Charles Schwab (SCHW) Competitors $81.12 -0.27 (-0.33%) (As of 11:34 AM ET) Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrends 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 business? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, community ranking, institutional ownership, risk, earnings, media sentiment, dividends and valuation. Do analysts rate SCHW or MS? Charles Schwab presently has a consensus price target of $75.56, suggesting a potential downside of 6.85%. Morgan Stanley has a consensus price target of $120.67, suggesting a potential downside of 7.80%. Given Charles Schwab's stronger consensus rating and higher probable upside, equities research analysts clearly believe Charles Schwab is more favorable than Morgan Stanley.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Charles Schwab 1 Sell rating(s) 8 Hold rating(s) 7 Buy rating(s) 0 Strong Buy rating(s) 2.38Morgan Stanley 0 Sell rating(s) 11 Hold rating(s) 6 Buy rating(s) 0 Strong Buy rating(s) 2.35 Which has more risk & volatility, SCHW or MS? Charles Schwab has a beta of 0.96, indicating that its stock price is 4% less volatile than the S&P 500. Comparatively, Morgan Stanley has a beta of 1.35, indicating that its stock price is 35% more volatile than the S&P 500. Which has better 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$18.84B7.66$5.07B$2.5631.69Morgan Stanley$96.19B2.19$9.09B$6.5719.92 Is SCHW or MS a better dividend stock? Charles Schwab pays an annual dividend of $1.00 per share and has a dividend yield of 1.2%. Morgan Stanley pays an annual dividend of $3.70 per share and has a dividend yield of 2.8%. Charles Schwab pays out 39.1% of its earnings in the form of a dividend. Morgan Stanley pays out 56.3% 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 11 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 381 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 62.57% of users gave Charles Schwab an outperform vote while only 60.01% of users gave Morgan Stanley an outperform vote. CompanyUnderperformOutperformCharles SchwabOutperform Votes86662.57% Underperform Votes51837.43% Morgan StanleyOutperform Votes124760.01% Underperform Votes83139.99% Is SCHW or MS more profitable? Charles Schwab has a net margin of 27.47% compared to Morgan Stanley's net margin of 10.64%. Charles Schwab's return on equity of 16.92% beat Morgan Stanley's return on equity.Company Net Margins Return on Equity Return on Assets Charles Schwab27.47% 16.92% 1.24% Morgan Stanley 10.64%12.58%0.95% Do insiders & institutionals hold more shares of SCHW or MS? 84.4% of Charles Schwab shares are owned by institutional investors. Comparatively, 84.2% of Morgan Stanley shares are owned by institutional investors. 6.6% of Charles Schwab shares are owned by company insiders. Comparatively, 0.2% of Morgan Stanley shares are owned by company 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. Does the media favor SCHW or MS? In the previous week, Morgan Stanley had 50 more articles in the media than Charles Schwab. MarketBeat recorded 90 mentions for Morgan Stanley and 40 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 1.13 beat Morgan Stanley's score of 0.42 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 27 Very Positive mention(s) 6 Positive mention(s) 3 Neutral mention(s) 1 Negative mention(s) 1 Very Negative mention(s) Positive Morgan Stanley 29 Very Positive mention(s) 8 Positive mention(s) 29 Neutral mention(s) 16 Negative mention(s) 6 Very Negative mention(s) Neutral SummaryCharles Schwab beats Morgan Stanley on 13 of the 21 factors compared between the two stocks. Ad Porter & CompanyThis company will win the AI race Rome wasn’t built in a day… But there is another lesser-known type of keystone, one that plays an equally critical role in supporting the most revolutionary technology the world’s ever seen… artificial intelligence. And without it, the entire AI industry would collapse. You must read this new presentation from Porter Stansberry. 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$144.37B$32.36B$10.58B$20.43BDividend Yield1.21%2.07%10.25%3.44%P/E Ratio31.6917.6745.1336.62Price / Sales7.666.333,461.5619.07Price / Cash17.6122.4630.8918.69Price / Book4.522.912.965.73Net Income$5.07B$932.00M$1.02B$983.96M7 Day Performance-1.34%1.12%0.33%0.64%1 Month Performance14.35%10.90%5.61%6.62%1 Year Performance28.44%50.79%24.61%24.56% Charles Schwab Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SCHWCharles Schwab4.7331 of 5 stars$81.12-0.3%$75.56-6.9%+28.9%$144.37B$18.84B31.6933,000Positive NewsMSMorgan Stanley4.7401 of 5 stars$131.82+0.2%$118.00-10.5%+62.0%$212.37B$54.61B19.9880,000Analyst ForecastGSThe Goldman Sachs Group4.9466 of 5 stars$603.98-0.3%$550.63-8.8%+72.7%$189.60B$50.96B17.7145,300Analyst ForecastShort Interest ↑RJFRaymond James4.5058 of 5 stars$167.80-0.9%$140.91-16.0%+54.7%$34.24B$12.64B17.2118,000Positive NewsLPLALPL Financial4.5768 of 5 stars$325.080.0%$290.83-10.5%+45.9%$24.34B$11.52B24.518,400News CoveragePositive NewsSFStifel Financial4.6592 of 5 stars$115.51+0.1%$103.17-10.7%+82.3%$11.82B$4.35B20.909,000Positive NewsEVREvercore4.4146 of 5 stars$308.26+0.1%$270.40-12.3%+103.8%$11.74B$2.43B39.532,195LAZLazard4.4193 of 5 stars$57.84-0.4%$53.00-8.4%+88.9%$6.52B$2.52B23.143,291PIPRPiper Sandler Companies3.0876 of 5 stars$346.20+0.9%$193.00-44.3%+116.8%$6.16B$1.35B36.941,725News CoveragePositive NewsBGCBGC Group2.5962 of 5 stars$9.72-0.2%N/A+117.4%$4.66B$2.15B38.963,895OPYOppenheimer2.8756 of 5 stars$64.95+5.3%N/A+62.7%$671.00M$1.37B9.712,942News Coverage 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 Bank Stocks Artificial Intelligence Stocks Toy Stocks Growth Stocks Airline Stocks Chinese Stocks EV Charging Stocks Defense Stocks Lithium Stocks Pharmaceutical Stocks This page (NYSE:SCHW) was last updated on 12/3/2024 by MarketBeat.com Staff From Our PartnersTim Sykes’ Urgent Trade Alert: “Make this move now”WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...Timothy Sykes | SponsoredMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | SponsoredHow this >10-cent coin is going to outperform Bitcoin Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 diffe...True Market Insiders | SponsoredElon Musk’s chilling warning for humanityThe 'invasion' I've discovered has nothing to do with the border crisis. 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