SCHW vs VRTS
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. VRTS: Multi-manager asset management firm offering diversified investment strategies across equities, fixed income, and alternatives to institutional and individual investors.
Side-by-side fundamentals
| Metric | SCHW | VRTS | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $100.80 | $164.18 | |
| Market cap as of 2026-07-23 | $173.2B | $1.1B | |
| P/E as of 2026-07-23 | 17.16 | 9.39 | VRTS lower |
| PEG as of 2026-07-23 | 0.96 | 2.53 | SCHW lower |
| Net margin as of 2026-07-23 | +34.0% | +14.0% | SCHW higher |
| Gross margin as of 2026-07-23 | +87.8% | n/a | |
| Operating margin as of 2026-07-23 | +44.0% | +17.7% | SCHW higher |
| ROE as of 2026-07-23 | +19.1% | +12.8% | SCHW higher |
| ROA as of 2026-07-23 | +2.0% | +2.8% | VRTS higher |
| Debt / equity as of 2026-07-23 | 5.81 | 3.00 | VRTS lower |
| Revenue growth (YoY) as of 2026-07-23 | +11.2% | -7.6% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | -1.3% | SCHW higher |
| Dividend yield as of 2026-07-23 | +1.3% | +5.8% | VRTS higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-23 | 0.77 | 1.34 | |
| 1-year return as of 2026-07-22 close | +5.7% | -22.1% | SCHW 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.