JPM vs SCHW
JPM: A leading global financial services firm providing comprehensive banking, investment, and asset management solutions for individuals and institutions worldwide. 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 | JPM | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $331.42 | $96.87 | |
| Market cap | $881.0B | $167.5B | |
| P/E as of 2026-10-08 | 13.88 | 16.96 | JPM lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 0.76 | 1.71 | JPM lower |
| Net margin FY2025, SEC XBRL | +31.3% | +37.0% | SCHW higher |
| ROE FY2025, SEC XBRL | +15.7% | +17.9% | SCHW higher |
| ROA FY2025, SEC XBRL | +1.3% | +1.8% | SCHW higher |
| Debt / equity as of 2026-09-02 | 3.30 | 5.81 | JPM lower |
| Revenue growth (YoY) as of 2026-09-02 | n/a | +11.2% | |
| Revenue CAGR (3y) SEC XBRL | +12.3% | +4.8% | JPM higher |
| Dividend yield as of 2026-09-02 | +1.7% | +1.2% | JPM higher |
| Dividend streak (yrs) SEC XBRL | 17 | 15 | JPM higher |
| Beta as of 2026-09-02 | 0.95 | 0.74 | |
| 1-year return as of 2026-10-08 close | +9.0% | +3.3% | JPM higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.