6.15 | -45% |
| Current | 22x | $11.18 | — |
Historical ranges are pointers, not guarantees.
CGBD's PE is in its expensive range at 22x. On analysts' estimates for next year's earnings, today's price would be 7.6x, in its cheap range.
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 has the edge over CGBD in the historical PE scenario, which offers more potential upside but is not a forecast.
CGBD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect CGBD's profitability to improve, with its earnings and revenue holding steady.
HOOD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
HOOD has the edge over CGBD on the outlook, with more favorable earnings and revenue expectations.
CGBD Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.47 | +183% |
| Q3 2026 | $0.52 | -55% |
| Q2 2026 | $0.50 | -58% |
| Q1 2026 | $0.70 | -47% |
| Q4 2025 | $1.01 | -36% |
| Q3 2025 | $1.16 | -33% |
| Q2 2025 | $1.18 | -38% |
| Q1 2025 | $1.31 | -21% |
| Q4 2024 | $1.58 | -3.7% |
CGBD's earnings per share have fallen from their peak: $0.52 over the past year, against $2.78 in late 2021.
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 has the edge over CGBD on earnings, with more consistent year-over-year improvement.
CGBD Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2022 | $15.8M | -70% |
| Q1 2022 | $40.4M | -10% |
| Q4 2021 | $43.7M | -9.4% |
| Q3 2021 | $57.5M | +32% |
| Q2 2021 | $52.5M | -23% |
| Q4 2020 | $48.2M | +15% |
HOOD has the stronger quarterly revenue trend. Revenue is down 70% for CGBD versus up 12% for HOOD.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2022 | 31% | -51 points |
| Q1 2022 | 77% | -3.2 points |
| Q4 2021 | 79% | -0.6 points |
| Q3 2021 | 83% | +5.2 points |
| Q2 2021 | 82% | -0.8 points |
| Q1 2021 | 80% | N/A |
| Q4 2020 | 79% | +15 points |
| Q3 2020 | 78% | N/A |
CGBD's operating margin was 31% last quarter, down 51 points from the same quarter a year ago, near the bottom of its range since 2019.
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's revenue has grown year over year for 16 quarters in a row: $1.4B last quarter, up 12% from the same quarter a year ago.
| 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.
CGBD Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $36.2M | +7.1% |
| Q2 2026 | $73.6M | +$304.5M |
| Q1 2026 | $212.4M | +46% |
| Q4 2025 | -$153.3M | -$42.1M |
| Q3 2025 | $33.8M | -46% |
| Q2 2025 | -$230.9M | -423% |
| Q1 2025 | $145.8M | +80% |
| Q4 2024 | -$111.1M | -299% |
CGBD's free cash flow was $169M over the past year, against −$162M the year before. Free cash flow isn't a meaningful measure for financial services companies like CGBD.
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 CGBD on cash flow, with more consistent year-over-year improvement.
CGBD Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1% | -727K shares |
| 1 year | -5.6% | -4.1M shares |
| 3 years | +23% | +12.8M shares |
| 5 years | +16% | +9.6M shares |
| Available history | +17% | +10M shares |
CGBD has the edge over HOOD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $6.1M |
| Q2 2026 | $12.5M |
| Q1 2026 | $18.5M |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
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.
CGBD Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2022 | 8.9x | High |
| Q1 2022 | 6.0x | High |
| Q4 2021 | 6.3x | High |
| Q3 2021 | 6.1x | High |
| Q2 2021 | 6.1x | High |
| Q1 2021 | 5.5x | High |
| Q4 2020 | 97.7x | High |
| Q4 2019 | 17.9x | High |
CGBD's net debt is about 8.9 years of its operating earnings (EBITDA), up from 6.1 years a year ago. Net leverage isn't a meaningful measure for financial services companies like CGBD.
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 more cash than debt. Net leverage isn't a meaningful measure for financial services companies like HOOD.
CGBD Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.9 | Neutral |
| Stochastic | 50.2 | Neutral |
CGBD's weekly RSI is 52 (neutral) and its Stochastic is 50 (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).
CGBD PE vs Financial Services Sector
| Metric | CGBD | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 13x | 65% above |
| PE % | 90 | 63 | 27 pts above |
CGBD 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.
CGBD Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $10.8 | 3.9% above |
| 20 week MA | $10.9 | 2.6% above |
| 50 week MA | $11.4 | 1.5% below |
| 100 week MA | $13.1 | 15% below |
| 200 week MA | $14.4 | 22% below |
CGBD 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.
CGBD Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $14.2 | $11.1 | -22% |
| 2021 | $11.1 | $14.0 | +27% |
| 2022 | $14.0 | $14.8 | +5.2% |
| 2023 | $14.8 | $15.0 | +1.4% |
| 2024 | $15.0 | $18.3 | +22% |
| 2025 | $18.3 | $12.6 | -31% |
| 2026 YTD | $12.6 | $11.2 | -11% |
CGBD 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.