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NYSE:SCHW

The Charles Schwab Stock Competitors

$81.52
-0.02 (-0.02 %)
(As of 10/20/2021 03:39 PM ET)
Add
Compare
Today's Range
$80.58
$81.80
50-Day Range
$68.44
$80.90
52-Week Range
$37.29
$81.63
Volume395,114 shs
Average Volume7.16 million shs
Market Capitalization$147.31 billion
P/E Ratio34.40
Dividend Yield0.89%
Beta1.05

The Charles Schwab (NYSE:SCHW) Vs. MS, GS, RJF, LPLA, SF, EVR, LAZ, BGCP, PJC, and COWN

Should you be buying The Charles Schwab stock or one of its competitors? The main competitors of The 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 Partners (BGCP), Piper Jaffray Companies (PJC), and Cowen (COWN). These companies are all part of the "investment banking & brokerage" industry.

The Charles Schwab vs.

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

The Charles Schwab pays an annual dividend of $0.72 per share and has a dividend yield of 0.9%. The Goldman Sachs Group pays an annual dividend of $8.00 per share and has a dividend yield of 2.0%. The Charles Schwab pays out 29.4% of its earnings in the form of a dividend. The Goldman Sachs Group pays out 23.4% 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. The Goldman Sachs Group is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Charles Schwab$11.69 billion12.60$3.30 billion$2.4533.27
The Goldman Sachs Group$53.50 billion2.56$9.46 billion$34.2511.88

The Charles Schwab has a beta of 1.05, meaning that its share price is 5% more volatile than the S&P 500. Comparatively, The Goldman Sachs Group has a beta of 1.5, meaning that its share price is 50% more volatile than the S&P 500.

The Charles Schwab presently has a consensus price target of $81.73, indicating a potential upside of 0.53%. The Goldman Sachs Group has a consensus price target of $419.11, indicating a potential upside of 2.41%. Given The Goldman Sachs Group's higher possible upside, analysts clearly believe The Goldman Sachs Group is more favorable than The Charles Schwab.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Charles Schwab
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.85
The Goldman Sachs Group
1 Sell rating(s)
7 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.53

The Goldman Sachs Group has a net margin of 33.03% compared to The Charles Schwab's net margin of 28.88%. The Goldman Sachs Group's return on equity of 23.55% beat The Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
The Charles Schwab 28.88% 12.89% 1.02%
The Goldman Sachs Group 33.03% 23.55% 1.64%

71.7% of The Charles Schwab shares are owned by institutional investors. Comparatively, 70.8% of The Goldman Sachs Group shares are owned by institutional investors. 7.5% of The Charles Schwab shares are owned by company insiders. Comparatively, 0.6% of The Goldman Sachs Group shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

In the previous week, The Goldman Sachs Group had 65 more articles in the media than The Charles Schwab. MarketBeat recorded 99 mentions for The Goldman Sachs Group and 34 mentions for The Charles Schwab. The Goldman Sachs Group's average media sentiment score of 0.62 beat The Charles Schwab's score of 0.36 indicating that The Goldman Sachs Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Charles Schwab
8 Very Positive mention(s)
8 Positive mention(s)
9 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral
The Goldman Sachs Group
23 Very Positive mention(s)
21 Positive mention(s)
33 Neutral mention(s)
4 Negative mention(s)
2 Very Negative mention(s)
Positive

The Goldman Sachs Group received 325 more outperform votes than The Charles Schwab when rated by MarketBeat users. However, 67.46% of users gave The Charles Schwab an outperform vote while only 61.93% of users gave The Goldman Sachs Group an outperform vote.

CompanyUnderperformOutperform
The Charles SchwabOutperform Votes
794
67.46%
Underperform Votes
383
32.54%
The Goldman Sachs GroupOutperform Votes
1119
61.93%
Underperform Votes
688
38.07%

Summary

The Goldman Sachs Group beats The Charles Schwab on 13 of the 19 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.
Skip Chart

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.
Skip Chart

The Charles Schwab (NYSE:SCHW) vs. Its Competitors

TypeThe Charles SchwabSecurity brokers & dealers IndustryFinance SectorNYSE Exchange
Dividend Yield0.89%1.79%4.50%2.77%
P/E Ratio34.4015.8714.8327.76
Net Margins28.88%33.73%25.24%-85.58%

The Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MS
Morgan Stanley
2.5555 of 5 stars
$100.04
-1.7%
$99.32
-0.7%
N/A$182.53B$52.05B13.322,020Earnings Report
Dividend Announcement
Analyst Report
Short Interest ↓
Analyst Revision
GS
The Goldman Sachs Group
2.3624 of 5 stars
$406.97
-1.3%
$419.11
-3.0%
N/A$137.19B$53.50B7.3540,500Earnings Report
Dividend Announcement
Analyst Report
Analyst Revision
RJF
Raymond James
2.3665 of 5 stars
$101.37
-1.0%
$90.60
-10.6%
N/A$20.86B$8.17B12.0414,800Upcoming Earnings
Short Interest ↑
LPLA
LPL Financial
2.2796 of 5 stars
$174.52
-0.5%
$151.94
-12.9%
N/A$14.00B$5.87B30.514,756Short Interest ↑
SF
Stifel Financial
1.5465 of 5 stars
$76.26
-1.9%
$70.73
-7.2%
N/A$7.99B$3.75B13.818,500Upcoming Earnings
News Coverage
EVR
Evercore
2.9564 of 5 stars
$162.09
-2.0%
$139.67
-13.8%
N/A$6.43B$2.29B12.981,791Upcoming Earnings
LAZ
Lazard
2.7014 of 5 stars
$51.79
-0.9%
$53.00
-2.3%
N/A$5.44B$2.65B12.543,100
BGCP
BGC Partners
1.8298 of 5 stars
$5.50
-0.4%
N/AN/A$2.12B$2.06B27.505,000
PJC
Piper Jaffray Companies
2.1065 of 5 stars
$81.10
-0.0%
N/AN/A$1.16B$800.99M13.231,262Gap Up
COWN
Cowen
2.6881 of 5 stars
$36.81
-1.9%
$43.25
-17.5%
N/A$1.07B$1.44B3.991,364
OPY
Oppenheimer
1.8948 of 5 stars
$50.31
-0.2%
N/AN/A$638.94M$1.20B4.012,890
GHL
Greenhill & Co., Inc.
2.9182 of 5 stars
$16.11
-1.2%
$17.83
-10.7%
N/A$308.28M$311.68M8.66358
FBRC
FBR & Co.
1.6331 of 5 stars
$17.55
-0.0%
N/AN/A$124.61MN/A0.00147,000
This page was last updated on 10/20/2021 by MarketBeat.com Staff

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