ANDG vs SCHW
ANDG: Independent tax, valuation, and financial advisory powerhouse serving high-net-worth individuals, families, and institutional clients across the U.S. without audit constraints. 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 | ANDG | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-08-07 close | $49.68 | $107.60 | |
| Market cap as of 2026-08-09 | $5.6B | $186.1B | |
| P/E as of 2026-08-09 | n/a | 18.54 | |
| PEG as of 2026-08-09 | n/a | 0.87 | |
| Net margin as of 2026-08-09 | -0.2% | +34.0% | SCHW higher |
| Gross margin as of 2026-08-09 | +29.5% | +87.8% | SCHW higher |
| Operating margin as of 2026-08-09 | -10.3% | +44.0% | SCHW higher |
| ROE as of 2026-08-09 | +68.7% | +19.1% | ANDG higher |
| ROA as of 2026-08-09 | -0.4% | +2.0% | SCHW higher |
| Debt / equity as of 2026-08-09 | 0.00 | 5.81 | ANDG lower |
| Revenue growth (YoY) as of 2026-08-09 | +19.6% | +11.2% | ANDG higher |
| Revenue CAGR (3y) SEC XBRL | +14.6% | +4.8% | ANDG higher |
| Dividend yield as of 2026-08-09 | n/a | +1.2% | |
| Dividend streak (yrs) SEC XBRL | n/a | 5 | |
| Beta as of 2026-08-09 | 1.37 | 0.78 | |
| 1-year return as of 2026-08-07 close | n/a | +12.1% |
Fundamentals: market data, as of 2026-08-09. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-07.
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.