WallStSmart

Robinhood Markets Inc (HOOD)vsPJT Partners Inc (PJT)

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Smart Verdict

WallStSmart Research — data-driven comparison

Robinhood Markets Inc generates 161% more annual revenue ($4.47B vs $1.71B). HOOD leads profitability with a 42.1% profit margin vs 10.5%. PJT trades at a lower P/E of 19.9x. PJT earns a higher WallStSmart Score of 65/100 (C+).

HOOD

Buy

56

out of 100

Grade: C

Growth: 6.7Profit: 8.5Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 0.41

PJT

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 7.3Quality: 4.8
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HOODSignificantly Overvalued (-439.5%)

Margin of Safety

-439.5%

Fair Value

$13.94

Current Price

$72.54

$58.60 premium

UndervaluedFair: $13.94Overvalued
PJTSignificantly Overvalued (-24.9%)

Margin of Safety

-24.9%

Fair Value

$127.72

Current Price

$137.35

$9.63 premium

UndervaluedFair: $127.72Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HOOD5 strengths · Avg: 9.2/10
Profit MarginProfitability
42.1%10/10

Keeps 42 of every $100 in revenue as profit

Operating MarginProfitability
46.5%10/10

Strong operational efficiency at 46.5%

Market CapQuality
$62.19B9/10

Large-cap with strong market position

Return on EquityProfitability
22.0%9/10

Every $100 of equity generates 22 in profit

Revenue GrowthGrowth
26.5%8/10

Revenue surging 26.5% year-over-year

PJT2 strengths · Avg: 9.0/10
Return on EquityProfitability
32.4%10/10

Every $100 of equity generates 32 in profit

Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

Areas to Watch

HOOD4 concerns · Avg: 3.0/10
P/E RatioValuation
33.7x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.683/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

EPS GrowthGrowth
-34.5%2/10

Earnings declined 34.5%

PJT2 concerns · Avg: 3.5/10
Price/BookValuation
10.8x4/10

Trading at 10.8x book value

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HOOD

The strongest argument for HOOD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 42.1% and operating margin at 46.5%. Revenue growth of 26.5% demonstrates continued momentum.

Bull Case : PJT

The strongest argument for PJT centers on Return on Equity, Operating Margin. Revenue growth of 11.6% demonstrates continued momentum. PEG of 1.36 suggests the stock is reasonably priced for its growth.

Bear Case : HOOD

The primary concerns for HOOD are P/E Ratio, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.68 is elevated, increasing financial risk.

Bear Case : PJT

The primary concerns for PJT are Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

HOOD profiles as a growth stock while PJT is a value play — different risk/reward profiles.

HOOD carries more volatility with a beta of 2.48 — expect wider price swings.

HOOD is growing revenue faster at 26.5% — sustainability is the question.

PJT generates stronger free cash flow (139M), providing more financial flexibility.

Bottom Line

PJT scores higher overall (65/100 vs 56/100) and 11.6% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Robinhood Markets Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Robinhood Markets Inc (HOOD) is a leading fintech innovator that has revolutionized retail investing by offering a commission-free trading platform since 2013. With its intuitive mobile application, the company enables a diverse range of market participants to access stocks, ETFs, options, and cryptocurrencies, fostering financial literacy and inclusivity. Robinhood's commitment to transparency and product innovation, including features like fractional shares and cash management services, solidifies its role as a significant player in the digital brokerage industry, appealing to a new generation of investors looking for accessible and efficient ways to navigate financial markets.

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PJT Partners Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

PJT Partners Inc., an investment bank, provides a variety of shareholder, restructuring and special situations, and capital market advisory services to corporations, financial backers, institutional investors and governments worldwide. The company is headquartered in New York, New York.

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