Seek Returns logo

SCHW vs. TPG: A Head-to-Head Stock Comparison

Updated on

Here’s a clear look at SCHW and TPG, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolSCHWTPG
Company NameThe Charles Schwab CorporationTPG Inc.
CountryUnited StatesUnited States
GICS SectorFinancialsFinancials
GICS IndustryCapital MarketsCapital Markets
Market Capitalization175.84 billion USD23.20 billion USD
ExchangeNYSENasdaqGS
Listing DateSeptember 22, 1987January 13, 2022
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of SCHW and TPG by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

SCHW vs. TPG: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolSCHWTPG
5-Day Price Return1.10%2.16%
13-Week Price Return9.30%27.52%
26-Week Price Return20.43%8.41%
52-Week Price Return50.23%21.54%
Month-to-Date Return-0.88%7.57%
Year-to-Date Return30.89%-2.31%
10-Day Avg. Volume8.06M1.90M
3-Month Avg. Volume8.10M1.87M
3-Month Volatility16.64%28.64%
Beta0.991.57

Profitability

Return on Equity (TTM)

SCHW

14.97%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

SCHW’s Return on Equity of 14.97% is on par with the norm for the Capital Markets industry, indicating its profitability relative to shareholder equity is typical for the sector.

TPG

7.50%

Capital Markets Industry

Max
38.97%
Q3
21.61%
Median
13.77%
Q1
8.31%
Min
-4.25%

TPG’s Return on Equity of 7.50% is in the lower quartile for the Capital Markets industry. This indicates a less efficient generation of profit from its equity base when compared to its competitors.

SCHW vs. TPG: A comparison of their Return on Equity (TTM) against the Capital Markets industry benchmark.

Net Profit Margin (TTM)

SCHW

27.31%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

SCHW’s Net Profit Margin of 27.31% is aligned with the median group of its peers in the Capital Markets industry. This indicates its ability to convert revenue into profit is typical for the sector.

TPG

1.61%

Capital Markets Industry

Max
66.67%
Q3
35.11%
Median
23.49%
Q1
13.63%
Min
-15.18%

Falling into the lower quartile for the Capital Markets industry, TPG’s Net Profit Margin of 1.61% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

SCHW vs. TPG: A comparison of their Net Profit Margin (TTM) against the Capital Markets industry benchmark.

Operating Profit Margin (TTM)

SCHW

35.27%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

SCHW’s Operating Profit Margin of 35.27% is around the midpoint for the Capital Markets industry, indicating that its efficiency in managing core business operations is typical for the sector.

TPG

1.90%

Capital Markets Industry

Max
86.40%
Q3
46.46%
Median
32.80%
Q1
18.32%
Min
-21.87%

TPG’s Operating Profit Margin of 1.90% is in the lower quartile for the Capital Markets industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

SCHW vs. TPG: A comparison of their Operating Profit Margin (TTM) against the Capital Markets industry benchmark.

Profitability at a Glance

SymbolSCHWTPG
Return on Equity (TTM)14.97%7.50%
Return on Assets (TTM)1.56%0.56%
Net Profit Margin (TTM)27.31%1.61%
Operating Profit Margin (TTM)35.27%1.90%
Gross Profit Margin (TTM)81.09%--

Financial Strength

Current Ratio (MRQ)

SCHW

0.31

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

TPG

0.25

Capital Markets Industry

Max
3.76
Q3
1.89
Median
1.01
Q1
0.54
Min
-0.41

For the Capital Markets industry, the Current Ratio is often not the most suitable measure of short-term liquidity.

SCHW vs. TPG: A comparison of their Current Ratio (MRQ) against the Capital Markets industry benchmark.

Debt-to-Equity Ratio (MRQ)

SCHW

5.47

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

TPG

1.62

Capital Markets Industry

Max
6.62
Q3
2.84
Median
1.02
Q1
0.32
Min
0.00

The Debt-to-Equity Ratio is often not the primary focus for assessing leverage in the Capital Markets industry.

SCHW vs. TPG: A comparison of their Debt-to-Equity Ratio (MRQ) against the Capital Markets industry benchmark.

Interest Coverage Ratio (TTM)

SCHW

17.24

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

TPG

6.40

Capital Markets Industry

Max
126.03
Q3
60.98
Median
11.77
Q1
4.95
Min
-36.26

The Interest Coverage Ratio is often not a primary indicator of debt servicing capacity in the Capital Markets industry.

SCHW vs. TPG: A comparison of their Interest Coverage Ratio (TTM) against the Capital Markets industry benchmark.

Financial Strength at a Glance

SymbolSCHWTPG
Current Ratio (MRQ)0.310.25
Quick Ratio (MRQ)0.310.25
Debt-to-Equity Ratio (MRQ)5.471.62
Interest Coverage Ratio (TTM)17.246.40

Growth

Revenue Growth

SCHW vs. TPG: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

SCHW vs. TPG: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

SCHW

1.35%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

SCHW’s Dividend Yield of 1.35% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

TPG

3.97%

Capital Markets Industry

Max
10.26%
Q3
4.86%
Median
2.78%
Q1
1.22%
Min
0.00%

TPG’s Dividend Yield of 3.97% is consistent with its peers in the Capital Markets industry, providing a dividend return that is standard for its sector.

SCHW vs. TPG: A comparison of their Dividend Yield (TTM) against the Capital Markets industry benchmark.

Dividend Payout Ratio (TTM)

SCHW

32.14%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

SCHW’s Dividend Payout Ratio of 32.14% is in the lower quartile for the Capital Markets industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.

TPG

1,434.13%

Capital Markets Industry

Max
200.72%
Q3
101.92%
Median
57.97%
Q1
32.36%
Min
0.00%

At 1,434.13%, TPG’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Capital Markets industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.

SCHW vs. TPG: A comparison of their Dividend Payout Ratio (TTM) against the Capital Markets industry benchmark.

Dividend at a Glance

SymbolSCHWTPG
Dividend Yield (TTM)1.35%3.97%
Dividend Payout Ratio (TTM)32.14%1,434.13%

Valuation

Price-to-Earnings Ratio (TTM)

SCHW

23.73

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

SCHW’s P/E Ratio of 23.73 is within the middle range for the Capital Markets industry. This suggests its valuation is in line with the sector average, representing neither a significant premium nor a discount compared to its peers.

TPG

361.70

Capital Markets Industry

Max
58.89
Q3
31.00
Median
18.54
Q1
12.09
Min
5.24

At 361.70, TPG’s P/E Ratio is exceptionally high, exceeding the typical maximum for the Capital Markets industry. This suggests the stock may be significantly overvalued compared to its peers and implies high market expectations that could be difficult to meet.

SCHW vs. TPG: A comparison of their Price-to-Earnings Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Sales Ratio (TTM)

SCHW

6.48

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

SCHW’s P/S Ratio of 6.48 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

TPG

5.81

Capital Markets Industry

Max
14.49
Q3
7.41
Median
4.68
Q1
2.25
Min
0.04

TPG’s P/S Ratio of 5.81 aligns with the market consensus for the Capital Markets industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

SCHW vs. TPG: A comparison of their Price-to-Sales Ratio (TTM) against the Capital Markets industry benchmark.

Price-to-Book Ratio (MRQ)

SCHW

3.35

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

SCHW’s P/B Ratio of 3.35 is within the conventional range for the Capital Markets industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

TPG

20.30

Capital Markets Industry

Max
9.48
Q3
4.94
Median
2.42
Q1
1.21
Min
0.38

At 20.30, TPG’s P/B Ratio is at an extreme premium to the Capital Markets industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

SCHW vs. TPG: A comparison of their Price-to-Book Ratio (MRQ) against the Capital Markets industry benchmark.

Valuation at a Glance

SymbolSCHWTPG
Price-to-Earnings Ratio (TTM)23.73361.70
Price-to-Sales Ratio (TTM)6.485.81
Price-to-Book Ratio (MRQ)3.3520.30
Price-to-Free Cash Flow Ratio (TTM)6.1235.58