SCHW vs JPM
SCHW and JPM side by side — valuation & fundamentals (public data).
Key statistics
| Metric | SCHWSCHWAB CHARLES CORP | JPMJPMORGAN CHASE & CO |
|---|---|---|
| Market cap | $183.04B | $942.81B |
| P/E (TTM) | 20.9 | 16.8 |
| P/B | 3.72 | 2.59 |
| P/S | 7.7x | 5.2x |
| Dividend yield | 1.27% | 1.76% |
| Revenue | $24.80B(TTM) | $182.45B(TTM) |
| Revenue growth (YoY) | 22.0% | 2.8% |
| Net income | $578.85M(TTM) | $58.85B(TTM) |
| Earnings growth (YoY) | 49.0% | -2.6% |
| EPS, diluted | $5.03(TTM) | $20.89(TTM) |
| EBIT margin | 38.9% | 84.3% |
| ROE | 0.0% | 15.7% |
| ROIC | 17.9% | 28.6% |
| 1y total return | +9.0% | +20.9% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: SCHW vs JPM
| Metric | SCHW | JPM |
|---|---|---|
| End value | $42.5K | $77.8K |
| Total return | +325.4% | +678.0% |
| CAGR | +15.0% | +22.0% |
| Volatility | 32.9% | 27.2% |
| Sharpe | 0.48 | 0.73 |
| Sortino | 0.68 | 1.07 |
| Max drawdown | -51.0% | -43.6% |
Based on 2600 common trading days, 2016-03-30 → 2026-07-31 · risk-free 3.83% (current short-Treasury, held constant)
A head-to-head total-return backtest over real split- and dividend-adjusted prices: how a one-time $10,000 investment in each stock, held to today, would have grown over their common window — including reinvested dividends. A disclosed historical statistic — NOT a prediction, a guarantee, or investment advice. Past performance does not predict future results.
Related comparisons
Delayed data · Public sources · For reference only · Not investment advice (this page declares no winner)