Bringing the fundamentals into focus…
Bringing the fundamentals into focus…
SCHW · against 48 other Banks & Insurance companies of similar size
Ranked #49 of 49 · scores higher than 0% of peers
Bars: peers in each 10-point band of the profitability score1 peers with a profitability score of 0–9, including SCHW · Click a bar to see the companies
Mainly because of its return on assets, which is weaker than most Banks & Insurance peers.
| Metric | SCHW | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 32 reported | 46.0% | 14.0% | 87% | Context only | |
| Operating marginHigher is better · 5 reported | Not reported | 86.0% | — | — | Context only |
| Return on assetsHigher is better · 49 reported | 0.2% | 1.0% | 0% | 50% | |
| Return on equityHigher is better · 49 reported | 20.3% | 13.9% | 88% | 50% | |
| Gross marginHigher is better · 51 reported | 97.5% | 0.0% | 100% | Context only |
Metrics with no weight are context only: for banks, brokers and insurers, free cash flow, EBITDA, gross margin and current ratio mostly reflect trading and funding flows, not the health of the business.
A metric that is not reported is left out of the score; the other weights are rescaled.
| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 133.0B USD | 98 | 58 | |
| 2 | 82.5B USD | 96 | 76 | |
| 3 | 140.0B USD | 86 | 62 | |
| 3 | 132.0B USD | 86 | 53 | |
| 5 | 93.4B CHF (≈$107.4B) | 84 | 51 | |
| 44 | 1.67T BRL (≈$301.4B) | 22 | ||
| 46 | 658.7B HKD (≈$84.3B) | 21 | 42 | |
| 46 | 121.5B AUD (≈$80.2B) | 21 | 19 | |
| 48 | 150.9B USD | 17 | 27 | |
| 49 | 154.4B USD | 8 | 11 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score