SCHW PEER ANALYSIS

Charles Schwab Corp — metric-by-metric comparison with peers and the industry median

SCHWCharles Schwab Corp

🇺🇸 USA · US · Financial Services · Capital Markets

Value it Duel

Overall Profile & Returns

· Capital Markets

Position Within Industry

0 = weak quartile, 100 = strong quartile

SCHWIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	SCHW	MQG	SOL	CPU	HUB	Ind. Median
P/E	18.91●	20.17	—	26.18	63.76	18.52
P/B	3.62	2.71	1.21●	6.99	12.38	2.75
EV/EBITDA	10.62●	16.67	—	18.16	38.90	10.52
P/S	—	—	—	—	—	—

Financial Health
Metric	SCHW	MQG	SOL	CPU	HUB	Ind. Median
Current Ratio	12.41●	1.70	4.83	2.78	5.89	1.61
Debt/Equity	67.0%	485.6%	9.6%●	73.6%	17.0%	67.0%
NetDebt/EBITDA	-2.54●	3.51	—	0.47	0.21	-0.02

Profitability
Metric	SCHW	MQG	SOL	CPU	HUB	Ind. Median
Net Margin	33.3%●	13.4%	—	18.8%	23.2%	9.1%
ROE	19.1%	13.6%	—	19.1%	19.7%●	19.1%
ROA	2.0%	1.0%	—	7.7%	15.8%●	4.4%
EBITDA Margin	—	—	—	—	—	—

Growth + Dividend
Metric	SCHW	MQG	SOL	CPU	HUB	Ind. Median
Rev. Growth	—	—	—	—	—	—
NI Growth	45.2%	30.5%	—	-27.1%	80.4%●	36.9%
Div. Yield	1.2%	2.7%●	2.4%	1.8%	0.9%	1.2%
Payout	25.1%	48.5%	—	55.4%	43.0%	23.1%

Valuation
Metric	SCHW	HOOD	GS	MS	IBKR	LPLA	Ind. Median
P/E	18.91	54.76	18.52●	19.59	40.34	26.86	18.52
P/B	3.62	11.15	2.58●	3.04	7.50	4.26	2.75
EV/EBITDA	10.62	47.25	42.49	2.93	-1.76●	12.68	10.52
P/S	—	—	—	—	—	—	—

Financial Health
Metric	SCHW	HOOD	GS	MS	IBKR	LPLA	Ind. Median
Current Ratio	12.41	1.22	0.02	1.61	16,927.92●	24.24	1.61
Debt/Equity	67.0%	143.7%	610.4%	345.0%	0.2%●	138.8%	67.0%
NetDebt/EBITDA	-2.54	0.54	29.77	-9.51●	-6.21	2.17	-0.02

Profitability
Metric	SCHW	HOOD	GS	MS	IBKR	LPLA	Ind. Median
Net Margin	33.3%	41.1%●	16.3%	15.1%	9.8%	4.9%	9.1%
ROE	19.1%	22.0%●	14.6%	16.4%	9.0%	20.5%	19.1%
ROA	2.0%	5.2%	0.9%	1.3%	0.6%	5.5%●	4.4%
EBITDA Margin	—	—	—	—	—	—	—

Growth + Dividend
Metric	SCHW	HOOD	GS	MS	IBKR	LPLA	Ind. Median
Rev. Growth	—	—	—	—	—	—	—
NI Growth	45.2%●	19.3%	21.4%	27.2%	30.9%	-17.2%	36.9%
Div. Yield	1.2%	—	1.5%	1.9%●	0.3%	0.4%	1.2%
Payout	25.1%	—	31.8%	36.8%	13.8%	10.7%	23.1%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

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Data on this page refreshes once per day. Price data as of Jul 8, 26. This content is for informational purposes only and is not investment advice.