FDS vs. HOOD: FactSet Research Systems vs. Robinhood Markets Stock Comparison

Company Profile

FactSet Research Systems (FDS) and Robinhood Markets (HOOD) both belong to the Capital Markets industry, though FDS is classified under Financial Exchanges & Data while HOOD falls under Investment Banking & Brokerage.

FactSet Research Systems (FDS) has more than two decades of public-market history since June 28, 1996, whereas Robinhood Markets (HOOD) listed on July 29, 2021 and has a much shorter record to draw on.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Robinhood Markets (HOOD) has a highly aggressive beta of 2.52, indicating much higher sensitivity to broad-market moves, while FactSet Research Systems (FDS) is defensive at 0.69 and tends to be less market-sensitive — a wide gap in beta profiles.

Robinhood Markets (HOOD) is heavily traded at around 20.63M shares per day, whereas FactSet Research Systems (FDS) sees a more moderate 803.71K — larger orders in the latter may require more patience and tighter control over order sizing.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

FactSet Research Systems (FDS) at 25.48% sits in the top ROE quartile, while Robinhood Markets (HOOD) at 21.45% is closer to the peer norm — stronger capital efficiency for FDS.

Robinhood Markets (HOOD) at 39.04% retains a top-quartile share of revenue as profit, ahead of FactSet Research Systems (FDS) at 21.54%, which keeps about the industry-typical share.

Both FactSet Research Systems (FDS) at 22.22% and Robinhood Markets (HOOD) at 48.10% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

Profitability Metrics

Growth

Robinhood Markets (HOOD) at 51.58% sits in the top revenue growth quartile, while FactSet Research Systems (FDS) at 6.65% is closer to the peer norm — faster top-line expansion for HOOD.

Both FactSet Research Systems (FDS) at -6.30% and Robinhood Markets (HOOD) at 31.41% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Growth Metrics

Financial Strength

current ratio doesn’t apply on either side: FactSet Research Systems (FDS) in Financial Services and Robinhood Markets (HOOD) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

debt-to-equity ratio is set aside for both: FactSet Research Systems (FDS) in Financial Services and Robinhood Markets (HOOD) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Dividends

Robinhood Markets (HOOD) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a yield of 1.33%, ranking against industry peers normally.

Robinhood Markets (HOOD) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile FactSet Research Systems (FDS) reports a payout of 31.02%, ranking against industry peers normally.

Dividend Metrics

Valuation

FactSet Research Systems (FDS) at 22.50 is near its industry’s usual P/E ratio, while Robinhood Markets (HOOD) at 37.29 sits in the richer quartile — HOOD needs stronger growth or earnings quality to justify the premium.

Both look expensive on sales: FactSet Research Systems (FDS) at 4.67 sits in the upper P/S ratio quartile, and Robinhood Markets (HOOD) at 14.34 prices even higher, above its industry range.

Both FactSet Research Systems (FDS) at 5.77 and Robinhood Markets (HOOD) at 7.29 carry a premium to book value versus peers, sitting in the upper P/B ratio quartile of their industries.

Valuation Metrics