Charles Schwab Corp (SCHW)vsStifel Financial Corporation (SF)
SCHW
Charles Schwab Corp
$89.47
+0.80%
FINANCIAL SERVICES · Cap: $159.03B
SF
Stifel Financial Corporation
$66.88
-0.39%
FINANCIAL SERVICES · Cap: $10.20B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 364% more annual revenue ($27.06B vs $5.83B). SCHW leads profitability with a 39.3% profit margin vs 16.3%. SCHW appears more attractively valued with a PEG of 0.84. SF earns a higher WallStSmart Score of 81/100 (A-).
SCHW
Strong Buy77
out of 100
Grade: B+
SF
Exceptional Buy81
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 52.7%
Large-cap with strong market position
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Earnings expanding 50.6% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 21.8%
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : SCHW
The strongest argument for SCHW centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.3% and operating margin at 52.7%. Revenue growth of 16.9% demonstrates continued momentum.
Bull Case : SF
The strongest argument for SF centers on EPS Growth, PEG Ratio, P/E Ratio. Profitability is solid with margins at 16.3% and operating margin at 21.8%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : SCHW
The primary concerns for SCHW are Free Cash Flow, Altman Z-Score.
Bear Case : SF
The primary concerns for SF are Altman Z-Score.
Key Dynamics to Monitor
SCHW profiles as a growth stock while SF is a mature play — different risk/reward profiles.
SF carries more volatility with a beta of 1.01 — expect wider price swings.
SCHW is growing revenue faster at 16.9% — sustainability is the question.
SF generates stronger free cash flow (84M), providing more financial flexibility.
Bottom Line
SF scores higher overall (81/100 vs 77/100), backed by strong 16.3% margins and 12.7% revenue growth. Both earn "Exceptional Buy" and "Strong 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.
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.
Visit Website →Stifel Financial Corporation
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Stifel Financial Corp. The company is headquartered in St. Louis, Missouri.
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