Charles Schwab (SCHW) Competitors

Charles Schwab logo
$92.03 +0.33 (+0.36%)
Closing price 06/22/2026 03:59 PM Eastern
Extended Trading
$91.77 -0.26 (-0.28%)
As of 08:51 AM Eastern
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SCHW vs. HOOD, IBKR, LPLA, TW, and BAC

Should you buy Charles Schwab stock or one of its competitors? MarketBeat compares Charles Schwab with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Charles Schwab include Robinhood Markets (HOOD), Interactive Brokers Group (IBKR), LPL Financial (LPLA), Tradeweb Markets (TW), and Bank of America (BAC). These companies are all part of the "fin - invest bkrs" industry.

How does Charles Schwab compare to Robinhood Markets?

Charles Schwab (NYSE:SCHW) and Robinhood Markets (NASDAQ:HOOD) are both large-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, dividends, earnings, valuation, institutional ownership, profitability, analyst recommendations and media sentiment.

Charles Schwab has a beta of 0.77, meaning that its stock price is 23% less volatile than the broader market. Comparatively, Robinhood Markets has a beta of 2.35, meaning that its stock price is 135% more volatile than the broader market.

Robinhood Markets has a net margin of 41.12% compared to Charles Schwab's net margin of 37.99%. Charles Schwab's return on equity of 23.05% beat Robinhood Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab37.99% 23.05% 2.06%
Robinhood Markets 41.12%21.39%4.73%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Charles Schwab$24.80B6.45$8.85B$5.0418.26
Robinhood Markets$4.47B21.28$1.88B$2.0751.07

Charles Schwab currently has a consensus price target of $116.00, suggesting a potential upside of 26.05%. Robinhood Markets has a consensus price target of $112.36, suggesting a potential upside of 6.29%. Given Charles Schwab's stronger consensus rating and higher probable upside, research analysts clearly believe Charles Schwab is more favorable than Robinhood Markets.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.81
Robinhood Markets
0 Sell rating(s)
5 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.78

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 93.3% of Robinhood Markets shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by company insiders. Comparatively, 20.0% of Robinhood Markets shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

In the previous week, Robinhood Markets had 27 more articles in the media than Charles Schwab. MarketBeat recorded 81 mentions for Robinhood Markets and 54 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 1.06 beat Robinhood Markets' score of 0.59 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
37 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Robinhood Markets
38 Very Positive mention(s)
8 Positive mention(s)
20 Neutral mention(s)
12 Negative mention(s)
2 Very Negative mention(s)
Positive

Summary

Robinhood Markets beats Charles Schwab on 9 of the 17 factors compared between the two stocks.

How does Charles Schwab compare to Interactive Brokers Group?

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

Charles Schwab has a beta of 0.77, indicating that its share price is 23% less volatile than the broader market. Comparatively, Interactive Brokers Group has a beta of 1.32, indicating that its share price is 32% more volatile than the broader market.

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 23.8% of Interactive Brokers Group shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by insiders. Comparatively, 2.8% of Interactive Brokers Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Charles Schwab presently has a consensus target price of $116.00, indicating a potential upside of 26.05%. Interactive Brokers Group has a consensus target price of $85.22, indicating a potential downside of 11.98%. Given Charles Schwab's higher probable upside, equities research analysts clearly believe Charles Schwab is more favorable than Interactive Brokers Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.81
Interactive Brokers Group
0 Sell rating(s)
3 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.82

Charles Schwab has a net margin of 37.99% compared to Interactive Brokers Group's net margin of 9.65%. Charles Schwab's return on equity of 23.05% beat Interactive Brokers Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab37.99% 23.05% 2.06%
Interactive Brokers Group 9.65%5.19%0.52%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Charles Schwab$24.80B6.45$8.85B$5.0418.26
Interactive Brokers Group$10.42B15.76$984M$2.3241.73

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. Interactive Brokers Group pays an annual dividend of $0.35 per share and has a dividend yield of 0.4%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Interactive Brokers Group pays out 15.1% 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. Charles Schwab has raised its dividend for 1 consecutive years and Interactive Brokers Group has raised its dividend for 2 consecutive years.

In the previous week, Charles Schwab had 34 more articles in the media than Interactive Brokers Group. MarketBeat recorded 54 mentions for Charles Schwab and 20 mentions for Interactive Brokers Group. Interactive Brokers Group's average media sentiment score of 1.08 beat Charles Schwab's score of 1.06 indicating that Interactive Brokers Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Charles Schwab
37 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Interactive Brokers Group
12 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Charles Schwab beats Interactive Brokers Group on 12 of the 19 factors compared between the two stocks.

How does Charles Schwab compare to LPL Financial?

LPL Financial (NASDAQ:LPLA) and Charles Schwab (NYSE:SCHW) are both large-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, profitability, analyst recommendations, dividends, valuation, earnings, media sentiment and risk.

Charles Schwab has a net margin of 37.99% compared to LPL Financial's net margin of 4.93%. LPL Financial's return on equity of 31.26% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
LPL Financial4.93% 31.26% 9.08%
Charles Schwab 37.99%23.05%2.06%

In the previous week, Charles Schwab had 33 more articles in the media than LPL Financial. MarketBeat recorded 54 mentions for Charles Schwab and 21 mentions for LPL Financial. LPL Financial's average media sentiment score of 1.13 beat Charles Schwab's score of 1.06 indicating that LPL Financial is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
LPL Financial
14 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Charles Schwab
37 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

LPL Financial presently has a consensus target price of $398.86, suggesting a potential upside of 34.02%. Charles Schwab has a consensus target price of $116.00, suggesting a potential upside of 26.05%. Given LPL Financial's stronger consensus rating and higher possible upside, analysts plainly believe LPL Financial is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
LPL Financial
0 Sell rating(s)
4 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.81
Charles Schwab
1 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.81

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
LPL Financial$16.99B1.40$863.02M$11.2026.57
Charles Schwab$24.80B6.45$8.85B$5.0418.26

LPL Financial pays an annual dividend of $1.20 per share and has a dividend yield of 0.4%. Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. LPL Financial pays out 10.7% of its earnings in the form of a dividend. Charles Schwab pays out 25.4% 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. Charles Schwab has increased its dividend for 1 consecutive years. Charles Schwab is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

95.7% of LPL Financial shares are owned by institutional investors. Comparatively, 84.4% of Charles Schwab shares are owned by institutional investors. 0.6% of LPL Financial shares are owned by company insiders. Comparatively, 6.3% of Charles Schwab shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

LPL Financial has a beta of 0.5, indicating that its share price is 50% less volatile than the broader market. Comparatively, Charles Schwab has a beta of 0.77, indicating that its share price is 23% less volatile than the broader market.

Summary

Charles Schwab beats LPL Financial on 10 of the 19 factors compared between the two stocks.

How does Charles Schwab compare to Tradeweb Markets?

Charles Schwab (NYSE:SCHW) and Tradeweb Markets (NASDAQ:TW) are both large-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, profitability, analyst recommendations, risk, valuation, institutional ownership, earnings and media sentiment.

Tradeweb Markets has a net margin of 40.25% compared to Charles Schwab's net margin of 37.99%. Charles Schwab's return on equity of 23.05% beat Tradeweb Markets' return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab37.99% 23.05% 2.06%
Tradeweb Markets 40.25%12.43%10.75%

Charles Schwab currently has a consensus target price of $116.00, indicating a potential upside of 26.05%. Tradeweb Markets has a consensus target price of $130.00, indicating a potential upside of 32.38%. Given Tradeweb Markets' higher possible upside, analysts plainly believe Tradeweb Markets is more favorable than Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.81
Tradeweb Markets
0 Sell rating(s)
7 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.46

In the previous week, Charles Schwab had 51 more articles in the media than Tradeweb Markets. MarketBeat recorded 54 mentions for Charles Schwab and 3 mentions for Tradeweb Markets. Charles Schwab's average media sentiment score of 1.06 beat Tradeweb Markets' score of -0.50 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
37 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Tradeweb Markets
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Negative

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. Tradeweb Markets pays an annual dividend of $0.56 per share and has a dividend yield of 0.6%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Tradeweb Markets pays out 13.9% 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. Charles Schwab has increased its dividend for 1 consecutive years and Tradeweb Markets has increased its dividend for 3 consecutive years.

Charles Schwab has a beta of 0.77, meaning that its stock price is 23% less volatile than the broader market. Comparatively, Tradeweb Markets has a beta of 0.62, meaning that its stock price is 38% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Charles Schwab$24.80B6.45$8.85B$5.0418.26
Tradeweb Markets$2.05B11.27$812.79M$4.0424.31

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 99.5% of Tradeweb Markets shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by insiders. Comparatively, 0.2% of Tradeweb Markets shares are owned 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.

Summary

Charles Schwab beats Tradeweb Markets on 12 of the 20 factors compared between the two stocks.

How does Charles Schwab compare to Bank of America?

Charles Schwab (NYSE:SCHW) and Bank of America (NYSE:BAC) are both large-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, risk, dividends, profitability, analyst recommendations, earnings and valuation.

Bank of America has higher revenue and earnings than Charles Schwab. Bank of America 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$24.80B6.45$8.85B$5.0418.26
Bank of America$115.12B3.54$30.51B$4.0414.20

Charles Schwab has a net margin of 37.99% compared to Bank of America's net margin of 16.78%. Charles Schwab's return on equity of 23.05% beat Bank of America's return on equity.

Company Net Margins Return on Equity Return on Assets
Charles Schwab37.99% 23.05% 2.06%
Bank of America 16.78%11.49%0.93%

Charles Schwab pays an annual dividend of $1.28 per share and has a dividend yield of 1.4%. Bank of America pays an annual dividend of $1.12 per share and has a dividend yield of 2.0%. Charles Schwab pays out 25.4% of its earnings in the form of a dividend. Bank of America pays out 27.7% 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. Charles Schwab has increased its dividend for 1 consecutive years and Bank of America has increased its dividend for 11 consecutive years. Bank of America is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, Bank of America had 66 more articles in the media than Charles Schwab. MarketBeat recorded 120 mentions for Bank of America and 54 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 1.06 beat Bank of America's score of 0.96 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
37 Very Positive mention(s)
7 Positive mention(s)
7 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Bank of America
80 Very Positive mention(s)
18 Positive mention(s)
8 Neutral mention(s)
10 Negative mention(s)
4 Very Negative mention(s)
Positive

Charles Schwab presently has a consensus price target of $116.00, suggesting a potential upside of 26.05%. Bank of America has a consensus price target of $61.06, suggesting a potential upside of 6.45%. Given Charles Schwab's higher possible upside, analysts plainly believe Charles Schwab is more favorable than Bank of America.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Charles Schwab
1 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.81
Bank of America
0 Sell rating(s)
5 Hold rating(s)
22 Buy rating(s)
0 Strong Buy rating(s)
2.81

Charles Schwab has a beta of 0.77, meaning that its share price is 23% less volatile than the broader market. Comparatively, Bank of America has a beta of 1.18, meaning that its share price is 18% more volatile than the broader market.

84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 70.7% of Bank of America shares are owned by institutional investors. 6.3% of Charles Schwab shares are owned by insiders. Comparatively, 0.3% of Bank of America shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary

Charles Schwab beats Bank of America on 12 of the 20 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.
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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 SchwabFIN IndustryFinance SectorNYSE Exchange
Market Cap$159.48B$119.29B$13.94B$23.22B
Dividend Yield1.40%1.66%5.75%4.06%
P/E Ratio18.2615.9820.1431.48
Price / Sales6.454.65139.3422.06
Price / Cash14.2220.2919.5418.66
Price / Book3.783.342.244.68
Net Income$8.85B$7.51B$1.14B$1.08B
7 Day Performance-1.64%0.32%-0.50%-0.95%
1 Month Performance1.97%8.22%0.83%0.29%
1 Year Performance4.22%14.77%15.29%25.23%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SCHW
Charles Schwab
4.9895 of 5 stars
$92.03
+0.4%
$116.00
+26.0%
+3.1%$159.48B$24.80B18.2633,000
HOOD
Robinhood Markets
4.313 of 5 stars
$98.12
+5.3%
$110.73
+12.8%
+34.7%$88.36B$4.47B47.402,900
IBKR
Interactive Brokers Group
3.3673 of 5 stars
$92.76
+2.1%
$85.22
-8.1%
+88.6%$157.35B$10.56B39.983,182
LPLA
LPL Financial
4.9923 of 5 stars
$295.32
-0.1%
$398.86
+35.1%
-21.6%$23.62B$18.26B26.3710,000
TW
Tradeweb Markets
4.3485 of 5 stars
$101.73
+0.5%
$132.50
+30.2%
-29.5%$23.97B$2.05B25.181,569

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This page (NYSE:SCHW) was last updated on 6/23/2026 by MarketBeat.com Staff.
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