WallStSmart

MDB Capital Holdings, LLC Class A common (MDBH)vsCharles Schwab Corp (SCHW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Charles Schwab Corp generates 475156% more annual revenue ($26.03B vs $5.48M). SCHW leads profitability with a 38.8% profit margin vs 0.0%. SCHW earns a higher WallStSmart Score of 81/100 (A-).

MDBH

Hold

35

out of 100

Grade: F

Growth: 5.3Profit: 4.5Value: 5.0Quality: 8.5
Piotroski: 3/9Altman Z: 10.55

SCHW

Exceptional Buy

81

out of 100

Grade: A-

Growth: 8.0Profit: 8.0Value: 6.3Quality: 6.5
Piotroski: 6/9Altman Z: -0.14

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MDBH4 strengths · Avg: 10.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
1111.0%10/10

Strong operational efficiency at 1111.0%

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
10.5510/10

Safe zone — low bankruptcy risk

SCHW6 strengths · Avg: 9.0/10
Profit MarginProfitability
38.8%10/10

Keeps 39 of every $100 in revenue as profit

Operating MarginProfitability
52.3%10/10

Strong operational efficiency at 52.3%

Market CapQuality
$185.47B9/10

Large-cap with strong market position

Return on EquityProfitability
20.2%9/10

Every $100 of equity generates 20 in profit

PEG RatioValuation
0.918/10

Growing faster than its price suggests

Revenue GrowthGrowth
20.9%8/10

Revenue surging 20.9% year-over-year

Areas to Watch

MDBH4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$26.62M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

SCHW2 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-2.97B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.142/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : MDBH

The strongest argument for MDBH centers on Price/Book, Operating Margin, Debt/Equity.

Bull Case : SCHW

The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 38.8% and operating margin at 52.3%. Revenue growth of 20.9% demonstrates continued momentum.

Bear Case : MDBH

The primary concerns for MDBH are EPS Growth, Market Cap, Profit Margin.

Bear Case : SCHW

The primary concerns for SCHW are Free Cash Flow, Altman Z-Score.

Key Dynamics to Monitor

MDBH profiles as a value stock while SCHW is a growth play — different risk/reward profiles.

MDBH carries more volatility with a beta of 1.21 — expect wider price swings.

SCHW is growing revenue faster at 20.9% — sustainability is the question.

MDBH generates stronger free cash flow (-3M), providing more financial flexibility.

Bottom Line

SCHW scores higher overall (81/100 vs 35/100), backed by strong 38.8% margins and 20.9% revenue growth. Both earn "Exceptional Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

MDB Capital Holdings, LLC Class A common

FINANCIAL SERVICES · CAPITAL MARKETS · USA

MDB Capital Holdings, LLC (MDBH) is a forward-thinking investment firm that specializes in identifying and capitalizing on growth opportunities in the technology and life sciences sectors. With a seasoned management team at the helm, MDBH leverages strategic capital allocation and bespoke advisory services to maximize shareholder value and deliver robust returns for institutional investors. As a Class A common stock, MDBH is strategically positioned to navigate market fluctuations while committing to its mission of fostering innovation and financial integrity, thereby driving transformative growth in rapidly evolving industries.

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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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