APO vs SCHW
APO: A diversified asset manager and insurer managing $392+ billion in AUM through alternative investment funds, retirement services, and integrated origination and capital solutions capabilities. SCHW: America's leading retail investment platform serving individual investors and financial advisors with commission-free brokerage, wealth management, and banking services backed by $11.9 trillion in client assets.
Side-by-side fundamentals
| Metric | APO | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-07-15 close | $121.83 | $102.79 | |
| Market cap as of 2026-07-16 | $70.2B | $179.2B | |
| P/E as of 2026-07-16 | 61.40 | 19.02 | SCHW lower |
| PEG as of 2026-07-16 | 5.18 | 0.96 | SCHW lower |
| Net margin as of 2026-07-16 | +4.1% | +33.3% | SCHW higher |
| Gross margin as of 2026-07-16 | n/a | +87.6% | |
| Operating margin as of 2026-07-16 | +23.9% | +43.0% | SCHW higher |
| ROE as of 2026-07-16 | +5.3% | +19.1% | SCHW higher |
| ROA as of 2026-07-16 | +0.3% | +2.0% | SCHW higher |
| Debt / equity as of 2026-07-16 | 0.71 | 5.81 | APO lower |
| Revenue growth (YoY) as of 2026-07-16 | +26.2% | +8.1% | APO higher |
| Revenue CAGR (3y) SEC XBRL | +43.0% | +4.8% | APO higher |
| Dividend yield as of 2026-07-16 | +1.9% | +1.3% | APO higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-16 | 1.53 | 0.77 | |
| 1-year return as of 2026-07-15 close | -19.3% | +12.2% | SCHW higher |
Fundamentals: Finnhub, as of 2026-07-16. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-15.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.