SCHW vs XP
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. XP: A leading Brazilian technology-driven financial services platform offering a comprehensive ecosystem of investment and credit products for retail and institutional clients.
Side-by-side fundamentals
| Metric | SCHW | XP | Edge |
|---|---|---|---|
| Price as of 2026-08-04 close | $106.35 | $16.97 | |
| Market cap as of 2026-08-04 | $185.0B | $8.8B | |
| P/E as of 2026-08-04 | 18.62 | 8.53 | XP lower |
| PEG as of 2026-08-04 | 0.87 | n/a | |
| Net margin as of 2026-08-04 | +34.0% | +28.0% | SCHW higher |
| Gross margin as of 2026-08-04 | +87.8% | n/a | |
| Operating margin as of 2026-08-04 | +44.0% | +31.8% | SCHW higher |
| ROE as of 2026-08-04 | +19.1% | +22.3% | XP higher |
| ROA as of 2026-08-04 | +2.0% | +1.3% | SCHW higher |
| Debt / equity as of 2026-08-04 | 5.81 | 3.67 | XP lower |
| Revenue growth (YoY) as of 2026-08-04 | +11.2% | +8.1% | SCHW higher |
| Revenue CAGR (3y) SEC XBRL | +4.8% | +6.2% | XP higher |
| Dividend yield as of 2026-08-04 | +1.2% | +1.0% | SCHW higher |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-08-04 | 0.72 | 1.02 | |
| 1-year return as of 2026-08-04 close | +9.5% | +1.7% | SCHW higher |
Fundamentals: market data, as of 2026-08-04. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-04.
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.