` Comparison: VIRT, SCHW - Alpha Spread

VIRT
vs
SCHW

Over the past 12 months, VIRT has underperformed SCHW, delivering a return of -3% compared to the SCHW's +38% growth.

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VIRT
SCHW
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Valuation Comparison

VIRT Intrinsic Value
90.99 USD
Undervaluation 64%
Intrinsic Value
Price
SCHW Intrinsic Value
161.52 USD
Undervaluation 38%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
Virtu Financial Inc
NASDAQ:VIRT
33.14 USD
Charles Schwab Corp
NYSE:SCHW
100.17 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
VIRT, SCHW

VIRT
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
Virtu Financial Inc
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
VIRT, SCHW

VIRT
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
Virtu Financial Inc
NASDAQ:VIRT
Charles Schwab Corp
NYSE:SCHW
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What is Free Cash Flow?

Gross Margin

VIRT
53.6%
SCHW
84.4%

Operating Margin

VIRT
24.3%
SCHW
39%

Net Margin

VIRT
9.8%
SCHW
28.6%

FCF Margin

VIRT
31%
SCHW
-5.1%

ROE

VIRT
23.8%
SCHW
16.1%

ROA

VIRT
2%
SCHW
1.7%

ROIC

VIRT
4.4%
SCHW
2.6%

ROCE

VIRT
12.6%
SCHW
15.2%

Solvency Comparison

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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
VIRT, SCHW

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Performance Gap
VIRT, SCHW

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VIRT
SCHW
Difference
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Performance By Year
VIRT, SCHW

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VIRT
SCHW
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