Financial - Capital Markets
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4 / 10Stock Comparison
SNEX vs VIRT vs HOOD vs IBKR
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
Financial - Capital Markets
Investment - Banking & Investment Services
SNEX vs VIRT vs HOOD vs IBKR — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Financial - Capital Markets | Financial - Capital Markets | Financial - Capital Markets | Investment - Banking & Investment Services |
| Market Cap | $9.51B | $4.23B | $68.72B | $37.30B |
| Revenue (TTM) | $132.38B | $3.63B | $4.47B | $10.23B |
| Net Income (TTM) | $462M | $551M | $1.90B | $984M |
| Gross Margin | 2.0% | 48.0% | 83.3% | 89.8% |
| Operating Margin | 1.6% | 33.8% | 46.8% | 86.0% |
| Forward P/E | 21.0x | 8.3x | 40.5x | 33.6x |
| Total Debt | $18.52B | $8.98B | $15.41B | $19M |
| Cash & Equiv. | $1.61B | $1.06B | $4.26B | $4.96B |
SNEX vs VIRT vs HOOD vs IBKR — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 21 | May 26 | Return |
|---|---|---|---|
| StoneX Group Inc. (SNEX) | 100 | 632.3 | +532.3% |
| Virtu Financial, In… (VIRT) | 100 | 192.5 | +92.5% |
| Robinhood Markets, … (HOOD) | 100 | 217.0 | +117.0% |
| Interactive Brokers… (IBKR) | 100 | 541.1 | +441.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SNEX vs VIRT vs HOOD vs IBKR
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SNEX carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 3 yrs, beta 1.08, yield 2.9%
- 14.5% 10Y total return vs IBKR's 8.2%
- Efficiency ratio 0.0% vs HOOD's 0.4% (lower = leaner)
- 2.9% yield, 3-year raise streak, vs IBKR's 0.4%, (1 stock pays no dividend)
VIRT is the #2 pick in this set and the best alternative if sleep-well-at-night and defensive is your priority.
- Lower volatility, beta 0.40, current ratio 1.69x
- Beta 0.40, yield 2.1%, current ratio 1.69x
- Lower P/E (8.3x vs 33.6x)
- Beta 0.40 vs HOOD's 3.05
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 SNEX's 2.33
- NIM 4.0% vs VIRT's 1.8%
- 51.6% NII/revenue growth vs IBKR's 9.8%
IBKR lags the leaders in this set but could rank higher in a more targeted comparison.
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 51.6% NII/revenue growth vs IBKR's 9.8% | |
| Value | Lower P/E (8.3x vs 33.6x) | |
| Quality / Margins | Efficiency ratio 0.0% vs HOOD's 0.4% (lower = leaner) | |
| Stability / Safety | Beta 0.40 vs HOOD's 3.05 | |
| Dividends | 2.9% yield, 3-year raise streak, vs IBKR's 0.4%, (1 stock pays no dividend) | |
| Momentum (1Y) | +92.6% vs VIRT's +21.4% | |
| Efficiency (ROA) | Efficiency ratio 0.0% vs HOOD's 0.4% |
SNEX vs VIRT vs HOOD vs IBKR — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SNEX vs VIRT vs HOOD vs IBKR — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
IBKR leads in 2 of 6 categories
SNEX leads 2 • VIRT leads 0 • HOOD leads 0 • 2 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)
SNEX is the larger business by revenue, generating $132.4B annually — 36.4x VIRT's $3.6B. HOOD is the more profitable business, keeping 42.1% of every revenue dollar as net income compared to SNEX's 0.2%.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $132.4B | $3.6B | $4.5B | $10.2B |
| EBITDAEarnings before interest/tax | $47.1B | $1.9B | $2.2B | $8.9B |
| Net IncomeAfter-tax profit | $462M | $551M | $1.9B | $984M |
| Free Cash FlowCash after capex | $6.5B | $1.1B | $2.2B | $15.7B |
| Gross MarginGross profit ÷ Revenue | +2.0% | +48.0% | +83.3% | +89.8% |
| Operating MarginEBIT ÷ Revenue | +1.6% | +33.8% | +46.8% | +86.0% |
| Net MarginNet income ÷ Revenue | +0.2% | +12.9% | +42.1% | +9.6% |
| FCF MarginFCF ÷ Revenue | +3.3% | +35.7% | +36.3% | +153.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +46.8% | +96.3% | +2.7% | +26.0% |
Valuation Metrics
Evenly matched — SNEX and VIRT and IBKR each lead in 2 of 7 comparable metrics.
Valuation Metrics
At 9.7x trailing earnings, VIRT trades at a 74% valuation discount to IBKR's 37.7x P/E. Adjusting for growth (PEG ratio), HOOD offers better value at 0.14x vs SNEX's 2.28x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $9.5B | $4.2B | $68.7B | $37.3B |
| Enterprise ValueMkt cap + debt − cash | $26.4B | $12.1B | $79.9B | $32.4B |
| Trailing P/EPrice ÷ TTM EPS | 20.53x | 9.66x | 37.21x | 37.71x |
| Forward P/EPrice ÷ next-FY EPS est. | 20.99x | 8.26x | 40.47x | 33.59x |
| PEG RatioP/E ÷ EPS growth rate | 2.28x | — | 0.14x | 1.27x |
| EV / EBITDAEnterprise value multiple | 12.28x | 9.07x | 36.63x | 3.64x |
| Price / SalesMarket cap ÷ Revenue | 0.07x | 1.16x | 15.36x | 3.65x |
| Price / BookPrice ÷ Book value/share | 2.55x | 2.14x | 7.66x | 1.83x |
| Price / FCFMarket cap ÷ FCF | 2.20x | 3.26x | 42.34x | 2.37x |
Profitability & Efficiency
IBKR leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
VIRT delivers a 29.4% return on equity — every $100 of shareholder capital generates $29 in annual profit, vs $5 for IBKR. IBKR carries lower financial leverage with a 0.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to SNEX's 7.79x. On the Piotroski fundamental quality scale (0–9), VIRT scores 6/9 vs HOOD's 4/9, reflecting solid financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +19.3% | +29.4% | +21.4% | +5.2% |
| ROA (TTM)Return on assets | +1.0% | +2.6% | +4.7% | +0.5% |
| ROICReturn on invested capital | +9.1% | +10.1% | +7.9% | +24.7% |
| ROCEReturn on capital employed | +10.7% | +7.7% | +24.0% | +22.2% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 4 | 6 |
| Debt / EquityFinancial leverage | 7.79x | 4.55x | 1.68x | 0.00x |
| Net DebtTotal debt minus cash | $16.9B | $7.9B | $11.1B | -$4.9B |
| Cash & Equiv.Liquid assets | $1.6B | $1.1B | $4.3B | $5.0B |
| Total DebtShort + long-term debt | $18.5B | $9.0B | $15.4B | $19M |
| Interest CoverageEBIT ÷ Interest expense | 0.95x | 3.71x | 97.05x | 2.13x |
Total Returns (Dividends Reinvested)
SNEX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SNEX five years ago would be worth $64,791 today (with dividends reinvested), compared to $19,321 for VIRT. Over the past 12 months, SNEX leads with a +92.6% total return vs VIRT's +21.4%. The 3-year compound annual growth rate (CAGR) favors HOOD at 104.6% vs VIRT's 44.0% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +86.2% | +52.7% | -33.8% | +24.6% |
| 1-Year ReturnPast 12 months | +92.6% | +21.4% | +52.6% | +86.9% |
| 3-Year ReturnCumulative with dividends | +389.3% | +198.6% | +756.1% | +332.1% |
| 5-Year ReturnCumulative with dividends | +547.9% | +93.2% | +119.1% | +386.1% |
| 10-Year ReturnCumulative with dividends | +1454.0% | +212.0% | +119.1% | +823.8% |
| CAGR (3Y)Annualised 3-year return | +69.8% | +44.0% | +104.6% | +62.9% |
Risk & Volatility
Evenly matched — SNEX and VIRT each lead in 1 of 2 comparable metrics.
Risk & Volatility
VIRT is the less volatile stock with a 0.40 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. SNEX currently trades 97.3% 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 | 1.08x | 0.40x | 3.05x | 1.93x |
| 52-Week HighHighest price in past year | $124.19 | $52.21 | $153.86 | $87.37 |
| 52-Week LowLowest price in past year | $53.53 | $31.55 | $48.32 | $44.45 |
| % of 52W HighCurrent price vs 52-week peak | +97.3% | +94.9% | +49.6% | +95.8% |
| RSI (14)Momentum oscillator 0–100 | 68.4 | 58.9 | 51.0 | 74.6 |
| Avg Volume (50D)Average daily shares traded | 874K | 1.1M | 29.4M | 4.5M |
Analyst Outlook
SNEX leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: SNEX as "Buy", VIRT as "Hold", HOOD as "Buy", IBKR as "Buy". Consensus price targets imply 53.6% upside for HOOD (target: $117) vs -3.1% for VIRT (target: $48). For income investors, SNEX offers the higher dividend yield at 2.94% vs IBKR's 0.36%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Buy |
| Price TargetConsensus 12-month target | — | $48.00 | $117.14 | $87.67 |
| # AnalystsCovering analysts | 2 | 13 | 25 | 19 |
| Dividend YieldAnnual dividend ÷ price | +2.9% | +2.1% | — | +0.4% |
| Dividend StreakConsecutive years of raises | 3 | 0 | — | 3 |
| Dividend / ShareAnnual DPS | $3.55 | $1.03 | — | $0.30 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.4% | +1.0% | +0.2% |
IBKR leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). SNEX leads in 2 (Total Returns, Analyst Outlook). 2 tied.
SNEX vs VIRT vs HOOD vs IBKR: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is SNEX or VIRT or HOOD 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 9. 8% for Interactive Brokers Group, Inc. (IBKR). Virtu Financial, Inc. (VIRT) offers the better valuation at 9. 7x trailing P/E (8. 3x forward), making it the more compelling value choice. Analysts rate StoneX Group Inc. (SNEX) a "Buy" — based on 2 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 — SNEX or VIRT or HOOD or IBKR?
On trailing P/E, Virtu Financial, Inc.
(VIRT) is the cheapest at 9. 7x versus Interactive Brokers Group, Inc. at 37. 7x. On forward P/E, Virtu Financial, Inc. is actually cheaper at 8. 3x. 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 StoneX Group Inc. 's 2. 33x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — SNEX or VIRT or HOOD or IBKR?
Over the past 5 years, StoneX Group Inc.
(SNEX) delivered a total return of +547. 9%, compared to +93. 2% for Virtu Financial, Inc. (VIRT). Over 10 years, the gap is even starker: SNEX returned +1454% versus HOOD's +119. 1%. 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 — SNEX or VIRT or HOOD or IBKR?
By beta (market sensitivity over 5 years), Virtu Financial, Inc.
(VIRT) is the lower-risk stock at 0. 40β versus Robinhood Markets, Inc. 's 3. 05β — meaning HOOD is approximately 658% more volatile than VIRT relative to the S&P 500. On balance sheet safety, Interactive Brokers Group, Inc. (IBKR) carries a lower debt/equity ratio of 0% versus 8% for StoneX Group Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — SNEX or VIRT or HOOD or IBKR?
By revenue growth (latest reported year), Robinhood Markets, Inc.
(HOOD) is pulling ahead at 51. 6% versus 9. 8% for Interactive Brokers Group, Inc. (IBKR). On earnings-per-share growth, the picture is similar: Virtu Financial, Inc. grew EPS 72. 7% year-over-year, compared to 10. 9% for StoneX Group Inc.. 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 — SNEX or VIRT or HOOD or IBKR?
Robinhood Markets, Inc.
(HOOD) is the more profitable company, earning 42. 1% net margin versus 0. 2% for StoneX Group 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 1. 6% for SNEX. 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 SNEX or VIRT or HOOD 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 StoneX Group Inc. 's 2. 33x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Virtu Financial, Inc. (VIRT) trades at 8. 3x forward P/E versus 40. 5x for Robinhood Markets, Inc. — 32. 2x 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 — SNEX or VIRT or HOOD or IBKR?
In this comparison, SNEX (2.
9% yield), VIRT (2. 1% yield), IBKR (0. 4% yield) pay a dividend. HOOD does not pay a meaningful dividend and should not be held primarily for income.
09Is SNEX or VIRT or HOOD or IBKR better for a retirement portfolio?
For long-horizon retirement investors, StoneX Group Inc.
(SNEX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 08), 2. 9% yield, +1454% 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 (SNEX: +1454%, 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 SNEX and VIRT and HOOD and IBKR?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SNEX is a small-cap high-growth stock; VIRT is a small-cap high-growth stock; HOOD is a mid-cap high-growth stock; IBKR is a mid-cap quality compounder stock. SNEX, VIRT pay a dividend while HOOD, 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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- Sector: Financial Services
- Market Cap > $100B
- Revenue Growth > 16%
- Dividend Yield > 1.1%
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