JPM vs SCHW
JPM: Leading U.S. financial services firm providing investment banking, wealth management, commercial lending, and consumer banking to millions of customers and the world's most prominent institutional clients. 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 | JPM | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-07-09 close | $335.47 | $101.91 | |
| Market cap as of 2026-07-10 | $898.6B | $178.5B | |
| P/E as of 2026-07-10 | 15.26 | 18.94 | JPM lower |
| PEG as of 2026-07-10 | 1.67 | 0.96 | SCHW lower |
| Net margin as of 2026-07-10 | +33.3% | +33.3% | JPM higher |
| Gross margin as of 2026-07-10 | n/a | +87.6% | |
| Operating margin as of 2026-07-10 | +41.2% | +43.0% | SCHW higher |
| ROE as of 2026-07-10 | +16.3% | +19.1% | SCHW higher |
| ROA as of 2026-07-10 | +1.3% | +2.0% | SCHW higher |
| Debt / equity as of 2026-07-10 | 3.39 | 5.81 | JPM lower |
| Revenue growth (YoY) as of 2026-07-10 | +109.0% | +8.1% | JPM higher |
| Revenue CAGR (3y) SEC XBRL | +12.3% | +4.8% | JPM higher |
| Dividend yield as of 2026-07-10 | +1.8% | +1.3% | JPM higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-10 | 0.99 | 0.77 | |
| 1-year return as of 2026-07-09 close | +18.5% | +10.4% | JPM higher |
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
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.