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NDAQ vs SCHW
Which Stock Would AI Choose? Nasdaq, Inc. (NDAQ) vs. The Charles Schwab Corporation (SCHW) Stock Comparison
Key Takeaways
- NDAQ and SCHW both operate at the core of U.S. capital markets, but they serve different functions: NDAQ is an exchange, market-data, and financial-technology provider, while SCHW is a brokerage, wealth-management, and banking franchise.
- Nasdaq has leaned heavily into recurring software, data, and artificial intelligence (AI) revenue, whereas Schwab's results remain closely tied to interest rates, trading activity, and client asset flows.
- Schwab recently posted record client asset inflows, yet its stock pulled back on softer revenue guidance and rate-sensitivity concerns; Nasdaq's shares have been steadier amid its AI and regtech build-out.
- Analyst consensus is broadly constructive on both names, but momentum and risk profiles diverge based on sector exposure and sensitivity to monetary policy.
- Relative performance and market positioning hinge on very different catalysts: exchange volumes and technology adoption for NDAQ versus net interest income and asset gathering for SCHW.
Introduction
This stock comparison examines two financial-market heavyweights that often appear together in investor portfolios yet compete on different terrain. Nasdaq, Inc. (NDAQ) is a global exchange operator that has transformed into a data, software, and financial-crime-technology business. The Charles Schwab Corporation (SCHW) is one of the largest retail brokerage, wealth-management, and banking platforms in the United States. Traders weighing these names are effectively choosing between a technology-driven market-infrastructure play and a rate-sensitive, client-asset-gathering franchise. Understanding their relative performance, growth drivers, and risk factors helps clarify where each fits in a diversified portfolio during the current market environment.
NDAQ Overview and Recent Performance
Nasdaq operates equity and derivatives exchanges, supplies market data and analytics, and increasingly generates revenue from software, anti-financial-crime (regtech) solutions, and index businesses. In recent weeks the company has advanced its technology roadmap, launching agentic AI tools within its Calypso platform and investing through Nasdaq Ventures in enterprise AI governance. Its earlier Adenza acquisition has reportedly produced integration benefits ahead of schedule, reinforcing the shift toward recurring, higher-margin software revenue.
Nasdaq's stock has shown relatively steady behavior in recent market activity, trading near the middle of its 52-week range and supported by a consensus "Buy" rating and an average price target above recent levels. Sentiment has been shaped by volume and fee-rate disclosures, a brief network data interruption that was quickly resolved, and ongoing insider selling that some investors read as a cautionary signal. The company's market positioning as a diversified financial-technology provider, rather than a pure trading venue, underpins its appeal among investors seeking less rate-dependent growth.
SCHW Overview and Recent Performance
Charles Schwab is a leading provider of brokerage, wealth-management, banking, and retirement services, with roughly 48.6 million total client accounts and more than $13 trillion in client assets. Its revenue model blends trading commissions and fees, asset-management and administration fees, and net interest income derived from client cash and deposits. In its most recent quarter, Schwab reported adjusted earnings per share (EPS) that modestly exceeded consensus, alongside record core net new assets of about $190.4 billion.
Despite strong client growth, SCHW shares pulled back in recent weeks after management indicated that full-year revenue growth and net interest margin (NIM, the spread between interest earned and interest paid) would likely land toward the lower end of prior guidance. Investor sentiment has also been pressured by renewed expectations for higher interest rates and by broader questions about how artificial-intelligence-driven disruption might affect brokerage economics. The stock trades well below its 52-week high, even as the consensus rating remains positive and asset gathering stays robust.
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Head-to-Head Comparison
The clearest contrast between the two companies is their exposure to interest rates. SCHW earns a meaningful portion of its revenue from net interest income, making it sensitive to Federal Reserve policy and the yield curve. NDAQ, by comparison, is less rate-dependent and more tied to trading volumes, data subscriptions, and technology adoption.
Their growth drivers also differ. Nasdaq is pursuing growth through software, AI, index, and financial-crime-technology expansion, a strategy that carries execution and integration risk but offers recurring revenue potential. Schwab's growth is anchored in client acquisition and asset gathering, with upside tied to trading activity, lending, and higher-margin wealth-management adoption.
On momentum, Schwab has faced sharper recent downside volatility after its earnings report, while Nasdaq has been more range-bound. Sector exposure, valuation multiples, and risk profiles therefore lead to a genuine trade-off: Nasdaq offers steadier, technology-oriented positioning, while Schwab offers a larger, more rate-sensitive franchise with strong asset-gathering momentum but nearer-term guidance uncertainty.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability, catalysts, and relative positioning, Tickeron's AI would likely assign a near-term edge to NDAQ. Nasdaq's more stable recent price behavior, diversified recurring revenue mix, and ongoing AI and software catalysts present a steadier trend profile, while Schwab's elevated rate sensitivity and post-earnings pullback introduce additional volatility. That said, the verdict is probabilistic rather than definitive: Schwab's exceptional asset-gathering engine and discounted positioning relative to analyst targets could reassert momentum if interest-rate expectations stabilize. The AI preference reflects current trend and stability characteristics rather than a judgment on long-term fundamental quality.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NDAQ is a Hold and SCHW is a Buy.
NDAQ in upward trend: price rose above 50-day moving average on October 20, 2026
NDAQ moved above its 50-day moving average on October 20, 2026 date and that indicates a change from a downward trend to an upward trend. In 25 of 32 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 78%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on NDAQ as a result. In 49 of 80 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 61%.
The Moving Average Convergence Divergence (MACD) for NDAQ just turned positive on October 09, 2026. Looking at past instances where NDAQ's MACD turned positive, the stock continued to rise in 27 of 45 cases over the following month. The odds of a continued upward trend are 60%.
The 10-day moving average for NDAQ crossed bullishly above the 50-day moving average on October 22, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 67%.
Following a +8.97% 3-day Advance, the price is estimated to grow further. Considering data from situations where NDAQ advanced for three days, in 224 of 356 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
Bearish Trend Analysis
The RSI Oscillator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NDAQ declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 51%.
NDAQ broke above its upper Bollinger Band on October 21, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for NDAQ entered a downward trend on September 25, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 23 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock better than average.
The Tickeron Price Growth Rating for this company is 33 (best 1 - 100 worst), indicating outstanding price growth. NDAQ’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 47 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 52 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 89 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.817) is normal, around the industry mean (4.019). P/E Ratio (29.855) is within average values for comparable stocks, (17.786). Projected Growth (PEG Ratio) (1.712) is also within normal values, averaging (1.780). Dividend Yield (0.012) settles around the average of (0.019) among similar stocks. P/S Ratio (5.831) is also within normal values, averaging (7.166).
SCHW's Stochastic Oscillator remains in oversold zone for 3 days
The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an uptrend is expected.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Indicator points to a transition from a downward trend to an upward trend -- in cases where SCHW's RSI Oscillator exited the oversold zone, 24 of 34 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 71%.
Following a +2.30% 3-day Advance, the price is estimated to grow further. Considering data from situations where SCHW advanced for three days, in 185 of 320 cases, the price rose further within the following month. The odds of a continued upward trend are 58%.
SCHW may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Moving Average Convergence Divergence Histogram (MACD) for SCHW turned negative on October 15, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 24 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 50%.
SCHW moved below its 50-day moving average on September 22, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for SCHW crossed bearishly below the 50-day moving average on September 21, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 14 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 64%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SCHW declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 59%.
The Aroon Indicator for SCHW entered a downward trend on October 22, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 5 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 61 (best 1 - 100 worst), indicating steady price growth. SCHW’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 69 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. SCHW’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 87, placing this stock better than average.
The Tickeron PE Growth Rating for this company is 71 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 88 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (3.599) is normal, around the industry mean (3.532). P/E Ratio (16.565) is within average values for comparable stocks, (8.846). Projected Growth (PEG Ratio) (0.832) is also within normal values, averaging (0.809). Dividend Yield (0.014) settles around the average of (7.708) among similar stocks. P/S Ratio (7.148) is also within normal values, averaging (16.763).
NDAQ | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 33 | 62 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 89 Overvalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 23 | 69 | |
SMR RATING 1..100 | 52 | 5 | |
PRICE GROWTH RATING 1..100 | 33 | 61 | |
P/E GROWTH RATING 1..100 | 47 | 71 | |
SEASONALITY SCORE 1..100 | 85 | 75 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
SCHW's Valuation (88) in the Investment Banks Or Brokers industry is in the same range as NDAQ (89). This means that SCHW’s stock grew similarly to NDAQ’s over the last 12 months.
NDAQ's Profit vs Risk Rating (23) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SCHW (69). This means that NDAQ’s stock grew somewhat faster than SCHW’s over the last 12 months.
SCHW's SMR Rating (5) in the Investment Banks Or Brokers industry is somewhat better than the same rating for NDAQ (52). This means that SCHW’s stock grew somewhat faster than NDAQ’s over the last 12 months.
NDAQ's Price Growth Rating (33) in the Investment Banks Or Brokers industry is in the same range as SCHW (61). This means that NDAQ’s stock grew similarly to SCHW’s over the last 12 months.
NDAQ's P/E Growth Rating (47) in the Investment Banks Or Brokers industry is in the same range as SCHW (71). This means that NDAQ’s stock grew similarly to SCHW’s over the last 12 months.
| NDAQ | SCHW | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 56% | 2 days ago 71% |
| Stochastic ODDS (%) | 2 days ago 59% | 2 days ago 73% |
| Momentum ODDS (%) | 2 days ago 61% | N/A |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 50% |
| TrendWeek ODDS (%) | 2 days ago 63% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 62% |
| Advances ODDS (%) | 2 days ago 63% | 3 days ago 58% |
| Declines ODDS (%) | 10 days ago 51% | 5 days ago 59% |
| BollingerBands ODDS (%) | 2 days ago 53% | 2 days ago 71% |
| Aroon ODDS (%) | 2 days ago 52% | 2 days ago 60% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NDAQ’s FA Score shows that 2 FA rating(s) are green while SCHW’s FA Score has 1 green FA rating(s).
- NDAQ’s FA Score: 2 green, 3 red.
- SCHW’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NDAQ’s TA Score shows that 5 TA indicator(s) are bullish while SCHW’s TA Score has 4 bullish TA indicator(s).
- NDAQ’s TA Score: 5 bullish, 5 bearish.
- SCHW’s TA Score: 4 bullish, 5 bearish.
Price Growth
NDAQ (@Financial Publishing/Services) experienced а +10.48% price change this week, while SCHW (@Investment Banks/Brokers) price change was -2.89% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +4.45%. For the same industry, the average monthly price growth was +5.70%, and the average quarterly price growth was +8.79%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -3.04%. For the same industry, the average monthly price growth was -16.45%, and the average quarterly price growth was -16.40%.
Reported Earning Dates
NDAQ is expected to report earnings on Feb 03, 2027.
SCHW is expected to report earnings on Jan 19, 2027.
Industries' Descriptions
@Financial Publishing/Services (+4.45% weekly)The financial publishing /services sector includes companies that provide informational products and services that are of value to investors, financial/analytics professionals and other interested readers. The products include real-time stock quotes, financial news and analyses. Think S&P Global, Inc., Moody`s Corporation, Thomson-Reuters Corp and IHS Markit Ltd. Information is critical in making financial or investment decisions, and what makes this industry’s output relevant at all times, across various economic conditions.
@Investment Banks/Brokers (-3.04% weekly)These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.
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NDAQ and
Correlation & Price change
A.I.dvisor indicates that over the last year, NDAQ has been closely correlated with JEF. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDAQ jumps, then JEF could also see price increases.
| Ticker / NAME | Correlation To NDAQ | 1D Price Change % | ||
|---|---|---|---|---|
| NDAQ | 100% | +7.47% | ||
| JEF - NDAQ | 71% Closely correlated | +1.35% | ||
| MS - NDAQ | 71% Closely correlated | -1.63% | ||
| GS - NDAQ | 70% Closely correlated | -1.48% | ||
| RJF - NDAQ | 69% Closely correlated | +2.25% | ||
| SF - NDAQ | 66% Closely correlated | +2.17% | ||
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SCHW and
Correlation & Price change
A.I.dvisor indicates that over the last year, SCHW has been closely correlated with RJF. These tickers have moved in lockstep 72% of the time. This A.I.-generated data suggests there is a high statistical probability that if SCHW jumps, then RJF could also see price increases.
| Ticker / NAME | Correlation To SCHW | 1D Price Change % | ||
|---|---|---|---|---|
| SCHW | 100% | -0.22% | ||
| RJF - SCHW | 72% Closely correlated | +2.25% | ||
| LPLA - SCHW | 68% Closely correlated | -0.68% | ||
| NDAQ - SCHW | 62% Loosely correlated | +7.47% | ||
| MORN - SCHW | 57% Loosely correlated | +4.46% | ||
| SPGI - SCHW | 56% Loosely correlated | +2.24% | ||
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