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Robinhood Markets Inc(HOOD)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HOOD
11/05/2026: HOOD (5-star) is currently NOT-A-BUY. Pass it for now.
Robinhood Markets Inc is a mobile-first financial services company that disrupted the brokerage industry with its commission-free trading model. The company's core strengths lie in its high user engagement and the success of its premium subscription service, Robinhood Gold. Its primary growth story revolves around diversifying revenue through banking and credit products while expanding its reach in the retirement market. Primary risks include heavy regulatory scrutiny of its order flow business and potential sensitivity to market volatility. The stock is generally suited for growth-oriented investors who can tolerate significant price swings and are comfortable with the company's ongoing platform evolution.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is actively scaling its platform and user base with significant potential in adjacent financial markets. |
| Momentum investor | Strong fit while signal remains positive | The stock's high beta and sensitivity to retail trading trends make it highly responsive to market sentiment. |
| Value investor | Weak fit | The company is in a growth phase and lacks the long-term stable cash flows typically sought by value investors. |
| Dividend investor | Weak fit | Robinhood does not pay a dividend and focuses capital on growth initiatives. |
| Low-risk investor | Weak fit | High price volatility and regulatory sensitivity make this unsuitable for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is subject to significant swings based on market volumes and retail investor sentiment. |
| Valuation risk | Medium / high | Growth expectations are often priced into the stock, leaving little margin for earnings misses. |
| Competition risk (Fintech/Brokerage) | High | Established players and emerging fintechs continue to pressure margins and customer acquisition costs. |
| Business quality | Medium | The platform has strong engagement but remains susceptible to market-cycle downturns. |
| Dividend income | Low / none | There is no income generation for shareholders. |
| Execution risk | Medium | Successfully expanding into banking and international markets is operationally complex and regulatory intensive. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 318.27% | Avg. Invested days 42 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 78.71B USD | Price to earnings Ratio 40.28 | 1Y Target Price 130.67 |
Price to earnings Ratio 40.28 | 1Y Target Price 130.67 | ||
Volume (30-day avg) 20.0M shares | Beta 2.53 | 52 Weeks Range 63.52 - 139.75 | Updated Date 11/05/2026 |
52 Weeks Range 63.52 - 139.75 | Updated Date 11/05/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.17 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Transaction-Based | Revenue from routing customer orders to market makers. | The company makes money when you trade stocks, options, and crypto. |
| Net Interest | Interest earned on margin balances and uninvested cash. | You effectively pay interest to the company when borrowing or keeping cash in the app. |
| Subscriptions | Revenue from Robinhood Gold monthly fees. | The company charges a flat monthly fee for premium account benefits. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When After Market | Estimate 0.56 | Actual 0.6 |
Profitability
Profit Margin 39.04% | Operating Margin (TTM) 48.1% |
Management Effectiveness
Return on Assets (TTM) 4.01% | Return on Equity (TTM) 21.45% |
Valuation
Trailing PE 40.28 | Forward PE 29.15 | Enterprise Value 85.12B | Price to Sales(TTM) 15.49 |
Enterprise Value 85.12B | Price to Sales(TTM) 15.49 | ||
Enterprise Value to Revenue 16.44 | Enterprise Value to EBITDA 34.6 | Shares Outstanding 793.43M | Shares Floating 786.10M |
Shares Outstanding 793.43M | Shares Floating 786.10M | ||
Percent Insiders 0.95 | Percent Institutions 79.22 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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