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SCHW vs. SPGI: Charles Schwab vs. S&P Global Stock Comparison

How do Charles Schwab (SCHW) and S&P Global (SPGI) 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

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

Company profile comparison for Charles Schwab (SCHW) and S&P Global (SPGI)
Profile ItemSCHWSPGI
NameThe Charles Schwab CorporationS&P Global Inc.
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageFinancial Exchanges & Data
Market Capitalization158.22 billion USD135.62 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 22, 1987February 21, 1973
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

SCHW
SPGI
GSPC
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Charles Schwab (SCHW) vs. S&P Global (SPGI), 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 Charles Schwab (SCHW) and S&P Global (SPGI). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Charles Schwab (SCHW) and S&P Global (SPGI). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
Total Return (1Y)-0.80%1.66%
Total Return (3Y, Annualized)21.35%9.75%
Total Return (5Y, Annualized)4.31%2.47%

Risk Profile

Drawdown History

SCHW
SPGI
GSPC
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Charles Schwab (SCHW) vs. S&P Global (SPGI), 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 Charles Schwab (SCHW) and S&P Global (SPGI). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
Volatility (1Y, Annualized)26.01%31.02%
Beta (5Y)0.741.02
Max Drawdown (5Y)-49.70%-39.76%
Avg. Volume (3M)8.22M1.86M

Risk-Adjusted Performance

Risk-Return Positioning

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SCHW and SPGI 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 Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
Sharpe Ratio (1Y)-0.20-0.08
Sortino Ratio (1Y)-0.26-0.11

Profitability

ROE (TTM)

Both Charles Schwab (SCHW) at 21.12% and S&P Global (SPGI) at 17.88% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

SPGI

Financial Services industry group

17.88%

Max
44.78%
Q3
21.85%
SPGI
17.88%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their ROE against the Financial Services industry group benchmark.

Net Margin (TTM)

For every dollar of sales, both Charles Schwab (SCHW) at 39.33% and S&P Global (SPGI) at 30.60% retain more as net profit than most peers, landing in the top net margin quartile of their industries.

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%

SPGI

Financial Services industry group

30.60%

Max
62.84%
SPGI
30.60%
Q3
28.05%
Median
15.36%
Q1
4.82%
Min
-28.52%
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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Charles Schwab (SCHW) at 52.67% and S&P Global (SPGI) at 48.21% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.

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%

SPGI

Financial Services industry group

48.21%

Max
107.33%
Q3
55.90%
SPGI
48.21%
Median
30.09%
Q1
14.60%
Min
-44.34%
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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
ROE (TTM)21.12%17.88%
ROA (TTM)2.16%8.33%
Net Margin (TTM)39.33%30.60%
Operating Margin (TTM)52.67%48.21%
Gross Margin (TTM)----

Growth

Revenue Growth

Both Charles Schwab (SCHW) at 22.01% and S&P Global (SPGI) at 7.94% 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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Charles Schwab (SCHW) vs. S&P Global (SPGI): 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 S&P Global (SPGI) at 18.70% is closer to the peer norm — faster per-share earnings growth for SCHW.

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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
Revenue Growth (YoY)22.01%7.94%
Revenue Growth (3Y CAGR)4.83%11.11%
EPS Growth (YoY)55.52%18.70%
EPS Growth (3Y CAGR)9.93%12.85%

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Charles Schwab (SCHW) in Financial Services and S&P Global (SPGI) 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: Charles Schwab (SCHW) in Financial Services and S&P Global (SPGI) 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 Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Both Charles Schwab (SCHW) at 1.33% and S&P Global (SPGI) at 0.82% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

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%

SPGI

Financial Services industry group

0.82%

Max
9.77%
Q3
3.92%
Median
1.09%
SPGI
0.82%
Q1
0.00%
Min
0.00%
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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Charles Schwab (SCHW) at 21.03% and S&P Global (SPGI) at 22.06% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

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%

SPGI

Financial Services industry group

22.06%

Max
241.07%
Q3
97.36%
Median
25.77%
SPGI
22.06%
Q1
0.00%
Min
0.00%
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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
Dividend Yield (TTM)1.33%0.82%
Dividend Payout Ratio (TTM)21.03%22.06%

Valuation

P/E Ratio (TTM)

Charles Schwab (SCHW) at 15.64 is near its industry’s usual P/E ratio, while S&P Global (SPGI) at 27.95 sits in the richer quartile — SPGI needs stronger growth or earnings quality to justify the premium.

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

SPGI

Financial Services industry group

27.95

Max
45.85
SPGI
27.95
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

Both Charles Schwab (SCHW) at 5.85 and S&P Global (SPGI) at 8.32 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.

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

SPGI

Financial Services industry group

8.32

Max
9.23
SPGI
8.32
Q3
4.57
Median
2.72
Q1
1.28
Min
-0.55
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Charles Schwab (SCHW) vs. S&P Global (SPGI): 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 S&P Global (SPGI) at 6.88 carries an above-peer premium to book — SPGI is pricier on assets.

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

SPGI

Financial Services industry group

6.88

Max
7.79
SPGI
6.88
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Charles Schwab (SCHW) vs. S&P Global (SPGI): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Charles Schwab (SCHW) and S&P Global (SPGI)
MetricSCHWSPGI
P/E Ratio (TTM)15.6427.95
P/S Ratio (TTM)5.858.32
P/B Ratio (MRQ)3.086.88
Free Cash Flow Yield (TTM)----