Charles Schwab vs Stifel
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KIRAβs take AI analyst
I put Charles Schwab and Stifel side by side, using each oneβs latest annual report. Here is what stands out:
- Charles Schwab is the larger business, with $23.9B of revenue in fiscal 2025 against $6.3B for Stifel, about 3.8 times as much.
- Charles Schwab grew revenue faster (22.0%, against 6.7%).
- Investors pay more for each dollar of Charles Schwabβs earnings: a P/E of 16.3x against 11.9x for Stifel.
Who comes out ahead
Of the 5 measures where higher (or lower) is clearly better, how many each company leads.
Charles Schwab
SCHW
5/5
Revenue growth5-year growthNet marginReturn on equityShare count change
Stifel
SF
0/5
Side by side
Best in the row
| Latest fiscal year | SCHW FY25 | SF FY25 |
|---|---|---|
| Size | ||
| Market cap | $162.3B | $7.3B |
| Revenue | $23.9B | $6.3B |
| Free cash flow | β | β |
| Net income | $8.9B | $684M |
| Growth | ||
| Revenue growth | 22.0% | 6.7% |
| 5-year growth | 15.4% | 10.7% |
| Share count change | β1.4% | β0.8% |
| Profitability | ||
| Gross margin | β | β |
| Operating margin | β | β |
| Net margin | 37.0% | 10.8% |
| FCF margin | β | β |
| Return on capital | β | β |
| Return on equity | 18.1% | 11.7% |
| Balance sheet | ||
| Net debt | β | β |
| Net debt / EBITDA | β | β |
| Dividends and buybacks | $9.7B | $245M |
| Valuation & quality | ||
| P/E | 16.3x | 11.9x |
| Piotroski F-score | β | β |
Ten years
Revenue
FY16
SCHW $7.5B
SF $2.6B
FY17
SCHW $8.6B
SF $3.0B
FY18
SCHW $10.1B
SF $3.2B
FY19
SCHW $10.7B
SF $3.5B
FY20
SCHW $11.7B
SF $3.8B
FY21
SCHW $18.5B
SF $4.8B
FY22
SCHW $20.8B
SF $4.6B
FY23
SCHW $18.8B
SF $5.2B
FY24
SCHW $19.6B
SF $6.0B
FY25
SCHW $23.9B
SF $6.3B
SCHW
SF
Operating margin
FY16
SCHW β
SF β
FY17
SCHW β
SF β
FY18
SCHW β
SF β
FY19
SCHW β
SF β
FY20
SCHW β
SF β
FY21
SCHW β
SF β
FY22
SCHW β
SF β
FY23
SCHW β
SF β
FY24
SCHW β
SF β
FY25
SCHW β
SF β
SCHW
SF
Free cash flow
FY16
SCHW β
SF β
FY17
SCHW β
SF β
FY18
SCHW β
SF β
FY19
SCHW β
SF β
FY20
SCHW β
SF β
FY21
SCHW β
SF β
FY22
SCHW β
SF β
FY23
SCHW β
SF β
FY24
SCHW β
SF β
FY25
SCHW β
SF β
SCHW
SF
Return on capital
FY16
SCHW β
SF β
FY17
SCHW β
SF β
FY18
SCHW β
SF β
FY19
SCHW β
SF β
FY20
SCHW β
SF β
FY21
SCHW β
SF β
FY22
SCHW β
SF β
FY23
SCHW β
SF β
FY24
SCHW β
SF β
FY25
SCHW β
SF β
SCHW
SF
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.