Edelman Financial Engines provides financial planning, wealth management, and investment management services, self-described as helping clients in various financial areas including retirement and tax planning.

Edelman Financial Engines

Fidelity Investments provides digital experiences and cash management products to help individuals reach their financial goals. They offer personalized experiences, helpful tools, and prioritize account security. The company is committed to accessibility, inclusion, and diversity, working with employers to design benefit packages for a diverse workforce.

Kevin Little

Fidelity Investments

Robinhood Markets, Inc. operates financial services platform in the United States. Its platform allows users to invest in stocks, exchange-traded funds (ETFs), options, gold, and cryptocurrencies. The company also offers various learning and education solutions comprise Snacks, a digest of business news stories; Learn, which is a collection of approximately articles, including guides, feature tutorials, and financial dictionary; Newsfeeds that offer access to free premium news from various sites, such as Barron's, Reuters, and The Wall Street Journal; lists and alerts, which allow users to create custom watchlists and alerts to monitor securities, ETFs, and cryptocurrencies, as well as cash management services; and offers First trade recommendations to all new customers who have yet to place a trade. Robinhood Markets, Inc. was incorporated in 2013 and is headquartered in Menlo Park, California.

Vlad Tenev

Baiju Bhatt

Robinhood Markets, Inc.

Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. It operates through Institutional Securities, Wealth Management, and Investment Management segments. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity and fixed income products consisting of foreign exchange and commodities; corporate and commercial real estate loans, which provides secured lending facilities and financing for sales and trading customers, and asset-backed and mortgage lending; and wealth management services, investment, and research services. The Wealth Management segment offers financial advisor-led brokerage and investment advisory services; self-directed brokerage services; financial and wealth planning services; workplace services, including stock plan administration; annuity and insurance products; securities-based lending, residential real estate loans, and other lending products; banking; and retirement plan services to individual investors and small to medium-sized businesses and institutions. The Investment Management segment provides equity, fixed income, liquidity, and alternative/other products to benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through institutional and intermediary channels. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.

Metric
Company Name	Edelman Financial Engines	Fidelity Investments	Robinhood Markets, Inc.	Morgan Stanley
Symbol			HOOD	MS
MSH ID	COM:SOUNDMARKWEALTH	COM:FIDELITY	COM:ROBINHOOD	COM:MORGANSTANLEY
Market	PRIVATE	PRIVATE	STOCKS	STOCKS
Sector	Financial Services & Finance	Financial Services & Finance	Technology	Financial Services
Industry	Financial Advisory Services	Financial Services	Software - Infrastructure	Financial - Capital Markets
Country	US	US	US	US
Stage
Employee Count		74.72K	2.20K	80K
Website	soundmarkwealth.com	fidelity.com	robinhood.com	morganstanley.com
LinkedIn		fidelity-investments	robinhood	morgan-stanley
Founders

Metric
Market Cap		19.62B	168.14B
Enterprise Value
Monthly Web Traffic	93.65M	43.45M	5.11M
Web Traffic Growth	0.13	0.32	-0.06
Valuation
Raised Capital	2.50M

Metric
Revenue	1.86B	50.67B
Revenue (LTM)
Revenue (NTM)
Gross Profit	914M	50.67B
EBITDA	-465M	15.93B
Operating Income	-536M	11.67B
Net Income	-541M	9.09B
EPS	-0.61	5.24
Diluted EPS	-0.61	5.18
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.86	0.77
Operating Profit Margin	0.14	0.46
EBITDA Margin	-0.25	0.31
Net Profit Margin	0.13	0.19
Return on Equity	0.04	0.11
Return on Assets	0.01	0.01
Return on Capital Employed	0.04	0.02

SOUN

COM:SOUNDMARKWEALTH

Edelman Financial Engines

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	-12.82	14.26
P/B Ratio	1.44	1.41
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	10.61	3.44
EV Multiple	112.95	31.12

Metric
Days Sales Outstanding	775.06	552.51
Days Payables Outstanding	684.15	3.29K
Days Inventory Outstanding
Operating Cycle	1.18K
Cash Conversion Cycle	935.99
Asset Turnover	0.06	0.05

Metric
Operating Cash Flow	553M	-33.54B
Free Cash Flow	532M	-36.95B
Cash Flow to Debt	0.11
Operating Cash Flow/Sales	0.30	-0.23
Free Cash Flow Yield	0.04	-0.23

Metric
Cash & Equivalents	4.88B	58.66B
Accounts Receivable	-311M	602M
Inventory		-765.38B
Goodwill	175M	16.71B
Debt to Capitalization	0.50	0.80
Debt to Assets	0.12	0.22
Current Ratio	1.31	0.52
Quick Ratio	2.12	1.82

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.54	0.04
R&D to Revenue	0.44
SG&A to Revenue	0.70	0.16