Professional
Added to YB: 2024-07-22
Pitch date: 2024-07-21
HOOD [bullish]
Robinhood Markets, Inc.
+414.2%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Robinhood Markets, Inc. operates financial services platform in the United States. Its platform allows users to invest in stocks, exchange-traded funds (ETFs), American depository receipts, options, gold, and cryptocurrencies.
Market Cap
$122.0B
Pitch Price
$23.24
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
56.76
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Idea Brunch #2 with Derek Pilecki of Gator Capital - Robinhood Markets, Inc.
HOOD: Online broker expanding beyond free trading app. New products (Gold membership, IRAs, UK expansion, credit card, futures) driving growth. $8/share cash, breakeven. Customer deposits surging (4B/mo). Bitcoin ETF excitement. 17x 2026 EPS. Potential RIA custody opportunity vs Schwab/Fidelity. Risks: regulatory, crypto volatility. $22 price, $20.6B mkt cap.
Read full article (3 min)