SCHW vs WLTH
SCHW: A leading financial services firm providing a comprehensive range of investment, banking, and advisory services to both individual investors and independent financial advisors. WLTH: Wealthfront is an automated, tech-driven financial platform that helps digital natives turn savings into long-term wealth through low-cost investment, cash management, and lending products.
Side-by-side fundamentals
| Metric | SCHW | WLTH | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $96.87 | $10.89 | |
| Market cap | $167.5B | $1.7B | |
| P/E as of 2026-10-08 | 16.96 | n/a | |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 1.71 | n/a | |
| Net margin | +37.0% | -11.5% | SCHW higher |
| ROE | +17.9% | -6.8% | SCHW higher |
| ROA | +1.8% | -3.0% | SCHW higher |
| Debt / equity as of 2026-09-02 | 5.81 | 0.00 | WLTH lower |
| Revenue growth (YoY) as of 2026-09-02 | +11.2% | +7.1% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +29.8% | WLTH higher |
| Dividend yield as of 2026-09-02 | +1.2% | n/a | |
| Dividend streak (yrs) SEC XBRL | 15 | n/a | |
| Beta as of 2026-09-02 | 0.74 | 1.28 | |
| 1-year return as of 2026-10-08 close | +3.3% | n/a |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
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.