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

Correlation

The correlation between SCHL and SCHW is 0.42, 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

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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Key characteristics

Sharpe Ratio

SCHL:

-0.98

SCHW:

0.49

Sortino Ratio

SCHL:

-1.26

SCHW:

0.87

Omega Ratio

SCHL:

0.82

SCHW:

1.13

Calmar Ratio

SCHL:

-0.75

SCHW:

0.46

Martin Ratio

SCHL:

-1.37

SCHW:

1.36

Ulcer Index

SCHL:

35.03%

SCHW:

11.04%

Daily Std Dev

SCHL:

51.08%

SCHW:

30.31%

Max Drawdown

SCHL:

-83.12%

SCHW:

-86.79%

Current Drawdown

SCHL:

-59.37%

SCHW:

-1.89%

Fundamentals

Market Cap

SCHL:

$481.42M

SCHW:

$161.15B

EPS

SCHL:

$0.59

SCHW:

$3.30

PE Ratio

SCHL:

30.58

SCHW:

26.88

PEG Ratio

SCHL:

3.63

SCHW:

1.11

PS Ratio

SCHL:

0.30

SCHW:

7.87

PB Ratio

SCHL:

0.51

SCHW:

4.00

Total Revenue (TTM)

SCHL:

$1.59B

SCHW:

$26.20B

Gross Profit (TTM)

SCHL:

$873.30M

SCHW:

$20.47B

EBITDA (TTM)

SCHL:

$101.30M

SCHW:

$9.77B

Returns By Period

In the year-to-date period, SCHL achieves a -14.10% return, which is significantly lower than SCHW's 21.35% return. Over the past 10 years, SCHL has underperformed SCHW with an annualized return of -6.94%, while SCHW has yielded a comparatively higher 12.39% annualized return.


SCHL

YTD

-14.10%

1M

11.28%

6M

-26.39%

1Y

-50.01%

3Y*

-17.88%

5Y*

-6.28%

10Y*

-6.94%

SCHW

YTD

21.35%

1M

17.55%

6M

10.35%

1Y

14.85%

3Y*

13.79%

5Y*

23.19%

10Y*

12.39%

*Annualized

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Scholastic Corporation

The Charles Schwab Corporation

Risk-Adjusted Performance

SCHL vs. SCHW — Risk-Adjusted Performance Rank

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

SCHL
The Risk-Adjusted Performance Rank of SCHL is 77
Overall Rank
The Sharpe Ratio Rank of SCHL is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of SCHL is 88
Sortino Ratio Rank
The Omega Ratio Rank of SCHL is 77
Omega Ratio Rank
The Calmar Ratio Rank of SCHL is 77
Calmar Ratio Rank
The Martin Ratio Rank of SCHL is 1010
Martin Ratio Rank

SCHW
The Risk-Adjusted Performance Rank of SCHW is 6767
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 6363
Omega Ratio Rank
The Calmar Ratio Rank of SCHW is 7171
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.

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.


The current SCHL Sharpe Ratio is -0.98, which is lower than the SCHW Sharpe Ratio of 0.49. 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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Dividends

SCHL vs. SCHW - Dividend Comparison

SCHL's dividend yield for the trailing twelve months is around 4.46%, more than SCHW's 1.17% yield.


TTM20242023202220212020201920182017201620152014
SCHL
Scholastic Corporation
4.46%3.75%2.12%1.77%1.50%2.40%1.56%1.49%1.50%1.26%1.56%1.65%
SCHW
The Charles Schwab Corporation
1.17%1.35%1.45%1.01%0.86%1.36%1.43%1.11%0.62%0.68%0.73%0.79%

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.


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Volatility

SCHL vs. SCHW - Volatility Comparison

Scholastic Corporation (SCHL) has a higher volatility of 11.54% compared to The Charles Schwab Corporation (SCHW) at 4.04%. 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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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


0.001.00B2.00B3.00B4.00B5.00B6.00B7.00B20212022202320242025
335.40M
6.65B
(SCHL) Total Revenue
(SCHW) Total Revenue
Values in USD except per share items

SCHL vs. SCHW - Profitability Comparison

The chart below illustrates the profitability comparison between Scholastic Corporation 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

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
53.9%
84.2%
(SCHL) Gross Margin
(SCHW) Gross Margin
SCHL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Scholastic Corporation reported a gross profit of 180.80M and revenue of 335.40M. Therefore, the gross margin over that period was 53.9%.

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 5.60B and revenue of 6.65B. Therefore, the gross margin over that period was 84.2%.

SCHL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Scholastic Corporation reported an operating income of -23.90M and revenue of 335.40M, resulting in an operating margin of -7.1%.

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 2.46B and revenue of 6.65B, resulting in an operating margin of 36.9%.

SCHL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Scholastic Corporation reported a net income of -3.60M and revenue of 335.40M, resulting in a net margin of -1.1%.

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 6.65B, resulting in a net margin of 28.7%.