Cohen & Company Inc (COHN)vsCharles Schwab Corp (SCHW)
COHN
Cohen & Company Inc
$15.41
+4.19%
FINANCIAL SERVICES · Cap: $27.17M
SCHW
Charles Schwab Corp
$95.68
-0.72%
FINANCIAL SERVICES · Cap: $169.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 12797% more annual revenue ($23.92B vs $185.47M). SCHW leads profitability with a 37.0% profit margin vs 2.4%. COHN trades at a lower P/E of 5.5x. SCHW earns a higher WallStSmart Score of 75/100 (B+).
COHN
Buy62
out of 100
Grade: C+
SCHW
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+84.6%
Fair Value
$112.79
Current Price
$15.41
$97.38 discount
Margin of Safety
+56.0%
Fair Value
$217.62
Current Price
$95.68
$121.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 96.8% YoY
Strong operational efficiency at 24.5%
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 49.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
18.9% revenue growth
Earnings expanding 41.1% YoY
Areas to Watch
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 7.4% — below average capital efficiency
2.4% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : COHN
The strongest argument for COHN centers on P/E Ratio, Price/Book, EPS Growth.
Bull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 37.0% and operating margin at 49.7%. Revenue growth of 18.9% demonstrates continued momentum.
Bear Case : COHN
The primary concerns for COHN are Revenue Growth, Market Cap, Return on Equity. Thin 2.4% margins leave little buffer for downturns.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow.
Key Dynamics to Monitor
COHN profiles as a value stock while SCHW is a growth play — different risk/reward profiles.
COHN carries more volatility with a beta of 1.28 — expect wider price swings.
SCHW is growing revenue faster at 18.9% — sustainability is the question.
COHN generates stronger free cash flow (-2M), providing more financial flexibility.
Bottom Line
SCHW scores higher overall (75/100 vs 62/100), backed by strong 37.0% margins and 18.9% revenue growth. COHN offers better value entry with a 84.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cohen & Company Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Cohen & Company Inc. is a publicly owned investment manager. The company is headquartered in Philadelphia, Pennsylvania with additional offices in New York City; Boca Raton, Florida; Chicago, Illinois; Bethesda, Maryland; Boston, Massachusetts; Paris, France; and London, United Kingdom.
Charles Schwab Corp
FINANCIAL SERVICES · CAPITAL MARKETS · USA
The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.
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