` Comparison: CFI vs SCHW - Alpha Spread

CFI
vs
SCHW

Over the past 12 months, CFI has underperformed SCHW, delivering a return of 0% compared to the SCHW's +32% growth.

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CFI
SCHW
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Valuation Comparison

CFI Intrinsic Value
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SCHW Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Multiples-Based Value Wall St Target
Compagnie Financiere Tradition SA
F:CFI
90.6 EUR
Charles Schwab Corp
NYSE:SCHW
97.27 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
CFI, SCHW

CFI
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
Compagnie Financiere Tradition SA
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
CFI, SCHW

CFI
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
Compagnie Financiere Tradition SA
F:CFI
Charles Schwab Corp
NYSE:SCHW
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What is Free Cash Flow?

Gross Margin

CFI
0%
SCHW
86.4%

Operating Margin

CFI
14.5%
SCHW
41.4%

Net Margin

CFI
12%
SCHW
30.4%

FCF Margin

CFI
8.6%
SCHW
31.7%

ROE

CFI
27.6%
SCHW
17.2%

ROA

CFI
10.9%
SCHW
1.7%

ROIC

CFI
18.7%
SCHW
2.8%

ROCE

CFI
21.4%
SCHW
16.1%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
CFI, SCHW

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Performance Gap
CFI, SCHW

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

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CFI
SCHW
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Compare CFI to other stocks
MS
Morgan Stanley
More expensive
vs CFI
GS
Goldman Sachs Group Inc
Cheaper
vs CFI
EFGD
EFG Hermes Holdings SAE
More expensive
vs CFI
IBKR
Interactive Brokers Group Inc
More expensive
vs CFI
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Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett