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罗宾汉（HOOD）与STIFEL FINANCIAL CORP（SF）财务数据对比。点击上方公司名可切换其他公司
罗宾汉的季度营收约是STIFEL FINANCIAL CORP的1.1倍（$1.3B vs $1.1B）。罗宾汉净利率更高（47.2% vs 23.5%，领先23.7%）。罗宾汉同比增速更快（26.5% vs 23.0%）。过去两年罗宾汉的营收复合增速更高（44.1% vs 21.1%）
罗宾汉市场（Robinhood Markets, Inc.）是总部位于美国加利福尼亚州门洛帕克的金融服务企业，旗下电子交易平台支持股票、ETF、期权、期货、加密货币等品类交易，还提供加密货币钱包、财富管理、信用卡等金融服务，部分银行服务与FDIC投保银行合作推出，同时运营新闻网站Sherwood.News。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
HOOD vs SF — 直观对比
营收规模更大
HOOD
是对方的1.1倍
$1.1B
营收增速更快
HOOD
高出3.5%
23.0%
净利率更高
HOOD
高出23.7%
23.5%
两年增速更快
HOOD
近两年复合增速
21.1%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $1.1B |
| 净利润 | $605.0M | $264.4M |
| 毛利率 | — | — |
| 营业利润率 | 51.5% | 27.3% |
| 净利率 | 47.2% | 23.5% |
| 营收同比 | 26.5% | 23.0% |
| 净利润同比 | -34.0% | 8.3% |
| 每股收益（稀释后） | $0.65 | $2.30 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收HOODSF
| 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 |
净利润HOODSF
| 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 |
营业利润率HOODSF
| 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% |
净利率HOODSF
| 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% |
每股收益（稀释后）HOODSF
| 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 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $4.3B | $2.3B |
| 总债务越低越好 | — | $617.4M |
| 股东权益账面价值 | $9.2B | $6.0B |
| 总资产 | $38.1B | $41.3B |
| 负债/权益比越低杠杆越低 | — | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资HOODSF
| 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 |
总债务HOODSF
| 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 |
股东权益HOODSF
| 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 |
总资产HOODSF
| 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 |
负债/权益比HOODSF
| 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× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $-937.0M | $382.4M |
| 自由现金流经营现金流 - 资本支出 | — | $369.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | -1.55× | 1.45× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流HOODSF
| 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 |
自由现金流HOODSF
| 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 |
自由现金流率HOODSF
| 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% |
资本支出强度HOODSF
| 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% |
现金转化率HOODSF
| 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× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
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
暂无分部数据
