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5 / 10Stock Comparison
COMP vs HOOD vs SCHW vs EXP vs IBKR
Revenue, margins, valuation, and 5-year total return — side by side.
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COMP vs HOOD vs SCHW vs EXP vs IBKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Software - Application | Financial - Capital Markets | Financial - Capital Markets | Construction Materials | Investment - Banking & Investment Services |
| Market Cap | $5.32B | $68.72B | $159.04B | $6.82B | $37.30B |
| Revenue (TTM) | $8.31B | $4.47B | $26.00B | $2.30B | $10.23B |
| Net Income (TTM) | $14M | $1.90B | $8.85B | $447M | $984M |
| Gross Margin | 10.8% | 83.3% | 75.4% | 29.0% | 89.8% |
| Operating Margin | -4.2% | 46.8% | 29.6% | 25.4% | 86.0% |
| Forward P/E | 53.5x | 40.5x | 14.9x | 16.4x | 33.6x |
| Total Debt | $454M | $15.41B | $45.13B | $1.28B | $19M |
| Cash & Equiv. | $199M | $4.26B | $42.08B | $20M | $4.96B |
COMP vs HOOD vs SCHW vs EXP vs IBKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 21 | May 26 | Return |
|---|---|---|---|
| Compass, Inc. (COMP) | 100 | 64.1 | -35.9% |
| Robinhood Markets, … (HOOD) | 100 | 217.0 | +117.0% |
| The Charles Schwab … (SCHW) | 100 | 131.7 | +31.7% |
| Eagle Materials Inc. (EXP) | 100 | 149.8 | +49.8% |
| Interactive Brokers… (IBKR) | 100 | 541.1 | +441.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: COMP vs HOOD vs SCHW vs EXP vs IBKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
COMP is the clearest fit if your priority is growth exposure.
- Rev growth 23.7%, EPS growth 67.7%, 3Y rev CAGR 5.0%
HOOD carries the broadest edge in this set and is the clearest fit for valuation efficiency and bank quality.
- PEG 0.16 vs SCHW's 6.49
- NIM 4.0% vs SCHW's 1.9%
- 51.6% NII/revenue growth vs EXP's 0.1%
- PEG 0.16 vs 0.31
SCHW is the #2 pick in this set and the best alternative if income & stability is your priority.
- Dividend streak 0 yrs, beta 0.72, yield 1.4%
- Beta 0.72 vs HOOD's 3.05, lower leverage
- 1.4% yield, vs IBKR's 0.4%, (2 stocks pay no dividend)
- 232.8% ROA vs COMP's 0.4%, ROIC 6.0% vs -2.5%
EXP is the clearest fit if your priority is sleep-well-at-night and defensive.
- Lower volatility, beta 1.29, Low D/E 87.6%, current ratio 2.73x
- Beta 1.29, yield 0.5%, current ratio 2.73x
IBKR ranks third and is worth considering specifically for long-term compounding.
- 8.2% 10Y total return vs SCHW's 255.2%
- +86.9% vs EXP's -5.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 51.6% NII/revenue growth vs EXP's 0.1% | |
| Value | PEG 0.16 vs 0.31 | |
| Quality / Margins | 42.1% margin vs COMP's 0.2% | |
| Stability / Safety | Beta 0.72 vs HOOD's 3.05, lower leverage | |
| Dividends | 1.4% yield, vs IBKR's 0.4%, (2 stocks pay no dividend) | |
| Momentum (1Y) | +86.9% vs EXP's -5.4% | |
| Efficiency (ROA) | 232.8% ROA vs COMP's 0.4%, ROIC 6.0% vs -2.5% |
COMP vs HOOD vs SCHW vs EXP vs IBKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
COMP vs HOOD vs SCHW vs EXP vs IBKR — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
IBKR leads in 4 of 6 categories
COMP leads 0 • HOOD leads 0 • SCHW leads 0 • EXP leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
IBKR leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SCHW is the larger business by revenue, generating $26.0B annually — 11.3x EXP's $2.3B. HOOD is the more profitable business, keeping 42.1% of every revenue dollar as net income compared to COMP's 0.2%. On growth, COMP holds the edge at +99.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $8.3B | $4.5B | $26.0B | $2.3B | $10.2B |
| EBITDAEarnings before interest/tax | -$100M | $2.2B | $12.8B | $748M | $8.9B |
| Net IncomeAfter-tax profit | $14M | $1.9B | $8.9B | $447M | $984M |
| Free Cash FlowCash after capex | $16M | $2.2B | $9.7B | $244M | $15.7B |
| Gross MarginGross profit ÷ Revenue | +10.8% | +83.3% | +75.4% | +29.0% | +89.8% |
| Operating MarginEBIT ÷ Revenue | -4.2% | +46.8% | +29.6% | +25.4% | +86.0% |
| Net MarginNet income ÷ Revenue | +0.2% | +42.1% | +22.9% | +19.4% | +9.6% |
| FCF MarginFCF ÷ Revenue | +0.2% | +36.3% | +7.9% | +10.6% | +153.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +99.4% | — | — | +2.5% | — |
| EPS Growth (YoY)Latest quarter vs prior year | +133.3% | +2.7% | +41.5% | -0.7% | +26.0% |
Valuation Metrics
IBKR leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 15.4x trailing earnings, EXP trades at a 59% 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 | $5.3B | $68.7B | $159.0B | $6.8B | $37.3B |
| Enterprise ValueMkt cap + debt − cash | $5.6B | $79.9B | $162.1B | $8.1B | $32.4B |
| Trailing P/EPrice ÷ TTM EPS | -87.50x | 37.21x | 29.93x | 15.37x | 37.71x |
| Forward P/EPrice ÷ next-FY EPS est. | 53.52x | 40.47x | 14.86x | 16.39x | 33.59x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.14x | 13.07x | 0.29x | 1.27x |
| EV / EBITDAEnterprise value multiple | 66.86x | 36.63x | 17.76x | 10.65x | 3.64x |
| Price / SalesMarket cap ÷ Revenue | 0.76x | 15.36x | 6.12x | 3.02x | 3.65x |
| Price / BookPrice ÷ Book value/share | 6.36x | 7.66x | 3.39x | 4.89x | 1.83x |
| Price / FCFMarket cap ÷ FCF | 26.18x | 42.34x | 77.58x | 19.30x | 2.37x |
Profitability & Efficiency
IBKR leads this category, winning 4 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 $1 for COMP. 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 | +1.1% | +21.4% | +2.9% | +29.1% | +5.2% |
| ROA (TTM)Return on assets | +0.4% | +4.7% | +2.3% | +13.1% | +0.5% |
| ROICReturn on invested capital | -2.5% | +7.9% | +6.0% | +17.6% | +24.7% |
| ROCEReturn on capital employed | -2.9% | +24.0% | +9.5% | +20.9% | +22.2% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 | 7 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.58x | 1.68x | 0.93x | 0.88x | 0.00x |
| Net DebtTotal debt minus cash | $255M | $11.1B | $3.1B | $1.3B | -$4.9B |
| Cash & Equiv.Liquid assets | $199M | $4.3B | $42.1B | $20M | $5.0B |
| Total DebtShort + long-term debt | $454M | $15.4B | $45.1B | $1.3B | $19M |
| Interest CoverageEBIT ÷ Interest expense | -0.12x | 97.05x | 3.05x | 9.77x | 2.13x |
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 $5,174 for COMP. Over the past 12 months, IBKR leads with a +86.9% total return vs EXP's -5.4%. The 3-year compound annual growth rate (CAGR) favors HOOD at 104.6% vs EXP's 10.3% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -16.7% | -33.8% | -11.6% | +0.2% | +24.6% |
| 1-Year ReturnPast 12 months | +14.4% | +52.6% | +7.9% | -5.4% | +86.9% |
| 3-Year ReturnCumulative with dividends | +231.4% | +756.1% | +94.5% | +34.2% | +332.1% |
| 5-Year ReturnCumulative with dividends | -48.3% | +119.1% | +31.4% | +47.4% | +386.1% |
| 10-Year ReturnCumulative with dividends | -56.6% | +119.1% | +255.2% | +194.5% | +823.8% |
| CAGR (3Y)Annualised 3-year return | +49.1% | +104.6% | +24.8% | +10.3% | +62.9% |
Risk & Volatility
Evenly matched — SCHW and IBKR 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 HOOD's 49.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.79x | 3.05x | 0.72x | 1.29x | 1.93x |
| 52-Week HighHighest price in past year | $13.96 | $153.86 | $107.50 | $243.64 | $87.37 |
| 52-Week LowLowest price in past year | $5.66 | $48.32 | $83.19 | $171.99 | $44.45 |
| % of 52W HighCurrent price vs 52-week peak | +62.7% | +49.6% | +83.3% | +86.9% | +95.8% |
| RSI (14)Momentum oscillator 0–100 | 65.7 | 51.0 | 47.8 | 64.8 | 74.6 |
| Avg Volume (50D)Average daily shares traded | 14.5M | 29.4M | 9.3M | 390K | 4.5M |
Analyst Outlook
Evenly matched — SCHW and IBKR each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: COMP as "Buy", HOOD as "Buy", SCHW as "Buy", EXP as "Buy", IBKR as "Buy". Consensus price targets imply 63.3% upside for COMP (target: $14) 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 | Buy | Buy |
| Price TargetConsensus 12-month target | $14.29 | $117.14 | $119.11 | $224.17 | $87.67 |
| # AnalystsCovering analysts | 10 | 25 | 50 | 24 | 19 |
| Dividend YieldAnnual dividend ÷ price | — | — | +1.4% | +0.5% | +0.4% |
| Dividend StreakConsecutive years of raises | — | — | 0 | 0 | 3 |
| Dividend / ShareAnnual DPS | — | — | $1.24 | $1.00 | $0.30 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.0% | 0.0% | +4.5% | +0.2% |
IBKR leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.
COMP vs HOOD vs SCHW vs EXP vs IBKR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is COMP or HOOD or SCHW or EXP or IBKR 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. 1% for Eagle Materials Inc. (EXP). Eagle Materials Inc. (EXP) offers the better valuation at 15. 4x trailing P/E (16. 4x forward), making it the more compelling value choice. Analysts rate Compass, Inc. (COMP) a "Buy" — based on 10 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 — COMP or HOOD or SCHW or EXP or IBKR?
On trailing P/E, Eagle Materials Inc.
(EXP) is the cheapest at 15. 4x versus Interactive Brokers Group, Inc. at 37. 7x. On forward P/E, The Charles Schwab Corporation is actually cheaper at 14. 9x — notably different from the trailing picture, reflecting expected earnings growth. 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 — COMP or HOOD or SCHW or EXP or IBKR?
Over the past 5 years, Interactive Brokers Group, Inc.
(IBKR) delivered a total return of +386. 1%, compared to -48. 3% for Compass, Inc. (COMP). Over 10 years, the gap is even starker: IBKR returned +823. 8% versus COMP's -56. 6%. 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 — COMP or HOOD or SCHW or EXP or IBKR?
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 — COMP or HOOD or SCHW or EXP or IBKR?
By revenue growth (latest reported year), Robinhood Markets, Inc.
(HOOD) is pulling ahead at 51. 6% versus 0. 1% for Eagle Materials Inc. (EXP). On earnings-per-share growth, the picture is similar: Compass, Inc. grew EPS 67. 7% year-over-year, compared to 1. 2% for Eagle Materials Inc.. Over a 3-year CAGR, EXP leads at 6. 7% annualised revenue growth. 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 — COMP or HOOD or SCHW or EXP or IBKR?
Robinhood Markets, Inc.
(HOOD) is the more profitable company, earning 42. 1% net margin versus -0. 8% for Compass, Inc. — 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 -0. 4% for COMP. 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 COMP or HOOD or SCHW or EXP or IBKR 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 53. 5x for Compass, Inc. — 38. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for COMP: 63. 3% to $14. 29.
08Which pays a better dividend — COMP or HOOD or SCHW or EXP or IBKR?
In this comparison, SCHW (1.
4% yield), EXP (0. 5% yield), IBKR (0. 4% yield) pay a dividend. COMP, HOOD do not pay a meaningful dividend and should not be held primarily for income.
09Is COMP or HOOD or SCHW or EXP or IBKR 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). Robinhood Markets, Inc. (HOOD) carries a higher beta of 3. 05 — 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%, HOOD: +119. 1%), 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 COMP and HOOD and SCHW and EXP and IBKR?
These companies operate in different sectors (COMP (Technology) and HOOD (Financial Services) and SCHW (Financial Services) and EXP (Basic Materials) and IBKR (Financial Services)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: COMP is a small-cap high-growth stock; HOOD is a mid-cap high-growth stock; SCHW is a mid-cap quality compounder stock; EXP is a small-cap deep-value stock; IBKR is a mid-cap quality compounder stock. SCHW pays a dividend while COMP, HOOD, EXP, IBKR 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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