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

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

Charles Schwab (SCHW) has more than two decades of public-market history since September 22, 1987, whereas TPG (TPG) listed on January 13, 2022 and has a much shorter record to draw on.

Company profile comparison for Charles Schwab (SCHW) and TPG (TPG)
Profile ItemSCHWTPG
NameThe Charles Schwab CorporationTPG Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS Industry GroupFinancial ServicesFinancial Services
GICS IndustryCapital MarketsCapital Markets
GICS Sub-IndustryInvestment Banking & BrokerageAsset Management & Custody Banks
Market Capitalization158.22 billion USD17.90 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateSeptember 22, 1987January 13, 2022
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

SCHW
TPG
GSPC
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Charles Schwab (SCHW) vs. TPG (TPG), 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 TPG (TPG). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Charles Schwab (SCHW) and TPG (TPG)
MetricSCHWTPG
Total Return (1Y)-0.80%-7.34%
Total Return (3Y, Annualized)21.35%21.01%
Total Return (5Y, Annualized)4.31%--

Risk Profile

Drawdown History

SCHW
TPG
GSPC
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Charles Schwab (SCHW) vs. TPG (TPG), 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 TPG (TPG). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Charles Schwab (SCHW) and TPG (TPG)
MetricSCHWTPG
Volatility (1Y, Annualized)26.01%41.32%
Beta (5Y)0.741.45
Max Drawdown (5Y)-49.70%-44.85%
Avg. Volume (3M)8.22M2.82M

Risk-Adjusted Performance

Risk-Return Positioning

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SCHW and TPG 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 TPG (TPG)
MetricSCHWTPG
Sharpe Ratio (1Y)-0.20-0.28
Sortino Ratio (1Y)-0.26-0.40

Profitability

ROE (TTM)

Both Charles Schwab (SCHW) at 21.12% and TPG (TPG) at 19.19% 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%

TPG

Financial Services industry group

19.19%

Max
44.78%
Q3
21.85%
TPG
19.19%
Median
12.91%
Q1
4.48%
Min
-18.71%
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Charles Schwab (SCHW) vs. TPG (TPG): 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 TPG (TPG) at 5.78%, which keeps about the industry-typical share.

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%

TPG

Financial Services industry group

5.78%

Max
62.84%
Q3
28.05%
Median
15.36%
TPG
5.78%
Q1
4.82%
Min
-28.52%
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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their net margin against the Financial Services industry group benchmark.

Operating Margin (TTM)

Both Charles Schwab (SCHW) at 52.67% and TPG (TPG) at 16.57% 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%

TPG

Financial Services industry group

16.57%

Max
107.33%
Q3
55.90%
Median
30.09%
TPG
16.57%
Q1
14.60%
Min
-44.34%
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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their operating margin against the Financial Services industry group benchmark.

Profitability Metrics

Profitability metrics for Charles Schwab (SCHW) and TPG (TPG)
MetricSCHWTPG
ROE (TTM)21.12%19.19%
ROA (TTM)2.16%5.36%
Net Margin (TTM)39.33%5.78%
Operating Margin (TTM)52.67%16.57%
Gross Margin (TTM)----

Growth

Revenue Growth

TPG (TPG) at 27.03% sits in the top revenue growth quartile, while Charles Schwab (SCHW) at 22.01% is closer to the peer norm — faster top-line expansion for TPG.

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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: Charles Schwab (SCHW) reports EPS growth of 55.52%, ranked against its industry; TPG (TPG) has no EPS growth figure this period.

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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Charles Schwab (SCHW) and TPG (TPG)
MetricSCHWTPG
Revenue Growth (YoY)22.01%27.03%
Revenue Growth (3Y CAGR)4.83%29.51%
EPS Growth (YoY)55.52%--
EPS Growth (3Y CAGR)9.93%--

Financial Strength

Current Ratio (MRQ)

current ratio doesn’t apply on either side: Charles Schwab (SCHW) in Financial Services and TPG (TPG) 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 TPG (TPG) 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 TPG (TPG)
MetricSCHWTPG
Current Ratio (MRQ)----
Debt / Equity (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

TPG (TPG) at 5.01% delivers top-quartile income for its industry, while Charles Schwab (SCHW) at 1.33% pays a more typical yield — both are credible income propositions, TPG the richer one.

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%

TPG

Financial Services industry group

5.01%

Max
9.77%
TPG
5.01%
Q3
3.92%
Median
1.09%
Q1
0.00%
Min
0.00%
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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their dividend yield against the Financial Services industry group benchmark.

Dividend Payout Ratio (TTM)

TPG (TPG) reports payout ratio above 100% at 254.55%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile Charles Schwab (SCHW) reports 21.03%, ranking against industry peers normally.

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%

TPG

Financial Services industry group

254.55%

TPG
254.55%
Max
241.07%
Q3
97.36%
Median
25.77%
Q1
0.00%
Min
0.00%
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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their payout ratio against the Financial Services industry group benchmark.

Dividend Metrics

Dividend metrics for Charles Schwab (SCHW) and TPG (TPG)
MetricSCHWTPG
Dividend Yield (TTM)1.33%5.01%
Dividend Payout Ratio (TTM)21.03%254.55%

Valuation

P/E Ratio (TTM)

Charles Schwab (SCHW) at 15.64 is near its industry’s usual P/E ratio, while TPG (TPG) at 52.84 sits above its peer range — an unusually expensive price for TPG’s trailing earnings.

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

TPG

Financial Services industry group

52.84

TPG
52.84
Max
45.85
Q3
24.64
Median
15.37
Q1
9.68
Min
0.16
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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their P/E ratio against the Financial Services industry group benchmark.

P/S Ratio (TTM)

TPG (TPG) at 3.85 is priced about in line with its industry on P/S ratio, while Charles Schwab (SCHW) at 5.85 sits in the pricier quartile — SCHW costs more per dollar of sales.

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

TPG

Financial Services industry group

3.85

Max
9.23
Q3
4.57
TPG
3.85
Median
2.72
Q1
1.28
Min
-0.55
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Charles Schwab (SCHW) vs. TPG (TPG): 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 TPG (TPG) at 5.97 carries an above-peer premium to book — TPG 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

TPG

Financial Services industry group

5.97

Max
7.79
TPG
5.97
Q3
3.63
Median
1.57
Q1
0.81
Min
-0.39
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Charles Schwab (SCHW) vs. TPG (TPG): A comparison of their P/B ratio against the Financial Services industry group benchmark.

Valuation Metrics

Valuation metrics for Charles Schwab (SCHW) and TPG (TPG)
MetricSCHWTPG
P/E Ratio (TTM)15.6452.84
P/S Ratio (TTM)5.853.85
P/B Ratio (MRQ)3.085.97
Free Cash Flow Yield (TTM)----