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 170,221M combined for tracked competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+7.6%) for its tracked peer group.
- Profitability: Its 66.4% net margin compares with 32.3% for the peer group.
- Scale: Amtd Idea Group ranks #50 of 117 companies by market capitalization in the Miscellaneous Financial Services industry, holding 0.1% 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 $0.82M for the peer group (0.2x).
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.
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 an SEC filing; 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 (9) | $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
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Amtd Idea Group | Yes | No | No | Yes |
| Competitors combined (10) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 62.50 % (5 of 8) | 50.00 % (4 of 8) | 28.60 % (2 of 7) |
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 | Interactive Brokers Group Inc | 282.9% | Outperformed |
| 2 | Sei Investments Company | 282.9% | Outperformed |
| 3 | Morgan Stanley | 282.9% | Outperformed |
| 4 | The Goldman Sachs Group Inc | 282.9% | Outperformed |
| 5 | Schwab Charles Corp | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Amtd Idea Group's best-performing tracked 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 | 593.49 | 101.22 |
| Morgan Stanley | 303,821.16 | 68,350.00 |
| The Goldman Sachs Group Inc | 282,277.94 | 52,259.00 |
| Schwab Charles Corp | 170,943.70 | 26,025.00 |
| Robinhood Markets Inc | 106,211.52 | 4,932.00 |
| Interactive Brokers Group Inc | 39,193.67 | 6,449.00 |
| SUBTOTAL | 950,265.76 | 170,322.47 |
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Sources: Amtd Idea Group's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
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 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 | 593 | 202,430 | 134,502 |
| Morgan Stanley | 303,821 | 823,494 | 245,422 |
| The Goldman Sachs Group Inc | 282,278 | 1,102,511 | 442,468 |
| Schwab Charles Corp | 170,944 | 788,636 | 305,939 |
| Robinhood Markets Inc | 106,212 | 1,700,690 | 720,000 |
| Interactive Brokers Group Inc | 39,194 | 1,975,191 | 1,499,541 |
| PEERS TOTAL | 949,672 | 823,837 | 307,700 |
Amtd Idea Group's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. 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 85.02 % |
| Freedom Holding Corp | Kazakhstan 83.57 % |
Source: revenue geography as reported in each company's SEC filings (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 Business Segment Mix vs Peers
Revenue by operating segment, 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 78.17 % |
| Sei Investments Company | Investment Managers 35.49 % |
| Freedom Holding Corp | Brokerage 38.57 % |
| Siebert Financial Corp | Financial Services 98.54 % |
Source: operating segment revenue as reported in each company's SEC filings (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 Position in Industry Market Structure
Market-capitalization share and concentration across all 103 companies in Amtd Idea Group's industry classification, broader than the peer set above. Market cap in millions of $.Amtd Idea Group ranks #50 of 103 companies by market capitalization in its industry, holding 0.09 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,294, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | American Express Company | 207,244 | 31.55 % |
| 2 | Nu Holdings Ltd | 61,219 | 9.32 % |
| 3 | Coinbase Global Inc | 51,945 | 7.91 % |
| 4 | Eason Technology Limited | 38,113 | 5.80 % |
| 5 | Strategy Inc | 1,234 | 5.2% |
| 6 | Federal National Mortgage Association Fannie Mae | 1,234 | 5.2% |
| 7 | Synchrony Financial | 1,234 | 5.2% |
| 8 | Circle Internet Group Inc | 1,234 | 5.2% |
| 9 | Sofi Technologies Inc | 1,234 | 5.2% |
| 10 | Bitmine Immersion Technologies Inc | 1,234 | 5.2% |
| 50 | Amtd Idea Group | 593 | 0.09 % |
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 2026-09-28.
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 |
|---|---|---|---|
| 45 | Green Dot Corp | 706 | -13.28 % |
| 46 | Tron Inc | 675 | -35.87 % |
| 47 | 9f Inc | 630 | -1.91 % |
| 48 | Bit Digital Inc | 620 | -39.74 % |
| 49 | Velocity Financial Inc | 1,234 | 12.3% |
| 50 | Amtd Idea Group | 593 | -41.65 % |
| 51 | Oppfi Inc | 1,234 | 12.3% |
| 52 | Oportun Financial Corporation | 1,234 | 12.3% |
| 53 | Amtd Digital Inc | 1,234 | 12.3% |
| 54 | Bakkt Inc | 1,234 | 12.3% |
| 55 | Procap Financial 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 2026-09-28. 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 (80 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 99.99 % | 53.42 % (avg) | +46.6 pp |
| Operating Margin | 86.67 % | industry median | +85.2 pp |
| EBITDA Margin | 11.61 % | 2.15 % (avg) | +9.5 pp |
| Capital Intensity (Capex / Revenue) | 0.74 % | 4.86 % (avg) | -4.1 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 (80 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.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 13.2x | 18.8x | -5.6x |
| EV / EBITDA | 106.2x | 15.3x | +90.9x |
| P/B | 0.6x | 3.1x | -2.4x |
| Return on Equity | 4.89 % | industry aggregate | -4.46 % |
| Return on Invested Capital | 2.71 % | 0.51 % (avg) | 2.20 % |
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 SEC filings.| Metric | 2022 | 2023 | 2025 |
|---|---|---|---|
| Revenue Growth | -2.58 % | -25.27 % | -22.69 % |
| Operating Margin | - | - | 86.67 % |
| Return on Invested Capital | 8.51 % | 5.15 % | 2.71 % |
| P/E | 12.3x | 6.4x | 13.2x |
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
Every company in Amtd Idea Group's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Amtd Idea Group is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
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
Relative market share (vs Amtd Idea Group's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) — a common framework, not a precision instrument.
Amtd Idea Group falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 3.4% (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.
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 | High | Industry HHI of 1,294 (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 4.86 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Amtd Idea Group's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Amtd Idea Group's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Amtd Idea Group's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
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 85.2 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
- Piotroski F-Score of 2 or below, the standard financial-distress signal.
Opportunities
- Trades at a lower P/E than the industry average (13.2x vs 18.8x) despite a higher return on invested capital -- a possible re-rating opportunity.
- A meaningful share of tracked competitors (40.00 %) show financial-distress signals, a possible opening to gain share.
Threats
No rule matched.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
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 | 0.40 | 1.12 | 3.16 |
| The Goldman Sachs Group Inc | 0.50 | 0.79 | 3.11 |
| Schwab Charles Corp | 0.10 | 1.04 | 0.79 |
| Robinhood Markets Inc | 0.25 | 0.99 | 0.06 |
| 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 | Q2 2026 | -30.6 % | +58.1 % |
| The Goldman Sachs Group Inc | Q2 2026 | -65.3 % | +78.0 % |
| Schwab Charles Corp | Q2 2026 | +20.9 % | +31.7 % |
| Robinhood Markets Inc | Q2 2026 | +32.3 % | +48.4 % |
| Interactive Brokers Group Inc | Q2 2026 | +0.1 % | +33.0 % |
| PEERS TOTAL | -29.6 % | +43.1 % |
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 | Q2 2026 | - | +7.3 % |
| The Goldman Sachs Group Inc | Q2 2026 | -73.4 % | +5.5 % |
| Schwab Charles Corp | Q2 2026 | - | +44.5 % |
| Robinhood Markets Inc | Q2 2026 | - | -83.3 % |
| 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 | 1.35% | 1.95% | 17.85% |
| The Goldman Sachs Group Inc | 1.07% | 1.86% | 16.95% |
| Schwab Charles Corp | 2.05% | 4.01% | 20.38% |
| Robinhood Markets Inc | 4.60% | 8.94% | 22.61% |
| 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 | 8.83 | 5.86 |
| Morgan Stanley | 15.67 | 4.45 |
| The Goldman Sachs Group Inc | 14.34 | 5.40 |
| Schwab Charles Corp | 118.43 | 6.57 |
| Robinhood Markets Inc | 51.30 | 21.54 |
| Interactive Brokers Group Inc | 34.69 | 6.08 |
| PEERS AVERAGE | 14.93 | 5.58 |
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.