DFS vs. SCHW
Compare and contrast key facts about Discover Financial Services (DFS) and The Charles Schwab Corporation (SCHW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DFS or SCHW.
Key characteristics
DFS | SCHW | |
---|---|---|
YTD Return | 10.57% | 8.82% |
1Y Return | 33.54% | 51.50% |
3Y Return (Ann) | 5.05% | 3.28% |
5Y Return (Ann) | 11.12% | 11.68% |
10Y Return (Ann) | 10.54% | 12.14% |
Sharpe Ratio | 0.77 | 1.55 |
Daily Std Dev | 35.91% | 30.04% |
Max Drawdown | -84.16% | -86.79% |
Current Drawdown | -5.73% | -19.41% |
Fundamentals
DFS | SCHW | |
---|---|---|
Market Cap | $32.00B | $137.00B |
EPS | $8.79 | $2.39 |
PE Ratio | 14.53 | 31.38 |
PEG Ratio | 3.28 | 1.19 |
Revenue (TTM) | $9.90B | $18.46B |
Gross Profit (TTM) | $10.47B | $20.17B |
EBITDA (TTM) | $96.60M | $1.17B |
Correlation
The correlation between DFS and SCHW is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DFS vs. SCHW - Performance Comparison
In the year-to-date period, DFS achieves a 10.57% return, which is significantly higher than SCHW's 8.82% return. Over the past 10 years, DFS has underperformed SCHW with an annualized return of 10.54%, while SCHW has yielded a comparatively higher 12.14% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
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.
Dividends
DFS vs. SCHW - Dividend Comparison
DFS's dividend yield for the trailing twelve months is around 2.27%, more than SCHW's 1.34% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Discover Financial Services | 2.27% | 2.40% | 2.35% | 1.63% | 1.94% | 1.98% | 2.54% | 1.69% | 1.61% | 2.01% | 1.40% | 1.07% |
The Charles Schwab Corporation | 1.34% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% | 0.92% |
Drawdowns
DFS vs. SCHW - Drawdown Comparison
The maximum DFS drawdown since its inception was -84.16%, roughly equal to 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.
Volatility
DFS vs. SCHW - Volatility Comparison
Discover Financial Services (DFS) has a higher volatility of 6.97% compared to The Charles Schwab Corporation (SCHW) at 4.55%. This indicates that DFS's price experiences larger fluctuations and is considered to be riskier than SCHW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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.
Total Revenue: Total amount of money received from sales and other business activities