Seek Returns

MSCI vs. SCHW: MSCI vs. Charles Schwab Stock Comparison

How do MSCI (MSCI) 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

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

Company profile comparison for MSCI (MSCI) and Charles Schwab (SCHW)
Profile ItemMSCISCHW
NameMSCI 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 Capitalization46.60 billion USD158.22 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateNovember 15, 2007September 22, 1987
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

MSCI
SCHW
GSPC
Loading price history…
MSCI (MSCI) 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 MSCI (MSCI) and Charles Schwab (SCHW). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
Total Return (1Y)12.76%-0.80%
Total Return (3Y, Annualized)9.86%21.35%
Total Return (5Y, Annualized)1.00%4.31%

Risk Profile

Drawdown History

MSCI
SCHW
GSPC
Loading price history…
MSCI (MSCI) 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 MSCI (MSCI) and Charles Schwab (SCHW). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
Volatility (1Y, Annualized)29.82%26.01%
Beta (5Y)1.170.74
Max Drawdown (5Y)-43.74%-49.70%
Avg. Volume (3M)590.34K8.22M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
MSCI 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 MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
Sharpe Ratio (1Y)0.28-0.20
Sortino Ratio (1Y)0.40-0.26

Profitability

ROE (TTM)

Capital efficiency shows on one side only: Charles Schwab (SCHW) earns 21.12% on shareholders’ equity, ranked against its industry; MSCI (MSCI) has no ROE this period.

MSCI

Financial Services industry group

--

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

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…
MSCI (MSCI) vs. Charles Schwab (SCHW): MSCI does not report ROE, so it has no value marker; SCHW is benchmarked against the Financial Services industry group.

Net Margin (TTM)

For every dollar of sales, both MSCI (MSCI) at 40.31% and Charles Schwab (SCHW) at 39.33% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

MSCI

Financial Services industry group

40.31%

Max
62.84%
MSCI
40.31%
Q3
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%
Loading chart…
MSCI (MSCI) vs. Charles Schwab (SCHW): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

MSCI (MSCI) at 56.41% operates in the top operating margin quartile, ahead of Charles Schwab (SCHW) at 52.67%, which runs around its industry’s norm.

MSCI

Financial Services industry group

56.41%

Max
107.33%
MSCI
56.41%
Q3
55.90%
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…
MSCI (MSCI) vs. Charles Schwab (SCHW): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
ROE (TTM)--21.12%
ROA (TTM)21.75%2.16%
Net Margin (TTM)40.31%39.33%
Operating Margin (TTM)56.41%52.67%
Gross Margin (TTM)----

Growth

Revenue Growth

Both MSCI (MSCI) at 9.75% 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…
MSCI (MSCI) 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 MSCI (MSCI) at 11.67% is closer to the peer norm — faster per-share earnings growth for SCHW.

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

Growth Metrics

Growth metrics for MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
Revenue Growth (YoY)9.75%22.01%
Revenue Growth (3Y CAGR)11.71%4.83%
EPS Growth (YoY)11.67%55.52%
EPS Growth (3Y CAGR)13.54%9.93%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: MSCI (MSCI) 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: MSCI (MSCI) 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 MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both MSCI (MSCI) at 1.21% and Charles Schwab (SCHW) at 1.33% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

MSCI

Financial Services industry group

1.21%

Max
9.77%
Q3
3.92%
MSCI
1.21%
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…
MSCI (MSCI) vs. Charles Schwab (SCHW): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both MSCI (MSCI) at 42.04% 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.

MSCI

Financial Services industry group

42.04%

Max
241.07%
Q3
97.36%
MSCI
42.04%
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…
MSCI (MSCI) vs. Charles Schwab (SCHW): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
Dividend Yield (TTM)1.21%1.33%
Dividend Payout Ratio (TTM)42.04%21.03%

Valuation

P/E Ratio (TTM)

Charles Schwab (SCHW) at 15.64 is near its industry’s usual P/E ratio, while MSCI (MSCI) at 33.90 sits in the richer quartile — MSCI needs stronger growth or earnings quality to justify the premium.

MSCI

Financial Services industry group

33.90

Max
45.85
MSCI
33.90
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…
MSCI (MSCI) vs. Charles Schwab (SCHW): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both look expensive on sales: Charles Schwab (SCHW) at 5.85 sits in the upper P/S ratio quartile, and MSCI (MSCI) at 13.58 prices even higher, above its industry range.

MSCI

Financial Services industry group

13.58

MSCI
13.58
Max
9.23
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…
MSCI (MSCI) vs. Charles Schwab (SCHW): A comparison of their P/S ratio against the Financial Services industry group benchmark.

P/B Ratio (MRQ)

MSCI (MSCI) reports a negative P/B ratio of -15.24, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Charles Schwab (SCHW) reports 3.08, ranking against industry peers normally.

MSCI

Financial Services industry group

-15.24

Max
7.79
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
MSCI
-15.24

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…
MSCI (MSCI) vs. Charles Schwab (SCHW): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for MSCI (MSCI) and Charles Schwab (SCHW)
MetricMSCISCHW
P/E Ratio (TTM)33.9015.64
P/S Ratio (TTM)13.585.85
P/B Ratio (MRQ)-15.243.08
Free Cash Flow Yield (TTM)----