HOOD
Robinhood Markets, Inc.
HOOD has the edge over VRTS overall, supported by stronger modeled upside and stronger fundamentals.
VRTS
Virtus Investment Partners, Inc.
VRTS 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.
VRTS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| N/A | |
| N/A |
VRTS's revenue and profitability are currently stable. Free cash flow and net leverage aren't meaningful measures for financial services companies like VRTS.
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.
VRTS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 6.3x | $125 | — |
| Current | 7.7x | $125 | — |
| Cheap | 8.4x | $135 | +8.8% |
| Fair | 11x | $185 | +48% |
| Expensive | 15x | $242 | +94% |
Historical ranges are pointers, not guarantees.
VRTS has the edge over HOOD in the historical PE scenario, which offers more potential upside but is not a forecast.
HOOD Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Low |
HOOD has the edge over VRTS on the outlook, with more favorable earnings and revenue expectations.
VRTS Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Decline | |
| Decline | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect VRTS's earnings and revenue to decline, with profitability weakening.
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 VRTS on earnings, with more consistent year-over-year improvement.
VRTS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $19.84 | +23% |
| Q3 2026 | $16.14 | -17% |
| Q2 2026 | $17.53 | -15% |
| Q1 2026 | $16.97 | +0.8% |
| Q4 2025 | $19.97 | +18% |
| Q3 2025 | $19.47 | +18% |
| Q2 2025 | $20.53 | +38% |
| Q1 2025 | $16.84 | +1.4% |
| Q4 2024 | $16.89 | -4.6% |
VRTS's earnings per share have fallen from their peak: $16.14 over the past year, against $26.01 in late 2021.
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 VRTS 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 VRTS on profitability, with a higher operating margin.
VRTS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $197.6M | -8.7% |
| Q2 2026 | $201.4M | -4.4% |
| Q1 2026 | $199.5M | -8.4% |
| Q4 2025 | $208M | -11% |
| Q3 2025 | $216.4M | -4.7% |
| Q2 2025 | $210.5M | -6.2% |
| Q1 2025 | $217.9M | -1.9% |
| Q4 2024 | $233.5M | +8.8% |
VRTS's revenue has slid since its 2021 peak: $198M last quarter, down 8.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 17% | -4.4 points |
| Q2 2026 | 14% | -7.9 points |
| Q1 2026 | 7.7% | -9 points |
| Q4 2025 | 19% | -2.6 points |
| Q3 2025 | 22% | -2.6 points |
| Q2 2025 | 21% | +1.8 points |
| Q1 2025 | 17% | +2.2 points |
| Q4 2024 | 22% | +3.6 points |
VRTS's operating margin was 17% last quarter, down 4.4 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 has the edge over VRTS on cash generation, producing positive trailing cash flow while its opponent burns cash.
VRTS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $74.4M | -30% |
| Q2 2026 | $56.1M | -24% |
| Q1 2026 | $33.5M | +$40.3M |
| Q4 2025 | -$248.4M | -$143.7M |
| Q3 2025 | $106.9M | +55% |
| Q2 2025 | $74.2M | +8.1% |
| Q1 2025 | -$6.8M | +$29.7M |
| Q4 2024 | -$104.7M | -2223% |
VRTS's free cash flow was −$84M over the past year, against $70M the year before. Free cash flow isn't a meaningful measure for financial services companies like VRTS.
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.
VRTS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -4K shares |
| 1 year | -1.4% | -93K shares |
| 3 years | -8.2% | -605K shares |
| 5 years | -15% | -1.2M shares |
| Available history | -17% | -1.4M shares |
VRTS has the edge over HOOD on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $10M |
| Q2 2026 | $10.5M |
| Q1 2026 | $10M |
| Q4 2025 | $10M |
| Q3 2025 | — |
| Q2 2025 | $30M |
| Q1 2025 | $20M |
| Q4 2024 | $12.5M |
VRTS spent $40M buying back its own shares over the past year, down 35% 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 the edge over VRTS on leverage, with a lower net debt burden relative to earnings.
VRTS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.6x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.8x | Very low |
| Q4 2025 | -0.4x | Net Cash |
| Q3 2025 | -0.3x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | 0.1x | Very low |
| Q4 2024 | -0.7x | Net Cash |
VRTS's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago. Net leverage isn't a meaningful measure for financial services companies like VRTS.
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).
VRTS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.0 | Neutral |
| Stochastic | 12.1 | Oversold |
VRTS's weekly RSI is 39 (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.
VRTS PE vs Financial Services Sector
| Metric | VRTS | Sector median | Relative |
|---|---|---|---|
| PE | 7.7x | 13x | 41% below |
| PE % | 12 | 63 | 51 pts below |
VRTS has the edge over HOOD on valuation relative to its sector.
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 the edge over VRTS on trend strength, trading above more of its moving averages.
VRTS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $126.0 | 1.1% below |
| 20 week MA | $145.6 | 14% below |
| 50 week MA | $146.4 | 15% below |
| 100 week MA | $165.0 | 24% below |
| 200 week MA | $189.1 | 34% below |
VRTS is in a downtrend: it's below all five of its weekly moving averages, and 34% below its 200-week average.
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.
VRTS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $122.5 | $214.9 | +75% |
| 2021 | $214.9 | $296.5 | +38% |
| 2022 | $296.5 | $189.9 | -36% |
| 2023 | $189.9 | $241.8 | +27% |
| 2024 | $241.8 | $222.9 | -7.8% |
| 2025 | $222.9 | $166.4 | -25% |
| 2026 YTD | $166.4 | $124.6 | -25% |
VRTS has the edge over HOOD on returns for 2026, with the stronger performance.