AMP vs SCHW
AMP: A comprehensive wealth management and financial services firm built on a foundation of professional financial planning and advisory relationships. SCHW: A leading financial services firm providing a comprehensive range of investment, banking, and advisory services to both individual investors and independent financial advisors.
Side-by-side fundamentals
| Metric | AMP | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-10-09 close | $500.51 | $96.70 | |
| Market cap | $44.2B | $167.2B | |
| P/E as of 2026-10-09 | 12.07 | 16.93 | AMP lower |
| PEG as of 2026-10-09, 3-year EPS CAGR to FY2025 | 1.28 | 1.70 | AMP lower |
| Net margin FY2025, SEC XBRL | +18.8% | +37.0% | SCHW higher |
| ROE FY2025, SEC XBRL | +54.4% | +17.9% | AMP higher |
| ROA FY2025, SEC XBRL | +1.9% | +1.8% | AMP higher |
| Debt / equity as of 2026-09-03 | 6.32 | 5.81 | SCHW lower |
| Revenue growth (YoY) as of 2026-09-03 | +9.1% | +11.2% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +9.7% | +4.8% | AMP higher |
| Dividend yield as of 2026-09-03 | +1.2% | +1.2% | AMP higher |
| Dividend streak (yrs) SEC XBRL | 9 | 15 | SCHW higher |
| Beta as of 2026-09-03 | 1.07 | 0.74 | |
| 1-year return as of 2026-10-09 close | +1.9% | +2.9% | SCHW higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.