Charles Schwab (SCHW) Competitors

$76.40
+0.85 (+1.13%)
(As of 05/8/2024 ET)

SCHW vs. GS, MS, BLK, IBKR, PGR, RY, MUFG, C, HDB, and CB

Should you be buying Charles Schwab stock or one of its competitors? The main competitors of Charles Schwab include The Goldman Sachs Group (GS), Morgan Stanley (MS), BlackRock (BLK), Interactive Brokers Group (IBKR), Progressive (PGR), Royal Bank of Canada (RY), Mitsubishi UFJ Financial Group (MUFG), Citigroup (C), HDFC Bank (HDB), and Chubb (CB). These companies are all part of the "finance" sector.

Charles Schwab vs.

Charles Schwab (NYSE:SCHW) and The Goldman Sachs Group (NYSE:GS) are both large-cap finance companies, but which is the better business? We will compare the two businesses based on the strength of their risk, earnings, community ranking, media sentiment, profitability, dividends, valuation, analyst recommendations and institutional ownership.

Charles Schwab has a net margin of 26.14% compared to The Goldman Sachs Group's net margin of 8.17%. Charles Schwab's return on equity of 19.86% beat The Goldman Sachs Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab26.14% 19.86% 1.19%
The Goldman Sachs Group 8.17%8.65%0.58%

In the previous week, The Goldman Sachs Group had 33 more articles in the media than Charles Schwab. MarketBeat recorded 59 mentions for The Goldman Sachs Group and 26 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.61 beat The Goldman Sachs Group's score of 0.54 indicating that Charles Schwab is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
11 Very Positive mention(s)
5 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
The Goldman Sachs Group
19 Very Positive mention(s)
8 Positive mention(s)
22 Neutral mention(s)
2 Negative mention(s)
5 Very Negative mention(s)
Positive

Charles Schwab currently has a consensus target price of $74.47, indicating a potential downside of 2.52%. The Goldman Sachs Group has a consensus target price of $440.57, indicating a potential downside of 1.43%. Given The Goldman Sachs Group's stronger consensus rating and higher probable upside, analysts plainly believe The Goldman Sachs Group is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
2 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.36
The Goldman Sachs Group
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.76

The Goldman Sachs Group has higher revenue and earnings than Charles Schwab. The Goldman Sachs Group is trading at a lower price-to-earnings ratio than Charles Schwab, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Charles Schwab$18.84B7.20$5.07B$2.3931.96
The Goldman Sachs Group$108.42B1.34$8.52B$25.6117.45

Charles Schwab pays an annual dividend of $1.00 per share and has a dividend yield of 1.3%. The Goldman Sachs Group pays an annual dividend of $11.00 per share and has a dividend yield of 2.5%. Charles Schwab pays out 41.8% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 43.0% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.

The Goldman Sachs Group received 387 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 63.16% of users gave Charles Schwab an outperform vote while only 60.31% of users gave The Goldman Sachs Group an outperform vote.

CompanyUnderperformOutperform
Charles SchwabOutperform Votes
847
63.16%
Underperform Votes
494
36.84%
The Goldman Sachs GroupOutperform Votes
1234
60.31%
Underperform Votes
812
39.69%

84.4% of Charles Schwab shares are held by institutional investors. Comparatively, 71.2% of The Goldman Sachs Group shares are held by institutional investors. 6.6% of Charles Schwab shares are held by insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Charles Schwab has a beta of 0.98, indicating that its stock price is 2% less volatile than the S&P 500. Comparatively, The Goldman Sachs Group has a beta of 1.4, indicating that its stock price is 40% more volatile than the S&P 500.

Summary

Charles Schwab and The Goldman Sachs Group tied by winning 10 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SCHW and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SCHW vs. The Competition

MetricCharles SchwabSecurity brokers & dealers IndustryFinance SectorNYSE Exchange
Market Cap$135.68B$24.00B$9.22B$17.72B
Dividend Yield1.32%2.67%10.35%3.52%
P/E Ratio31.9614.4454.6624.80
Price / Sales7.204.973,378.0310.75
Price / Cash16.1816.8727.4515.59
Price / Book4.262.192.475.10
Net Income$5.07B$914.76M$1.00B$967.52M
7 Day Performance1.41%1.02%1.08%1.66%
1 Month Performance5.69%-0.51%-0.26%-1.43%
1 Year Performance59.36%45.62%17.59%108.46%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GS
The Goldman Sachs Group
4.6584 of 5 stars
$443.74
+0.0%
$437.04
-1.5%
+36.9%$144.01B$108.42B17.3345,300Analyst Forecast
Analyst Revision
MS
Morgan Stanley
4.6502 of 5 stars
$95.79
+1.1%
$98.30
+2.6%
+13.3%$155.81B$96.19B17.4580,000
BLK
BlackRock
4.6393 of 5 stars
$780.95
+0.8%
$845.42
+8.3%
+21.0%$116.31B$17.86B19.8519,800
IBKR
Interactive Brokers Group
3.5876 of 5 stars
$120.54
-1.2%
$124.00
+2.9%
+53.3%$50.75B$7.78B20.612,932
PGR
Progressive
4.6938 of 5 stars
$215.53
+0.0%
$211.88
-1.7%
+61.0%$126.24B$62.11B22.0661,400
RY
Royal Bank of Canada
4.3586 of 5 stars
$101.04
-0.8%
$137.67
+36.2%
+3.7%$142.95B$87.48B12.7391,398Positive News
MUFG
Mitsubishi UFJ Financial Group
3.9762 of 5 stars
$10.16
-0.6%
N/A+60.2%$125.29B$68.70B8.19121,800Positive News
C
Citigroup
4.9249 of 5 stars
$62.00
-1.3%
$62.85
+1.4%
+35.4%$118.75B$156.82B18.34239,000Analyst Revision
HDB
HDFC Bank
2.0602 of 5 stars
$56.76
-2.3%
N/A-16.6%$105.57B$49.29B17.41173,222Dividend Increase
CB
Chubb
4.5503 of 5 stars
$251.95
0.0%
$266.74
+5.9%
+26.0%$102.31B$49.74B11.1840,000Analyst Forecast

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This page (NYSE:SCHW) was last updated on 5/9/2024 by MarketBeat.com Staff

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