Charles Schwab (SCHW) Competitors $76.88 -0.08 (-0.10%) As of 03:58 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock SCHW vs. MS, GS, RJF, LPLA, SF, EVR, LAZ, PIPR, BGC, 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), Piper Sandler Companies (PIPR), BGC Group (BGC), 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 Piper Sandler Companies BGC Group Oppenheimer Charles Schwab (NYSE:SCHW) and Morgan Stanley (NYSE:MS) are both large-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, media sentiment, dividends, earnings, valuation, profitability, community ranking, risk and institutional ownership. Is SCHW or MS 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 Charles Schwab30.31% 18.20% 1.39% Morgan Stanley 12.48%14.39%1.09% Which has more volatility & risk, SCHW or MS? Charles Schwab has a beta of 0.91, indicating that its share price is 9% less volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.3, indicating that its share price is 30% more volatile than the S&P 500. Do institutionals & insiders hold more shares of SCHW or MS? 84.4% of Charles Schwab shares are held by institutional investors. Comparatively, 84.2% of Morgan Stanley shares are held by institutional investors. 6.6% of Charles Schwab shares are held by company insiders. Comparatively, 0.2% of Morgan Stanley shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth. Is SCHW or MS a better dividend stock? Charles Schwab pays an annual dividend of $1.08 per share and has a dividend yield of 1.4%. Morgan Stanley pays an annual dividend of $3.70 per share and has a dividend yield of 3.4%. Charles Schwab pays out 36.1% of its earnings in the form of a dividend. Morgan Stanley pays out 46.6% 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 increased its dividend for 12 consecutive years. Morgan Stanley is clearly the better dividend stock, given its higher yield and longer track record of dividend growth. Does the MarketBeat Community believe in SCHW or MS? Morgan Stanley received 440 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 62.68% of users gave Charles Schwab an outperform vote while only 58.89% of users gave Morgan Stanley an outperform vote. CompanyUnderperformOutperformCharles SchwabOutperform Votes88562.68% Underperform Votes52737.32% Morgan StanleyOutperform Votes132558.89% Underperform Votes92541.11% Which has stronger earnings & valuation, SCHW or MS? 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 RatioCharles Schwab$19.61B7.15$5.94B$2.9925.84Morgan Stanley$57.62B3.08$13.39B$7.9413.86 Does the media favor SCHW or MS? In the previous week, Morgan Stanley had 108 more articles in the media than Charles Schwab. MarketBeat recorded 178 mentions for Morgan Stanley and 70 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.85 beat Morgan Stanley's score of 0.79 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 40 Very Positive mention(s) 6 Positive mention(s) 8 Neutral mention(s) 10 Negative mention(s) 2 Very Negative mention(s) Positive Morgan Stanley 55 Very Positive mention(s) 27 Positive mention(s) 54 Neutral mention(s) 28 Negative mention(s) 7 Very Negative mention(s) Positive Do analysts prefer SCHW or MS? Charles Schwab currently has a consensus target price of $85.33, indicating a potential upside of 10.45%. Morgan Stanley has a consensus target price of $129.00, indicating a potential upside of 17.24%. 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 Charles Schwab 2 Sell rating(s) 3 Hold rating(s) 12 Buy rating(s) 0 Strong Buy rating(s) 2.59Morgan Stanley 0 Sell rating(s) 12 Hold rating(s) 6 Buy rating(s) 0 Strong Buy rating(s) 2.33 SummaryCharles Schwab beats Morgan Stanley on 12 of the 21 factors compared between the two stocks. Remove Ads 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$140.12B$27.37B$10.82B$18.57BDividend Yield1.46%2.76%5.82%4.25%P/E Ratio25.8413.4321.5431.10Price / Sales7.154.9425.0726.41Price / Cash18.5122.5217.6217.54Price / Book4.312.482.514.29Net Income$5.94B$1.45B$1.03B$1.02B7 Day Performance10.41%6.20%3.93%4.22%1 Month Performance-0.03%-6.63%-2.80%-6.80%1 Year Performance10.32%21.52%532.72%-0.08% Charles Schwab Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SCHWCharles Schwab4.5539 of 5 stars$76.88-0.1%$85.33+11.0%+9.9%$139.43B$19.61B25.7135,300Upcoming EarningsMSMorgan Stanley4.794 of 5 stars$100.69+0.9%$129.87+29.0%+25.4%$162.08B$57.62B12.6682,400Earnings ReportDividend AnnouncementAnalyst ForecastGap UpHigh Trading VolumeGSThe Goldman Sachs Group4.9318 of 5 stars$465.61-1.1%$582.88+25.2%+27.0%$144.81B$53.51B11.4448,500Earnings ReportNews CoverageGap UpRJFRaymond James4.8356 of 5 stars$124.45+0.6%$164.64+32.3%+10.4%$25.48B$13.15B12.1319,000Short Interest ↑Analyst RevisionPositive NewsLPLALPL Financial4.6325 of 5 stars$289.14+2.1%$376.33+30.2%+19.3%$21.58B$12.39B20.616,900Short Interest ↑SFStifel Financial4.689 of 5 stars$77.94-1.5%$117.86+51.2%+10.2%$8.08B$4.91B12.489,000Analyst ForecastShort Interest ↑Gap DownEVREvercore4.9427 of 5 stars$164.30+0.2%$266.80+62.4%-9.2%$6.41B$2.98B18.072,120Short Interest ↑Analyst RevisionGap UpHigh Trading VolumeLAZLazard4.7624 of 5 stars$34.55-2.0%$50.33+45.7%-9.7%$3.89B$3.09B12.983,400Short Interest ↓Analyst RevisionGap DownHigh Trading VolumePIPRPiper Sandler Companies2.4063 of 5 stars$212.63-2.0%$286.00+34.5%+15.0%$3.77B$1.48B20.801,790Positive NewsGap UpBGCBGC Group3.98 of 5 stars$7.56-3.0%$15.00+98.5%+87.8%$3.65B$2.21B29.063,856Short Interest ↓Gap UpOPYOppenheimer2.902 of 5 stars$52.10-1.9%N/A+41.9%$548.44M$1.43B8.182,910Positive NewsGap Down Remove Ads Related Companies and Tools Related Companies MS Competitors GS Competitors RJF Competitors LPLA Competitors SF Competitors EVR Competitors LAZ Competitors PIPR Competitors BGC 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 4/14/2025 by MarketBeat.com Staff From Our PartnersThe biggest story CNBC isn't talking about (yet)This Story Could Go Viral as Soon as May 31 Quietly, towns like Shreveport, Louisiana and Fort Worth, Texas...Stansberry Research | SponsoredCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... 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