Charles Schwab (SCHW) Competitors

$78.78
+0.74 (+0.95%)
(As of 05/17/2024 ET)

SCHW vs. GS, MS, BLK, IBKR, MUFG, RY, PGR, C, HSBC, and HDB

Should you be buying Charles Schwab stock or one of its competitors? The main competitors of Charles Schwab include The Goldman Sachs Group (GS), Morgan Stanley (MS), BlackRock (BLK), Interactive Brokers Group (IBKR), Mitsubishi UFJ Financial Group (MUFG), Royal Bank of Canada (RY), Progressive (PGR), Citigroup (C), HSBC (HSBC), and HDFC Bank (HDB). These companies are all part of the "finance" sector.

Charles Schwab vs.

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

The Goldman Sachs Group received 390 more outperform votes than Charles Schwab when rated by MarketBeat users. However, 63.16% of users gave Charles Schwab an outperform vote while only 60.22% of users gave The Goldman Sachs Group an outperform vote.

CompanyUnderperformOutperform
The Goldman Sachs GroupOutperform Votes
1237
60.22%
Underperform Votes
817
39.78%
Charles SchwabOutperform Votes
847
63.16%
Underperform Votes
494
36.84%

The Goldman Sachs Group pays an annual dividend of $11.00 per share and has a dividend yield of 2.4%. Charles Schwab pays an annual dividend of $1.00 per share and has a dividend yield of 1.3%. The Goldman Sachs Group pays out 43.0% of its earnings in the form of a dividend. Charles Schwab pays out 41.8% 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 has raised its dividend for 3 consecutive years and Charles Schwab has raised its dividend for 2 consecutive years. The Goldman Sachs Group is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

The Goldman Sachs Group has a beta of 1.4, suggesting that its stock price is 40% more volatile than the S&P 500. Comparatively, Charles Schwab has a beta of 0.98, suggesting that its stock price is 2% less volatile than the S&P 500.

The Goldman Sachs Group presently has a consensus target price of $440.57, indicating a potential downside of 5.81%. Charles Schwab has a consensus target price of $74.47, indicating a potential downside of 5.47%. Given The Goldman Sachs Group's higher probable upside, analysts plainly believe Charles Schwab is more favorable than The Goldman Sachs Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
The Goldman Sachs Group
0 Sell rating(s)
5 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.76
Charles Schwab
2 Sell rating(s)
5 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.36

In the previous week, The Goldman Sachs Group had 9 more articles in the media than Charles Schwab. MarketBeat recorded 42 mentions for The Goldman Sachs Group and 33 mentions for Charles Schwab. Charles Schwab's average media sentiment score of 0.58 beat The Goldman Sachs Group's score of 0.54 indicating that The Goldman Sachs Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
The Goldman Sachs Group
15 Very Positive mention(s)
6 Positive mention(s)
14 Neutral mention(s)
3 Negative mention(s)
3 Very Negative mention(s)
Positive
Charles Schwab
15 Very Positive mention(s)
4 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

The Goldman Sachs Group has higher revenue and earnings than Charles Schwab. The Goldman Sachs Group 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
The Goldman Sachs Group$108.42B1.39$8.52B$25.6118.26
Charles Schwab$18.84B7.43$5.07B$2.3932.96

71.2% of The Goldman Sachs Group shares are held by institutional investors. Comparatively, 84.4% of Charles Schwab shares are held by institutional investors. 0.5% of The Goldman Sachs Group shares are held by company insiders. Comparatively, 6.6% of Charles Schwab shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Charles Schwab has a net margin of 26.14% compared to Charles Schwab's net margin of 8.17%. The Goldman Sachs Group's return on equity of 19.25% beat Charles Schwab's return on equity.

Company Net Margins Return on Equity Return on Assets
The Goldman Sachs Group8.17% 8.86% 0.58%
Charles Schwab 26.14%19.25%1.20%

Summary

The Goldman Sachs Group beats Charles Schwab on 11 of the 21 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.
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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 SchwabSecurity brokers & dealers IndustryFinance SectorNYSE Exchange
Market Cap$140.01B$25.67B$9.55B$18.07B
Dividend Yield1.27%2.46%6.50%3.43%
P/E Ratio32.9618.0153.1326.14
Price / Sales7.435.303,632.0610.25
Price / Cash16.7417.2228.7020.15
Price / Book4.222.233.266.01
Net Income$5.07B$944.73M$1.00B$966.25M
7 Day Performance3.52%6.84%1.64%1.87%
1 Month Performance8.66%8.70%5.51%7.14%
1 Year Performance52.03%57.05%18.44%22.43%

Charles Schwab Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GS
The Goldman Sachs Group
4.4552 of 5 stars
$458.47
+1.1%
$440.57
-3.9%
+41.7%$147.84B$108.42B17.9045,300Short Interest ↑
MS
Morgan Stanley
4.7211 of 5 stars
$99.38
+0.8%
$98.30
-1.1%
+19.4%$161.51B$96.19B18.1080,000Insider Selling
BLK
BlackRock
4.3457 of 5 stars
$802.97
+1.6%
$845.42
+5.3%
+24.8%$119.59B$17.86B20.4119,800Dividend Announcement
Insider Selling
IBKR
Interactive Brokers Group
3.4455 of 5 stars
$121.80
+1.3%
$124.00
+1.8%
+66.2%$51.29B$7.78B20.822,932Short Interest ↑
MUFG
Mitsubishi UFJ Financial Group
3.6472 of 5 stars
$10.41
+1.2%
N/A+44.7%$128.37B$5.66T8.39121,800News Coverage
Positive News
Gap Up
RY
Royal Bank of Canada
4.578 of 5 stars
$104.28
-0.3%
$137.67
+32.0%
+11.6%$147.53B$87.48B13.1391,398Upcoming Earnings
PGR
Progressive
4.4361 of 5 stars
$213.67
+0.6%
$211.88
-0.8%
+53.2%$125.15B$62.11B21.8761,400Dividend Announcement
Analyst Forecast
Insider Selling
Analyst Revision
News Coverage
C
Citigroup
4.6716 of 5 stars
$63.58
+0.3%
$62.85
-1.1%
+36.1%$121.28B$156.82B18.81239,000
HSBC
HSBC
1.8024 of 5 stars
$44.69
+1.6%
N/A+17.3%$169.00B$63.82B7.71220,861Short Interest ↑
HDB
HDFC Bank
3.5562 of 5 stars
$55.95
+0.1%
N/A-15.1%$104.06B$49.29B17.16173,222Short Interest ↓

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This page (NYSE:SCHW) was last updated on 5/18/2024 by MarketBeat.com Staff

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