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

Key characteristics


SCHLSCHW
YTD Return-4.30%11.49%
1Y Return-3.70%62.21%
3Y Return (Ann)6.47%3.46%
5Y Return (Ann)0.12%12.40%
10Y Return (Ann)2.76%12.53%
Sharpe Ratio-0.102.13
Daily Std Dev34.33%29.15%
Max Drawdown-83.12%-86.79%
Current Drawdown-21.94%-17.43%

Fundamentals


SCHLSCHW
Market Cap$1.02B$138.92B
EPS$1.39$2.39
PE Ratio26.0131.82
PEG Ratio3.631.19
Revenue (TTM)$1.64B$18.46B
Gross Profit (TTM)$877.40M$20.17B
EBITDA (TTM)$100.10M$1.17B

Correlation

-0.50.00.51.00.3

The correlation between SCHL and SCHW is 0.34, 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

SCHL vs. SCHW - Performance Comparison

In the year-to-date period, SCHL achieves a -4.30% return, which is significantly lower than SCHW's 11.49% return. Over the past 10 years, SCHL has underperformed SCHW with an annualized return of 2.76%, while SCHW has yielded a comparatively higher 12.53% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


0.00%2,000.00%4,000.00%6,000.00%8,000.00%10,000.00%December2024FebruaryMarchAprilMay
231.99%
10,895.97%
SCHL
SCHW

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Scholastic Corporation

The Charles Schwab Corporation

Risk-Adjusted Performance

SCHL vs. SCHW - Risk-Adjusted Performance 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.


SCHL
Sharpe ratio
The chart of Sharpe ratio for SCHL, currently valued at -0.11, compared to the broader market-2.00-1.000.001.002.003.00-0.11
Sortino ratio
The chart of Sortino ratio for SCHL, currently valued at 0.09, compared to the broader market-4.00-2.000.002.004.006.000.09
Omega ratio
The chart of Omega ratio for SCHL, currently valued at 1.01, compared to the broader market0.501.001.502.001.01
Calmar ratio
The chart of Calmar ratio for SCHL, currently valued at -0.14, compared to the broader market0.002.004.006.00-0.14
Martin ratio
The chart of Martin ratio for SCHL, currently valued at -0.26, compared to the broader market-10.000.0010.0020.0030.00-0.26
SCHW
Sharpe ratio
The chart of Sharpe ratio for SCHW, currently valued at 2.13, compared to the broader market-2.00-1.000.001.002.003.002.13
Sortino ratio
The chart of Sortino ratio for SCHW, currently valued at 3.26, compared to the broader market-4.00-2.000.002.004.006.003.26
Omega ratio
The chart of Omega ratio for SCHW, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for SCHW, currently valued at 1.26, compared to the broader market0.002.004.006.001.26
Martin ratio
The chart of Martin ratio for SCHW, currently valued at 5.63, compared to the broader market-10.000.0010.0020.0030.005.63

SCHL vs. SCHW - Sharpe Ratio Comparison

The current SCHL Sharpe Ratio is -0.10, which is lower than the SCHW Sharpe Ratio of 2.13. The chart below compares the 12-month rolling Sharpe Ratio of SCHL and SCHW.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50December2024FebruaryMarchAprilMay
-0.11
2.13
SCHL
SCHW

Dividends

SCHL vs. SCHW - Dividend Comparison

SCHL's dividend yield for the trailing twelve months is around 2.24%, more than SCHW's 1.64% yield.


TTM20232022202120202019201820172016201520142013
SCHL
Scholastic Corporation
2.24%2.12%1.77%1.50%2.40%1.56%1.49%1.50%1.26%1.56%1.65%1.98%
SCHW
The Charles Schwab Corporation
1.64%1.45%1.01%0.86%1.36%1.43%1.11%0.62%0.68%0.73%0.79%0.92%

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. For additional features, visit the drawdowns tool.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%December2024FebruaryMarchAprilMay
-21.94%
-17.43%
SCHL
SCHW

Volatility

SCHL vs. SCHW - Volatility Comparison

Scholastic Corporation (SCHL) has a higher volatility of 5.59% compared to The Charles Schwab Corporation (SCHW) at 4.77%. 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.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%December2024FebruaryMarchAprilMay
5.59%
4.77%
SCHL
SCHW

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



Values in USD except per share items