WallStSmart

Charles Schwab Corp (SCHW)vsXp Inc (XP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Charles Schwab Corp generates 35% more annual revenue ($23.92B vs $17.77B). SCHW leads profitability with a 37.0% profit margin vs 29.1%. XP trades at a lower P/E of 10.5x. 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

XP

Strong Buy

74

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 8.3Quality: 3.5
Piotroski: 1/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SCHWUndervalued (+56.0%)

Margin of Safety

+56.0%

Fair Value

$217.62

Current Price

$95.68

$121.94 discount

UndervaluedFair: $217.62Overvalued
XPUndervalued (+62.2%)

Margin of Safety

+62.2%

Fair Value

$53.73

Current Price

$19.69

$34.04 discount

UndervaluedFair: $53.73Overvalued

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
$169.34B9/10

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

XP5 strengths · Avg: 9.2/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

Return on EquityProfitability
23.7%9/10

Every $100 of equity generates 24 in profit

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

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

Negative free cash flow — burning cash

XP2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Free Cash FlowQuality
$-2.44B2/10

Negative free cash flow — burning cash

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 : XP

The strongest argument for XP centers on P/E Ratio, Operating Margin, Return on Equity. Profitability is solid with margins at 29.1% and operating margin at 31.5%. Revenue growth of 13.3% demonstrates continued momentum.

Bear Case : SCHW

The primary concerns for SCHW are Free Cash Flow.

Bear Case : XP

The primary concerns for XP are Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

SCHW profiles as a growth stock while XP is a mature play — different risk/reward profiles.

XP carries more volatility with a beta of 1.26 — expect wider price swings.

SCHW is growing revenue faster at 18.9% — sustainability is the question.

SCHW generates stronger free cash flow (-921M), providing more financial flexibility.

Bottom Line

SCHW scores higher overall (75/100 vs 74/100), backed by strong 37.0% margins and 18.9% revenue growth. XP offers better value entry with a 62.2% margin of safety. 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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Xp Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

XP Inc. offers financial products and services in Brazil. The company is headquartered in So Paulo, Brazil.

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