HOODRobinhood Markets, Inc.
Security Brokers, Dealers & Flotation Companies
- Revenue
- $4.5B
- 52% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- −$3.2B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear87% of net incomeCash flow under 80% of net income
- Dilutive SBCClear7% of revenueOver 10% of revenue
- Payouts exceed cash flowClear40% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.8B | $1.4B | $1.9B | $3.0B | $4.5B | 52% |
| Net income | −$3.7B | −$1.0B | −$541M | $1.4B | $1.9B | 33% |
| Operating cash flow | −$885M | −$852M | $1.2B | −$157M | $1.6B | 1143% |
| Capex | $63M | $28M | — | — | — | |
| Stock-based comp | $1.6B | $654M | $871M | $304M | $305M | 0.3% |
| Buybacks | $0 | $0 | $608M | $257M | $653M | 154% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $132M · 64
- Net
- −$132M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $3M | $1.0B | 325 | 117 |
| FY2024 | $2M | $92M | 107 | 117 |
| FY2023 | $2M | −$7M | 37 | 87 |
| FY2022 | $1M | −$40M | 23 | 66 |
| FY2021 | $796M | $175M | 51 | 97 |