A 3-of-4 financial scorecard pairs 41% margins and compounding equity with a stock 34% below its high but recovering. At 48x earnings, 20 analysts see about 17% upside to a $118.94 average target — 89% Buy, 11% Hold, no Sells. Current price: $101.83.
Changes over time: 1 discontinued (Directed Share Program, last 2023), 3 New & Sustained, 2 Evolved, 3 New Products — a portfolio actively expanding from core trading into retirement, cash, credit and prediction markets.
Robinhood is broadening from a retail trading app into a fuller financial platform — retirement accounts, cash management, credit cards, advisory and prediction markets — aiming to capture more of a maturing customer base's assets. The opportunity is large and growing, but transaction revenue still tracks market activity and crypto closely, so growth can be uneven quarter to quarter.
Robinhood now runs at scale: a 41% net margin and a 39% operating margin on trailing revenue, earning restnvest a 3-of-4 financial scorecard with scalable growth, cash-backed profits and compounding equity, and a 21.5% return on equity. Because Robinhood is a brokerage with a balance-sheet-heavy model and no levered free-cash-flow figure reported, its 41% net margin stands in as the cash-conversion proxy. Value creation now depends on converting trading-driven users into recurring, asset-based relationships.
Y = price target. X = days remaining on call (negative = past expected hit window). Bubble size = Anachart Performance Score. Dashed vertical = the expected-hit boundary.
Chart shows 5 of 20 covering analysts. See all on Anachart →
Robinhood sets a newly profitable, high-margin platform against a rich multiple and high volatility. The supportive side dominates: restnvest scores the financial scorecard 3 of 4 strong — scalable growth, cash-backed profits and compounding equity — with a 41% net margin, a 39% operating margin and a 21.5% return on equity, and the valuation lens a comparatively healthy 3 of 4 sensible as the stock recovers off its lows. Because no levered free-cash-flow figure is reported for this brokerage, its 41% net margin stands in as the cash-conversion proxy. The cautious side is price and volatility: at 48x trailing earnings the price tag scores at caution, the stock is still 34% below its high, and a beta of 2.35 with revenue tied to trading and crypto makes results swing quarter to quarter. The analyst lens is the most bullish in this group — across 20 firms, 88.64% Buy, 11.36% Hold and zero Sell, an 80.69% hit ratio, and the most recent action a Needham Buy at $97 (below the current price). The $118.94 average target implies about 17% upside ($65 to $161 range). A long-term investor weighs a maturing fintech converting traders into recurring relationships against a valuation and volatility that leave little room for a slowdown. Two data notes: revenue growth is the latest quarterly figure (15.1% year over year), as a clean annual figure was not available on the source page; and analyst performance scores use a hit-ratio-based 0-10 proxy applied consistently across this group.
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