Sectors

Fintech stocks

Peer comparison of the 8 Fintech stocks tracked by R40, ordered by market cap.

Above 40
3 of 8
Median R40
19
Median revenue growth
+32.9%
Median FCF margin
+11.9%
Top score
HOOD 85 2026 Q2
Lowest score
SOFI -174 2026 Q1

Ordered by market cap, largest first — not by Rule of 40 score.

Company R40 Market cap Price Revenue growth FCF margin P/E
Robinhood Markets Inc. HOOD Robinhood Markets Inc. R40852026 Q2 $77.83B $86.56 +32.3% +53.2% 33.5
PayPal Holdings, Inc. PYPL PayPal Holdings, Inc. R40182026 Q1 $55.38B $57.21 +7.2% +10.8% 8.5
Block, Inc. XYZ Block, Inc. R40202026 Q1 $47.77B $81.24 +4.9% +15.4% 47.0
Coinbase Global, Inc. COIN Coinbase Global, Inc. R40-182026 Q1 $42.70B $146.26 -30.5% +13.0% 48.2
Affirm Holdings, Inc. AFRM Affirm Holdings, Inc. R40682026 Q1 $24.98B $71.51 +33.6% +34.3% 92.9
SoFi Technologies, Inc. SOFI SoFi Technologies, Inc. R40-1742026 Q1 $21.06B $16.31 +42.6% -216.6% 53.8
Lemonade, Inc. LMND Lemonade, Inc. R40772026 Q2 $3.58B $48.31 +79.4% -2.7% -
Upstart Holdings, Inc. UPST Upstart Holdings, Inc. R4002026 Q1 $3.01B $27.44 +44.4% -44.1% 230.9