EQH vs SCHW
EQH: Equitable Holdings integrates insurance product manufacturing, active asset management, and wealth advisory across a $1.1 trillion AUM platform focused on retirement and institutional solutions. SCHW: A leading diversified financial services firm offering a "no trade-offs" model that combines large-scale brokerage, banking, and wealth management services for both individual investors and independent financial advisors.
Side-by-side fundamentals
| Metric | EQH | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $48.59 | $104.18 | |
| Market cap as of 2026-07-31 | $13.4B | $181.2B | |
| P/E as of 2026-07-31 | n/a | 17.86 | |
| PEG as of 2026-07-31 | 0.32 | 0.96 | EQH lower |
| Net margin as of 2026-07-31 | -5.7% | +34.0% | SCHW higher |
| Gross margin as of 2026-07-31 | +49.0% | +87.8% | SCHW higher |
| Operating margin as of 2026-07-31 | +14.1% | +44.0% | SCHW higher |
| ROE as of 2026-07-31 | -198.2% | +19.1% | SCHW higher |
| ROA as of 2026-07-31 | -0.3% | +2.0% | SCHW higher |
| Debt / equity as of 2026-07-31 | 89.65 | 5.81 | SCHW lower |
| Revenue growth (YoY) as of 2026-07-31 | -6.5% | +11.2% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | -2.7% | +4.8% | SCHW higher |
| Dividend yield as of 2026-07-31 | +2.5% | +1.2% | EQH higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-31 | 1.10 | 0.73 | |
| 1-year return as of 2026-07-27 close | -7.7% | +7.3% | SCHW higher |
Fundamentals: market data, as of 2026-07-31. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
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.