SCHW vs WHG
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. WHG: Westwood Holdings Group is an investment management firm offering institutional-grade equity, fixed income, and multi-asset strategies to wealth and institutional clients.
Side-by-side fundamentals
| Metric | SCHW | WHG | Edge |
|---|---|---|---|
| Price as of 2026-07-27 close | $104.18 | $19.63 | |
| Market cap as of 2026-08-01 | $181.2B | $186M | |
| P/E as of 2026-08-01 | 18.12 | 25.39 | SCHW lower |
| PEG as of 2026-08-01 | 0.87 | 0.01 | WHG lower |
| Net margin as of 2026-08-01 | +34.0% | +7.3% | SCHW higher |
| Gross margin as of 2026-08-01 | +87.8% | n/a | |
| Operating margin as of 2026-08-01 | +44.0% | +5.5% | SCHW higher |
| ROE as of 2026-08-01 | +19.1% | +5.9% | SCHW higher |
| ROA as of 2026-08-01 | +2.0% | +4.8% | WHG higher |
| Debt / equity as of 2026-08-01 | 5.81 | 0.00 | WHG lower |
| Revenue growth (YoY) as of 2026-08-01 | +11.2% | +6.6% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +12.5% | WHG higher |
| Dividend yield as of 2026-08-01 | +1.2% | +3.9% | WHG higher |
| Dividend streak (yrs) SEC XBRL | 5 | 1 | SCHW higher |
| Beta as of 2026-08-01 | 0.76 | 0.59 | |
| 1-year return as of 2026-07-27 close | +7.3% | +8.9% | WHG higher |
Fundamentals: market data, as of 2026-08-01. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-27.
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.