Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
HOODSector12 quartersMarket cap$86.87B$6.02BEnterprise value—$8.09BAvg daily $ volume$2.17B$69.62MDaily turnover2.5%0.9%
HOODSector12 quartersRevenue CAGR 3y43.5%9.3%Revenue CAGR 5y24.1%7.4%Revenue growth YoY32.3%10.7%Revenue acceleration+17.2 pp−0.5 ppFCF growth YoY—13.9%FCF conversion—111.5%Forward growth (HoM est.)37.9%10.6% HOODSector12 quartersP/E (trailing)41.9×13.0×P/E (forward, HoM est.)30.4×11.9×P/E vs. sector3.2×1.0×PEG (HoM est.)0.801.33EV/Sales—2.7×FCF yield—7.4%Dividend yield0.0%2.0%Shareholder yield1.0%4.6%
HOODSector12 quartersQuality checks passed43ROIC—15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin—23.7%Operating margin Δ 3y—+2.0 ppShare count Δ 3y-2.4%-1.6%Stock compensation / revenue7.1%2.0%Accruals ratio4.0%-0.5% HOODSector12 quartersEfficiency ratio—58.5%Net interest income / assets3.5%3.2%Credit cost—0.2%Return on tangible equity23.6%14.6%Equity / assets16.9%13.4%Price / tangible book9.9×1.8× HOODSector12 quartersDays to next report1413
HOODSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$161.4KInstitutional ownership68.1%85.8%Institutional Δ QoQ+5.8 pp+0.8 ppConviction funds net buying—+0.0 ppActive managers net buying+2.1 pp−0.0 ppActive funds net buying+0.3 pp+0.0 ppDays to cover1.784.49Short % of shares out4.5%4.4%Short interest Δ+0.4 pp+0.1 pp