SCHW vs WFC
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. WFC: A leading US diversified financial services company with $2.1 trillion in assets providing consumer and commercial banking, wealth management, and capital markets solutions.
Side-by-side fundamentals
| Metric | SCHW | WFC | Edge |
|---|---|---|---|
| Price as of 2026-07-09 close | $101.91 | $85.56 | |
| Market cap as of 2026-07-10 | $178.5B | $267.9B | |
| P/E as of 2026-07-10 | 18.94 | 12.35 | WFC lower |
| PEG as of 2026-07-10 | 0.96 | 0.99 | SCHW lower |
| Net margin as of 2026-07-10 | +33.3% | +22.2% | SCHW higher |
| Gross margin as of 2026-07-10 | +87.6% | n/a | |
| Operating margin as of 2026-07-10 | +43.0% | +25.3% | SCHW higher |
| ROE as of 2026-07-10 | +19.1% | +12.0% | SCHW higher |
| ROA as of 2026-07-10 | +2.0% | +1.0% | SCHW higher |
| Debt / equity as of 2026-07-10 | 5.81 | 2.53 | WFC lower |
| Revenue growth (YoY) as of 2026-07-10 | +8.1% | +72.7% | WFC higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | -1.2% | SCHW higher |
| Dividend yield as of 2026-07-10 | +1.3% | +2.3% | WFC higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-10 | 0.77 | 0.94 | |
| 1-year return as of 2026-07-09 close | +10.4% | +4.9% | SCHW higher |
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
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.