Robinhood Soared by 186% in 2025, but Here's Another Financial Stock to Buy in 2026

• Robinhood saw robust maturation and accrued lawsuit engagement past year, which sent the banal soaring.

• Tradeweb Markets' banal fell past twelvemonth amid muted volatility successful the 2nd half.

• Rising geopolitical tensions and involvement complaint uncertainty could boost trading activity, benefiting Tradeweb's nonrecreational trading platform.

• 10 stocks we similar amended than Tradeweb Markets ›

Robinhood Markets' (NASDAQ: HOOD) banal rocketed higher past year, aft the institution rapidly expanded its plus basal and joined the S&P 500 conscionable 1 twelvemonth aft turning profitable. However, fixed Robinhood's meteoric rise, I judge different brokerage company, Tradeweb Markets (NASDAQ: TW), is simply a amended prime for investors. Here's why.

Last twelvemonth was a banner twelvemonth for Robinhood. The institution posted stellar growth, with third-quarter gross astir doubling twelvemonth implicit twelvemonth to astir $1.27 billion, portion nett income soared by much than 270%. Funded accounts and Gold subscribers deed grounds levels, showing beardown lawsuit engagement and a increasing plus basal to physique on.

The institution expanded its offerings, including lawsuit contracts, which are increasing successful popularity. It has besides embraced tokenization. As a shareholder, I similar what Robinhood is doing and the levers it continues to propulsion to thrust growth. However, the banal has gotten expensive, with shares priced astatine 42.8 times guardant earnings.

Tradeweb operates a nonrecreational trading level for nonrecreational investors crossed industries that has achieved stellar maturation implicit the past fewer years arsenic it's grabbed marketplace stock from competitors. It has done an fantabulous occupation and finished 2024 arsenic the apical level for U.S. physics high-grade recognition markets. It besides boasts a 22% stock of U.S. Treasury trading volume.

Last twelvemonth was pugnacious for Tradeweb, which has declined 31% from its April peak. At that time, markets were experiencing precocious volatility driven by U.S. tariff announcements, which sent shockwaves done involvement complaint and equity markets. In the 3rd quarter, CEO Billy Hult noted that muted volatility, stemming from less information points amid the authorities shutdown, led to decreased activity, which weighed connected its performance.

Tradeweb inactive sees accidental for further growth. With geopolitical tensions remaining high, absorption expects volatility to normalize arsenic information becomes disposable and sees the setup heading into 2026 arsenic constructive for its business. December trading measurement supports this view, with full measurement hitting $63 trillion and mean regular measurement rising astir 27.5% twelvemonth implicit year.