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DFS vs. SCHW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between DFS and SCHW is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

DFS vs. SCHW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Discover Financial Services (DFS) and The Charles Schwab Corporation (SCHW). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

DFS:

20.27%

SCHW:

30.51%

Max Drawdown

DFS:

-1.11%

SCHW:

-86.79%

Current Drawdown

DFS:

-1.02%

SCHW:

-7.13%

Fundamentals

Market Cap

DFS:

$47.83B

SCHW:

$153.39B

EPS

DFS:

$18.73

SCHW:

$3.30

PE Ratio

DFS:

10.15

SCHW:

25.60

PEG Ratio

DFS:

3.69

SCHW:

1.06

PS Ratio

DFS:

3.58

SCHW:

7.50

PB Ratio

DFS:

2.67

SCHW:

3.91

Total Revenue (TTM)

DFS:

$20.00B

SCHW:

$17.57B

Gross Profit (TTM)

DFS:

$17.55B

SCHW:

$15.63B

EBITDA (TTM)

DFS:

$7.84B

SCHW:

$8.07B

Returns By Period


DFS

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

SCHW

YTD

14.88%

1M

10.11%

6M

15.05%

1Y

12.54%

5Y*

21.49%

10Y*

11.67%

*Annualized

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Risk-Adjusted Performance

DFS vs. SCHW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DFS
The Risk-Adjusted Performance Rank of DFS is 8989
Overall Rank
The Sharpe Ratio Rank of DFS is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of DFS is 8787
Sortino Ratio Rank
The Omega Ratio Rank of DFS is 8585
Omega Ratio Rank
The Calmar Ratio Rank of DFS is 9494
Calmar Ratio Rank
The Martin Ratio Rank of DFS is 9090
Martin Ratio Rank

SCHW
The Risk-Adjusted Performance Rank of SCHW is 6666
Overall Rank
The Sharpe Ratio Rank of SCHW is 7070
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHW is 6161
Sortino Ratio Rank
The Omega Ratio Rank of SCHW is 6262
Omega Ratio Rank
The Calmar Ratio Rank of SCHW is 7070
Calmar Ratio Rank
The Martin Ratio Rank of SCHW is 6767
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DFS vs. SCHW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Discover Financial Services (DFS) and The Charles Schwab Corporation (SCHW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



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Dividends

DFS vs. SCHW - Dividend Comparison

DFS's dividend yield for the trailing twelve months is around 1.47%, more than SCHW's 1.23% yield.


TTM20242023202220212020201920182017201620152014
DFS
Discover Financial Services
1.47%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SCHW
The Charles Schwab Corporation
1.23%1.35%1.45%1.01%0.86%1.36%1.43%1.11%0.62%0.68%0.73%0.79%

Drawdowns

DFS vs. SCHW - Drawdown Comparison

The maximum DFS drawdown since its inception was -1.11%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for DFS and SCHW. For additional features, visit the drawdowns tool.


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Volatility

DFS vs. SCHW - Volatility Comparison


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Financials

DFS vs. SCHW - Financials Comparison

This section allows you to compare key financial metrics between Discover Financial Services and The Charles Schwab Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B3.00B4.00B5.00B6.00B20212022202320242025
5.49B
2.71B
(DFS) Total Revenue
(SCHW) Total Revenue
Values in USD except per share items

DFS vs. SCHW - Profitability Comparison

The chart below illustrates the profitability comparison between Discover Financial Services and The Charles Schwab Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%40.0%60.0%80.0%100.0%20212022202320242025
77.4%
28.3%
(DFS) Gross Margin
(SCHW) Gross Margin
DFS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a gross profit of 4.25B and revenue of 5.49B. Therefore, the gross margin over that period was 77.4%.

SCHW - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a gross profit of 765.00M and revenue of 2.71B. Therefore, the gross margin over that period was 28.3%.

DFS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported an operating income of 2.69B and revenue of 5.49B, resulting in an operating margin of 48.9%.

SCHW - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported an operating income of -765.00M and revenue of 2.71B, resulting in an operating margin of -28.3%.

DFS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Discover Financial Services reported a net income of 1.10B and revenue of 5.49B, resulting in a net margin of 20.1%.

SCHW - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Charles Schwab Corporation reported a net income of 1.91B and revenue of 2.71B, resulting in a net margin of 70.6%.