SCHW vs MS
SCHW and MS side by side — valuation & fundamentals (public data).
Key statistics
| Metric | SCHWSCHWAB CHARLES CORP | MSMORGAN STANLEY |
|---|---|---|
| Market cap | $181.23B | $317.87B |
| P/E (TTM) | 19.1 | 16.3 |
| P/B | 3.61 | 2.73 |
| P/S | 7.6x | 4.5x |
| Dividend yield | 1.29% | 2.07% |
| 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 | +13.8% | +29.8% |
Figures from SEC filings · for reference only · not investment advice
Crecimiento de $10,000: SCHW frente a MS
| Métrica | SCHW | MS |
|---|---|---|
| Valor final | $42.8K | $103.2K |
| Retorno total | +327.5% | +932.5% |
| CAGR | +15.1% | +25.3% |
| Volatilidad | 32.8% | 31.5% |
| Sharpe | 0.47 | 0.75 |
| Sortino | 0.67 | 1.10 |
| Caída máxima | -51.0% | -51.3% |
Basado en 2600 días de negociación comunes, 2016-05-17 → 2026-09-18 · tasa libre de riesgo 4.12% (bono corto del Tesoro actual, mantenido constante)
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)