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VISA.NEO vs. HOOD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

VISA.NEO vs. HOOD - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Visa Inc CDR (VISA.NEO) and Robinhood Markets, Inc. (HOOD). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

VISA.NEO is traded in CAD, while HOOD is traded in USD. To make them comparable, the HOOD values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, VISA.NEO achieves a 1.96% return, which is significantly higher than HOOD's -10.14% return.


VISA.NEO

1D
0.70%
1M
8.78%
6M
9.23%
YTD
1.96%
1Y
1.53%
3Y*
13.34%
5Y*
10Y*
ALL TIME*
9.13%

HOOD

1D
-0.81%
1M
-8.73%
6M
-7.84%
YTD
-10.14%
1Y
-7.67%
3Y*
102.30%
5Y*
10Y*
ALL TIME*
24.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VISA.NEO vs. HOOD - Yearly Performance Comparison


2026 (YTD)20252024202320222021
VISA.NEO
Visa Inc CDR
1.96%8.89%20.56%25.14%-5.29%-4.23%
HOOD
Robinhood Markets, Inc.
-10.14%189.69%217.23%52.79%-51.26%-56.20%

Correlation

The correlation between VISA.NEO and HOOD is 0.10, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.10

Correlation (3Y)
Calculated over the trailing 3-year period

0.21

Correlation (All Time)
Calculated using the full available price history since Oct 5, 2021

0.27

The correlation between VISA.NEO and HOOD shifts across timeframes, from 0.10 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

VISA.NEO:

CA$958.89B

HOOD:

$89.40B

EPS

VISA.NEO:

$10.38

HOOD:

$2.06

PE Ratio

VISA.NEO:

2.26

HOOD:

48.09

PS Ratio

VISA.NEO:

1.13

HOOD:

23.31

PB Ratio

VISA.NEO:

1.19

HOOD:

9.38

Total Revenue (TTM)

VISA.NEO:

$40.00B

HOOD:

$3.91B

Gross Profit (TTM)

VISA.NEO:

$32.15B

HOOD:

$2.86B

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Return for Risk

VISA.NEO vs. HOOD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VISA.NEO
VISA.NEO Risk / Return Rank: 4545
Overall Rank
VISA.NEO Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VISA.NEO Sortino Ratio Rank: 4141
Sortino Ratio Rank
VISA.NEO Omega Ratio Rank: 4141
Omega Ratio Rank
VISA.NEO Calmar Ratio Rank: 4848
Calmar Ratio Rank
VISA.NEO Martin Ratio Rank: 4848
Martin Ratio Rank

HOOD
HOOD Risk / Return Rank: 4040
Overall Rank
HOOD Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
HOOD Sortino Ratio Rank: 4141
Sortino Ratio Rank
HOOD Omega Ratio Rank: 4141
Omega Ratio Rank
HOOD Calmar Ratio Rank: 4040
Calmar Ratio Rank
HOOD Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VISA.NEO vs. HOOD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Visa Inc CDR (VISA.NEO) and Robinhood Markets, Inc. (HOOD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VISA.NEOHOODDifference
Sharpe ratioReturn per unit of total volatility

+0.18

Sortino ratioReturn per unit of downside risk

-0.07

Omega ratioGain probability vs. loss probability

1.03

1.04

-0.01

Calmar ratioReturn relative to maximum drawdown

0.08

-0.13

+0.22

Martin ratioReturn relative to average drawdown

0.18

-0.23

+0.40

VISA.NEO vs. HOOD - Sharpe Ratio Comparison

The current VISA.NEO Sharpe Ratio is 0.07, which is higher than the HOOD Sharpe Ratio of -0.11. The chart below compares the historical Sharpe Ratios of VISA.NEO and HOOD, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VISA.NEO vs. HOOD - Drawdown Comparison

The maximum VISA.NEO drawdown since its inception was -24.89%, smaller than the maximum HOOD drawdown of -89.95%. Use the drawdown chart below to compare losses from any high point for VISA.NEO and HOOD.


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Drawdown Indicators


VISA.NEOHOODDifference

Max Drawdown

Largest peak-to-trough decline

-24.89%

-89.95%

+65.06%

Max Drawdown (1Y)

Largest decline over 1 year

-18.37%

-57.43%

+39.06%

Max Drawdown (3Y)

Largest decline over 3 years

-22.03%

-57.43%

+35.40%

Current Drawdown

Current decline from peak

-4.98%

-34.58%

+29.60%

Average Drawdown

Average peak-to-trough decline

-7.45%

-58.84%

+51.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.74%

33.52%

-24.78%

Volatility

VISA.NEO vs. HOOD - Volatility Comparison

The current volatility for Visa Inc CDR (VISA.NEO) is 7.17%, while Robinhood Markets, Inc. (HOOD) has a volatility of 19.18%. This indicates that VISA.NEO experiences smaller price fluctuations and is considered to be less risky than HOOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VISA.NEOHOODDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.17%

19.18%

-12.01%

Volatility (6M)

Calculated over the trailing 6-month period

17.17%

52.06%

-34.89%

Volatility (1Y)

Calculated over the trailing 1-year period

22.17%

69.44%

-47.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.21%

74.04%

-50.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.21%

74.04%

-50.83%

Dividends

VISA.NEO vs. HOOD - Dividend Comparison

VISA.NEO's dividend yield for the trailing twelve months is around 0.73%, while HOOD has not paid dividends to shareholders.


PositionTTM20252024202320222021
HOOD
Robinhood Markets, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%
VISA.NEO
Visa Inc CDR
0.73%0.70%0.68%0.72%0.76%0.18%

Financials

VISA.NEO vs. HOOD - Financials Comparison

This section allows you to compare key financial metrics between Visa Inc CDR and Robinhood Markets, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
10.72B
359.00M
(VISA.NEO) Total Revenue
(HOOD) Total Revenue
Values in USD except per share items

VISA.NEO vs. HOOD - Profitability Comparison

The chart below illustrates the profitability comparison between Visa Inc CDR and Robinhood Markets, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
81.5%
0
Portfolio components
VISA.NEO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Visa Inc CDR reported a gross profit of 8.74B and revenue of 10.72B. Therefore, the gross margin over that period was 81.5%.

HOOD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Robinhood Markets, Inc. reported a gross profit of 0.00 and revenue of 359.00M. Therefore, the gross margin over that period was 0.0%.

VISA.NEO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Visa Inc CDR reported an operating income of 7.05B and revenue of 10.72B, resulting in an operating margin of 65.8%.

HOOD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Robinhood Markets, Inc. reported an operating income of 0.00 and revenue of 359.00M, resulting in an operating margin of 0.0%.

VISA.NEO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Visa Inc CDR reported a net income of 5.09B and revenue of 10.72B, resulting in a net margin of 47.5%.

HOOD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Robinhood Markets, Inc. reported a net income of 346.00M and revenue of 359.00M, resulting in a net margin of 96.4%.


Frequently Asked Questions


VISA.NEO and HOOD have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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