SCHW vs MS
SCHW and MS side by side — valuation & fundamentals (public data).
Key statistics
| Metric | SCHWSCHWAB CHARLES CORP | MSMORGAN STANLEY |
|---|---|---|
| Market cap | $154.36B | $292.28B |
| P/E (TTM) | 16.3 | 15.0 |
| P/B | 3.08 | 2.51 |
| P/S | 6.5x | 4.1x |
| Dividend yield | 1.51% | 2.26% |
| Revenue | $26.02B(TTM) | $78.04B(TTM) |
| Revenue growth (YoY) | 22.0% | 14.4% |
| Net income | $1.25B(TTM) | $20.16B(TTM) |
| Earnings growth (YoY) | 49.0% | 25.9% |
| EPS, diluted | $5.49(TTM) | $12.38(TTM) |
| EBIT margin | 38.9% | 90.4% |
| ROE | 0.0% | 14.5% |
| ROIC | 15.8% | 14.5% |
| 1y total return | -2.7% | +16.3% |
Figures from SEC filings · for reference only · not investment advice
Growth of $10,000: SCHW vs MS
| Metric | SCHW | MS |
|---|---|---|
| End value | $40.5K | $96.4K |
| Total return | +305.1% | +863.7% |
| CAGR | +14.5% | +24.5% |
| Volatility | 32.4% | 31.2% |
| Sharpe | 0.45 | 0.72 |
| Sortino | 0.65 | 1.07 |
| Max drawdown | -51.0% | -51.3% |
Based on 2600 common trading days, 2016-07-01 → 2026-11-03 · risk-free 4.21% (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)