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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 operates as a leading financial exchange and data provider with strong recurring revenue from solutions and listings, while SCHW functions as a major brokerage and wealth management firm focused on client asset gathering and trading activity.
- Recent market activity shows NDAQ with mixed price performance amid conference presentations and technology partnerships, contrasted by SCHW reporting robust quarterly client asset inflows and record trading volumes.
- NDAQ benefits from diversified growth in market services and financial technology segments, whereas SCHW demonstrates strength in net interest income stability and advisor services expansion.
- Both companies operate in the capital markets sector with exposure to market volatility, though SCHW carries greater scale in client assets exceeding $13 trillion compared to NDAQ’s emphasis on exchange infrastructure.
- Relative performance in recent weeks highlights SCHW’s momentum from asset gathering versus NDAQ’s steady positioning in data and listings revenue streams.
- Market sentiment reflects institutional interest in both, with NDAQ showing resilience in technology-driven offerings and SCHW advancing through AI integrations in advisory platforms.
Introduction
This comparison examines NDAQ and SCHW to provide traders and investors with insights into their relative positioning within the financial services industry. Nasdaq, Inc. serves as a key operator of exchanges and provider of market data and technology solutions, while The Charles Schwab Corporation offers brokerage, banking, and wealth management services to a broad client base. The analysis focuses on recent performance trends, business models, and market dynamics to assist those evaluating exposure to exchange infrastructure versus retail and advisor-focused financial platforms. Investors seeking to understand sector-specific drivers, such as trading volumes, asset flows, and technology adoption, may find this overview particularly relevant for portfolio positioning decisions.
NDAQ Overview and Recent Performance
Nasdaq, Inc. operates financial exchanges, provides market data, and delivers technology solutions including surveillance and index services. In recent market activity, the stock has exhibited mixed price behavior amid broader equity market fluctuations, with emphasis on its recurring revenue streams from solutions and listings. Second-quarter 2026 results highlighted net revenue growth of 15% year-over-year to $1.5 billion, supported by double-digit increases across divisions and record listings activity. Recent developments include presentations at investor conferences and partnerships advancing tokenized assets and financial crime detection tools. Sentiment has been influenced by the company’s expansion into 24-hour trading initiatives and data enterprise growth, contributing to relative stability despite periodic volatility in exchange-related equities.
SCHW Overview and Recent Performance
The Charles Schwab Corporation provides brokerage, banking, and wealth management services, serving individual investors and independent advisors through its platform. In recent market activity, the stock has reflected strong client engagement, with second-quarter 2026 net revenues reaching a record $7.1 billion, up 21% year-over-year, driven by elevated trading volumes and asset inflows. Total client assets stood at $13.08 trillion at quarter-end, supported by robust net new asset gathering. Recent developments encompass monthly activity reports showing continued account openings and an AI collaboration to enhance advisor workflows. Performance has been shaped by favorable trends in lending solutions and market participation, positioning the firm amid ongoing shifts in retail investor behavior and wealth consolidation.
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Head-to-Head Comparison
NDAQ and SCHW differ fundamentally in business models, with the former centered on exchange operations, data sales, and technology platforms generating high-margin recurring revenue, and the latter on brokerage execution, net interest income, and asset management fees tied to client balances. Growth drivers for NDAQ include listings momentum and solutions expansion, while SCHW benefits from organic asset inflows and trading activity surges. Recent momentum favors SCHW through elevated client metrics, whereas NDAQ demonstrates steadier positioning in infrastructure services. Risk factors encompass regulatory scrutiny for both, with NDAQ facing competition in data provision and SCHW exposed to interest rate sensitivity in banking segments. Sector exposure overlaps in capital markets yet contrasts exchange versus brokerage emphases, influencing sentiment based on macroeconomic trading volumes and investor participation levels.
Tickeron AI Verdict
Based on observable factors such as trend consistency in asset gathering, revenue stability, and relative market positioning, Tickeron’s AI would currently assign a probabilistic edge to SCHW. The brokerage’s record quarterly inflows and trading volumes suggest stronger near-term momentum alignment compared to NDAQ’s more measured exchange-driven profile, though both exhibit resilience in their respective niches. This assessment reflects data patterns rather than guarantees of future outcomes.
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 StrongBuy and SCHW is a StrongBuy.
NDAQ | SCHW | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 86 Overvalued | |
PROFIT vs RISK RATING 1..100 | 39 | 60 | |
SMR RATING 1..100 | 52 | 5 | |
PRICE GROWTH RATING 1..100 | 49 | 55 | |
P/E GROWTH RATING 1..100 | 64 | 78 | |
SEASONALITY SCORE 1..100 | 90 | 85 |
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 (83) in the Investment Banks Or Brokers industry is in the same range as SCHW (86). This means that NDAQ’s stock grew similarly to SCHW’s over the last 12 months.
NDAQ's Profit vs Risk Rating (39) in the Investment Banks Or Brokers industry is in the same range as SCHW (60). This means that NDAQ’s stock grew similarly to 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 (49) in the Investment Banks Or Brokers industry is in the same range as SCHW (55). This means that NDAQ’s stock grew similarly to SCHW’s over the last 12 months.
NDAQ's P/E Growth Rating (64) in the Investment Banks Or Brokers industry is in the same range as SCHW (78). This means that NDAQ’s stock grew similarly to SCHW’s over the last 12 months.
| NDAQ | SCHW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 61% | 1 day ago 76% |
| Stochastic ODDS (%) | 1 day ago 54% | 1 day ago 75% |
| Momentum ODDS (%) | 1 day ago 53% | 1 day ago 56% |
| MACD ODDS (%) | 1 day ago 53% | 5 days ago 62% |
| TrendWeek ODDS (%) | 1 day ago 51% | 1 day ago 60% |
| TrendMonth ODDS (%) | 1 day ago 53% | 1 day ago 61% |
| Advances ODDS (%) | 12 days ago 64% | 12 days ago 58% |
| Declines ODDS (%) | 1 day ago 50% | 5 days ago 58% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 68% |
| Aroon ODDS (%) | 1 day ago 44% | 1 day 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 0 FA rating(s) are green while SCHW’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 4 bullish TA indicator(s).
- NDAQ’s TA Score: 4 bullish, 6 bearish.
- SCHW’s TA Score: 4 bullish, 6 bearish.
Price Growth
NDAQ (@Financial Publishing/Services) experienced а -3.44% price change this week, while SCHW (@Investment Banks/Brokers) price change was -2.35% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was -3.00%. For the same industry, the average monthly price growth was -5.34%, and the average quarterly price growth was +0.37%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -4.83%. For the same industry, the average monthly price growth was -1.27%, and the average quarterly price growth was +9.74%.
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 (-3.00% 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 (-4.83% 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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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% | -1.70% | ||
| RJF - SCHW | 72% Closely correlated | -0.97% | ||
| LPLA - SCHW | 68% Closely correlated | +1.37% | ||
| NDAQ - SCHW | 62% Loosely correlated | -1.46% | ||
| MORN - SCHW | 57% Loosely correlated | -3.75% | ||
| SPGI - SCHW | 56% Loosely correlated | -0.49% | ||
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