Coinbase vs Robinhood Markets COIN vs HOOD
Coinbase and Robinhood Markets on one sheet: valuation multiples, growth, margins, debt, dividends and returns, each section labelled with the period it covers, from the companies' filings. Add or remove a stock above the sheet; the link holds the set.
What differs most
- Consensus revenue growth for next year: Robinhood Markets +19.2%, Coinbase −27.3%.
- Price / sales: Robinhood Markets 18.0×, Coinbase 7.3×.
- Market value: Robinhood Markets $88.89B, Coinbase $45.69B.
- One-year price return: Robinhood Markets −24.8%, Coinbase −47.6%.
Price return
2025-10-16 → 2026-10-16
COIN−47.6%
HOOD−24.8%
Profile
latestSector
Financial Services
Financial Services
Industry
Financial - Data & Stock Exchanges
Financial - Capital Markets
Market value
$45.69B
$88.89B
Enterprise value
$43.56B
$85.70B
Employees
4,951
2,900
Revenue per employee (TTM)
$1.3M
$1.7M
Our models
nightlythe valuation on each stock's pagePrice vs model
29% undervalued vs model
79% overvalued vs model
Model range
$246–246
$35.73–75.59
Models in the headline
1
1
FCF growth priced in, at a 10% return
5.0%
30.2%
Every model, its assumptions and its range: COIN valuation · HOOD valuation. The growth priced in, at any return: COIN reverse DCF · HOOD reverse DCF.
Trading
close 2026-10-16Last close
$173.16
$98.87
52-week high
$361.43
$147.08
52-week low
$141.09
$65.16
Price vs 52-week high
−52.1%
−32.8%
Price vs 52-week low
+22.7%
+51.7%
Average daily volume / shares
3.0%
2.6%
Beta
3.41
2.35
Returns
to 2026-10-161 month
+5.3%
−5.3%
3 months
+7.9%
−6.7%
6 months
−13.3%
+13.8%
Year to date
−23.4%
−12.6%
1 year
−47.6%
−24.8%
1 year, dividends added
−47.6%
−24.8%
2 years
−17.7%
+267.1%
Valuation
price × TTM to Jun 2026P/E (TTM)
n/m
43.7×
P/E on consensus EPS (next FY)
—
45.0×
Price / sales
7.3×
18.0×
EV / sales
6.9×
17.4×
EV / EBITDA
—
—
Price / book
3.5×
—
Price / free cash flow (FY)
—
54.8×
Free-cash-flow yield (FY)
—
1.8%
Growth
TTM and FY2025Revenue growth (TTM)
—
—
Revenue growth, consensus next FY
−27.3%
+19.2%
Revenue, 3-year CAGR
31.0%
48.8%
Revenue, 5-year CAGR
41.2%
36.1%
EPS growth (TTM)
—
—
EPS growth, consensus next FY
—
+7.2%
EPS, 3-year CAGR
—
—
Free cash flow, 3-year CAGR
—
—
Diluted shares, 3-year change
+29.2%
+4.6%
Profitability
TTM to Jun 2026Gross margin (FY)†
74.6%
83.3%
Operating margin
9.9%
—
EBITDA margin
—
—
Net margin
−15.7%
42.0%
Free-cash-flow margin (FY)
—
36.3%
Return on equity
−7.6%
—
Return on assets
−3.7%
3.7%
Asset turnover
0.24
0.09
† Gross margin (FY): As filed. Companies draw the cost-of-revenue line in different places, so gross margins of two companies in one industry can differ for that reason alone; operating margin does not depend on where the line is drawn.
Balance sheet
MRQ Jun 2026Cash
$8.61B
$5.36B
Total debt
$6.48B
$2.17B
Net debt
−$2.13B
−$3.19B
Debt / equity
0.5×
—
Net debt / EBITDA (TTM)
—
—
Interest coverage (FY)
16.8×
0.0×
Current ratio (FY)
2.34
1.26
Dividends
trailing 12 monthsDividend yield
0.0%
0.0%
Dividends per share
$0.00
$0.00
Payout ratio (of TTM EPS)
—
—
Dividend per share, 5-year CAGR
—
—
Frequency
—
—
Ownership and activity
last 90 days · latest 13FTracked superinvestors holding (13F)
1
0
Insider open-market buys (Form 4)
$0
$0
Insider sales (Form 4)
$18.0M
$107.8M
Analyst upgrades
1
1
Analyst downgrades
0
0
Statements
income TTM to Jun 2026 · cash flow FY2025Revenue
$6.28B
$4.93B
EBITDA
—
—
Operating income
$619.4M
—
Net income
−$987.8M
$2.07B
EPS (diluted)
−$3.78
$2.26
Operating cash flow
$2.43B
$1.64B
Capital expenditure
—
−$15.0M
Free cash flow
—
$1.62B
Dividends paid
—
—
Statements from the companies' SEC filings; prices, dividends and consensus estimates from Financial Modeling Prep; insider trades from Form 4 and holdings from 13F. Refreshed nightly. A comparison of filed numbers, not a recommendation to buy, sell or hold any security.