SCHW vs JPM
SCHW and JPM side by side — valuation & fundamentals (public data).
Key statistics
| Metric | SCHWSCHWAB CHARLES CORP | JPMJPMORGAN CHASE & CO |
|---|---|---|
| Market cap | $181.84B | $927.76B |
| P/E (TTM) | 19.2 | 15.0 |
| P/B | 3.63 | 2.48 |
| P/S | 7.6x | 5.1x |
| Dividend yield | 1.28% | 1.79% |
| Revenue | $26.02B(TTM) | $182.45B(TTM) |
| Revenue growth (YoY) | 22.0% | 2.8% |
| Net income | $1.25B(TTM) | $65.02B(TTM) |
| Earnings growth (YoY) | 49.0% | -2.6% |
| EPS, diluted | $5.49(TTM) | $23.34(TTM) |
| EBIT margin | 38.9% | 84.3% |
| ROE | 0.0% | 15.2% |
| ROIC | 15.8% | 27.6% |
| 1y total return | +17.1% | +14.9% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: SCHW vs JPM
| Metric | SCHW | JPM |
|---|---|---|
| End value | $43.5K | $74.7K |
| Total return | +335.3% | +647.1% |
| CAGR | +15.3% | +21.5% |
| Volatility | 32.8% | 27.2% |
| Sharpe | 0.47 | 0.70 |
| Sortino | 0.68 | 1.03 |
| Max drawdown | -51.0% | -43.6% |
Based on 2600 common trading days, 2016-05-13 → 2026-09-16 · risk-free 4.11% (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)