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CBOE vs. SCHW: Cboe Global Markets vs. Charles Schwab Stock Comparison

How do Cboe Global Markets (CBOE) 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

Cboe Global Markets (CBOE) and Charles Schwab (SCHW) both belong to the Capital Markets industry, though CBOE is classified under Financial Exchanges & Data while SCHW falls under Investment Banking & Brokerage.

Company profile comparison for Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
Profile ItemCBOESCHW
NameCboe Global Markets Inc.The Charles Schwab Corporation
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryFinancial Exchanges & DataInvestment Banking & Brokerage
Market Capitalization36.86 billion USD158.22 billion USD
CurrencyUSDUSD
ExchangeCboeNYSE
Listing DateJune 15, 2010September 22, 1987
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CBOE
SCHW
GSPC
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Cboe Global Markets (CBOE) 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

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Trailing total returns for Cboe Global Markets (CBOE) and Charles Schwab (SCHW). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Cboe Global Markets (CBOE) and Charles Schwab (SCHW). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
Total Return (1Y)38.97%-0.80%
Total Return (3Y, Annualized)27.34%21.35%
Total Return (5Y, Annualized)23.42%4.31%

Risk Profile

Drawdown History

CBOE
SCHW
GSPC
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Cboe Global Markets (CBOE) 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

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Distribution of monthly total returns for Cboe Global Markets (CBOE) and Charles Schwab (SCHW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
Volatility (1Y, Annualized)36.53%26.01%
Beta (5Y)0.350.74
Max Drawdown (5Y)-36.73%-49.70%
Avg. Volume (3M)1.14M8.22M

Risk-Adjusted Performance

Risk-Return Positioning

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CBOE 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 Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
Sharpe Ratio (1Y)0.95-0.20
Sortino Ratio (1Y)1.37-0.26

Profitability

ROE (TTM)

Cboe Global Markets (CBOE) at 27.39% sits in the top ROE quartile, while Charles Schwab (SCHW) at 21.12% is closer to the peer norm — stronger capital efficiency for CBOE.

CBOE

Financial Services industry group

27.39%

Max
44.78%
CBOE
27.39%
Q3
21.85%
Median
12.91%
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%
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Cboe Global Markets (CBOE) 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 Cboe Global Markets (CBOE) at 28.05%, which keeps about the industry-typical share.

CBOE

Financial Services industry group

28.05%

Max
62.84%
Q3
28.05%
CBOE
28.05%
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%
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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Cboe Global Markets (CBOE) at 35.29% and Charles Schwab (SCHW) at 52.67% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

CBOE

Financial Services industry group

35.29%

Max
107.33%
Q3
55.90%
CBOE
35.29%
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%
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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
ROE (TTM)27.39%21.12%
ROA (TTM)11.84%2.16%
Net Margin (TTM)28.05%39.33%
Operating Margin (TTM)35.29%52.67%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Cboe Global Markets (CBOE) at 15.13% 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.

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Cboe Global Markets (CBOE) 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 Cboe Global Markets (CBOE) at 44.52% is closer to the peer norm — faster per-share earnings growth for SCHW.

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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
Revenue Growth (YoY)15.13%22.01%
Revenue Growth (3Y CAGR)6.00%4.83%
EPS Growth (YoY)44.52%55.52%
EPS Growth (3Y CAGR)68.19%9.93%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Cboe Global Markets (CBOE) 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: Cboe Global Markets (CBOE) 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 Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Cboe Global Markets (CBOE) at 0.86% and Charles Schwab (SCHW) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

CBOE

Financial Services industry group

0.86%

Max
9.77%
Q3
3.92%
Median
1.09%
CBOE
0.86%
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%
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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Cboe Global Markets (CBOE) at 21.49% 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.

CBOE

Financial Services industry group

21.49%

Max
241.07%
Q3
97.36%
Median
25.77%
CBOE
21.49%
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%
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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
Dividend Yield (TTM)0.86%1.33%
Dividend Payout Ratio (TTM)21.49%21.03%

Valuation

P/E Ratio (TTM)

Charles Schwab (SCHW) at 15.64 is near its industry’s usual P/E ratio, while Cboe Global Markets (CBOE) at 25.14 sits in the richer quartile — CBOE needs stronger growth or earnings quality to justify the premium.

CBOE

Financial Services industry group

25.14

Max
45.85
CBOE
25.14
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
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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Cboe Global Markets (CBOE) at 6.98 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.

CBOE

Financial Services industry group

6.98

Max
9.23
CBOE
6.98
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
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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

Charles Schwab (SCHW) at 3.08 is valued about in line with its industry on P/B ratio, while Cboe Global Markets (CBOE) at 6.22 carries an above-peer premium to book — CBOE is pricier on assets.

CBOE

Financial Services industry group

6.22

Max
7.79
CBOE
6.22
Q3
3.63
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
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Cboe Global Markets (CBOE) vs. Charles Schwab (SCHW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Cboe Global Markets (CBOE) and Charles Schwab (SCHW)
MetricCBOESCHW
P/E Ratio (TTM)25.1415.64
P/S Ratio (TTM)6.985.85
P/B Ratio (MRQ)6.223.08
Free Cash Flow Yield (TTM)----