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BULL vs IBKR vs SCHW vs HOOD
Revenue, margins, valuation, and 5-year total return — side by side.
Investment - Banking & Investment Services
Financial - Capital Markets
Financial - Capital Markets
BULL vs IBKR vs SCHW vs HOOD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Software - Application | Investment - Banking & Investment Services | Financial - Capital Markets | Financial - Capital Markets |
| Market Cap | $3.17B | $37.30B | $159.04B | $68.72B |
| Revenue (TTM) | $458M | $10.23B | $26.00B | $4.47B |
| Net Income (TTM) | $-14M | $984M | $8.85B | $1.90B |
| Gross Margin | 78.1% | 89.8% | 75.4% | 83.3% |
| Operating Margin | 4.6% | 86.0% | 29.6% | 46.8% |
| Forward P/E | 32.8x | 33.6x | 14.9x | 40.5x |
| Total Debt | $15M | $19M | $45.13B | $15.41B |
| Cash & Equiv. | $271M | $4.96B | $42.08B | $4.26B |
BULL vs IBKR vs SCHW vs HOOD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Mar 25 | May 26 | Return |
|---|---|---|---|
| Webull Corporation … (BULL) | 100 | 59.1 | -40.9% |
| Interactive Brokers… (IBKR) | 100 | 202.2 | +102.2% |
| The Charles Schwab … (SCHW) | 100 | 114.3 | +14.3% |
| Robinhood Markets, … (HOOD) | 100 | 183.3 | +83.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BULL vs IBKR vs SCHW vs HOOD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BULL lags the leaders in this set but could rank higher in a more targeted comparison.
IBKR carries the broadest edge in this set and is the clearest fit for long-term compounding and sleep-well-at-night.
- 8.2% 10Y total return vs SCHW's 255.2%
- Lower volatility, beta 1.93, Low D/E 0.1%, current ratio 1.13x
- Better valuation composite
- 0.4% yield, 3-year raise streak, vs SCHW's 1.4%, (2 stocks pay no dividend)
SCHW is the #2 pick in this set and the best alternative if income & stability and defensive is your priority.
- Dividend streak 0 yrs, beta 0.72, yield 1.4%
- Beta 0.72, yield 1.4%, current ratio 0.54x
- Beta 0.72 vs HOOD's 3.05, lower leverage
- 232.8% ROA vs BULL's -0.6%, ROIC 6.0% vs -3.9%
HOOD is the clearest fit if your priority is growth exposure and valuation efficiency.
- Rev growth 51.6%, EPS growth 31.4%
- PEG 0.16 vs SCHW's 6.49
- NIM 4.0% vs SCHW's 1.9%
- 51.6% NII/revenue growth vs BULL's 0.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 51.6% NII/revenue growth vs BULL's 0.2% | |
| Value | Better valuation composite | |
| Quality / Margins | 42.1% margin vs BULL's -3.0% | |
| Stability / Safety | Beta 0.72 vs HOOD's 3.05, lower leverage | |
| Dividends | 0.4% yield, 3-year raise streak, vs SCHW's 1.4%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +86.9% vs BULL's -55.6% | |
| Efficiency (ROA) | 232.8% ROA vs BULL's -0.6%, ROIC 6.0% vs -3.9% |
BULL vs IBKR vs SCHW vs HOOD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BULL vs IBKR vs SCHW vs HOOD — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
IBKR leads in 3 of 6 categories
BULL leads 0 • SCHW leads 0 • HOOD leads 0 • 3 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
IBKR leads this category, winning 3 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
SCHW is the larger business by revenue, generating $26.0B annually — 56.7x BULL's $458M. HOOD is the more profitable business, keeping 42.1% of every revenue dollar as net income compared to BULL's -3.0%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $458M | $10.2B | $26.0B | $4.5B |
| EBITDAEarnings before interest/tax | $25M | $8.9B | $12.8B | $2.2B |
| Net IncomeAfter-tax profit | -$14M | $984M | $8.9B | $1.9B |
| Free Cash FlowCash after capex | $121M | $15.7B | $9.7B | $2.2B |
| Gross MarginGross profit ÷ Revenue | +78.1% | +89.8% | +75.4% | +83.3% |
| Operating MarginEBIT ÷ Revenue | +4.6% | +86.0% | +29.6% | +46.8% |
| Net MarginNet income ÷ Revenue | -3.0% | +9.6% | +22.9% | +42.1% |
| FCF MarginFCF ÷ Revenue | +26.4% | +153.9% | +7.9% | +36.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +46.3% | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -23.3% | +26.0% | +41.5% | +2.7% |
Valuation Metrics
IBKR leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 29.9x trailing earnings, SCHW trades at a 21% valuation discount to IBKR's 37.7x P/E. Adjusting for growth (PEG ratio), HOOD offers better value at 0.14x vs SCHW's 13.07x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $3.2B | $37.3B | $159.0B | $68.7B |
| Enterprise ValueMkt cap + debt − cash | $2.9B | $32.4B | $162.1B | $79.9B |
| Trailing P/EPrice ÷ TTM EPS | -6.38x | 37.71x | 29.93x | 37.21x |
| Forward P/EPrice ÷ next-FY EPS est. | 32.77x | 33.59x | 14.86x | 40.47x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.27x | 13.07x | 0.14x |
| EV / EBITDAEnterprise value multiple | — | 3.64x | 17.76x | 36.63x |
| Price / SalesMarket cap ÷ Revenue | 8.12x | 3.65x | 6.12x | 15.36x |
| Price / BookPrice ÷ Book value/share | 5.46x | 1.83x | 3.39x | 7.66x |
| Price / FCFMarket cap ÷ FCF | 17.34x | 2.37x | 77.58x | 42.34x |
Profitability & Efficiency
Evenly matched — IBKR and SCHW each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
SCHW delivers a 2.9% return on equity — every $100 of shareholder capital generates $3 in annual profit, vs $-2 for BULL. IBKR carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to HOOD's 1.68x. On the Piotroski fundamental quality scale (0–9), SCHW scores 7/9 vs HOOD's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | -2.1% | +5.2% | +2.9% | +21.4% |
| ROA (TTM)Return on assets | -0.6% | +0.5% | +2.3% | +4.7% |
| ROICReturn on invested capital | -3.9% | +24.7% | +6.0% | +7.9% |
| ROCEReturn on capital employed | -2.4% | +22.2% | +9.5% | +24.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 7 | 4 |
| Debt / EquityFinancial leverage | 0.03x | 0.00x | 0.93x | 1.68x |
| Net DebtTotal debt minus cash | -$255M | -$4.9B | $3.1B | $11.1B |
| Cash & Equiv.Liquid assets | $271M | $5.0B | $42.1B | $4.3B |
| Total DebtShort + long-term debt | $15M | $19M | $45.1B | $15.4B |
| Interest CoverageEBIT ÷ Interest expense | -116.90x | 2.13x | 3.05x | 97.05x |
Total Returns (Dividends Reinvested)
IBKR leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IBKR five years ago would be worth $48,609 today (with dividends reinvested), compared to $6,147 for BULL. Over the past 12 months, IBKR leads with a +86.9% total return vs BULL's -55.6%. The 3-year compound annual growth rate (CAGR) favors HOOD at 104.6% vs BULL's -15.0% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | -12.0% | +24.6% | -11.6% | -33.8% |
| 1-Year ReturnPast 12 months | -55.6% | +86.9% | +7.9% | +52.6% |
| 3-Year ReturnCumulative with dividends | -38.5% | +332.1% | +94.5% | +756.1% |
| 5-Year ReturnCumulative with dividends | -38.5% | +386.1% | +31.4% | +119.1% |
| 10-Year ReturnCumulative with dividends | -38.5% | +823.8% | +255.2% | +119.1% |
| CAGR (3Y)Annualised 3-year return | -15.0% | +62.9% | +24.8% | +104.6% |
Risk & Volatility
Evenly matched — IBKR and SCHW each lead in 1 of 2 comparable metrics.
Risk & Volatility
SCHW is the less volatile stock with a 0.72 beta — it tends to amplify market swings less than HOOD's 3.05 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. IBKR currently trades 95.8% from its 52-week high vs BULL's 38.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.50x | 1.93x | 0.72x | 3.05x |
| 52-Week HighHighest price in past year | $18.85 | $87.37 | $107.50 | $153.86 |
| 52-Week LowLowest price in past year | $4.50 | $44.45 | $83.19 | $48.32 |
| % of 52W HighCurrent price vs 52-week peak | +38.2% | +95.8% | +83.3% | +49.6% |
| RSI (14)Momentum oscillator 0–100 | 68.9 | 74.6 | 47.8 | 51.0 |
| Avg Volume (50D)Average daily shares traded | 12.7M | 4.5M | 9.3M | 29.4M |
Analyst Outlook
Evenly matched — IBKR and SCHW each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: IBKR as "Buy", SCHW as "Buy", HOOD as "Buy". Consensus price targets imply 53.6% upside for HOOD (target: $117) vs 4.7% for IBKR (target: $88). For income investors, SCHW offers the higher dividend yield at 1.39% vs IBKR's 0.36%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $9.00 | $87.67 | $119.11 | $117.14 |
| # AnalystsCovering analysts | — | 19 | 50 | 25 |
| Dividend YieldAnnual dividend ÷ price | — | +0.4% | +1.4% | — |
| Dividend StreakConsecutive years of raises | — | 3 | 0 | — |
| Dividend / ShareAnnual DPS | — | $0.30 | $1.24 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.2% | 0.0% | +1.0% |
IBKR leads in 3 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 3 categories are tied.
BULL vs IBKR vs SCHW vs HOOD: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BULL or IBKR or SCHW or HOOD a better buy right now?
For growth investors, Robinhood Markets, Inc.
(HOOD) is the stronger pick with 51. 6% revenue growth year-over-year, versus 0. 2% for Webull Corporation Class A Ordinary Shares (BULL). The Charles Schwab Corporation (SCHW) offers the better valuation at 29. 9x trailing P/E (14. 9x forward), making it the more compelling value choice. Analysts rate Interactive Brokers Group, Inc. (IBKR) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BULL or IBKR or SCHW or HOOD?
On trailing P/E, The Charles Schwab Corporation (SCHW) is the cheapest at 29.
9x versus Interactive Brokers Group, Inc. at 37. 7x. On forward P/E, The Charles Schwab Corporation is actually cheaper at 14. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Robinhood Markets, Inc. wins at 0. 16x versus The Charles Schwab Corporation's 6. 49x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BULL or IBKR or SCHW or HOOD?
Over the past 5 years, Interactive Brokers Group, Inc.
(IBKR) delivered a total return of +386. 1%, compared to -38. 5% for Webull Corporation Class A Ordinary Shares (BULL). Over 10 years, the gap is even starker: IBKR returned +823. 8% versus BULL's -38. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BULL or IBKR or SCHW or HOOD?
By beta (market sensitivity over 5 years), The Charles Schwab Corporation (SCHW) is the lower-risk stock at 0.
72β versus Robinhood Markets, Inc. 's 3. 05β — meaning HOOD is approximately 322% more volatile than SCHW relative to the S&P 500. On balance sheet safety, Interactive Brokers Group, Inc. (IBKR) carries a lower debt/equity ratio of 0% versus 168% for Robinhood Markets, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — BULL or IBKR or SCHW or HOOD?
By revenue growth (latest reported year), Robinhood Markets, Inc.
(HOOD) is pulling ahead at 51. 6% versus 0. 2% for Webull Corporation Class A Ordinary Shares (BULL). On earnings-per-share growth, the picture is similar: Robinhood Markets, Inc. grew EPS 31. 4% year-over-year, compared to -54. 8% for Webull Corporation Class A Ordinary Shares. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BULL or IBKR or SCHW or HOOD?
Robinhood Markets, Inc.
(HOOD) is the more profitable company, earning 42. 1% net margin versus -5. 8% for Webull Corporation Class A Ordinary Shares — meaning it keeps 42. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IBKR leads at 86. 0% versus -3. 7% for BULL. At the gross margin level — before operating expenses — IBKR leads at 89. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BULL or IBKR or SCHW or HOOD more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Robinhood Markets, Inc. (HOOD) is the more undervalued stock at a PEG of 0. 16x versus The Charles Schwab Corporation's 6. 49x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, The Charles Schwab Corporation (SCHW) trades at 14. 9x forward P/E versus 40. 5x for Robinhood Markets, Inc. — 25. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for HOOD: 53. 6% to $117. 14.
08Which pays a better dividend — BULL or IBKR or SCHW or HOOD?
In this comparison, SCHW (1.
4% yield), IBKR (0. 4% yield) pay a dividend. BULL, HOOD do not pay a meaningful dividend and should not be held primarily for income.
09Is BULL or IBKR or SCHW or HOOD better for a retirement portfolio?
For long-horizon retirement investors, The Charles Schwab Corporation (SCHW) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
72), 1. 4% yield, +255. 2% 10Y return). Webull Corporation Class A Ordinary Shares (BULL) carries a higher beta of 2. 50 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (SCHW: +255. 2%, BULL: -38. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BULL and IBKR and SCHW and HOOD?
These companies operate in different sectors (BULL (Technology) and IBKR (Financial Services) and SCHW (Financial Services) and HOOD (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BULL is a small-cap quality compounder stock; IBKR is a mid-cap quality compounder stock; SCHW is a mid-cap quality compounder stock; HOOD is a mid-cap high-growth stock. SCHW pays a dividend while BULL, IBKR, HOOD do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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