CNOB
ConnectOne Bancorp, Inc.
CNOB has the edge over HOOD overall, supported by stronger fundamentals and lower modeled downside.
HOOD
Robinhood Markets, Inc.
HOOD offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
CNOB Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| N/A | |
| N/A |
CNOB's revenue and profitability are currently healthy. Free cash flow and net leverage aren't meaningful measures for financial services companies like CNOB.
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.
CNOB PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 7.8x | $22.45 | -32% |
| Forward | 9.3x | $32.78 | — |
| Fair | 10x | $29.90 | -8.8% |
| Current | 11x | $32.78 | — |
| Expensive | 15x | $41.53 | +27% |
Historical ranges are pointers, not guarantees.
CNOB's PE is 11x, but its earnings don't support one, so it isn't a reliable read right now.
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 CNOB in the historical PE scenario, which offers more potential upside but is not a forecast.
CNOB Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for CNOB, with profitability improving.
HOOD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect strong earnings and revenue growth for HOOD, with profitability improving. However, they disagree widely on these estimates.
CNOB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.51 | +23% |
| Q3 2026 | $2.86 | +131% |
| Q2 2026 | $3.05 | +251% |
| Q1 2026 | $1.73 | -6.5% |
| Q4 2025 | $1.50 | -15% |
| Q3 2025 | $1.24 | -29% |
| Q2 2025 | $0.87 | -53% |
| Q1 2025 | $1.85 | -2.1% |
| Q4 2024 | $1.77 | -14% |
CNOB earned $2.86 per share over the past year, up 131% from the year before. Its recent earnings include one-off gains.
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 CNOB on earnings, with more consistent year-over-year improvement.
CNOB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $102.8M | -15% |
| Q2 2026 | $121.6M | +45% |
| Q1 2026 | $115.6M | +65% |
| Q4 2025 | $112.6M | +65% |
| Q3 2025 | $121.4M | +85% |
| Q2 2025 | $84.1M | +28% |
| Q1 2025 | $70.2M | +9.4% |
| Q4 2024 | $68.5M | +3.7% |
CNOB's revenue is growing: $103M last quarter, down 15% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 41% | -5.9 points |
| Q2 2026 | 48% | +78 points |
| Q1 2026 | 45% | +6.4 points |
| Q4 2025 | 47% | +8.7 points |
| Q3 2025 | 47% | +12 points |
| Q2 2025 | -30% | -69 points |
| Q1 2025 | 39% | +3.1 points |
| Q4 2024 | 39% | 0 points |
CNOB's operating margin was 41% last quarter, down 5.9 points from the same quarter a year ago.
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 CNOB on sales, with more consistent year-over-year improvement.
| 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 has the edge over CNOB on profitability, with a higher operating margin.
CNOB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $84.9M | +150% |
| Q2 2026 | $33.7M | +427% |
| Q1 2026 | $14M | -4.1% |
| Q4 2025 | $46.1M | +54% |
| Q3 2025 | $33.9M | +$49.5M |
| Q2 2025 | $6.4M | -71% |
| Q1 2025 | $14.6M | -28% |
| Q4 2024 | $30M | +21% |
CNOB's free cash flow was $179M over the past year, up 111% from the year before. Free cash flow isn't a meaningful measure for financial services companies like CNOB.
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's free cash flow was $3B over the past year, up 159% from the year before. Free cash flow isn't a meaningful measure for financial services companies like HOOD.
CNOB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +52K shares |
| 1 year | 0% | -6K shares |
| 3 years | +30% | +11.6M shares |
| 5 years | +27% | +10.6M shares |
| Available history | +27% | +10.8M shares |
CNOB has 50M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $1.6M |
| Q2 2026 | — |
| Q1 2026 | $2.4M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
CNOB spent $4M buying back its own shares over the past year, after none 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 the edge over CNOB on shareholder dilution, with a more favorable share count trend.
| 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.
CNOB Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.3x | High |
| Q2 2026 | 2.3x | Moderate |
| Q1 2026 | 4.4x | High |
| Q4 2025 | 5.7x | High |
| Q3 2025 | 5.1x | High |
| Q2 2025 | 7.9x | High |
| Q1 2025 | 3.7x | Elevated |
| Q4 2024 | 4.0x | Elevated |
CNOB's net debt is about 4.3 years of its operating earnings (EBITDA), down from 5.1 years a year ago. Net leverage isn't a meaningful measure for financial services companies like CNOB.
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 CNOB on leverage, with a lower net debt burden relative to earnings.
CNOB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.1 | Neutral |
| Stochastic | 65.4 | Neutral |
CNOB's weekly RSI is 59 (neutral) and its Stochastic is 65 (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).
CNOB PE vs Financial Services Sector
| Metric | CNOB | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 13x | 12% below |
| PE % | 62 | 63 | 1 pt below |
CNOB 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.
CNOB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.5 | 4% above |
| 20 week MA | $32.1 | 2.2% above |
| 50 week MA | $29.8 | 10% above |
| 100 week MA | $26.9 | 22% above |
| 200 week MA | $23.7 | 38% above |
CNOB 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.
CNOB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.6 | $19.6 | -24% |
| 2021 | $19.6 | $32.1 | +64% |
| 2022 | $32.1 | $24.3 | -24% |
| 2023 | $24.3 | $22.9 | -5.9% |
| 2024 | $22.9 | $22.7 | -1.1% |
| 2025 | $22.7 | $26.9 | +19% |
| 2026 YTD | $26.9 | $32.8 | +22% |
CNOB 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.