COMP <GO>
SCHW vs V // OPERATING MARGIN
Charles Schwab Corporation (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: SCHW 3
— V 8
▲ OPERATING MARGIN LEADER: V
LAST: $88.71 (+0.75%) • MKT CAP: $152.27B
operating-margins
0.00%
LAST: $425.51 (+2.88%) • MKT CAP: $738.98B
operating-margins
60.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHW VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHW | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 32.30% | -32.30 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 28.9x | +66.10 | V | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | 2.90% | +2.76 | SCHW | /fcf-yield <GO> |
| Operating Margin ACTIVE | 0.00% | 60.00% | -60.00 | V | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 50.10% | -50.10 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 11.30% | +10.70 | SCHW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.51% | 0.63% | +0.88 | SCHW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 9.09 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 31.1 | 67.7 | -36.60 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.06 | -0.07 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 34.0x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $152.27B | $738.98B | -$586.72B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHW REV | V REV | SCHW GROSS % | V GROSS % | SCHW FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.92B | $40.00B | — | — | $8.76B | $21.26B |
| FY 2024 | $19.61B | $35.93B | — | — | $2.05B | $18.33B |
| FY 2023 | $18.84B | $32.65B | — | — | $18.74B | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHW // BETA 0.99
V // BETA 1.06