No connection

Search Results

BLK vs SCHW

BLK
BlackRock, Inc.
NEUTRAL
Price
$1023.65
Market Cap
$159.22B
Sector
Financial Services
AI Confidence
85%
SCHW
The Charles Schwab Corporation
NEUTRAL
Price
$100.27
Market Cap
$175.69B
Sector
Financial Services
AI Confidence
80%

Valuation

P/E Ratio
BLK
29.02
SCHW
21.56
Forward P/E
BLK
16.98
SCHW
14.5
P/B Ratio
BLK
2.84
SCHW
4.13
P/S Ratio
BLK
6.58
SCHW
7.34
EV/EBITDA
BLK
17.1
SCHW
--

Profitability

Gross Margin
BLK
46.71%
SCHW
97.41%
Operating Margin
BLK
36.74%
SCHW
49.68%
Profit Margin
BLK
22.93%
SCHW
37.0%
ROE
BLK
10.72%
SCHW
18.1%
ROA
BLK
3.47%
SCHW
1.82%

Growth

Revenue Growth
BLK
23.4%
SCHW
18.9%
Earnings Growth
BLK
-31.7%
SCHW
41.1%

Financial Health

Debt/Equity
BLK
0.24
SCHW
1.15
Current Ratio
BLK
2.04
SCHW
0.63
Quick Ratio
BLK
1.46
SCHW
0.63

Dividends

Dividend Yield
BLK
2.24%
SCHW
1.28%
Payout Ratio
BLK
59.02%
SCHW
23.23%

AI Verdict

BLK NEUTRAL

BlackRock exhibits strong fundamental health with a Piotroski F-Score of 7/9 and a very conservative debt-to-equity ratio of 0.24. However, the stock is trading at a massive premium, with a current price of $1023.65 far exceeding both the Graham Number ($535.18) and the growth-based Intrinsic Value ($247.24). While revenue growth remains robust at 23.4%, a concerning divergence is evident as earnings growth has plummeted by 31.7% YoY. The combination of bearish insider activity and a 0/100 technical trend offsets the bullish analyst consensus.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Robust top-line growth with 23.4% YoY revenue increase
Very low leverage with a Debt/Equity ratio of 0.24
Risks
Severe valuation premium relative to Graham and Intrinsic value benchmarks
Significant negative earnings growth (-31.7% YoY) despite revenue gains
Bearish insider sentiment with $69.82M in net selling and zero buys
SCHW NEUTRAL

SCHW presents a dichotomy between strong fundamental growth and bearish sentiment indicators. The Piotroski F-Score of 4/9 indicates stable but not strong financial health, while the significant gap between the Graham Number ($50.38) and Intrinsic Value ($137.18) suggests the market is pricing in high growth expectations rather than defensive value. While earnings growth is robust (41.10% YoY) and ROE is strong at 18.10%, the analysis is tempered by a very bearish technical trend (10/100) and consistent insider selling.

Strengths
Strong earnings growth (41.10% YoY) and revenue growth (18.90% YoY)
High profitability with a 37% profit margin and 18.10% ROE
Consistent track record of beating earnings estimates over 25 quarters
Risks
Heavy insider selling totaling $25.85M with zero buy transactions
Very weak technical trend score (10/100) indicating bearish momentum
High Price-to-Book ratio (4.13) compared to traditional financial benchmarks

Compare Another Pair

BLK vs SCHW: Head-to-Head Comparison

This page compares BlackRock, Inc. (BLK) and The Charles Schwab Corporation (SCHW) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI Chat
Markets
Profile