WallStSmart

Charles Schwab Corp (SCHW)vsSony Group Corp (SONY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Sony Group Corp generates 54957% more annual revenue ($13.17T vs $23.92B). SCHW leads profitability with a 37.0% profit margin vs -1.6%. SCHW appears more attractively valued with a PEG of 1.12. SCHW earns a higher WallStSmart Score of 75/100 (B+).

SCHW

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 10.0Quality: 8.3
Piotroski: 6/9

SONY

Hold

47

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 6.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SCHWUndervalued (+56.0%)

Margin of Safety

+56.0%

Fair Value

$217.62

Current Price

$95.68

$121.94 discount

UndervaluedFair: $217.62Overvalued
SONYUndervalued (+8.7%)

Margin of Safety

+8.7%

Fair Value

$25.06

Current Price

$20.54

$4.52 discount

UndervaluedFair: $25.06Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SCHW6 strengths · Avg: 9.2/10
Profit MarginProfitability
37.0%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Market CapQuality
$169.34B9/10

Large-cap with strong market position

Revenue GrowthGrowth
18.9%8/10

18.9% revenue growth

EPS GrowthGrowth
41.1%8/10

Earnings expanding 41.1% YoY

SONY4 strengths · Avg: 8.8/10
Free Cash FlowQuality
$898.45B10/10

Generating 898.5B in free cash flow

Market CapQuality
$122.85B9/10

Large-cap with strong market position

P/E RatioValuation
15.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

SCHW1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-921.00M2/10

Negative free cash flow — burning cash

SONY3 concerns · Avg: 2.3/10
Revenue GrowthGrowth
0.5%4/10

0.5% revenue growth

PEG RatioValuation
2.782/10

Expensive relative to growth rate

Profit MarginProfitability
-1.6%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : SONY

The strongest argument for SONY centers on Free Cash Flow, Market Cap, P/E Ratio.

Bear Case : SCHW

The primary concerns for SCHW are Free Cash Flow.

Bear Case : SONY

The primary concerns for SONY are Revenue Growth, PEG Ratio, Profit Margin.

Key Dynamics to Monitor

SCHW profiles as a growth stock while SONY is a turnaround play — different risk/reward profiles.

SCHW carries more volatility with a beta of 0.92 — expect wider price swings.

SCHW is growing revenue faster at 18.9% — sustainability is the question.

SONY generates stronger free cash flow (898.5B), providing more financial flexibility.

Bottom Line

SCHW scores higher overall (75/100 vs 47/100), backed by strong 37.0% margins and 18.9% revenue growth. Both earn "Strong 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.

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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Sony Group Corp

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.

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