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Peer Cluster · Structural similarity

Companies with a Similar Profile to The Charles Schwab Corporation

6 companies structurally similar to The Charles Schwab Corporation (SCHW) — identified by peer analysis across revenue dynamics, margin profile, capital efficiency and growth patterns. Not based on sector labels alone.

Updated 2026-05-17 · SCHW full analysis →

Companies similar to The Charles Schwab Corporation cluster around comparable structural characteristics, with the strongest visible overlap typically appearing in quality. Examples in this group include Morgan Stanley, The Goldman Sachs Group, Inc., Investec Group.

Reference company
SCHW
The Charles Schwab Corporation
Peer score: 76
Dimension scores
Growth
75
Quality
100
Valuation
68
Stability
54
Functionally similar companies — ranked by peer score
# Company Peer score
#1
MS · Financial Services
66
#2
GS · Financial Services
56
#3
INVP.L · Financial Services
52
#4
BARC.L · Financial Services
51
#5
DNB.OL · Financial Services
67
#6
NWG.L · Financial Services
68
Direct comparisons — SCHW vs peers

Peer-relative comparison across valuation, quality, growth and stability.

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Full interactive peer view with similarity scores, compare tool and portfolio integration.

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Peer similarity is rule-based and descriptive only. Based on structural analysis of revenue, margins, capital intensity and growth patterns. Not investment advice.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.