` Comparison: SCHW vs JPM - Alpha Spread
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SCHW
vs
JPM

Over the past 12 months, SCHW has underperformed JPM, delivering a return of +9% compared to the JPM's +32% growth.

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

SCHW Intrinsic Value
2 748.01 MXN
Undervaluation 39%
Intrinsic Value
Price Mex$1 682
JPM Intrinsic Value
318.19 USD
Undervaluation 3%
Intrinsic Value
Price $309.87
Company Last Price Intrinsic Value DCF Value Multiples-Based Value Wall St Target
Charles Schwab Corp
BMV:SCHW
1 682 MXN
JPMorgan Chase & Co
NYSE:JPM
309.87 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
SCHW, JPM

SCHW
JPM
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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
Charles Schwab Corp
Revenue
JPMorgan Chase & Co
Revenue

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

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Profitability Comparison

Free Cash Flow
SCHW, JPM

SCHW
JPM
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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
Charles Schwab Corp
BMV:SCHW
JPMorgan Chase & Co
NYSE:JPM
FCF is not applicable for financial companies
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What is Free Cash Flow?

Gross Margin

SCHW
86.4%
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
Charles Schwab Corp
JPMorgan Chase & Co
Not applicable for financial companies

Operating Margin

SCHW
41.4%
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
Charles Schwab Corp
JPMorgan Chase & Co
Not applicable for financial companies

Net Margin

SCHW
30.4%
JPM
30.5%

FCF Margin

SCHW
31.7%
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
Charles Schwab Corp
JPMorgan Chase & Co
Not applicable for financial companies

ROE

SCHW
17.2%
JPM
15.7%

ROA

SCHW
1.7%
JPM
1.3%

ROIC

SCHW
2.8%
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
Charles Schwab Corp
JPMorgan Chase & Co
Not applicable for financial companies

ROCE

SCHW
16.1%
JPM
LTM 3Y Avg 5Y Avg 10Y Avg
Charles Schwab Corp
JPMorgan Chase & Co
Not applicable for financial companies

Solvency Comparison

Charles Schwab Corp
Equity Waterfall
Assets
Liabilities
Equity
What is Equity Waterfall?
JPMorgan Chase & Co
Equity Waterfall
Assets
Liabilities
Equity
What is Equity Waterfall?
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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
SCHW, JPM

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SCHW
JPM
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1Y 3Y 5Y 10Y 15Y 20Y
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Performance Gap
SCHW, JPM

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SCHW
JPM
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
SCHW, JPM

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SCHW
JPM
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Compare SCHW to other stocks
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vs SCHW
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vs SCHW
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