Charles Schwab Corp (SCHW)vsStifel Financial Corporation (SF)
SCHW
Charles Schwab Corp
$88.84
-0.11%
FINANCIAL SERVICES · Cap: $152.37B
SF
Stifel Financial Corporation
$70.72
-0.98%
FINANCIAL SERVICES · Cap: $11.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Charles Schwab Corp generates 337% more annual revenue ($24.80B vs $5.67B). SCHW leads profitability with a 38.0% profit margin vs 15.6%. SF appears more attractively valued with a PEG of 0.95. SF earns a higher WallStSmart Score of 81/100 (A-).
SCHW
Strong Buy75
out of 100
Grade: B+
SF
Exceptional Buy81
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 49.3%
Large-cap with strong market position
Attractively priced relative to earnings
15.8% revenue growth
Earnings expanding 38.6% YoY
Earnings expanding 469.2% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 21.6%
Areas to Watch
Distress zone — elevated risk
Negative free cash flow — burning cash
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 38.0% and operating margin at 49.3%. Revenue growth of 15.8% 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 15.6% and operating margin at 21.6%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : SCHW
The primary concerns for SCHW are Altman Z-Score.
Bear Case : SF
The primary concerns for SF are Free Cash Flow, 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 15.8% — sustainability is the question.
SCHW generates stronger free cash flow (7.2B), providing more financial flexibility.
Bottom Line
SF scores higher overall (81/100 vs 75/100), backed by strong 15.6% margins and 14.3% 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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