Charles Schwab (SCHW) Competitors $83.02 +1.51 (+1.85%) As of 10:36 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock SCHW vs. MS, GS, RJF, LPLA, SF, EVR, LAZ, BGC, PIPR, and OPYShould you be buying Charles Schwab stock or one of its competitors? The main competitors of Charles Schwab include Morgan Stanley (MS), The Goldman Sachs Group (GS), Raymond James (RJF), LPL Financial (LPLA), Stifel Financial (SF), Evercore (EVR), Lazard (LAZ), BGC Group (BGC), Piper Sandler Companies (PIPR), and Oppenheimer (OPY). These companies are all part of the "investment banking & brokerage" industry. Charles Schwab vs. Morgan Stanley The Goldman Sachs Group Raymond James LPL Financial Stifel Financial Evercore Lazard BGC Group Piper Sandler Companies Oppenheimer Morgan Stanley (NYSE:MS) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their media sentiment, valuation, community ranking, dividends, institutional ownership, profitability, analyst recommendations, earnings and risk. Does the media prefer MS or SCHW? In the previous week, Morgan Stanley had 51 more articles in the media than Charles Schwab. MarketBeat recorded 102 mentions for Morgan Stanley and 51 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.95 beat Morgan Stanley's score of 0.90 indicating that Charles Schwab is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Morgan Stanley 38 Very Positive mention(s) 21 Positive mention(s) 23 Neutral mention(s) 18 Negative mention(s) 2 Very Negative mention(s) Positive Charles Schwab 26 Very Positive mention(s) 2 Positive mention(s) 16 Neutral mention(s) 4 Negative mention(s) 1 Very Negative mention(s) Positive Does the MarketBeat Community believe in MS or SCHW? Morgan Stanley received 444 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 62.84% of users gave Charles Schwab an outperform vote while only 58.80% of users gave Morgan Stanley an outperform vote. CompanyUnderperformOutperformMorgan StanleyOutperform Votes133758.80% Underperform Votes93741.20% Charles SchwabOutperform Votes89362.84% Underperform Votes52837.16% Is MS or SCHW a better dividend stock? Morgan Stanley pays an annual dividend of $3.70 per share and has a dividend yield of 3.2%. Charles Schwab pays an annual dividend of $1.08 per share and has a dividend yield of 1.3%. Morgan Stanley pays out 43.4% of its earnings in the form of a dividend. Charles Schwab pays out 32.7% 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. Do insiders and institutionals believe in MS or SCHW? 84.2% of Morgan Stanley shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 0.2% of Morgan Stanley shares are held by insiders. Comparatively, 6.3% of Charles Schwab shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term. Which has more volatility & risk, MS or SCHW? Morgan Stanley has a beta of 1.3, indicating that its stock price is 30% more volatile than the S&P 500. Comparatively, Charles Schwab has a beta of 0.91, indicating that its stock price is 9% less volatile than the S&P 500. Do analysts rate MS or SCHW? Morgan Stanley currently has a consensus target price of $132.46, suggesting a potential upside of 13.33%. Charles Schwab has a consensus target price of $87.22, suggesting a potential upside of 6.93%. Given Morgan Stanley's higher probable upside, analysts clearly believe Morgan Stanley is more favorable than Charles Schwab.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Morgan Stanley 0 Sell rating(s) 12 Hold rating(s) 5 Buy rating(s) 0 Strong Buy rating(s) 2.29Charles Schwab 2 Sell rating(s) 2 Hold rating(s) 13 Buy rating(s) 0 Strong Buy rating(s) 2.65 Which has stronger earnings & valuation, MS or SCHW? Morgan Stanley has higher revenue and earnings than Charles Schwab. Morgan Stanley 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 RatioMorgan Stanley$59.92B3.15$13.39B$8.5213.72Charles Schwab$20.47B7.23$5.94B$3.3024.72 Is MS or SCHW more profitable? Charles Schwab has a net margin of 30.31% compared to Morgan Stanley's net margin of 12.48%. Charles Schwab's return on equity of 18.20% beat Morgan Stanley's return on equity.Company Net Margins Return on Equity Return on Assets Morgan Stanley12.48% 14.39% 1.09% Charles Schwab 30.31%18.20%1.39% SummaryCharles Schwab beats Morgan Stanley on 12 of the 20 factors compared between the two stocks. Get Charles Schwab News Delivered to You Automatically Sign up to receive the latest news and ratings for SCHW and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart SCHW vs. The Competition Export to ExcelMetricCharles SchwabSecurity brokers & dealers IndustryFinance SectorNYSE ExchangeMarket Cap$147.93B$30.62B$11.11B$18.96BDividend Yield1.35%2.68%5.77%4.01%P/E Ratio27.2814.0822.1032.87Price / Sales7.235.1826.3128.03Price / Cash18.5122.5317.6017.52Price / Book4.552.612.674.47Net Income$5.94B$1.49B$1.03B$1.02B7 Day Performance2.78%1.82%0.77%0.73%1 Month Performance5.03%-0.61%-0.17%-2.62%1 Year Performance9.43%29.78%538.56%4.59% Charles Schwab Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SCHWCharles Schwab4.4001 of 5 stars$83.02+1.9%$87.22+5.1%+9.4%$150.54B$20.47B27.7635,300MSMorgan Stanley4.7422 of 5 stars$115.82-0.2%$130.50+12.7%+27.8%$186.64B$59.92B14.5782,400GSThe Goldman Sachs Group4.8467 of 5 stars$546.61+0.3%$593.40+8.6%+30.1%$170.55B$54.36B13.4848,500RJFRaymond James4.6803 of 5 stars$136.81-0.4%$157.64+15.2%+12.4%$28.02B$13.15B13.3419,000Analyst DowngradeInsider TradeLPLALPL Financial4.811 of 5 stars$314.24-0.1%$369.83+17.7%+22.0%$24.91B$12.39B22.366,900Upcoming EarningsAnalyst RevisionPositive NewsSFStifel Financial4.6186 of 5 stars$85.66-0.1%$105.50+23.2%+8.5%$8.88B$4.99B13.719,000EVREvercore4.6741 of 5 stars$195.72-0.9%$238.43+21.8%+12.3%$7.65B$2.98B21.592,120Earnings ReportDividend IncreaseAnalyst ForecastAnalyst RevisionNews CoverageLAZLazard4.1637 of 5 stars$38.85+0.5%$46.83+20.5%+3.6%$4.38B$3.09B14.613,400Earnings ReportBGCBGC Group3.4307 of 5 stars$8.95-0.9%$14.50+62.0%+13.5%$4.32B$2.21B34.413,856PIPRPiper Sandler CompaniesN/A$238.38+0.1%$286.00+20.0%N/A$4.23B$1.48B23.281,790Earnings ReportNews CoveragePositive NewsGap UpOPYOppenheimer2.434 of 5 stars$58.17-0.9%N/A+47.9%$612.19M$1.43B9.132,910Earnings ReportDividend AnnouncementShort Interest ↑ Related Companies and Tools Related Companies MS Competitors GS Competitors RJF Competitors LPLA Competitors SF Competitors EVR Competitors LAZ Competitors BGC Competitors PIPR Competitors OPY Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:SCHW) was last updated on 5/2/2025 by MarketBeat.com Staff From Our PartnersHere’s How to Claim Your Stake in Elon’s Private Company, xAII predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredThe next market Nvidia is positioned to dominate …Robots — built by Nvidia. 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