SCHW
Price
$96.32
Change
+$0.33 (+0.34%)
Updated
Aug 8, 10:54 AM (EDT)
Capitalization
132.03B
73 days until earnings call
SNEX
Price
$88.52
Change
+$1.35 (+1.55%)
Updated
Aug 8, 10:55 AM (EDT)
Capitalization
2.22B
124 days until earnings call
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SCHW vs SNEX

Header iconSCHW vs SNEX Comparison
Open Charts SCHW vs SNEXBanner chart's image
Charles Schwab Corp (The)
Price$96.32
Change+$0.33 (+0.34%)
Volume$2.16K
Capitalization132.03B
StoneX Group
Price$88.52
Change+$1.35 (+1.55%)
Volume$100
Capitalization2.22B
SCHW vs SNEX Comparison Chart in %
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SCHW
Daily Signalchanged days ago
Gain/Loss if bought
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SNEX
Daily Signalchanged days ago
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SCHW vs. SNEX commentary
Aug 08, 2025

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 SCHW is a Hold and SNEX is a Hold.

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COMPARISON
Comparison
Aug 08, 2025
Stock price -- (SCHW: $95.99 vs. SNEX: $87.17)
Brand notoriety: SCHW: Notable vs. SNEX: Not notable
Both companies represent the Investment Banks/Brokers industry
Current volume relative to the 65-day Moving Average: SCHW: 92% vs. SNEX: 278%
Market capitalization -- SCHW: $132.03B vs. SNEX: $2.22B
SCHW [@Investment Banks/Brokers] is valued at $132.03B. SNEX’s [@Investment Banks/Brokers] market capitalization is $2.22B. The market cap for tickers in the [@Investment Banks/Brokers] industry ranges from $928.5B to $0. The average market capitalization across the [@Investment Banks/Brokers] industry is $12.19B.

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).

SCHW’s FA Score shows that 3 FA rating(s) are green whileSNEX’s FA Score has 2 green FA rating(s).

  • SCHW’s FA Score: 3 green, 2 red.
  • SNEX’s FA Score: 2 green, 3 red.
According to our system of comparison, SCHW is a better buy in the long-term than SNEX.

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.

SCHW’s TA Score shows that 2 TA indicator(s) are bullish while SNEX’s TA Score has 4 bullish TA indicator(s).

  • SCHW’s TA Score: 2 bullish, 6 bearish.
  • SNEX’s TA Score: 4 bullish, 5 bearish.
According to our system of comparison, SNEX is a better buy in the short-term than SCHW.

Price Growth

SCHW (@Investment Banks/Brokers) experienced а -1.78% price change this week, while SNEX (@Investment Banks/Brokers) price change was -10.36% for the same time period.

The average weekly price growth across all stocks in the @Investment Banks/Brokers industry was +14.96%. For the same industry, the average monthly price growth was +8.66%, and the average quarterly price growth was +13.15%.

Reported Earning Dates

SCHW is expected to report earnings on Oct 20, 2025.

SNEX is expected to report earnings on Dec 10, 2025.

Industries' Descriptions

@Investment Banks/Brokers (+14.96% 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.

SUMMARIES
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FUNDAMENTALS
Fundamentals
SCHW($132B) has a higher market cap than SNEX($2.22B). SCHW has higher P/E ratio than SNEX: SCHW (28.49) vs SNEX (8.75). SNEX YTD gains are higher at: 33.464 vs. SCHW (30.547). SNEX has less debt than SCHW: SNEX (8.05B) vs SCHW (59.1B). SNEX has higher revenues than SCHW: SNEX (67.4B) vs SCHW (18.8B).
SCHWSNEXSCHW / SNEX
Capitalization132B2.22B5,954%
EBITDAN/A1.27B-
Gain YTD30.54733.46491%
P/E Ratio28.498.75326%
Revenue18.8B67.4B28%
Total CashN/A1.16B-
Total Debt59.1B8.05B735%
FUNDAMENTALS RATINGS
SCHW vs SNEX: Fundamental Ratings
SCHW
SNEX
OUTLOOK RATING
1..100
8412
VALUATION
overvalued / fair valued / undervalued
1..100
48
Fair valued
79
Overvalued
PROFIT vs RISK RATING
1..100
315
SMR RATING
1..100
551
PRICE GROWTH RATING
1..100
1556
P/E GROWTH RATING
1..100
5317
SEASONALITY SCORE
1..100
5075

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 (48) in the Investment Banks Or Brokers industry is in the same range as SNEX (79) in the null industry. This means that SCHW’s stock grew similarly to SNEX’s over the last 12 months.

SNEX's Profit vs Risk Rating (5) in the null industry is in the same range as SCHW (31) in the Investment Banks Or Brokers industry. This means that SNEX’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 SNEX (51) in the null industry. This means that SCHW’s stock grew somewhat faster than SNEX’s over the last 12 months.

SCHW's Price Growth Rating (15) in the Investment Banks Or Brokers industry is somewhat better than the same rating for SNEX (56) in the null industry. This means that SCHW’s stock grew somewhat faster than SNEX’s over the last 12 months.

SNEX's P/E Growth Rating (17) in the null industry is somewhat better than the same rating for SCHW (53) in the Investment Banks Or Brokers industry. This means that SNEX’s stock grew somewhat faster than SCHW’s over the last 12 months.

TECHNICAL ANALYSIS
Technical Analysis
SCHWSNEX
RSI
ODDS (%)
Bearish Trend 2 days ago
44%
Bullish Trend 2 days ago
82%
Stochastic
ODDS (%)
Bearish Trend 2 days ago
55%
Bearish Trend 2 days ago
67%
Momentum
ODDS (%)
Bearish Trend 2 days ago
61%
Bearish Trend 2 days ago
66%
MACD
ODDS (%)
Bearish Trend 2 days ago
52%
Bearish Trend 2 days ago
74%
TrendWeek
ODDS (%)
Bearish Trend 2 days ago
60%
Bearish Trend 2 days ago
61%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
68%
Bearish Trend 2 days ago
47%
Advances
ODDS (%)
Bullish Trend 12 days ago
65%
Bullish Trend 10 days ago
72%
Declines
ODDS (%)
Bearish Trend 8 days ago
57%
Bearish Trend 3 days ago
62%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
52%
Bullish Trend 2 days ago
74%
Aroon
ODDS (%)
Bullish Trend 2 days ago
66%
Bullish Trend 2 days ago
62%
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SCHW
Daily Signalchanged days ago
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SNEX
Daily Signalchanged days ago
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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.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SCHW
1D Price
Change %
SCHW100%
-0.74%
RJF - SCHW
72%
Closely correlated
-2.26%
MS - SCHW
70%
Closely correlated
-0.27%
SF - SCHW
68%
Closely correlated
-1.37%
GS - SCHW
68%
Closely correlated
-0.69%
LPLA - SCHW
64%
Loosely correlated
-2.61%
More

SNEX and

Correlation & Price change

A.I.dvisor indicates that over the last year, SNEX has been loosely correlated with GS. These tickers have moved in lockstep 66% of the time. This A.I.-generated data suggests there is some statistical probability that if SNEX jumps, then GS could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SNEX
1D Price
Change %
SNEX100%
+6.38%
GS - SNEX
66%
Loosely correlated
-0.69%
MS - SNEX
64%
Loosely correlated
-0.27%
PIPR - SNEX
63%
Loosely correlated
-0.49%
SCHW - SNEX
60%
Loosely correlated
-0.74%
SF - SNEX
58%
Loosely correlated
-1.37%
More