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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
- Nasdaq, Inc. (NDAQ) operates major exchanges and has benefited from record listing activity, though its stock has experienced recent volatility and a pullback from 52-week highs near $101.79.
- The Charles Schwab Corporation (SCHW) provides brokerage and asset management services, showing more stable performance with modest year-to-date gains amid broader market conditions.
- Relative performance in recent market activity highlights NDAQ’s sensitivity to equity issuance trends versus SCHW’s steadier client asset flows and trading volumes.
- Sector exposure differs markedly: NDAQ ties to capital markets and exchange operations, while SCHW focuses on retail and institutional financial services.
- Both stocks trade with analyst targets above current levels, reflecting positive long-term outlooks tempered by macroeconomic factors.
- Market sentiment remains constructive for exchange operators amid strong IPO pipelines, while brokerage platforms navigate interest rate environments and client activity levels.
Introduction
Investors and traders often compare Nasdaq, Inc. (NDAQ) and The Charles Schwab Corporation (SCHW) to evaluate opportunities across capital markets infrastructure and retail financial services. This analysis examines their business models, recent price behavior, and relative positioning in the current environment. The comparison appeals to those seeking exposure to exchange operators or diversified brokerages, particularly individuals assessing momentum in listings versus client asset management trends. Data draws from recent market activity and broader performance metrics to provide context without short-term speculation.
NDAQ Overview and Recent Performance
Nasdaq, Inc. (NDAQ) operates global exchanges and provides technology solutions for trading, listing, and market data. Its core revenue stems from transaction fees, listing services, and information products. In recent market activity, the stock has traded near the lower end of its 52-week range after peaking above $100 earlier in 2026. Year-to-date returns stand around 12.5%, outpacing the S&P 500 in some measures, though recent sessions showed declines amid broader equity volatility. Key influences include robust first-half listing volumes, with record capital raised through new issues, supporting sentiment around exchange operators. Performance reflects ongoing demand for public market access alongside periodic corrections from elevated levels.
SCHW Overview and Recent Performance
The Charles Schwab Corporation (SCHW) delivers brokerage, banking, and asset management services to retail and institutional clients, generating revenue from net interest income, trading commissions, and asset-based fees. In recent market activity, the stock has displayed relative stability, with year-to-date returns near 2.5% and prices holding in the low-to-mid $100 range. The shares have moved within a narrower band compared to broader financials, supported by consistent client engagement and trading volumes. Recent developments center on mid-year outlooks and indices tracking elevated activity levels, contributing to measured sentiment. Overall positioning benefits from diversified revenue streams that respond differently to interest rate and market conditions.
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Head-to-Head Comparison
Nasdaq, Inc. (NDAQ) and The Charles Schwab Corporation (SCHW) differ fundamentally in operations: the former generates value through exchange infrastructure and listing activity, while the latter focuses on client-facing brokerage and wealth management. Recent momentum favors NDAQ in periods of elevated IPO and capital-raising cycles, contrasted with SCHW’s steadier asset-gathering model less directly tied to issuance volumes. Risk factors for NDAQ include sensitivity to trading volumes and regulatory shifts in market structure, whereas SCHW faces exposure to net interest margins and retail investor behavior. Sector positioning places NDAQ in financial market infrastructure and SCHW in diversified financial services. Sentiment reflects constructive views on both, with NDAQ benefiting from exchange tailwinds and SCHW from resilient client metrics.
Tickeron AI Verdict
Based on observable factors such as trend consistency in listing-driven revenues and relative stability in client activity, Tickeron’s AI would currently assign a probabilistic edge to Nasdaq, Inc. (NDAQ) for its positioning amid strong capital markets momentum, while recognizing The Charles Schwab Corporation (SCHW)’s defensive qualities in varied interest-rate scenarios. The assessment emphasizes data-driven contrasts rather than certainty.
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.
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 2 green FA rating(s).
- NDAQ’s FA Score: 0 green, 5 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 6 bullish TA indicator(s).
- NDAQ’s TA Score: 6 bullish, 4 bearish.
- SCHW’s TA Score: 6 bullish, 4 bearish.
Price Growth
NDAQ (@Financial Publishing/Services) experienced а +5.61% price change this week, while SCHW (@Investment Banks/Brokers) price change was +1.75% for the same time period.
The average weekly price growth across all stocks in the @Financial Publishing/Services industry was +1.72%. For the same industry, the average monthly price growth was +0.73%, and the average quarterly price growth was -10.63%.
The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was -7.53%. For the same industry, the average monthly price growth was -8.39%, and the average quarterly price growth was -19.38%.
Reported Earning Dates
NDAQ is expected to report earnings on Jul 23, 2026.
SCHW is expected to report earnings on Jul 21, 2026.
Industries' Descriptions
@Financial Publishing/Services (+1.72% 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 (-7.53% 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 | 50.5B | 178B | 28% |
| EBITDA | 3.32B | N/A | - |
| Gain YTD | -7.533 | 3.187 | -236% |
| P/E Ratio | 26.87 | 20.35 | 132% |
| 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 | 14 | 30 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 84 Overvalued | |
PROFIT vs RISK RATING 1..100 | 34 | 57 | |
SMR RATING 1..100 | 53 | 7 | |
PRICE GROWTH RATING 1..100 | 54 | 23 | |
P/E GROWTH RATING 1..100 | 84 | 80 | |
SEASONALITY SCORE 1..100 | 85 | 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 (77) in the Investment Banks Or Brokers industry is in the same range as SCHW (84). 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 in the same range as SCHW (57). 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 (53). This means that SCHW’s stock grew somewhat faster than NDAQ’s over the last 12 months.
SCHW's Price Growth Rating (23) in the Investment Banks Or Brokers industry is in the same range as NDAQ (54). This means that SCHW’s stock grew similarly to NDAQ’s over the last 12 months.
SCHW's P/E Growth Rating (80) in the Investment Banks Or Brokers industry is in the same range as NDAQ (84). This means that SCHW’s stock grew similarly to NDAQ’s over the last 12 months.
| NDAQ | SCHW | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 55% | 1 day ago 44% |
| Stochastic ODDS (%) | 1 day ago 49% | 1 day ago 52% |
| Momentum ODDS (%) | 1 day ago 57% | 1 day ago 64% |
| MACD ODDS (%) | 1 day ago 62% | 6 days ago 60% |
| TrendWeek ODDS (%) | 1 day ago 62% | 1 day ago 61% |
| TrendMonth ODDS (%) | 1 day ago 61% | 1 day ago 60% |
| Advances ODDS (%) | 1 day ago 64% | 5 days ago 56% |
| Declines ODDS (%) | 20 days ago 47% | 20 days ago 60% |
| BollingerBands ODDS (%) | 1 day ago 66% | 1 day ago 48% |
| Aroon ODDS (%) | 1 day ago 44% | 1 day ago 57% |
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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% | +1.28% | ||
| JEF - NDAQ | 71% Closely correlated | +0.96% | ||
| MS - NDAQ | 71% Closely correlated | -0.54% | ||
| GS - NDAQ | 70% Closely correlated | -0.88% | ||
| RJF - NDAQ | 69% Closely correlated | -0.68% | ||
| SF - NDAQ | 66% Closely correlated | N/A | ||
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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% | -0.72% | ||
| RJF - SCHW | 72% Closely correlated | -0.68% | ||
| LPLA - SCHW | 67% Closely correlated | +1.27% | ||
| NDAQ - SCHW | 62% Loosely correlated | +1.28% | ||
| MORN - SCHW | 57% Loosely correlated | +5.07% | ||
| SPGI - SCHW | 56% Loosely correlated | +1.70% | ||
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