SCHW vs SPGI
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. SPGI: S&P Global is a diversified provider of benchmarks, ratings, data, analytics and workflow solutions serving capital markets, energy and commodity, and automotive sectors globally.
Side-by-side fundamentals
| Metric | SCHW | SPGI | Edge |
|---|---|---|---|
| Price as of 2026-07-10 close | $103.12 | $430.50 | |
| Market cap as of 2026-07-11 | $178.1B | $126.8B | |
| P/E as of 2026-07-11 | 18.90 | 26.55 | SCHW lower |
| PEG as of 2026-07-11 | 0.96 | 2.13 | SCHW lower |
| Net margin as of 2026-07-11 | +33.3% | +30.4% | SCHW higher |
| Gross margin as of 2026-07-11 | +87.6% | +63.4% | SCHW higher |
| Operating margin as of 2026-07-11 | +43.0% | +43.9% | SPGI higher |
| ROE as of 2026-07-11 | +19.1% | +14.8% | SCHW higher |
| ROA as of 2026-07-11 | +2.0% | +7.9% | SPGI higher |
| Debt / equity as of 2026-07-11 | 5.81 | 0.43 | SPGI lower |
| Revenue growth (YoY) as of 2026-07-11 | +8.1% | +8.5% | SPGI higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +11.1% | SPGI higher |
| Dividend yield as of 2026-07-11 | +1.3% | +0.9% | SCHW higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-11 | 0.77 | 1.08 | |
| 1-year return as of 2026-07-10 close | +10.8% | -18.7% | SCHW higher |
Fundamentals: Finnhub, as of 2026-07-11. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
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.