WallStSmart

Robinhood Markets Inc (HOOD)vsMarathon Digital Holdings Inc (MARA)

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Smart Verdict

WallStSmart Research — data-driven comparison

Robinhood Markets Inc generates 393% more annual revenue ($4.47B vs $907.09M). HOOD leads profitability with a 42.1% profit margin vs -144.6%. HOOD earns a higher WallStSmart Score of 56/100 (C).

HOOD

Buy

56

out of 100

Grade: C

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

MARA

Hold

49

out of 100

Grade: D+

Growth: 7.3Profit: 2.0Value: 6.7Quality: 4.3
Piotroski: 1/9Altman Z: 0.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HOODSignificantly Overvalued (-439.5%)

Margin of Safety

-439.5%

Fair Value

$13.94

Current Price

$70.89

$56.95 premium

UndervaluedFair: $13.94Overvalued

Intrinsic value data unavailable for MARA.

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
$67.80B9/10

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

MARA3 strengths · Avg: 10.0/10
PEG RatioValuation
0.1010/10

Growing faster than its price suggests

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

EPS GrowthGrowth
86.7%10/10

Earnings expanding 86.7% YoY

Areas to Watch

HOOD4 concerns · Avg: 3.0/10
P/E RatioValuation
36.7x4/10

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%

MARA4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Return on EquityProfitability
-34.5%2/10

ROE of -34.5% — below average capital efficiency

Revenue GrowthGrowth
-5.6%2/10

Revenue declined 5.6%

Altman Z-ScoreHealth
0.732/10

Distress zone — elevated risk

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 : MARA

The strongest argument for MARA centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.10 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 : MARA

The primary concerns for MARA are Piotroski F-Score, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

HOOD profiles as a growth stock while MARA is a turnaround play — different risk/reward profiles.

MARA carries more volatility with a beta of 5.42 — expect wider price swings.

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

MARA generates stronger free cash flow (508M), providing more financial flexibility.

Bottom Line

HOOD scores higher overall (56/100 vs 49/100), backed by strong 42.1% margins and 26.5% revenue growth. Both earn "Buy" and "Hold" 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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Marathon Digital Holdings Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Marathon Digital Holdings, Inc. is a cryptocurrency mining digital asset technology company with a focus on the blockchain ecosystem and digital asset generation in the United States. The company is headquartered in Las Vegas, Nevada.

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