SCHW vs SF
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. SF: Stifel is a diversified financial services firm offering a comprehensive suite of wealth management and investment banking solutions for individuals and institutional clients.
Side-by-side fundamentals
| Metric | SCHW | SF | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $104.18 | $82.37 | |
| Market cap as of 2026-07-30 | $181.2B | $12.6B | |
| P/E as of 2026-07-30 | 18.25 | 13.21 | SF lower |
| PEG as of 2026-07-30 | 0.96 | 0.24 | SF lower |
| Net margin as of 2026-07-30 | +34.0% | +14.3% | SCHW higher |
| Gross margin as of 2026-07-30 | +87.8% | +99.0% | SF higher |
| Operating margin as of 2026-07-30 | +44.0% | +18.2% | SCHW higher |
| ROE as of 2026-07-30 | +19.1% | +15.1% | SCHW higher |
| ROA as of 2026-07-30 | +2.0% | +2.1% | SF higher |
| Debt / equity as of 2026-07-30 | 5.81 | 5.56 | SF lower |
| Revenue growth (YoY) as of 2026-07-30 | +11.2% | +11.0% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +11.4% | SF higher |
| Dividend yield as of 2026-07-30 | +1.2% | +1.6% | SF higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-30 | 0.73 | 0.99 | |
| 1-year return as of 2026-07-27 close | +7.3% | +9.6% | SF higher |
Fundamentals: market data, as of 2026-07-30. 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.