Schwab Charles vs Stifel Financial
SCHW and SF side by side, both in security brokers, dealers, and flotation. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SCHW and SF compare
Schwab Charles is the larger company, worth 6.1 times as much as Stifel Financial ($152B against $25.1B).
On earnings, Stifel Financial is cheaper: it trades at 11.9× trailing earnings, against 16.0× for Schwab Charles.
Schwab Charles grew revenue faster over the last twelve months (20.3% versus 11.0% for Stifel Financial).
Schwab Charles keeps more of each dollar of sales as profit, with a net margin of 38.8% compared with 14.3% at Stifel Financial.
Both pay dividends: Schwab Charles yields 1.4% and Stifel Financial 2.0%.
Schwab Charles scores higher on the StockData Score (12 against 10 for Stifel Financial), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SCHW | SF |
|---|---|---|
| Size and price | ||
| Market cap | $152B | $25.1B |
| Share price | $88.05 | $66.69 |
| Change, 1 year | −6.9% | −14.9% |
| Change, 5 years | 8.5% | 33.0% |
| Beta (5Y) | 1.06 | 1.21 |
| Employees | 10K | 9,000 |
| StockData Score | ||
| Total score | 12 (better) | 10 |
| Valuation score | 2 | 3 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 4 (better) | 3 |
| Health score | 1 (better) | 0 |
| Dividend score | 4 (better) | 2 |
| Valuation | ||
| P/E | 16.0× | 11.9× (better) |
| P/S | 5.9× | 3.7× (better) |
| P/B | 3.0× | – |
| EV/EBITDA | – | 11.1× |
| P/FCF | 14.1× (better) | 69.5× |
| PEG | 1.61 (better) | 3.58 |
| FCF yield | 7.1% (better) | 1.4% |
| Fair value | $95.08 | $71.15 |
| Margin of safety | 7.4% (better) | 6.3% |
| Growth | ||
| Revenue growth (TTM) | 20.3% (better) | 11.0% |
| Revenue growth, 5Y average | 15.4% (better) | 10.7% |
| Net income growth (TTM) | 38.6% | 56.2% (better) |
| EPS growth (TTM) | 48.2% | 62.7% (better) |
| EPS growth, 5Y average | 17.0% (better) | 7.1% |
| Profitability | ||
| Net margin | 38.8% (better) | 14.3% |
| FCF margin | 41.5% (better) | 5.4% |
| Return on equity | 20.3% | – |
| Financial health | ||
| Debt / equity | 0.45 | – |
| Altman Z-score | 0.38 | 0.54 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 1.4% | 2.0% (better) |
| Payout ratio | 23.8% | – |
| Years of dividend growth | 1 | 8 (better) |
| Dividend growth, 5Y average | 8.4% | 32.5% (better) |
| Buyback yield | – | 1.3% |
| Shareholder yield | 1.4% | 3.3% (better) |
| Ownership | ||
| Held by institutions | 83.4% | 36.8% |
| Held by insiders | 5.8% | 1.4% |
| Insider net buying, 12 months | −$322M | −$423K (better) |
| Superinvestors holding | 9 | – |
| Short interest, % of float | 1.2% | – |
Go deeper
- SCHW stock overview
- SCHW income statement
- SCHW valuation and score
- SF stock overview
- SF income statement
- SF valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.