Seek Returns

BLK vs. SCHW: BlackRock vs. Charles Schwab Stock Comparison

How do BlackRock (BLK) and Charles Schwab (SCHW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

BlackRock (BLK) and Charles Schwab (SCHW) both belong to the Capital Markets industry, though BLK is classified under Asset Management & Custody Banks while SCHW falls under Investment Banking & Brokerage.

Company profile comparison for BlackRock (BLK) and Charles Schwab (SCHW)
Profile ItemBLKSCHW
NameBlackRock, Inc.The Charles Schwab Corporation
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryAsset Management & Custody BanksInvestment Banking & Brokerage
Market Capitalization182.05 billion USD158.22 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateOctober 1, 1999September 22, 1987
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

BLK
SCHW
GSPC
Loading price history…
BlackRock (BLK) vs. Charles Schwab (SCHW), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for BlackRock (BLK) and Charles Schwab (SCHW). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for BlackRock (BLK) and Charles Schwab (SCHW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
Total Return (1Y)15.55%-0.80%
Total Return (3Y, Annualized)26.16%21.35%
Total Return (5Y, Annualized)7.41%4.31%

Risk Profile

Drawdown History

BLK
SCHW
GSPC
Loading price history…
BlackRock (BLK) vs. Charles Schwab (SCHW), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for BlackRock (BLK) and Charles Schwab (SCHW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
Volatility (1Y, Annualized)28.45%26.01%
Beta (5Y)1.340.74
Max Drawdown (5Y)-43.90%-49.70%
Avg. Volume (3M)600.75K8.22M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
BLK and SCHW are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
Sharpe Ratio (1Y)0.40-0.20
Sortino Ratio (1Y)0.58-0.26

Profitability

ROE (TTM)

Both BlackRock (BLK) at 11.61% and Charles Schwab (SCHW) at 21.12% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

BLK

Financial Services industry group

11.61%

Max
44.78%
Q3
21.85%
Median
12.91%
BLK
11.61%
Q1
4.48%
Min
-18.71%

SCHW

Financial Services industry group

21.12%

Max
44.78%
Q3
21.85%
SCHW
21.12%
Median
12.91%
Q1
4.48%
Min
-18.71%
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

Charles Schwab (SCHW) at 39.33% retains a top-quartile share of revenue as profit, ahead of BlackRock (BLK) at 24.22%, which keeps about the industry-typical share.

BLK

Financial Services industry group

24.22%

Max
62.84%
Q3
28.05%
BLK
24.22%
Median
15.36%
Q1
4.82%
Min
-28.52%

SCHW

Financial Services industry group

39.33%

Max
62.84%
SCHW
39.33%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both BlackRock (BLK) at 37.90% and Charles Schwab (SCHW) at 52.67% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

BLK

Financial Services industry group

37.90%

Max
107.33%
Q3
55.90%
BLK
37.90%
Median
30.09%
Q1
14.60%
Min
-44.34%

SCHW

Financial Services industry group

52.67%

Max
107.33%
Q3
55.90%
SCHW
52.67%
Median
30.09%
Q1
14.60%
Min
-44.34%
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
ROE (TTM)11.61%21.12%
ROA (TTM)3.85%2.16%
Net Margin (TTM)24.22%39.33%
Operating Margin (TTM)37.90%52.67%
Gross Margin (TTM)----

Growth

Revenue Growth

Both BlackRock (BLK) at 18.67% and Charles Schwab (SCHW) at 22.01% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their Revenue Growth across different time periods.

EPS Growth

Charles Schwab (SCHW) at 55.52% sits in the top EPS growth quartile, while BlackRock (BLK) at -15.95% is closer to the peer norm — faster per-share earnings growth for SCHW.

Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
Revenue Growth (YoY)18.67%22.01%
Revenue Growth (3Y CAGR)10.65%4.83%
EPS Growth (YoY)-15.95%55.52%
EPS Growth (3Y CAGR)1.30%9.93%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: BlackRock (BLK) in Financial Services and Charles Schwab (SCHW) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.

Debt / Equity (MRQ)

debt-to-equity ratio is set aside for both: BlackRock (BLK) in Financial Services and Charles Schwab (SCHW) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.

Financial Strength Metrics

Financial strength metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both BlackRock (BLK) at 1.91% and Charles Schwab (SCHW) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

BLK

Financial Services industry group

1.91%

Max
9.77%
Q3
3.92%
BLK
1.91%
Median
1.09%
Q1
0.00%
Min
0.00%

SCHW

Financial Services industry group

1.33%

Max
9.77%
Q3
3.92%
SCHW
1.33%
Median
1.09%
Q1
0.00%
Min
0.00%
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both BlackRock (BLK) at 51.00% and Charles Schwab (SCHW) at 21.03% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

BLK

Financial Services industry group

51.00%

Max
241.07%
Q3
97.36%
BLK
51.00%
Median
25.77%
Q1
0.00%
Min
0.00%

SCHW

Financial Services industry group

21.03%

Max
241.07%
Q3
97.36%
Median
25.77%
SCHW
21.03%
Q1
0.00%
Min
0.00%
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
Dividend Yield (TTM)1.91%1.33%
Dividend Payout Ratio (TTM)51.00%21.03%

Valuation

P/E Ratio (TTM)

Charles Schwab (SCHW) at 15.64 is near its industry’s usual P/E ratio, while BlackRock (BLK) at 26.84 sits in the richer quartile — BLK needs stronger growth or earnings quality to justify the premium.

BLK

Financial Services industry group

26.84

Max
45.85
BLK
26.84
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16

SCHW

Financial Services industry group

15.64

Max
45.85
Q3
24.64
SCHW
15.64
Median
15.37
Q1
9.68
Min
0.16
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both BlackRock (BLK) at 6.38 and Charles Schwab (SCHW) at 5.85 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

BLK

Financial Services industry group

6.38

Max
9.23
BLK
6.38
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55

SCHW

Financial Services industry group

5.85

Max
9.23
SCHW
5.85
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both BlackRock (BLK) at 3.14 and Charles Schwab (SCHW) at 3.08 are valued close to their industries’ norm against book — neither stands out from peers.

BLK

Financial Services industry group

3.14

Max
7.79
Q3
3.63
BLK
3.14
Median
1.57
Q1
0.81
Min
-0.39

SCHW

Financial Services industry group

3.08

Max
7.79
Q3
3.63
SCHW
3.08
Median
1.57
Q1
0.81
Min
-0.39
Loading chart…
BlackRock (BLK) vs. Charles Schwab (SCHW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for BlackRock (BLK) and Charles Schwab (SCHW)
MetricBLKSCHW
P/E Ratio (TTM)26.8415.64
P/S Ratio (TTM)6.385.85
P/B Ratio (MRQ)3.143.08
Free Cash Flow Yield (TTM)----