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SCHL vs. SCHW
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

SCHL vs. SCHW - Performance Comparison

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

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SCHL vs. SCHW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHL
Scholastic Corporation
31.59%43.96%-42.00%-2.52%0.48%62.97%-33.43%-3.00%1.86%-14.30%
SCHW
The Charles Schwab Corporation
-7.24%36.65%9.17%-15.97%0.11%60.23%13.57%16.38%-18.43%31.15%

Fundamentals

EPS

SCHL:

$3.25

SCHW:

$4.91

PE Ratio

SCHL:

11.93

SCHW:

18.82

PEG Ratio

SCHL:

0.17

SCHW:

1.07

PS Ratio

SCHL:

0.58

SCHW:

6.20

Total Revenue (TTM)

SCHL:

$1.29B

SCHW:

$26.84B

Gross Profit (TTM)

SCHL:

$678.60M

SCHW:

$23.92B

EBITDA (TTM)

SCHL:

$82.20M

SCHW:

$12.82B

Returns By Period

In the year-to-date period, SCHL achieves a 31.59% return, which is significantly higher than SCHW's -7.24% return. Over the past 10 years, SCHL has underperformed SCHW with an annualized return of 2.25%, while SCHW has yielded a comparatively higher 13.96% annualized return.


SCHL

1D
-0.74%
1M
13.43%
YTD
31.59%
6M
38.54%
1Y
112.33%
3Y*
7.12%
5Y*
7.31%
10Y*
2.25%

SCHW

1D
-1.72%
1M
-3.28%
YTD
-7.24%
6M
0.74%
1Y
20.38%
3Y*
22.59%
5Y*
8.22%
10Y*
13.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SCHL vs. SCHW — Risk / Return Rank

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

SCHL
SCHL Risk / Return Rank: 9494
Overall Rank
SCHL Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
SCHL Sortino Ratio Rank: 9393
Sortino Ratio Rank
SCHL Omega Ratio Rank: 9292
Omega Ratio Rank
SCHL Calmar Ratio Rank: 9696
Calmar Ratio Rank
SCHL Martin Ratio Rank: 9797
Martin Ratio Rank

SCHW
SCHW Risk / Return Rank: 6565
Overall Rank
SCHW Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
SCHW Sortino Ratio Rank: 5959
Sortino Ratio Rank
SCHW Omega Ratio Rank: 6262
Omega Ratio Rank
SCHW Calmar Ratio Rank: 6868
Calmar Ratio Rank
SCHW Martin Ratio Rank: 6969
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHL vs. SCHW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Scholastic Corporation (SCHL) 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.


SCHLSCHWDifference

Sharpe ratio

Return per unit of total volatility

2.45

0.83

+1.62

Sortino ratio

Return per unit of downside risk

3.28

1.19

+2.09

Omega ratio

Gain probability vs. loss probability

1.43

1.17

+0.26

Calmar ratio

Return relative to maximum drawdown

6.91

1.33

+5.58

Martin ratio

Return relative to average drawdown

22.49

3.53

+18.96

SCHL vs. SCHW - Sharpe Ratio Comparison

The current SCHL Sharpe Ratio is 2.45, which is higher than the SCHW Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of SCHL and SCHW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SCHLSCHWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.45

0.83

+1.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.18

0.26

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.06

0.42

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.43

-0.32

Correlation

The correlation between SCHL and SCHW is 0.32, 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.


Dividends

SCHL vs. SCHW - Dividend Comparison

SCHL's dividend yield for the trailing twelve months is around 2.06%, more than SCHW's 1.22% yield.


TTM20252024202320222021202020192018201720162015
SCHL
Scholastic Corporation
2.06%2.70%3.75%2.12%1.77%1.50%2.40%1.56%1.49%1.50%1.26%1.56%
SCHW
The Charles Schwab Corporation
1.22%1.08%1.35%1.45%1.01%0.86%1.36%1.43%1.11%0.62%0.68%0.73%

Drawdowns

SCHL vs. SCHW - Drawdown Comparison

The maximum SCHL drawdown since its inception was -83.12%, roughly equal to the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for SCHL and SCHW.


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Drawdown Indicators


SCHLSCHWDifference

Max Drawdown

Largest peak-to-trough decline

-83.12%

-86.79%

+3.67%

Max Drawdown (1Y)

Largest decline over 1 year

-16.19%

-14.61%

-1.58%

Max Drawdown (5Y)

Largest decline over 5 years

-64.52%

-49.70%

-14.82%

Max Drawdown (10Y)

Largest decline over 10 years

-64.52%

-51.08%

-13.44%

Current Drawdown

Current decline from peak

-10.39%

-13.56%

+3.17%

Average Drawdown

Average peak-to-trough decline

-31.04%

-35.65%

+4.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.97%

5.51%

-0.54%

Volatility

SCHL vs. SCHW - Volatility Comparison

Scholastic Corporation (SCHL) has a higher volatility of 10.73% compared to The Charles Schwab Corporation (SCHW) at 4.91%. This indicates that SCHL'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.


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Volatility by Period


SCHLSCHWDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.73%

4.91%

+5.82%

Volatility (6M)

Calculated over the trailing 6-month period

23.72%

16.37%

+7.35%

Volatility (1Y)

Calculated over the trailing 1-year period

46.09%

24.57%

+21.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

41.45%

32.12%

+9.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.13%

33.42%

+3.71%

Financials

SCHL vs. SCHW - Financials Comparison

This section allows you to compare key financial metrics between Scholastic Corporation 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


0.002.00B4.00B6.00B8.00B202220232024202520260
6.34B
(SCHL) Total Revenue
(SCHW) Total Revenue
Values in USD except per share items