COMP <GO>
SCHW vs HOOD // RETURN ON INVESTED CAPITAL (ROIC)
Charles Schwab Corporation (NYSE) VS. Robinhood Markets Inc. (NASDAQ) • 15-METRIC TALLY: SCHW 4
— HOOD 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HOOD
LAST: $88.05 (-1.59%) • MKT CAP: $154.72B
roic
0.00%
LAST: $84.99 (-7.21%) • MKT CAP: $82.48B
roic
27.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHW VS. HOOD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHW | HOOD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.00% | 27.50% | -27.50 | HOOD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 31.7x | +63.30 | HOOD | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 1.74% | +3.92 | SCHW | /fcf-yield <GO> |
| Operating Margin | 0.00% | 51.40% | -51.40 | HOOD | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 42.10% | -42.10 | HOOD | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 51.60% | -29.60 | HOOD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.51% | 0.00% | +1.51 | SCHW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.4 | 39.5 | -5.10 | HOOD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.90 | +0.09 | SCHW | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 36.8x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $154.72B | $82.48B | $72.25B | SCHW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHW REV | HOOD REV | SCHW GROSS % | HOOD GROSS % | SCHW FCF | HOOD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.92B | $4.47B | — | — | $8.76B | $1.44B |
| FY 2024 | $19.61B | $2.95B | — | — | $2.05B | -$289.8M |
| FY 2023 | $18.84B | $1.86B | — | — | $18.74B | $1.10B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHW // BETA 0.99
HOOD // BETA 0.90