WallStSmart

Charles Schwab Corp (SCHW)vsSeagate Technology PLC (STX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Charles Schwab Corp generates 138% more annual revenue ($23.92B vs $10.06B). SCHW leads profitability with a 37.0% profit margin vs 19.6%. STX appears more attractively valued with a PEG of 0.67. SCHW earns a higher WallStSmart Score of 75/100 (B+).

SCHW

Strong Buy

75

out of 100

Grade: B+

Growth: 8.0Profit: 8.0Value: 10.0Quality: 8.3
Piotroski: 6/9

STX

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 8.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SCHWUndervalued (+56.5%)

Margin of Safety

+56.5%

Fair Value

$217.62

Current Price

$94.66

$122.96 discount

UndervaluedFair: $217.62Overvalued
STXUndervalued (+1.9%)

Margin of Safety

+1.9%

Fair Value

$415.12

Current Price

$411.23

$3.89 discount

UndervaluedFair: $415.12Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SCHW6 strengths · Avg: 9.2/10
Profit MarginProfitability
37.0%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
49.7%10/10

Strong operational efficiency at 49.7%

Debt/EquityHealth
0.0910/10

Conservative balance sheet, low leverage

Market CapQuality
$167.01B9/10

Large-cap with strong market position

Revenue GrowthGrowth
18.9%8/10

18.9% revenue growth

EPS GrowthGrowth
41.1%8/10

Earnings expanding 41.1% YoY

STX6 strengths · Avg: 8.7/10
EPS GrowthGrowth
67.7%10/10

Earnings expanding 67.7% YoY

Market CapQuality
$97.36B9/10

Large-cap with strong market position

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

PEG RatioValuation
0.678/10

Growing faster than its price suggests

Operating MarginProfitability
29.9%8/10

Strong operational efficiency at 29.9%

Revenue GrowthGrowth
21.5%8/10

Revenue surging 21.5% year-over-year

Areas to Watch

SCHW1 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-921.00M2/10

Negative free cash flow — burning cash

STX2 concerns · Avg: 2.0/10
P/E RatioValuation
49.0x2/10

Premium valuation, high expectations priced in

Price/BookValuation
195.8x2/10

Trading at 195.8x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : SCHW

The strongest argument for SCHW centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 37.0% and operating margin at 49.7%. Revenue growth of 18.9% demonstrates continued momentum.

Bull Case : STX

The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.

Bear Case : SCHW

The primary concerns for SCHW are Free Cash Flow.

Bear Case : STX

The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.

Key Dynamics to Monitor

STX carries more volatility with a beta of 1.65 — expect wider price swings.

STX is growing revenue faster at 21.5% — sustainability is the question.

STX generates stronger free cash flow (618M), providing more financial flexibility.

Monitor CAPITAL MARKETS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SCHW scores higher overall (75/100 vs 72/100), backed by strong 37.0% margins and 18.9% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Charles Schwab Corp

FINANCIAL SERVICES · CAPITAL MARKETS · USA

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, an electronic trading platform, and wealth management advisory services to both retail and institutional clients.

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Seagate Technology PLC

TECHNOLOGY · COMPUTER HARDWARE · USA

Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.

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