SCHW vs V
SCHW: A leading financial services firm providing a comprehensive range of investment, banking, and advisory services to both individual investors and independent financial advisors. V: Visa is the world's leader in digital payments, operating a global network that powers millions of secure transactions every day between consumers, businesses, and banks.
Side-by-side fundamentals
| Metric | SCHW | V | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $96.87 | $375.10 | |
| Market cap | $167.5B | $685.8B | |
| P/E as of 2026-10-08 | 16.96 | 31.92 | SCHW lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 1.71 | n/a | |
| Net margin FY2025, SEC XBRL | +37.0% | +50.1% | V higher |
| Operating margin FY2025, SEC XBRL | n/a | +60.0% | |
| ROE FY2025, SEC XBRL | +17.9% | +52.9% | V higher |
| ROA FY2025, SEC XBRL | +1.8% | +20.1% | V higher |
| Debt / equity as of 2026-09-02 | 5.81 | 0.68 | V lower |
| Revenue growth (YoY) as of 2026-09-02 | +11.2% | +14.4% | V higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +10.9% | V higher |
| Dividend yield as of 2026-09-02 | +1.2% | +0.7% | SCHW higher |
| Dividend streak (yrs) SEC XBRL | 15 | 7 | SCHW higher |
| Beta as of 2026-09-02 | 0.74 | 0.65 | |
| 1-year return as of 2026-10-08 close | +3.3% | +6.8% | V 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.