HOOD
Robinhood Markets, Inc.
HOOD has the edge over IVZ overall, supported by stronger valuation and stronger modeled upside.
IVZ
Invesco Ltd.
IVZ has lower modeled downside risk, despite its lower overall score.
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.
IVZ Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| N/A | |
| N/A |
IVZ's revenue is currently healthy, but its profitability is under pressure. Free cash flow and net leverage aren't meaningful measures for financial services companies like IVZ.
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.
IVZ PE Valuation
IVZ has no meaningful PE right now: it lost money over the past year.
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.
IVZ Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for IVZ, with profitability improving.
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 stronger earnings trend. Trailing diluted EPS is down 10% for HOOD versus IVZ down 176%.
IVZ Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.15 | — |
| Q1 2025 | $1.25 | +$1.99 |
| Q4 2024 | $1.18 | +$1.91 |
| Q3 2024 | -$0.91 | -169% |
| Q2 2024 | -$0.74 | -152% |
| Q1 2024 | -$0.74 | -154% |
| Q4 2023 | -$0.73 | -149% |
| Q3 2023 | $1.31 | -34% |
| Q2 2023 | $1.41 | -39% |
IVZ is still losing money, but less than at its worst: $0.69 per share over the past year, against $0.91 at its worst in late 2024.
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 IVZ 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 has the edge over IVZ on profitability, with a higher operating margin.
IVZ Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.9B | +14% |
| Q2 2026 | $1.8B | +20% |
| Q1 2026 | $1.7B | +14% |
| Q4 2025 | $1.7B | +6.2% |
| Q3 2025 | $1.6B | +8.2% |
| Q2 2025 | $1.5B | +2.2% |
| Q1 2025 | $1.5B | +3.7% |
| Q4 2024 | $1.6B | +13% |
IVZ's revenue has grown year over year for 11 quarters in a row: $1.9B last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +6.8 points |
| Q2 2026 | 20% | +5.8 points |
| Q1 2026 | 19% | +1 points |
| Q4 2025 | -86% | -106 points |
| Q3 2025 | 17% | +9.9 points |
| Q2 2025 | 14% | +0.2 points |
| Q1 2025 | 18% | +3.7 points |
| Q4 2024 | 20% | +96 points |
IVZ's operating margin was 23% last quarter, up 6.8 points from the same quarter a year ago.
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.
IVZ Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $442.8M | -24% |
| Q2 2026 | $703.7M | +33% |
| Q1 2026 | $198.4M | +$306.4M |
| Q4 2025 | $432.2M | +33% |
| Q3 2025 | $586.4M | +43% |
| Q2 2025 | $530.4M | +15% |
| Q1 2025 | -$108M | -$32.6M |
| Q4 2024 | $323.9M | -52% |
IVZ's free cash flow was $1.8B over the past year, up 33% from the year before. Free cash flow isn't a meaningful measure for financial services companies like IVZ.
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 IVZ 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.
IVZ Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -1.9M shares |
| 1 year | -0.5% | -2.1M shares |
| 3 years | -1.4% | -6.3M shares |
| 5 years | -2.9% | -13.7M shares |
| Available history | +2.7% | +12M shares |
IVZ has 453M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $75M |
| Q2 2026 | $50.4M |
| Q1 2026 | $69.2M |
| Q4 2025 | $25.8M |
| Q3 2025 | $29.2M |
| Q2 2025 | $25.5M |
| Q1 2025 | $43.1M |
| Q4 2024 | $26M |
IVZ spent $220M buying back its own shares over the past year, up 78% from the year before.
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.
IVZ Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2025 | 0.5x | Very low |
| Q2 2025 | 0.9x | Very low |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | -0.1x | Net Cash |
| Q3 2023 | 0.2x | Very low |
| Q2 2023 | 0.4x | Very low |
| Q1 2023 | 0.5x | Very low |
| Q4 2022 | 0.0x | Very low |
IVZ'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 IVZ.
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).
IVZ Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.2 | Neutral |
| Stochastic | 11.7 | Oversold |
IVZ's weekly RSI is 48 (neutral) and its Stochastic is 12 (oversold).
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.
IVZ PE vs Financial Services Sector
| Metric | IVZ | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 13x | — |
IVZ has no meaningful PE right now: it lost money over the past year.
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.
IVZ Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $28.8 | 1.2% below |
| 20 week MA | $30.0 | 5.2% below |
| 50 week MA | $27.8 | 2.3% above |
| 100 week MA | $23.2 | 23% above |
| 200 week MA | $19.7 | 45% above |
IVZ has the edge over HOOD on trend strength, trading above more of its moving averages.
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.
IVZ Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $17.8 | $17.6 | -1.2% |
| 2021 | $17.6 | $23.3 | +33% |
| 2022 | $23.3 | $18.4 | -21% |
| 2023 | $18.4 | $17.8 | -2.9% |
| 2024 | $17.8 | $17.7 | -0.9% |
| 2025 | $17.7 | $27.0 | +52% |
| 2026 YTD | $27.0 | $28.5 | +5.6% |
IVZ has the edge over HOOD on returns for 2026, with the stronger performance.