Advertisement
NDAQ vs SCHW
Which Stock Would AI Choose? Nasdaq (NDAQ) vs. Charles Schwab (SCHW) Stock Comparison
Key Takeaways
- Both NDAQ and SCHW delivered strong Q1 2026 earnings that exceeded analyst estimates on revenue and earnings per share.
- NDAQ has exhibited upward price momentum in recent market activity amid broader exchange-sector trends.
- SCHW advanced more than 6% over the past month through early July 2026 while trading near 52-week lows, supported by a robust Common Equity Tier 1 (CET1) capital ratio of 26.3%.
- NDAQ benefits from its position in market infrastructure and data services, while SCHW draws strength from its scale in retail brokerage and asset management.
- Relative performance reflects contrasting exposures: exchange operations for NDAQ versus interest-rate-sensitive client assets for SCHW.
- Market sentiment remains constructive for both, with institutional focus on capital strength and operational resilience.
Introduction
Investors and traders frequently compare NDAQ (Nasdaq, Inc.) and SCHW (The Charles Schwab Corporation) to assess opportunities across financial-market infrastructure and wealth-management sectors. These stocks appeal to those seeking exposure to U.S. equity trading volumes, data services, and retail investor activity. The comparison highlights differences in business models, sensitivity to interest rates and market volatility, and recent price behavior, helping market participants evaluate relative positioning in the current environment.
NDAQ Overview and Recent Performance
Nasdaq, Inc. operates global stock exchanges, provides market-data services, and offers technology solutions to financial institutions. In recent weeks, NDAQ shares have shown upward momentum following the company’s Q1 2026 earnings report, which beat consensus estimates on both revenue and earnings per share. Broader market activity, including sustained trading volumes and demand for data analytics, has supported sentiment. The stock’s recent performance reflects its role in facilitating equity market participation amid evolving regulatory and technological landscapes.
SCHW Overview and Recent Performance
The Charles Schwab Corporation provides brokerage, banking, and asset-management services primarily to retail and institutional clients. Through early July 2026, SCHW shares rose more than 6% over the preceding month while remaining near 52-week lows. The firm reported strong Q1 2026 results that surpassed analyst expectations. A key highlight was the Federal Reserve’s 2026 Comprehensive Capital Analysis and Review, where Schwab maintained a Common Equity Tier 1 (CET1) ratio of 26.3%, well above regulatory minimums, underscoring balance-sheet resilience in a higher-rate environment.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases a curated selection of AI-powered trading bots drawn from hundreds available on the platform. These bots trade thousands of different tickers and employ varied strategies, timeframes, and performance profiles. Only those demonstrating the strongest suitability for prevailing market conditions earn placement in the trending section. Available statistics include ranges of historical win rates, average returns per trade, and drawdown metrics that help users evaluate risk-adjusted performance across different styles. The section offers an informational overview for traders exploring automated strategies; visit Trending AI Robots to review current selections.
Head-to-Head Comparison
NDAQ and SCHW operate in adjacent yet distinct segments of the financial-services ecosystem. Nasdaq generates revenue from exchange operations, data subscriptions, and listing services, creating exposure to trading volumes and market infrastructure spending. Schwab derives income from net interest margins on client cash and margin balances, asset-management fees, and transaction revenues, making it more sensitive to interest-rate cycles and retail investor sentiment. Recent momentum favors NDAQ on price appreciation, while SCHW offers a capital buffer highlighted by its elevated CET1 ratio. Trade-offs include NDAQ’s greater linkage to equity-market activity versus SCHW’s scale in wealth management and lower-risk balance sheet.
Tickeron AI Verdict
Based on observable factors such as recent upward price consistency for NDAQ and solid earnings delivery from both companies, Tickeron’s AI would currently assign a modestly higher probabilistic preference to NDAQ for its demonstrated momentum and positioning within market-infrastructure trends. Schwab’s strong capital metrics provide a counterbalancing element of stability, suggesting either name could suit different risk profiles depending on broader market conditions.
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 Buy 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 1 FA rating(s) are green whileSCHW’s FA Score has 2 green FA rating(s).
- NDAQ’s FA Score: 1 green, 4 red.
- SCHW’s FA Score: 2 green, 3 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 6 TA indicator(s) are bullish while SCHW’s TA Score has 5 bullish TA indicator(s).
- NDAQ’s TA Score: 6 bullish, 4 bearish.
- SCHW’s TA Score: 5 bullish, 5 bearish.
Price Growth
NDAQ (@Financial Publishing/Services) experienced а +2.28% price change this week, while SCHW (@Investment Banks/Brokers) price change was +3.21% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +0.21%. For the same industry, the average monthly price growth was +3.17%, and the average quarterly price growth was -9.20%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +0.01%. For the same industry, the average monthly price growth was -6.73%, and the average quarterly price growth was -16.94%.
Reported Earning Dates
NDAQ is expected to report earnings on Oct 21, 2026.
SCHW is expected to report earnings on Oct 15, 2026.
Industries' Descriptions
@Financial Publishing/Services (+0.21% 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 (+0.01% 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 | 52.7B | 183B | 29% |
| EBITDA | 3.43B | N/A | - |
| Gain YTD | -2.371 | 6.070 | -39% |
| P/E Ratio | 27.46 | 19.17 | 143% |
| Revenue | 8.74B | 24.8B | 35% |
| Total Cash | 2.79B | N/A | - |
| Total Debt | 9.24B | 33.1B | 28% |
NDAQ | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 41 | 44 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 63 Fair valued | 79 Overvalued | |
PROFIT vs RISK RATING 1..100 | 29 | 54 | |
SMR RATING 1..100 | 54 | 7 | |
PRICE GROWTH RATING 1..100 | 47 | 28 | |
P/E GROWTH RATING 1..100 | 79 | 80 | |
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 (63) in the Investment Banks Or Brokers industry is in the same range as SCHW (79). This means that NDAQ’s stock grew similarly to SCHW’s over the last 12 months.
NDAQ's Profit vs Risk Rating (29) in the Investment Banks Or Brokers industry is in the same range as SCHW (54). This means that NDAQ’s stock grew similarly to 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 (54). This means that SCHW’s stock grew somewhat faster than NDAQ’s over the last 12 months.
SCHW's Price Growth Rating (28) in the Investment Banks Or Brokers industry is in the same range as NDAQ (47). This means that SCHW’s stock grew similarly to NDAQ’s over the last 12 months.
NDAQ's P/E Growth Rating (79) 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 | SCHW | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 58% | 4 days ago 49% |
| Stochastic ODDS (%) | 4 days ago 58% | 4 days ago 56% |
| Momentum ODDS (%) | 4 days ago 57% | 4 days ago 58% |
| MACD ODDS (%) | 4 days ago 68% | 4 days ago 57% |
| TrendWeek ODDS (%) | 4 days ago 63% | 4 days ago 61% |
| TrendMonth ODDS (%) | 4 days ago 61% | 4 days ago 61% |
| Advances ODDS (%) | 7 days ago 64% | 7 days ago 56% |
| Declines ODDS (%) | 4 days ago 49% | 5 days ago 59% |
| BollingerBands ODDS (%) | 4 days ago 55% | 4 days ago 44% |
| Aroon ODDS (%) | 4 days ago 55% | 4 days ago 56% |
Advertisement
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% | -1.02% | ||
| JEF - NDAQ | 71% Closely correlated | -0.89% | ||
| MS - NDAQ | 71% Closely correlated | +0.72% | ||
| GS - NDAQ | 70% Closely correlated | -0.63% | ||
| RJF - NDAQ | 69% Closely correlated | +0.58% | ||
| SPGI - NDAQ | 68% Closely correlated | -0.74% | ||
More | ||||
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% | +0.87% | ||
| RJF - SCHW | 72% Closely correlated | +0.58% | ||
| LPLA - SCHW | 69% Closely correlated | +4.28% | ||
| NDAQ - SCHW | 62% Loosely correlated | -1.02% | ||
| MORN - SCHW | 57% Loosely correlated | -0.28% | ||
| SPGI - SCHW | 56% Loosely correlated | -0.74% | ||
More | ||||