` Comparison: SWF, SCHW - Alpha Spread

SWF
vs
SCHW

Over the past 12 months, SWF has underperformed SCHW, delivering a return of +16% compared to the SCHW's +24% growth.

Valuation Growth Profitability Solvency Stocks Performance
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SWF
SCHW
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Stocks Compared:
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Valuation Comparison

SWF Intrinsic Value
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SCHW Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Selfwealth Ltd
ASX:SWF
0.2775 AUD
Charles Schwab Corp
NYSE:SCHW
96.65 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
SWF, SCHW

SWF
SCHW
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Selfwealth Ltd
Revenue
Charles Schwab Corp
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
SWF, SCHW

SWF
SCHW
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Selfwealth Ltd
ASX:SWF
Charles Schwab Corp
NYSE:SCHW
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What is Free Cash Flow?

Gross Margin

SWF
70.6%
SCHW
84.4%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

Operating Margin

SWF
6.2%
SCHW
39%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

Net Margin

SWF
7.8%
SCHW
28.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

FCF Margin

SWF
-4.1%
SCHW
-5.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

ROE

SWF
16.6%
SCHW
16.1%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

ROA

SWF
1.2%
SCHW
1.7%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

ROIC

SWF
1%
SCHW
2.6%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

ROCE

SWF
12.9%
SCHW
15.2%
LTM 3Y Avg 5Y Avg 10Y Avg
Selfwealth Ltd
Charles Schwab Corp

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SWF, SCHW

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SWF
SCHW
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Performance Gap
SWF, SCHW

Performance Gap Between SWF and SCHW
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Performance By Year
SWF, SCHW

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SWF
SCHW
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