Core Viewpoint - Financial stocks, particularly Robinhood, Nu Holdings, and Coinbase, are considered strong long-term investments despite recent volatility in the market due to rising interest rates and economic challenges [1][2]. Group 1: Robinhood - Robinhood has seen significant growth from 2021 to 2024, with year-end funded accounts increasing from 22.7 million to 25.2 million and assets under custody nearly doubling from $98 billion to $193 billion [4][5]. - The company's annual revenue rose from $1.82 billion to $2.95 billion during the same period, benefiting from a gamified approach to investing and commission-free trades [4]. - Analysts project a compound annual growth rate (CAGR) of 15% for revenue and 19% for adjusted EBITDA from 2024 to 2027, with an enterprise value of $57.3 billion [6][7]. Group 2: Nu Holdings - Nu Holdings, operating in Brazil, Mexico, and Colombia, has tripled its year-end customer base from 33.3 million to 114.2 million between 2021 and 2024, with an activity rate increasing from 76% to 83% [8][9]. - The company achieved a revenue CAGR of 89% during this period and turned profitable in 2023, with net income surging 91% in 2024 [8]. - Analysts expect Nu's revenue to grow at a CAGR of 32% and net income at a CAGR of 38% from 2024 to 2027, trading at 27 times this year's earnings [10]. Group 3: Coinbase - Coinbase, one of the largest cryptocurrency exchanges, saw its year-end assets on the platform grow from $278 billion in 2021 to $404 billion in 2024, despite a revenue decline from $7.8 billion to $6.6 billion during the same period [11][12]. - Analysts forecast a revenue CAGR of 6.5% to $7.9 billion by 2027, indicating a gradual stabilization of its volatile business [12]. - The company's adjusted EBITDA is expected to decrease from $3.35 billion in 2024 to $3.26 billion in 2027, while it continues to expand its platform with new features [13][14].

Core Insights - GoodRx Holdings, Inc. reported revenue of $202.97 million for Q1 2025, a year-over-year increase of 2.6% and an EPS of $0.09, compared to $0.08 a year ago [1] - The reported revenue exceeded the Zacks Consensus Estimate of $202.59 million, resulting in a surprise of +0.19% [1] - The company did not deliver an EPS surprise, as the consensus EPS estimate was also $0.09 [1] Performance Metrics - GoodRx's shares returned +4.2% over the past month, while the Zacks S&P 500 composite increased by +10.6% [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential outperformance against the broader market in the near term [3] Key Company Metrics - Monthly Active Consumers: 6 million, below the estimated 7 million [4] - Subscription plans: 680 thousand, slightly below the estimated 685 thousand [4] - Revenue from Prescription transactions: $148.92 million, exceeding the estimate of $146.53 million, representing a +2.4% year-over-year change [4] - Revenue from Other sources: $4.38 million, below the estimate of $5.47 million, reflecting a year-over-year decline of -18.5% [4] - Revenue from Pharma manufacturer solutions: $28.65 million, slightly below the estimate of $29.90 million, but showing a +16.9% year-over-year increase [4] - Revenue from Subscription: $21.02 million, above the estimate of $20.79 million, but down -7% year-over-year [4]