Correlation
The correlation between SF and SCHW is 0.43, 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.
SF vs. SCHW
Compare and contrast key facts about Stifel Financial Corp. (SF) and The Charles Schwab Corporation (SCHW).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SF or SCHW.
Performance
SF vs. SCHW - Performance Comparison
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Key characteristics
SF:
0.51
SCHW:
0.84
SF:
1.09
SCHW:
1.37
SF:
1.15
SCHW:
1.20
SF:
0.62
SCHW:
0.81
SF:
1.82
SCHW:
2.86
SF:
11.88%
SCHW:
9.27%
SF:
36.73%
SCHW:
29.63%
SF:
-78.40%
SCHW:
-86.79%
SF:
-19.53%
SCHW:
-2.87%
Fundamentals
SF:
$9.68B
SCHW:
$160.51B
SF:
$5.24
SCHW:
$3.30
SF:
17.98
SCHW:
26.77
SF:
0.85
SCHW:
1.11
SF:
1.92
SCHW:
7.84
SF:
1.99
SCHW:
3.98
SF:
$5.50B
SCHW:
$26.20B
SF:
$4.50B
SCHW:
$20.41B
SF:
$1.42B
SCHW:
$9.77B
Returns By Period
In the year-to-date period, SF achieves a -10.79% return, which is significantly lower than SCHW's 20.14% return. Over the past 10 years, SF has underperformed SCHW with an annualized return of 10.70%, while SCHW has yielded a comparatively higher 12.19% annualized return.
SF
-10.79%
5.38%
-17.98%
18.52%
16.36%
24.36%
10.70%
SCHW
20.14%
6.63%
7.44%
22.24%
9.61%
21.38%
12.19%
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Risk-Adjusted Performance
SF vs. SCHW — Risk-Adjusted Performance Rank
SF
SCHW
SF vs. SCHW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stifel Financial Corp. (SF) 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
SF vs. SCHW - Dividend Comparison
SF's dividend yield for the trailing twelve months is around 2.31%, more than SCHW's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SF Stifel Financial Corp. | 2.31% | 1.58% | 2.08% | 2.06% | 0.85% | 0.90% | 0.99% | 1.16% | 0.34% | 0.00% | 0.00% | 0.00% |
SCHW The Charles Schwab Corporation | 1.18% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% | 0.79% |
Drawdowns
SF vs. SCHW - Drawdown Comparison
The maximum SF drawdown since its inception was -78.40%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for SF and SCHW.
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Volatility
SF vs. SCHW - Volatility Comparison
Stifel Financial Corp. (SF) has a higher volatility of 10.00% compared to The Charles Schwab Corporation (SCHW) at 3.94%. This indicates that SF'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
SF vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Stifel Financial Corp. 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
SF vs. SCHW - Profitability Comparison
SF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported a gross profit of 1.02B and revenue of 1.47B. Therefore, the gross margin over that period was 69.3%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, The Charles Schwab Corporation reported a gross profit of 5.55B and revenue of 6.65B. Therefore, the gross margin over that period was 83.4%.
SF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported an operating income of 289.60M and revenue of 1.47B, resulting in an operating margin of 19.7%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
SF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Stifel Financial Corp. reported a net income of 52.99M and revenue of 1.47B, resulting in a net margin of 3.6%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.