Zacks Investment Research·Jun 26, 2026
ETOR vs. AJG: Which Stock Is the Better Value Option?Investors looking for stocks in the Insurance - Brokerage sector might want to consider either eToro Group Ltd. (ETOR) or Arthur J.
eToro Group Ltd.(ETOR)Earnings, Financials & Key Ratios
ETOR•NASDAQ
$41.31
18.2× P/E·Price updated Jul 6, 2026
AbouteToro Group Ltd. is an Israeli-based financial technology company founded in 2007. It operates a multi-asset investment platform that combines social networking features with trading capabilities, allowing users to trade stocks, cryptocurrencies, commodities, and more. As of December 31, 2024, eToro had approximately 3.5 million funded accounts across 75 countries.Show more
- EBITDA$266M-5.4%
- Net Income$216M+12.1%
- EPS (Diluted)2.27-74.1%
- Gross Margin92.99%+1625.1%
- EBITDA Margin29.4%+1218.1%
- Operating Margin27.97%+1206.5%
- Net Margin23.81%+1462.4%
- ROE19.37%-28.0%
ETOR Price & Volume
eToro Group Ltd. (ETOR) stock price & volume — 10-year historical chart
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Margin Normalization Drives Improved Operational Profitability Profile
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Improving
Primary Risk:Regulatory and sentiment volatility
Key Thesis Takeaways
- eToro has transitioned toward a more disciplined operational model, evidenced by a 37.0% operating margin in 2026Q1 that suggests successful decoupling of growth from historical marketing burn.
- While the company maintains a robust $1.3 billion cash position and minimal debt, investors should monitor the sustainability of recent profitability gains given the historical volatility in revenue reporting.
- The firm's shift toward an asset-light structure and aggressive capital return, including $101.1 million in share repurchases, indicates management's confidence, though regulatory and sentiment-driven risks remain central to the long-term outlook.
Verdict Logic
while the company demonstrates improved cash conversion and a 38.1% free cash flow margin, the historical volatility in revenue and potential for non-recurring items to distort the 30.7% net margin warrant a cautious approach.
ETOR Growth Metrics
eToro Group Ltd. (ETOR) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years10.49%
3 Years-47.7%
TTM-
Profit CAGR
10 Years-
5 Years21.09%
3 Years-
TTM-
EPS CAGR
10 Years-
5 Years17.58%
3 Years-
TTM-
Return on Capital
10 Years3.51%
5 Years-0.04%
3 Years20.79%
Last Year18.97%
ETOR Recent Earnings
eToro Group Ltd. (ETOR) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/5 qtrs (100%)●Beat Revenue 5/5 qtrs (100%)
Q2 2026Latest
May 12, 2026Metric
Actual
Est
EPS
$0.91+40.0%
$0.65
Rev
$258M+9.9%
$235M
Q1 2026
Feb 17, 2026Metric
Actual
Est
EPS
$0.71+9.2%
$0.65
Rev
$227M+3.9%
$218M
Q4 2025
Nov 10, 2025Metric
Actual
Est
EPS
$0.60+15.4%
$0.52
Rev
$4.1B+1715.7%
$226M
Q3 2025
Aug 12, 2025Metric
Actual
Est
EPS
$0.56+14.3%
$0.49
Rev
$2.1B+926.1%
$203M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 12, 2026 | $0.91vs $0.65+40.0% | $258Mvs $235M+9.9% |
| Q1 2026 | Feb 17, 2026 | $0.71vs $0.65+9.2% | $227Mvs $218M+3.9% |
| Q4 2025 | Nov 10, 2025 | $0.60vs $0.52+15.4% | $4.1Bvs $226M+1715.7% |
| Q3 2025 | Aug 12, 2025 | $0.56vs $0.49+14.3% | $2.1Bvs $203M+926.1% |
Based on last 5 quarters of dataView full earnings history →
Latest ETOR News
Recent stock market news and headlines for eToro Group Ltd. (ETOR)
Peers Comparison
Key metrics vs top competitors for eToro Group Ltd. (ETOR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.31 | $3.48B | 18.20 | -92.82% | 23.81% | 19.37% | — | |
| $117.55 | $105.89B | 57.34 | 51.58% | 41.12% | 21.38% | — | |
| $95.99 | $42.56B | 43.24 | 9.83% | 9.77% | 5.21% | — | |
| $98.17 | $13.7B | 9.61 | 67.83% | 44.27% | 26.38% | — | |
| $9.10 | $329.68M | -1.08 | -7.02% | -38.17% | — | — | |
| $4.63 | $858.47M | 5.03 | 56.74% | 24.18% | 17.64% | — |
Compare ETOR vs Peers
eToro Group Ltd. (ETOR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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ETOR Frequently Asked Questions
eToro Group Ltd. (ETOR) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is eToro Group Ltd.'s revenue?
eToro Group Ltd. (ETOR) reported $6.70B in revenue for fiscal year 2025.
How fast is eToro Group Ltd. growing?
eToro Group Ltd. (ETOR) saw revenue decline by 92.8% over the past year.
Is ETOR profitable?
Yes, eToro Group Ltd. (ETOR) is profitable, generating $238.1M in net income for fiscal year 2025 (23.8% net margin).
Dividend & Returns
What is ETOR's return on equity?
eToro Group Ltd. (ETOR) has a return on equity (ROE) of 19.4%. This is reasonable for most industries.
What is eToro Group Ltd.'s free cash flow?
eToro Group Ltd. (ETOR) generated $307.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.