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Side-by-side financial comparison of Robinhood Markets, Inc. (HOOD) and STIFEL FINANCIAL CORP (SF). Click either name above to swap in a different company.
Robinhood Markets, Inc. is the larger business by last-quarter revenue ($1.3B vs $1.1B, roughly 1.1× STIFEL FINANCIAL CORP). Robinhood Markets, Inc. runs the higher net margin — 47.2% vs 23.5%, a 23.7% gap on every dollar of revenue. On growth, Robinhood Markets, Inc. posted the faster year-over-year revenue change (26.5% vs 23.0%). Over the past eight quarters, Robinhood Markets, Inc.'s revenue compounded faster (44.1% CAGR vs 21.1%).
Robinhood Markets, Inc. is an American financial services company based in Menlo Park, California. It provides an electronic trading platform that facilitates trades of stocks, exchange-traded funds, options, index options, futures contracts, event contracts on prediction markets, and cryptocurrency. It also offers cryptocurrency wallets, wealth management, credit cards and other banking services, some in partnership with banks insured by the FDIC, as well as a news website, Sherwood.News.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
HOOD vs SF — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $1.1B |
| Net Profit | $605.0M | $264.4M |
| Gross Margin | — | — |
| Operating Margin | 51.5% | 27.3% |
| Net Margin | 47.2% | 23.5% |
| Revenue YoY | 26.5% | 23.0% |
| Net Profit YoY | -34.0% | 8.3% |
| EPS (diluted) | $0.65 | $2.30 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.3B | $1.1B | ||
| Q3 25 | $1.3B | $962.6M | ||
| Q2 25 | $989.0M | $838.9M | ||
| Q1 25 | $927.0M | $842.5M | ||
| Q4 24 | $1.0B | $916.0M | ||
| Q3 24 | $637.0M | $810.9M | ||
| Q2 24 | $682.0M | $798.9M | ||
| Q1 24 | $618.0M | $768.1M |
| Q4 25 | $605.0M | $264.4M | ||
| Q3 25 | $556.0M | $211.4M | ||
| Q2 25 | $386.0M | $155.1M | ||
| Q1 25 | $336.0M | $53.0M | ||
| Q4 24 | $916.0M | $244.0M | ||
| Q3 24 | $150.0M | $158.5M | ||
| Q2 24 | $188.0M | $165.3M | ||
| Q1 24 | $157.0M | $163.6M |
| Q4 25 | 51.5% | 27.3% | ||
| Q3 25 | 49.8% | 29.7% | ||
| Q2 25 | 44.7% | 25.5% | ||
| Q1 25 | 40.0% | 7.5% | ||
| Q4 24 | 55.0% | 29.1% | ||
| Q3 24 | 24.0% | 26.7% | ||
| Q2 24 | 28.0% | 28.4% | ||
| Q1 24 | 26.2% | 28.5% |
| Q4 25 | 47.2% | 23.5% | ||
| Q3 25 | 43.6% | 22.0% | ||
| Q2 25 | 39.0% | 18.5% | ||
| Q1 25 | 36.2% | 6.3% | ||
| Q4 24 | 90.3% | 26.6% | ||
| Q3 24 | 23.5% | 19.5% | ||
| Q2 24 | 27.6% | 20.7% | ||
| Q1 24 | 25.4% | 21.3% |
| Q4 25 | $0.65 | $2.30 | ||
| Q3 25 | $0.61 | $1.84 | ||
| Q2 25 | $0.42 | $1.34 | ||
| Q1 25 | $0.37 | $0.39 | ||
| Q4 24 | $1.00 | $2.10 | ||
| Q3 24 | $0.17 | $1.34 | ||
| Q2 24 | $0.21 | $1.41 | ||
| Q1 24 | $0.18 | $1.40 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $4.3B | $2.3B |
| Total DebtLower is stronger | — | $617.4M |
| Stockholders' EquityBook value | $9.2B | $6.0B |
| Total Assets | $38.1B | $41.3B |
| Debt / EquityLower = less leverage | — | 0.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $4.3B | $2.3B | ||
| Q3 25 | $4.3B | $3.2B | ||
| Q2 25 | $4.2B | $1.9B | ||
| Q1 25 | $4.4B | $2.7B | ||
| Q4 24 | $4.3B | $2.6B | ||
| Q3 24 | $4.6B | $1.9B | ||
| Q2 24 | $4.5B | $2.6B | ||
| Q1 24 | $4.7B | $3.4B |
| Q4 25 | — | $617.4M | ||
| Q3 25 | — | $617.2M | ||
| Q2 25 | — | $617.0M | ||
| Q1 25 | — | $616.8M | ||
| Q4 24 | — | $616.6M | ||
| Q3 24 | — | $616.4M | ||
| Q2 24 | — | $1.1B | ||
| Q1 24 | — | $1.1B |
| Q4 25 | $9.2B | $6.0B | ||
| Q3 25 | $8.6B | $5.8B | ||
| Q2 25 | $8.1B | $5.6B | ||
| Q1 25 | $8.0B | $5.5B | ||
| Q4 24 | $8.0B | $5.7B | ||
| Q3 24 | $7.2B | $5.6B | ||
| Q2 24 | $7.1B | $5.4B | ||
| Q1 24 | $6.9B | $5.3B |
| Q4 25 | $38.1B | $41.3B | ||
| Q3 25 | $41.5B | $41.7B | ||
| Q2 25 | $35.3B | $39.9B | ||
| Q1 25 | $27.5B | $40.4B | ||
| Q4 24 | $26.2B | $39.9B | ||
| Q3 24 | $43.2B | $38.9B | ||
| Q2 24 | $41.3B | $37.8B | ||
| Q1 24 | $46.1B | $38.3B |
| Q4 25 | — | 0.10× | ||
| Q3 25 | — | 0.11× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.11× | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.11× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-937.0M | $382.4M |
| Free Cash FlowOCF − Capex | — | $369.0M |
| FCF MarginFCF / Revenue | — | 32.7% |
| Capex IntensityCapex / Revenue | — | 1.2% |
| Cash ConversionOCF / Net Profit | -1.55× | 1.45× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-937.0M | $382.4M | ||
| Q3 25 | $-1.6B | $338.3M | ||
| Q2 25 | $3.5B | $607.5M | ||
| Q1 25 | $642.0M | $-211.2M | ||
| Q4 24 | $-1.4B | $694.6M | ||
| Q3 24 | $1.8B | $198.3M | ||
| Q2 24 | $54.0M | $207.2M | ||
| Q1 24 | $-623.0M | $-609.7M |
| Q4 25 | — | $369.0M | ||
| Q3 25 | — | $321.1M | ||
| Q2 25 | — | $592.7M | ||
| Q1 25 | — | $-227.8M | ||
| Q4 24 | — | $677.2M | ||
| Q3 24 | — | $185.6M | ||
| Q2 24 | — | $173.3M | ||
| Q1 24 | — | $-619.4M |
| Q4 25 | — | 32.7% | ||
| Q3 25 | — | 33.4% | ||
| Q2 25 | — | 70.6% | ||
| Q1 25 | — | -27.0% | ||
| Q4 24 | — | 73.9% | ||
| Q3 24 | — | 22.9% | ||
| Q2 24 | — | 21.7% | ||
| Q1 24 | — | -80.6% |
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 4.2% | ||
| Q1 24 | — | 1.3% |
| Q4 25 | -1.55× | 1.45× | ||
| Q3 25 | -2.83× | 1.60× | ||
| Q2 25 | 9.09× | 3.92× | ||
| Q1 25 | 1.91× | -3.99× | ||
| Q4 24 | -1.53× | 2.85× | ||
| Q3 24 | 12.08× | 1.25× | ||
| Q2 24 | 0.29× | 1.25× | ||
| Q1 24 | -3.97× | -3.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
HOOD
| Other | $365.0M | 28% |
| Options | $314.0M | 24% |
| Cryptocurrencies | $221.0M | 17% |
| Other Transaction Based Revenues | $147.0M | 11% |
| Financial Service Other | $96.0M | 7% |
| Equities | $94.0M | 7% |
| Other Revenue | $35.0M | 3% |
| Proxy Revenues | $11.0M | 1% |
SF
Segment breakdown not available.
