The Charles Schwab Corporation (SCHW) vs S&P Global Inc. (SPGI)
SCHW leads on 14 of 16 compared metrics.
A side-by-side comparison of The Charles Schwab Corporation and S&P Global Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
SCHW
The Charles Schwab Corporation
$91.10Financial Services
SPGI
S&P Global Inc.
$418.91Financial Services
Total return — SCHW vs SPGI
growth of $100 · last 30ySCHW +2362.2%SPGI +3399.7%SPGI compounded faster
SCHW SPGI
SCHW vs SPGI: by the numbers
- •SCHW is the larger company ($158.44B vs $124.00B market cap).
- •SCHW trades at the lower earnings multiple (18.08 vs 26.51 P/E).
- •SCHW converts more revenue to profit (33.26% vs 30.37% net margin).
- •SPGI grew revenue faster over the past five years (15.44% vs 14.85% CAGR).
- •SCHW pays the higher dividend yield (1.30% vs 0.92%).
Which is better, SCHW or SPGI?
Metric tally: SCHW 14 · SPGI 2It depends on what you're optimizing for:
ValueSCHW(lower P/E)
GrowthSPGI(faster 5Y revenue CAGR)
IncomeSCHW(higher dividend yield)
QualitySCHW(higher ROIC)
Valuation
| Metric | SCHW | SPGI |
|---|---|---|
| P/E ratio | 18.08● | 26.51 |
| Forward P/E | 12.44● | 18.84 |
| P/S ratio | 5.63● | 7.93 |
| P/B ratio | 3.24● | 4.00 |
| PEG ratio | 0.36● | 1.91 |
| EV / EBITDA | 10.90● | 17.45 |
| FCF yield | 6.09%● | 4.46% |
Profitability
| Metric | SCHW | SPGI |
|---|---|---|
| Gross margin | 87.57%● | 70.47% |
| Operating margin | 43.04% | 43.88% |
| Net margin | 33.26%● | 30.37% |
| ROE | 19.14%● | 15.32% |
| ROIC | 9.50%● | 9.22% |
Dividends
| Metric | SCHW | SPGI |
|---|---|---|
| Dividend yield | 1.30%● | 0.92% |
| Payout ratio | 25.21% | 26.31% |
Growth (annualized)
| Metric | SCHW | SPGI |
|---|---|---|
| Revenue CAGR (5Y) | 14.85% | 15.44%● |
| EPS CAGR (5Y) | 17.05%● | 8.60% |
| FCF CAGR (5Y) | 8.89% | 9.24%● |
| Total return CAGR (5Y) | 5.66%● | 2.16% |
Frequently asked
- Which is better, SCHW or SPGI?
- It depends on your goal. value: SCHW (lower P/E); growth: SPGI (faster 5Y revenue CAGR); income: SCHW (higher dividend yield); quality: SCHW (higher ROIC). Across all compared metrics, SCHW leads 14 to 2.
- Is SCHW or SPGI cheaper?
- On trailing earnings, SCHW is cheaper: SCHW trades at a 18.08 P/E and SPGI at 26.51.
- Which has grown faster, SCHW or SPGI?
- Over the past five years, SPGI grew revenue faster — SCHW at a 14.85% CAGR versus SPGI at 15.44%.
- Does SCHW or SPGI pay a bigger dividend?
- SCHW yields 1.30% and SPGI yields 0.92% based on trailing dividends and the latest price.
- Is SCHW or SPGI more profitable?
- SCHW runs the higher net margin — SCHW at 33.26% versus SPGI at 30.37%.
- Which has been the better investment, SCHW or SPGI?
- Over the past 10-year, SPGI delivered the higher annualized total return — SCHW at 13.78% versus SPGI at 15.62%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Charles Schwab P/E ratioS&P Global P/E ratioCharles Schwab dividend yieldS&P Global dividend yieldCharles Schwab ROES&P Global ROECharles Schwab operating marginS&P Global operating marginCharles Schwab revenue growthS&P Global revenue growthCharles Schwab free cash flowS&P Global free cash flow
Charles Schwab & S&P Global appear in these rankings
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 13, 2026.