SCHW vs VOYA
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. VOYA: Voya is a diversified financial services provider delivering retirement solutions, asset management, and employee benefits to U.S. employers and institutional investors with 18 million customer relationships and a capital-light, fee-generating business model.
Side-by-side fundamentals
| Metric | SCHW | VOYA | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $100.80 | $98.52 | |
| Market cap as of 2026-07-23 | $173.2B | $8.9B | |
| P/E as of 2026-07-23 | 17.16 | 13.10 | VOYA lower |
| PEG as of 2026-07-23 | 0.96 | 0.98 | SCHW lower |
| Net margin as of 2026-07-23 | +34.0% | +8.2% | SCHW higher |
| Gross margin as of 2026-07-23 | +87.8% | n/a | |
| Operating margin as of 2026-07-23 | +44.0% | +13.8% | SCHW higher |
| ROE as of 2026-07-23 | +19.1% | +14.2% | SCHW higher |
| ROA as of 2026-07-23 | +2.0% | +0.4% | SCHW higher |
| Debt / equity as of 2026-07-23 | 5.81 | 0.54 | VOYA lower |
| Revenue growth (YoY) as of 2026-07-23 | +11.2% | +3.5% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +11.4% | VOYA higher |
| Dividend yield as of 2026-07-23 | +1.3% | +1.9% | VOYA higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 0.77 | 0.90 | |
| 1-year return as of 2026-07-22 close | +5.7% | +36.2% | VOYA higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
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.