` Comparison: ZP7 vs SCHW - Alpha Spread

D
ZP7
vs
SCHW

Over the past 12 months, ZP7 has underperformed SCHW, delivering a return of +13% compared to the SCHW's +33% growth.

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ZP7
SCHW
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Valuation Comparison

D
ZP7 Intrinsic Value
6.97 EUR
Undervaluation 36%
Intrinsic Value
Price
SCHW Intrinsic Value
153.95 USD
Undervaluation 38%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
D
Directa SIM SpA
F:ZP7
4.48 EUR
Charles Schwab Corp
NYSE:SCHW
95.07 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
ZP7, SCHW

ZP7
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
D
Directa SIM SpA
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
ZP7, SCHW

ZP7
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
D
Directa SIM SpA
F:ZP7
Charles Schwab Corp
NYSE:SCHW
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What is Free Cash Flow?

Gross Margin

ZP7
85.6%
SCHW
86.4%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

Operating Margin

ZP7
43.8%
SCHW
41.4%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

Net Margin

ZP7
26.7%
SCHW
30.4%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

FCF Margin

ZP7
-17.5%
SCHW
31.7%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

ROE

ZP7
26.7%
SCHW
17.2%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

ROA

ZP7
10.4%
SCHW
1.7%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

ROIC

ZP7
13.4%
SCHW
2.8%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

ROCE

ZP7
17.9%
SCHW
16.1%
LTM 3Y Avg 5Y Avg 10Y Avg
D
Directa SIM SpA
Charles Schwab Corp

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
ZP7, SCHW

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Performance Gap
ZP7, SCHW

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ZP7
SCHW
Difference
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Performance By Year
ZP7, SCHW

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ZP7
SCHW
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Compare ZP7 to other stocks
MS
Morgan Stanley
More expensive
vs ZP7
GS
Goldman Sachs Group Inc
Cheaper
vs ZP7
EFGD
EFG Hermes Holdings SAE
More expensive
vs ZP7
IBKR
Interactive Brokers Group Inc
More expensive
vs ZP7
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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