` Comparison: SWF, HOOD - Alpha Spread

SWF
vs
HOOD

Over the past 12 months, SWF has underperformed HOOD, delivering a return of +16% compared to the HOOD's +177% growth.

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SWF
HOOD
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Valuation Comparison

SWF Intrinsic Value
0.138 AUD
Overvaluation 50%
Intrinsic Value
Price
HOOD Intrinsic Value
48.98 USD
Overvaluation 59%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Selfwealth Ltd
ASX:SWF
0.2775 AUD
Robinhood Markets Inc
NASDAQ:HOOD
119.5 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
SWF, HOOD

SWF
HOOD
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Selfwealth Ltd
Revenue
Robinhood Markets Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
SWF, HOOD

SWF
HOOD
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Selfwealth Ltd
ASX:SWF
Robinhood Markets Inc
NASDAQ:HOOD
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What is Free Cash Flow?

Gross Margin

SWF
70.6%
HOOD
95.2%

Operating Margin

SWF
6.2%
HOOD
47.6%

Net Margin

SWF
7.8%
HOOD
52.2%

FCF Margin

SWF
-4.1%
HOOD
26.6%

ROE

SWF
16.6%
HOOD
27.8%

ROA

SWF
1.2%
HOOD
5.2%

ROIC

SWF
1%
HOOD
10.5%

ROCE

SWF
12.9%
HOOD
25%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SWF, HOOD

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Performance Gap
SWF, HOOD

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SWF
HOOD
Difference
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Performance By Year
SWF, HOOD

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SWF
HOOD
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