Blackstone Inc. (BX) vs The Charles Schwab Corporation (SCHW)

SCHW leads on 7 of 13 compared metrics.

A side-by-side comparison of Blackstone Inc. and The Charles Schwab Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 21, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).

Compare

Total return — BX vs SCHW

growth of $100 · last 19y
BX +259.9%SCHW +329.3%SCHW compounded faster
0200400600Start $1002011201520192023$360$429
BX SCHW

BX vs SCHW: by the numbers

  • SCHW is the larger company ($159.48B vs $148.69B market cap).
  • SCHW trades at the lower earnings multiple (18.19 vs 31.66 P/E).
  • SCHW converts more revenue to profit (33.26% vs 20.38% net margin).
  • SCHW grew revenue faster over the past five years (14.85% vs 5.21% CAGR).
  • BX pays the higher dividend yield (4.01% vs 1.29%).

Which is better, BX or SCHW?

Metric tally: BX 6 · SCHW 7

It depends on what you're optimizing for:

ValueSCHW(lower P/E)
GrowthSCHW(faster 5Y revenue CAGR)
IncomeBX(higher dividend yield)
QualityBX(higher ROIC)

Metrics side by side

Valuation

MetricBXSCHW
P/E ratio31.6618.19
Forward P/E21.0212.50
P/S ratio6.475.67
P/B ratio11.593.26
PEG ratio5.530.36

Profitability

MetricBXSCHW
Gross margin87.51%87.57%
Operating margin48.83%43.04%
Net margin20.38%33.26%
ROE36.49%19.14%
ROIC13.61%9.50%

Dividends

MetricBXSCHW
Dividend yield4.01%1.29%
Payout ratio128.09%25.21%

Growth (annualized)

MetricBXSCHW
Revenue CAGR (5Y)5.21%14.85%
EPS CAGR (5Y)20.94%17.05%
Total return CAGR (5Y)8.79%7.01%

Frequently asked

Which is better, BX or SCHW?
It depends on your goal. value: SCHW (lower P/E); growth: SCHW (faster 5Y revenue CAGR); income: BX (higher dividend yield); quality: BX (higher ROIC). Across all compared metrics, SCHW leads 7 to 6.
Is BX or SCHW cheaper?
On trailing earnings, SCHW is cheaper: BX trades at a 31.66 P/E and SCHW at 18.19.
Which has grown faster, BX or SCHW?
Over the past five years, SCHW grew revenue faster — BX at a 5.21% CAGR versus SCHW at 14.85%.
Does BX or SCHW pay a bigger dividend?
BX yields 4.01% and SCHW yields 1.29% based on trailing dividends and the latest price.
Is BX or SCHW more profitable?
SCHW runs the higher net margin — BX at 20.38% versus SCHW at 33.26%.
Which has been the better investment, BX or SCHW?
Over the past 10-year, BX delivered the higher annualized total return — BX at 22.76% versus SCHW at 13.89%. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 21, 2026.