SCHW vs MS
SCHW and MS side by side — valuation & fundamentals (public data).
Key statistics
| Metric | SCHWSCHWAB CHARLES CORP | MSMORGAN STANLEY |
|---|---|---|
| Market cap | $183.04B | $332.11B |
| P/E (TTM) | 20.9 | 19.1 |
| P/B | 3.72 | 2.91 |
| P/S | 7.7x | 9.7x |
| Dividend yield | 1.27% | 1.99% |
| Revenue | $24.80B(TTM) | $36.32B(TTM) |
| Revenue growth (YoY) | 22.0% | 5.5% |
| Net income | $578.85M(TTM) | $18.11B(TTM) |
| Earnings growth (YoY) | 49.0% | 25.9% |
| EPS, diluted | $5.03(TTM) | $11.04(TTM) |
| EBIT margin | 38.9% | 186.3% |
| ROE | 0.0% | 14.8% |
| ROIC | 17.9% | 14.4% |
| 1y total return | +9.0% | +50.7% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: SCHW vs MS
| Metric | SCHW | MS |
|---|---|---|
| End value | $42.5K | $112.6K |
| Total return | +325.4% | +1025.8% |
| CAGR | +15.0% | +26.4% |
| Volatility | 32.9% | 31.5% |
| Sharpe | 0.48 | 0.78 |
| Sortino | 0.68 | 1.15 |
| Max drawdown | -51.0% | -51.3% |
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)