COMP <GO>
SCHW vs BLK // NET PROFIT MARGIN
Charles Schwab Corporation (NYSE) VS. BlackRock Inc. (NYSE) • 15-METRIC TALLY: SCHW 4
— BLK 7
▲ NET PROFIT MARGIN LEADER: BLK
LAST: $88.05 (-1.59%) • MKT CAP: $154.72B
net-margins
0.00%
LAST: $1,147.54 (-2.44%) • MKT CAP: $182.16B
net-margins
22.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHW VS. BLK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHW | BLK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 6.20% | -6.20 | BLK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 29.4x | +65.60 | BLK | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 1.95% | +3.71 | SCHW | /fcf-yield <GO> |
| Operating Margin | 0.00% | 29.10% | -29.10 | BLK | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 0.00% | 22.90% | -22.90 | BLK | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 18.70% | +3.30 | SCHW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.51% | 0.00% | +1.51 | SCHW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SCHW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.4 | 63.5 | -29.10 | BLK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.13 | -0.14 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 27.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $154.72B | $182.16B | -$27.44B | BLK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHW REV | BLK REV | SCHW GROSS % | BLK GROSS % | SCHW FCF | BLK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.92B | $24.22B | — | — | $8.76B | $3.55B |
| FY 2024 | $19.61B | $20.41B | — | — | $2.05B | $4.70B |
| FY 2023 | $18.84B | $17.86B | — | — | $18.74B | $3.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHW // BETA 0.99
BLK // BETA 1.13