SCHW vs. MS, GS, LPLA, RJF, SF, EVR, LAZ, BGC, PIPR, and OPY
Should 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), LPL Financial (LPLA), Raymond James (RJF), 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. Its Competitors
Morgan Stanley (NYSE:MS) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, media sentiment, valuation, profitability, analyst recommendations, community ranking, institutional ownership, risk and dividends.
Morgan Stanley currently has a consensus price target of $133.23, indicating a potential upside of 0.99%. Charles Schwab has a consensus price target of $89.25, indicating a potential upside of 0.87%. Given Morgan Stanley's higher possible upside, research analysts plainly believe Morgan Stanley is more favorable than Charles Schwab.
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.
84.2% of Morgan Stanley shares are owned by institutional investors. Comparatively, 84.4% of Charles Schwab shares are owned by institutional investors. 0.2% of Morgan Stanley shares are owned by insiders. Comparatively, 6.3% of Charles Schwab shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
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.
In the previous week, Morgan Stanley had 90 more articles in the media than Charles Schwab. MarketBeat recorded 140 mentions for Morgan Stanley and 50 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.98 beat Morgan Stanley's score of 0.69 indicating that Charles Schwab is being referred to more favorably in the news media.
Morgan Stanley has a beta of 1.29, indicating that its stock price is 29% more volatile than the S&P 500. Comparatively, Charles Schwab has a beta of 0.94, indicating that its stock price is 6% less volatile than the S&P 500.
Morgan Stanley received 459 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 62.90% of users gave Charles Schwab an outperform vote while only 58.65% of users gave Morgan Stanley an outperform vote.
Morgan Stanley pays an annual dividend of $3.70 per share and has a dividend yield of 2.8%. Charles Schwab pays an annual dividend of $1.08 per share and has a dividend yield of 1.2%. 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. Morgan Stanley has raised its dividend for 12 consecutive years and Charles Schwab has raised its dividend for 1 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Summary
Charles Schwab beats Morgan Stanley on 12 of the 22 factors compared between the two stocks.
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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.
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.
Charles Schwab Competitors List
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This page (NYSE:SCHW) was last updated on 6/13/2025 by MarketBeat.com Staff
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