WFRD vs. SCHW
WFRD (Weatherford International plc) and SCHW (The Charles Schwab Corporation) are both stocks. WFRD operates in Oil & Gas Equipment & Services (Energy), while SCHW operates in Capital Markets (Financial Services). Over the past 5 years, WFRD returned 48.42%/yr vs 4.43%/yr for SCHW. At a 0.26 correlation, their price movements are largely independent.
Performance
WFRD vs. SCHW - Performance Comparison
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Returns By Period
In the year-to-date period, WFRD achieves a 33.24% return, which is significantly higher than SCHW's -11.31% return.
WFRD
- 1D
- -0.35%
- 1M
- -4.25%
- YTD
- 33.24%
- 6M
- 35.28%
- 1Y
- 125.47%
- 3Y*
- 19.05%
- 5Y*
- 48.42%
- 10Y*
- —
SCHW
- 1D
- 1.63%
- 1M
- -4.42%
- YTD
- -11.31%
- 6M
- -6.75%
- 1Y
- 1.87%
- 3Y*
- 19.05%
- 5Y*
- 4.43%
- 10Y*
- 12.87%
WFRD vs. SCHW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
WFRD Weatherford International plc | 33.24% | 11.14% | -26.39% | 92.12% | 83.69% | 116.39% |
SCHW The Charles Schwab Corporation | -11.31% | 36.65% | 9.17% | -15.97% | 0.11% | 12.76% |
Correlation
The correlation between WFRD and SCHW is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2021 | 0.26 |
The correlation between WFRD and SCHW shifts across timeframes, from 0.08 (1 year) to 0.26 (all time), reflecting how their relationship changes across market environments.
Fundamentals
WFRD:
$7.49B
SCHW:
$154.18B
WFRD:
$6.40
SCHW:
$5.26
WFRD:
16.20
SCHW:
16.72
WFRD:
0.05
SCHW:
0.96
WFRD:
1.54
SCHW:
6.52
WFRD:
4.26
SCHW:
57.10K
WFRD:
$4.88B
SCHW:
$24.17B
WFRD:
$1.90B
SCHW:
$18.86B
WFRD:
$800.00M
SCHW:
$13.11B
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Return for Risk
WFRD vs. SCHW — Risk / Return Rank
WFRD
SCHW
WFRD vs. SCHW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Weatherford International plc (WFRD) 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.
| WFRD | SCHW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +3.02 | ||
| Sortino ratioReturn per unit of downside risk | +3.38 | ||
| Omega ratioGain probability vs. loss probability | 1.45 | 1.04 | +0.42 |
| Calmar ratioReturn relative to maximum drawdown | 6.20 | 0.09 | +6.11 |
| Martin ratioReturn relative to average drawdown | 20.88 | 0.23 | +20.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WFRD | SCHW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.10 | 0.08 | +3.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.14 | +0.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.02 | 0.42 | +0.60 |
Drawdowns
WFRD vs. SCHW - Drawdown Comparison
The maximum WFRD drawdown since its inception was -70.56%, smaller than the maximum SCHW drawdown of -86.79%. Use the drawdown chart below to compare losses from any high point for WFRD and SCHW.
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Drawdown Indicators
| WFRD | SCHW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.56% | -86.79% | +16.23% |
Max Drawdown (1Y)Largest decline over 1 year | -20.34% | -19.83% | -0.51% |
Max Drawdown (3Y)Largest decline over 3 years | -70.56% | -27.11% | -43.45% |
Max Drawdown (5Y)Largest decline over 5 years | -70.56% | -49.70% | -20.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.08% | — |
Current DrawdownCurrent decline from peak | -20.56% | -17.35% | -3.21% |
Average DrawdownAverage peak-to-trough decline | -22.08% | -35.55% | +13.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 8.12% | -2.09% |
Volatility
WFRD vs. SCHW - Volatility Comparison
Weatherford International plc (WFRD) has a higher volatility of 9.62% compared to The Charles Schwab Corporation (SCHW) at 8.14%. This indicates that WFRD'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
| WFRD | SCHW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 8.14% | +1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 28.14% | 19.79% | +8.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.73% | 24.00% | +16.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.63% | 32.25% | +19.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.82% | 33.42% | +18.40% |
Dividends
WFRD vs. SCHW - Dividend Comparison
WFRD's dividend yield for the trailing twelve months is around 1.01%, less than SCHW's 1.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHW The Charles Schwab Corporation | 1.34% | 1.08% | 1.35% | 1.45% | 1.01% | 0.86% | 1.36% | 1.43% | 1.11% | 0.62% | 0.68% | 0.73% |
WFRD Weatherford International plc | 1.01% | 1.28% | 0.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
WFRD vs. SCHW - Financials Comparison
This section allows you to compare key financial metrics between Weatherford International plc 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
WFRD vs. SCHW - Profitability Comparison
WFRD - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Weatherford International plc reported a gross profit of 0.00 and revenue of 1.15B. Therefore, the gross margin over that period was 0.0%.
SCHW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported a gross profit of 1.03B and revenue of 3.14B. Therefore, the gross margin over that period was 32.7%.
WFRD - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Weatherford International plc reported an operating income of 123.00M and revenue of 1.15B, resulting in an operating margin of 10.7%.
SCHW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported an operating income of -730.00M and revenue of 3.14B, resulting in an operating margin of -23.2%.
WFRD - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Weatherford International plc reported a net income of 108.00M and revenue of 1.15B, resulting in a net margin of 9.4%.
SCHW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Charles Schwab Corporation reported a net income of 2.48B and revenue of 3.14B, resulting in a net margin of 78.9%.
Frequently Asked Questions
WFRD and SCHW have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WFRD has higher volatility (9.62%) compared to SCHW (8.14%). In terms of maximum drawdown, WFRD dropped -70.56% vs SCHW's -86.79%.
WFRD currently has the higher Sharpe Ratio (3.10 vs 0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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