RobinhoodHOOD
$109.8B market capRobinhoodHOODRevenue: is the business selling more than it used to?
$4.5B+52% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Revenue reached $4.5B in 2025, compounding +49% a year since 2022 though the pace has cooled. The trailing twelve months are already running at $4.9B, ahead of the last full year.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODNet income: how much of that revenue becomes profit?
$1.9B+33% YoYFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Net income was $1.9B in 2025, against $1.4B the year before. Trailing twelve-month profit stands at $2.1B.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODHow fast is it growing, year by year?
+51.6%revenue growth, FY 2025
Off the axis: 2021 earnings -52771.4% - rebounds off a collapsed prior year.
→Revenue grew +52% in 2025 against a five-year average of +42%. Earnings grew more slowly (+33%), so costs are absorbing part of the growth. 2021's swing into loss (-52771%) sits off the axis.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODRevenue per share: is your slice growing as fast as the company?
$4.87revenue per share, FY 2025
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→Revenue per share reached $4.87 in 2025, compounding +47% a year against +49% for HOOD as a whole. Dilution absorbed about 2.2 points of that growth. Free cash flow per share stands at $1.78.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODFree cash flow: what is left in real cash after everything?
$1.6BFY 2025
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→Free cash flow was $1.6B in 2025. The trailing twelve months stand at $241M.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODHow much of every sales dollar ends up as free cash?
◌ 2026 = trailing twelve months to the latest filed quarter, not a full fiscal year
→37 cents of every sales dollar became free cash in 2025, up 101 points since 2022.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODWhat does staying competitive cost, per dollar of sales?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→The biggest claim on each sales dollar is research and development, at 8% of revenue (stock compensation 7%, capital spending 2%). That share has fallen since 2022, so the cost of competing is easing.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODMargins: of every $1 of sales, how much survives each cost layer?
→Net margin stands at 42% in 2025. HOOD doesn't break out gross or operating margin in its filings, so net is the only layer the data supports.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODWhat does it earn on the money it uses?
◌ 2026 = trailing twelve months to the latest filed quarter (2026-06-30), not a full fiscal year
→HOOD earns 22% on shareholders' capital. Return on capital employed isn't meaningful for this business model, so ROE carries the picture alone.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODWhat has the market paid for HOOD over time?
54.1xP/E today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→At 22.3x sales, the market is paying +224% more than HOOD's own 5-year median of 6.9x. Expectations are elevated, so more has to go right to justify the price.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODWhat cash return does the business throw off per dollar of market value?
0.2%FCF yield today
◌ 2026 = at the latest close (2026-09-04), over the trailing twelve months; earlier years are annual averages
→Every dollar of market value currently buys 0.2% of annual free cash flow, less than its 5-year median of -0.8% - you are paying up for the same cash.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODCould it handle its debt if things went wrong?
→Debt isn't clearly tagged in HOOD's filings, so treat the balance sheet with extra care rather than assuming zero.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODIs the company's own capital growing?
→The company's own capital grew from $6.7B in 2023 to $9.5B (+42%). The business is building book value rather than consuming it.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODHow much goes back, and how much leaks out as stock comp?
→Shareholders received $653M in buybacks in 2025. Stock compensation issued $305M of new shares in the same year, offsetting 47% of that.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODHow fast is your ownership being diluted - or concentrated?
→The share count grew 1.4% in 2025, averaging 1.5% a year over three years. Your slice of the company shrinks by that much each year unless earnings grow faster.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODHOOD has issued or retired shares - did shareholders end up better off?
→HOOD's share count rose +314% from 2019 to 2025 while revenue per share grew +289%. Holders are further ahead than before, though the gain per share is smaller than the growth in the business.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30
RobinhoodHOODAre the people running it buying or selling?
→Insiders sold $196M on the open market and bought nothing. Many sales are pre-scheduled diversification rather than a view on the price. A further 9 filings were grants, option exercises or tax withholding, which say nothing either way.
Source: SEC EDGAR (XBRL company facts) · as at 2026-06-30