COMP <GO>
XP vs VIRT // EV/EBITDA & P/E VALUATION
XP Inc. (NASDAQ) VS. Virtu Financial Inc. (NYSE) • 15-METRIC TALLY: XP 5
— VIRT 5
▲ EV/EBITDA & P/E VALUATION LEADER: XP
LAST: $14.29 (-5.05%) • MKT CAP: $7.80B
valuation
21.0x
LAST: $53.76 (-0.83%) • MKT CAP: $8.41B
valuation
95.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XP VS. VIRT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XP | VIRT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 0.00% | +9.90 | XP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 21.0x | 95.0x | -74.00 | XP | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 5.89% | -3.68 | VIRT | /fcf-yield <GO> |
| Operating Margin | 13.90% | 0.20% | +13.70 | XP | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 0.10% | +10.80 | XP | /net-margins <GO> |
| Revenue Growth (YoY) | -1.10% | 19.40% | -20.50 | VIRT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | VIRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 30.2 | 40.3 | -10.10 | VIRT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.93 | +0.21 | XP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.80B | $8.41B | -$612.8M | VIRT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XP REV | VIRT REV | XP GROSS % | VIRT GROSS % | XP FCF | VIRT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $617.0M | — | — | — | $495.6M |
| FY 2024 | — | $516.8M | — | — | — | $586.6M |
| FY 2023 | — | $455.6M | — | — | — | $471.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
XP // BETA 1.14
VIRT // BETA 0.93