BGC Group vs Robinhood
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KIRAβs take AI analyst
I put BGC Group and Robinhood side by side, using each oneβs latest annual report. Here is what stands out:
- Robinhood is the larger business, with $4.5B of revenue in fiscal 2025 against $2.9B for BGC Group, about 1.5 times as much.
- Robinhood grew revenue faster (51.6%, against 30.0%).
- Robinhood turned more of its sales into free cash flow (36.3% FCF margin, against 12.7%).
- Investors pay more for each dollar of Robinhoodβs earnings: a P/E of 40.9x against 28.8x for BGC Group.
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
BGC Group
BGC
1/6
Share count change
Robinhood
HOOD
5/6
Revenue growth5-year growthNet marginFCF marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | BGC FY25 | HOOD FY25 |
|---|---|---|
| Size | ||
| Market cap | $5.6B | $84.7B |
| Revenue | $2.9B | $4.5B |
| Free cash flow | $373M | $1.6B |
| Net income | $155M | $1.9B |
| Growth | ||
| Revenue growth | 30.0% | 51.6% |
| 5-year growth | 7.4% | 36.1% |
| Share count change | 0.4% | 1.4% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 5.3% | 42.1% |
| FCF margin | 12.7% | 36.3% |
| Return on capital | 13.2% | β |
| Return on equity | 16.6% | 22.0% |
| Balance sheet | ||
| Net debt | $709M | β |
| Net debt / EBITDA | 1.7x | β |
| Dividends and buybacks | $321M | $653M |
| Valuation & quality | ||
| P/E | 28.8x | 40.9x |
| Piotroski F-score | β | β |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.