SCHW vs WLTH
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. WLTH: Wealthfront is a digital-first, automated financial platform helping younger generations build wealth through low-cost, technology-driven investment and cash management solutions.
Side-by-side fundamentals
| Metric | SCHW | WLTH | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $100.80 | $9.19 | |
| Market cap as of 2026-07-23 | $173.2B | $1.4B | |
| P/E as of 2026-07-23 | 17.16 | n/a | |
| PEG as of 2026-07-23 | 0.96 | n/a | |
| Net margin as of 2026-07-23 | +34.0% | -14.9% | SCHW higher |
| Gross margin as of 2026-07-23 | +87.8% | +89.4% | WLTH higher |
| Operating margin as of 2026-07-23 | +44.0% | -34.8% | SCHW higher |
| ROE as of 2026-07-23 | +19.1% | -11.7% | SCHW higher |
| ROA as of 2026-07-23 | +2.0% | -4.9% | SCHW higher |
| Debt / equity as of 2026-07-23 | 5.81 | 0.00 | WLTH lower |
| Revenue growth (YoY) as of 2026-07-23 | +11.2% | +7.1% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +29.8% | WLTH higher |
| Dividend yield as of 2026-07-23 | +1.3% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-23 | 0.77 | 1.75 | |
| 1-year return as of 2026-07-22 close | +5.7% | -32.4% | 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.