RILY vs SCHW
RILY: A diversified holding company blending boutique investment banking, wealth management, and telecom services with opportunistic venture and debt investments across small-cap and mid-market companies. 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 | RILY | SCHW | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $6.80 | $104.18 | |
| Market cap as of 2026-08-01 | $252M | $181.2B | |
| P/E as of 2026-08-01 | 0.54 | 18.12 | RILY lower |
| PEG as of 2026-08-01 | n/a | 0.87 | |
| Net margin as of 2026-08-01 | +40.3% | +34.0% | RILY higher |
| Gross margin as of 2026-08-01 | +79.5% | +87.8% | SCHW higher |
| Operating margin as of 2026-08-01 | +40.0% | +44.0% | SCHW higher |
| ROE as of 2026-08-01 | +275.8% | +19.1% | RILY higher |
| ROA as of 2026-08-01 | +31.3% | +2.0% | RILY higher |
| Debt / equity as of 2026-08-01 | 18.51 | 5.81 | SCHW lower |
| Revenue growth (YoY) as of 2026-08-01 | +167.8% | +11.2% | RILY higher |
| Revenue CAGR (3y) SEC XBRL | +1.0% | +4.8% | SCHW higher |
| Dividend yield as of 2026-08-01 | +19.1% | +1.2% | RILY higher |
| Dividend streak (yrs) SEC XBRL | 1 | 5 | SCHW higher |
| Beta as of 2026-08-01 | 1.26 | 0.76 | |
| 1-year return as of 2026-07-27 close | +21.9% | +7.3% | RILY higher |
Fundamentals: market data, as of 2026-08-01. 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.