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Stifel Financial vs Robinhood Markets: SF and HOOD compared
Stifel Financial is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.4B for Robinhood Markets (Q3 2026). Robinhood Markets is growing faster (+12% against 0% a year earlier). Robinhood Markets is more profitable, with an operating margin of 43.3% against 18.9%.
Where the money goes: SF and HOOD
Stifel Financial (SF) · Q3 2026
Stifel Financial, Q3 2026: revenue $1.6B (0% year over year), operating margin 18.9%, net earnings $234M, operating cash flow $801M. The chart follows the revenue to costs, profit and cash.
Robinhood Markets (HOOD) · Q3 2026
Robinhood Markets, Q3 2026: revenue $1.4B (+12% year over year), operating margin 43.3%, net earnings $468M, operating cash flow $1.2B. The chart follows the revenue to costs, profit and cash.
| Stifel Financial (SF) | Robinhood Markets (HOOD) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 2026 |
| Revenue | $1.6B | $1.4B |
| Revenue growth, Y/Y | 0% | +12% |
| Operating margin | 18.9% | 43.3% |
| Net earnings | $234M | $468M |
| Net margin | 14.3% | 32.9% |
| Operating cash flow | $801M | $1.2B |
| Free cash flow | $753M | — |
| Market value | $11.4B | $72.5B |
| P/E | 10.0× | 36.8× |
| Analysts’ mean target | $80.88 | $128.87 |
Where the revenue comes from
Stifel Financial
- Other revenues: $636M (39%)
- Asset Management1: $492M (30%)
- Investment Banking: $306M (19%)
- Commissions: $201M (12%)
Robinhood Markets
- Transaction-based revenues: $867M (61%)
- Event contracts: $173M (12%)
- Other revenues: $142M (10%)
- Equities: $121M (8%)
Questions
Which is bigger, Stifel Financial or Robinhood Markets?
Stifel Financial is the larger company: $1.6B of revenue in its latest quarter (Q3 2026) against $1.4B for Robinhood Markets (Q3 2026).
Is Stifel Financial or Robinhood Markets growing faster?
Robinhood Markets is growing faster (+12% against 0% a year earlier).
Which is more profitable, Stifel Financial or Robinhood Markets?
Robinhood Markets is more profitable, with an operating margin of 43.3% against 18.9%.
More: Stifel Financial earnings · how Stifel Financial makes money · Robinhood Markets earnings · how Robinhood Markets makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 4, 2026; 10-Q filed Oct 28, 2026). Fiscal quarters can end on different dates. Not investment advice.