Amtd Idea Group's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Amtd Idea Group (AMTD) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Amtd Idea Group vs Its Competitors
- TTM: Trailing 12-month revenue of 101M vs 153,004M combined for its competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+19.7%) for its tracked peer group.
- Profitability: Its 66.4% net margin compares with 32.3% for the peer group.
- Scale: Amtd Idea Group ranks #61 of 116 companies by market capitalization in the Miscellaneous Financial Services industry, holding 0.0% of industry market cap.
- Peer revenue share: Amtd Idea Group accounted for 0.2% of combined revenue among its tracked peer group.
- Peer differentiation: Revenue per employee of $0.20M compares with $0.74M for the peer group (0.3x).
- Structure: Amtd Idea Group operates in the following segments: Strategic Investment, Hotel Operations Hospitality and VIP Services, Hotel Operations Hospitality and VIP Services Income, Media And Entertainment, Digital Solutions And Other Services, Capital Market Solutions.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AMTD Sales vs. its Competitors, Q4 2025
With a net margin of 66.44 %, Amtd Idea Group achieved higher profitability than its competitors (32.25 %).
Amtd Idea Group generated 0.22 % of the combined sales of its peer group.
API endpoints for this dataset
Amtd Idea Group vs. its Competitors, Q4 2025
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Amtd Idea Group reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Amtd Idea Group and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Amtd Idea Group | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (10) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (8) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Amtd Idea Group's competitor groups requires a Commercial License.
Amtd Idea Group's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Amtd Idea Group | Yes | No | No | No |
| Competitors combined (10) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 85.70 % (6 of 7) | 50.00 % (4 of 8) | 50.00 % (4 of 8) | 25.00 % (2 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AMTD Stock Performance relative to its Competitors
AMTD Stock Performance relative to Similar-Size Competitors
AMTD Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Sei Investments Company | 282.9% | Outperformed |
| 2 | Freedom Holding Corp | 282.9% | Outperformed |
| 3 | Regions Financial Corporation | 282.9% | Outperformed |
| 4 | Morgan Stanley | 282.9% | Outperformed |
| 5 | The Goldman Sachs Group Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Amtd Idea Group's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Amtd Idea Group's Comment on Competition and Industry Peers
Publicly Traded Peers of Amtd Idea Group
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Amtd Idea Group |
168.13 | 101.22 |
 Morgan Stanley |
292,278.24 | 59,960.00 |
 The Goldman Sachs Group Inc |
268,895.85 | 42,162.00 |
 Schwab Charles Corp |
159,557.31 | 27,061.00 |
 Robinhood Markets Inc |
74,711.11 | 5,082.00 |
 Interactive Brokers Group Inc |
34,872.82 | 6,449.00 |
| SUBTOTAL | 879,074.40 | 153,105.00 |
Sign in to see all competitors of Amtd Idea Group.
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Amtd Idea Group versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Amtd Idea Group's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Amtd Idea Group | Strategic Investment 51.99 % |
| Schwab Charles Corp | Investor Services 78.69 % |
| Sei Investments Company | Investment Managers 35.62 % |
| Freedom Holding Corp | Brokerage 38.57 % |
| Siebert Financial Corp | Financial Services 98.54 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Amtd Idea Group's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Amtd Idea Group | 168 | 202,430 | 134,502 |
| Morgan Stanley | 292,278 | 722,410 | 248,482 |
| The Goldman Sachs Group Inc | 268,896 | 889,494 | 467,700 |
| Schwab Charles Corp | 159,557 | 820,030 | 322,545 |
| Robinhood Markets Inc | 74,711 | 1,752,414 | 689,655 |
| Interactive Brokers Group Inc | 34,873 | 1,975,191 | 1,499,541 |
| PEERS TOTAL | 878,906 | 740,508 | 316,962 |
Amtd Idea Group's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Sei Investments Company | United States 85.04 % |
| Freedom Holding Corp | Kazakhstan 83.57 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Amtd Idea Group's Position in Industry Market Structure
Market-capitalization share and concentration across all 99 companies in Amtd Idea Group's industry classification, broader than the peer set above. Market cap in millions of $.Amtd Idea Group ranks #61 of 99 companies by market capitalization in its industry, holding 0.03 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,657, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | American Express Company | 217,504 | 37.06 % |
| 2 | Nu Holdings Ltd | 58,937 | 10.04 % |
| 3 | Strategy Inc | 43,429 | 7.40 % |
| 4 | Coinbase Global Inc | 35,345 | 6.02 % |
| 5 | Federal National Mortgage Association Fannie Mae | 1,234 | 5.2% |
| 6 | Synchrony Financial | 1,234 | 5.2% |
| 7 | Sofi Technologies Inc | 1,234 | 5.2% |
| 8 | Eason Technology Limited | 1,234 | 5.2% |
| 9 | Circle Internet Group Inc | 1,234 | 5.2% |
| 10 | Federal Home Loan Mortgage Corporation | 1,234 | 5.2% |
| 61 | Amtd Idea Group | 168 | 0.03 % |
Market cap and industry share for the rest of Amtd Idea Group's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-09.
Amtd Idea Group's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 56 | Bit Digital Inc | 244 | -76.19 % |
| 57 | Medallion Financial Corp | 237 | -0.25 % |
| 58 | Consumer Portfolio Services Inc | 235 | 17.87 % |
| 59 | Lexinfintech Holdings Ltd | 234 | -84.57 % |
| 60 | Bakkt Inc | 1,234 | 12.3% |
| 61 | Amtd Idea Group | 168 | 1,124.49 % |
| 62 | Bitfufu Inc | 1,234 | 12.3% |
| 63 | Z Squared Inc | 1,234 | 12.3% |
| 64 | Usbc Inc | 1,234 | 12.3% |
| 65 | Amber International Holding Limited | 1,234 | 12.3% |
| 66 | Loandepot Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Amtd Idea Group's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-09. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Amtd Idea Group's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Miscellaneous Financial Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (126 companies). See the full Miscellaneous Financial Services industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 99.99 % | 39.51 % (avg) | +60.5 pp |
| Operating Margin | 86.67 % | industry median | +74.7 pp |
| EBITDA Margin | 79.40 % | 5.96 % (avg) | +73.4 pp |
| Capital Intensity (Capex / Revenue) | 0.74 % | 5.16 % (avg) | -4.4 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Amtd Idea Group's Valuation vs Competitive Position
Valuation multiples vs the Miscellaneous Financial Services industry average (126 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Miscellaneous Financial Services industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 0.2x | 19.1x | -18.9x |
| EV / EBITDA | 4.7x | 13.4x | -8.7x |
| P/B | 0.0x | 2.9x | -2.9x |
| Return on Equity | 4.89 % | industry aggregate | -4.40 % |
| Return on Invested Capital | 2.71 % | -4.53 % (avg) | 7.24 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Amtd Idea Group's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | -2.58 % | -25.27 % | -44.21 % | -22.69 % |
| Operating Margin | - | - | - | 86.67 % |
| Return on Invested Capital | 8.51 % | 5.15 % | - | 2.71 % |
| P/E | 12.3x | 0.1x | - | 0.2x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Amtd Idea Group's Strategic Group Map
Amtd Idea Group is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Amtd Idea Group's trailing-12-month revenue growth of -22.7% and operating margin of 86.7% compares with an average of -3.2% growth and 67.2% margin across its 8 closest peers by combined growth, margin and ROIC -- Amtd Idea Group sits below that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Amtd Idea Group's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Amtd Idea Group falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 3.5% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: American Express Company alone holds 37% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Amtd Idea Group's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,657 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.74 % vs industry average 5.16 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Amtd Idea Group's dedicated Suppliers and Customers pages, not here.
Amtd Idea Group's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Amtd Idea Group falls in the Low attractiveness / Medium strength cell: Harvest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Amtd Idea Group's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 74.7 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Trades at a lower P/E than the industry average (0.2x vs 19.1x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of competitors (40.00 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by American Express Company, holding 37.06 % of industry market cap.
Methodology: see Methodology: SWOT Analysis.
Amtd Idea Group's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Amtd Idea Group | 0.31 | 8.83 | 0.30 |
| Morgan Stanley | 0.37 | 1.12 | 3.24 |
| The Goldman Sachs Group Inc | 0.43 | 0.79 | 3.30 |
| Schwab Charles Corp | 0.10 | 1.04 | 1.02 |
| Robinhood Markets Inc | 0.19 | 0.91 | 0.13 |
| Interactive Brokers Group Inc | 0.17 | 0.66 | 0.00 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Amtd Idea Group's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Amtd Idea Group | Q4 2025 | -22.7 % | -56.2 % |
| Morgan Stanley | Q3 2026 | -46.0 % | +5.5 % |
| The Goldman Sachs Group Inc | Q3 2026 | -68.0 % | +29.2 % |
| Schwab Charles Corp | Q3 2026 | +16.9 % | +23.2 % |
| Robinhood Markets Inc | Q3 2026 | +11.8 % | -15.8 % |
| Interactive Brokers Group Inc | Q2 2026 | +0.1 % | +33.0 % |
| PEERS TOTAL | -37.7 % | +10.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Amtd Idea Group's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Amtd Idea Group | Q4 2025 | -97.8 % | +936.1 % |
| Morgan Stanley | Q3 2026 | - | +32.5 % |
| The Goldman Sachs Group Inc | Q3 2026 | +8.6 % | -5.9 % |
| Schwab Charles Corp | Q3 2026 | - | +116.6 % |
| Robinhood Markets Inc | Q3 2026 | - | +250.0 % |
| Interactive Brokers Group Inc | Q2 2026 | - | +28.6 % |
Amtd Idea Group's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Amtd Idea Group | 2.92% | 3.61% | 4.89% |
| Morgan Stanley | 1.30% | 1.70% | 17.79% |
| The Goldman Sachs Group Inc | 1.08% | 1.63% | 17.90% |
| Schwab Charles Corp | 2.11% | 3.36% | 21.26% |
| Robinhood Markets Inc | 4.03% | 9.86% | 20.80% |
| Interactive Brokers Group Inc | 2.25% | 5.97% | 23.46% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Amtd Idea Group's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Amtd Idea Group | 2.50 | 1.66 |
| Morgan Stanley | 14.82 | 4.87 |
| The Goldman Sachs Group Inc | 12.88 | 6.38 |
| Schwab Charles Corp | 15.77 | 5.90 |
| Robinhood Markets Inc | 37.79 | 14.70 |
| Interactive Brokers Group Inc | 30.87 | 5.41 |
| PEERS AVERAGE | 13.41 | 5.74 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.