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NDAQ vs SCHW
Which Stock Would AI Choose? Nasdaq, Inc. (NDAQ) vs. Charles Schwab (SCHW) Stock Comparison
Key Takeaways
- Both NDAQ and SCHW reported strong Q1 2026 earnings, beating analyst estimates on revenue and EPS (earnings per share).
- NDAQ shares have shown upward momentum in recent weeks, driven by financial technology growth and AI initiatives, with YTD gains of approximately 6%.
- SCHW achieved record trading volumes and significant new client assets, supporting YTD performance of around 9%.
- SCHW trades at a lower P/E (price-to-earnings) ratio of about 18x versus NDAQ's 27x, indicating potentially better relative valuation.
- Recent market activity highlights contrasts in sector exposure: exchange operations for NDAQ versus brokerage and wealth management for SCHW.
- Tickeron's AI analysis favors NDAQ for its trend consistency and emerging AI catalysts in the current environment.
Introduction
This comparison examines NDAQ, a leading global exchange operator and technology provider, against SCHW, a major brokerage and wealth management firm. Both operate in the financial services sector but serve distinct roles in capital markets infrastructure and client-facing services. Traders seeking exposure to fintech innovation and investors tracking relative performance in a volatile market may find value in evaluating their business models, recent results, and market positioning. This analysis draws on the latest earnings and market data to highlight key differences.
NDAQ Overview and Recent Performance
Nasdaq, Inc. (NDAQ) operates stock exchanges, provides market data, and delivers financial technology solutions to institutions worldwide. Its business benefits from recurring revenue streams like transaction fees and data services. In recent market activity, NDAQ shares advanced following Q1 2026 results, with revenue of $1.41 billion surpassing expectations and adjusted EPS of $0.96 topping forecasts. Growth in the Financial Technology segment, fueled by AI and cloud-based offerings, bolstered sentiment. The company raised its dividend and emphasized capital returns via buybacks. Trading near its 52-week midpoint around $91, the stock reflects positive investor response to strategic expansions in trading capabilities amid broader market recovery.
SCHW Overview and Recent Performance
Charles Schwab Corporation (SCHW) offers brokerage, banking, and advisory services through a vast network of accounts and branches. It generates revenue from net interest income (NII), trading commissions, and asset management fees. Recent quarters showed robust momentum, with Q1 2026 net revenue up 16% year-over-year to $6.48 billion and adjusted EPS of $1.43 slightly above estimates. Highlights included 1.3 million new brokerage accounts, $140 billion in fresh assets, and daily trading volume averaging 9.9 million. Despite some post-earnings volatility, shares stabilized around $91, supported by client growth and market participation. Year-to-date gains outpaced peers, though sensitivity to interest rates influences near-term sentiment.
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Head-to-Head Comparison
NDAQ and SCHW differ fundamentally: NDAQ focuses on market infrastructure and data monetization with high margins from non-volume-dependent fees, while SCHW relies on client assets under management (AUM), trading activity, and NII amid interest rate shifts. Growth drivers include NDAQ’s AI-enhanced tech platforms versus SCHW’s account expansion. Recent momentum favors NDAQ post-earnings, though SCHW leads YTD. Risks encompass regulatory scrutiny for NDAQ and market downturns impacting SCHW’s volumes. Market sentiment remains constructive for both, with SCHW’s larger scale providing stability trade-offs against NDAQ’s innovation edge.
Tickeron AI Verdict
Tickeron’s AI currently favors NDAQ based on observable factors like earnings beats, upward price trend consistency in recent weeks, and catalysts in AI-driven financial technology amid favorable market positioning. While SCHW offers scale and value, NDAQ shows higher probability for near-term outperformance in a tech-oriented environment.
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.
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 undervalued. 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 0 FA rating(s) are green whileSCHW’s FA Score has 1 green FA rating(s).
- NDAQ’s FA Score: 0 green, 5 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 4 TA indicator(s) are bullish while SCHW’s TA Score has 5 bullish TA indicator(s).
- NDAQ’s TA Score: 4 bullish, 5 bearish.
- SCHW’s TA Score: 5 bullish, 4 bearish.
Price Growth
NDAQ (@Financial Publishing/Services) experienced а -9.26% price change this week, while SCHW (@Investment Banks/Brokers) price change was +1.19% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -4.86%. For the same industry, the average monthly price growth was -6.55%, and the average quarterly price growth was -18.94%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -1.86%. For the same industry, the average monthly price growth was -2.38%, and the average quarterly price growth was -6.22%.
Reported Earning Dates
NDAQ is expected to report earnings on Jul 22, 2026.
SCHW is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Financial Publishing/Services (-4.86% 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 (-1.86% 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.
| NDAQ | SCHW | NDAQ / SCHW | |
| Capitalization | 46.7B | 160B | 29% |
| EBITDA | 3.32B | N/A | - |
| Gain YTD | -14.374 | -7.244 | 198% |
| P/E Ratio | 24.88 | 18.30 | 136% |
| Revenue | 8.3B | 24.8B | 33% |
| Total Cash | N/A | N/A | - |
| Total Debt | 9.45B | 33.1B | 29% |
NDAQ | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 64 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 68 Overvalued | 80 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 68 | |
SMR RATING 1..100 | 53 | 7 | |
PRICE GROWTH RATING 1..100 | 62 | 58 | |
P/E GROWTH RATING 1..100 | 85 | 81 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
NDAQ's Valuation (68) in the Investment Banks Or Brokers industry is in the same range as SCHW (80). This means that NDAQ’s stock grew similarly to SCHW’s over the last 12 months.
NDAQ's Profit vs Risk Rating (34) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SCHW (68). This means that NDAQ’s stock grew somewhat faster than SCHW’s over the last 12 months.
SCHW's SMR Rating (7) in the Investment Banks Or Brokers industry is somewhat better than the same rating for NDAQ (53). This means that SCHW’s stock grew somewhat faster than NDAQ’s over the last 12 months.
SCHW's Price Growth Rating (58) in the Investment Banks Or Brokers industry is in the same range as NDAQ (62). This means that SCHW’s stock grew similarly to NDAQ’s over the last 12 months.
SCHW's P/E Growth Rating (81) in the Investment Banks Or Brokers industry is in the same range as NDAQ (85). This means that SCHW’s stock grew similarly to NDAQ’s over the last 12 months.
| NDAQ | SCHW | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 44% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 52% |
| Momentum ODDS (%) | 2 days ago 48% | 2 days ago 59% |
| MACD ODDS (%) | 2 days ago 43% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 47% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 52% | 2 days ago 60% |
| Advances ODDS (%) | 9 days ago 65% | 7 days ago 56% |
| Declines ODDS (%) | 6 days ago 46% | 21 days ago 60% |
| BollingerBands ODDS (%) | 2 days ago 75% | 2 days ago 55% |
| Aroon ODDS (%) | 2 days ago 55% | N/A |
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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% | +0.45% | ||
| JEF - NDAQ | 71% Closely correlated | +1.14% | ||
| MS - NDAQ | 71% Closely correlated | +1.76% | ||
| GS - NDAQ | 70% Closely correlated | +0.89% | ||
| RJF - NDAQ | 69% Closely correlated | +0.51% | ||
| MCO - NDAQ | 68% Closely correlated | -0.74% | ||
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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% | +0.36% | ||
| RJF - SCHW | 72% Closely correlated | +0.51% | ||
| LPLA - SCHW | 68% Closely correlated | +1.25% | ||
| NDAQ - SCHW | 62% Loosely correlated | +0.45% | ||
| MORN - SCHW | 57% Loosely correlated | -0.18% | ||
| SPGI - SCHW | 56% Loosely correlated | -0.86% | ||
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