Charles Schwab vs BlackRock
This page compares Charles Schwab Corp., The and BlackRock, Inc. across business models, financial performance, and market context in a clear, neutral manner. It aims to present foundational information for understanding, without promotional or advisory content. Educational content, not financial advice.
This page compares Charles Schwab Corp., The and BlackRock, Inc. across business models, financial performance, and market context in a clear, neutral manner. It aims to present foundational informati...
Why It's Moving
Charles Schwab Crushes Net New Assets Record, Signaling Robust Investor Confidence
- November core net new assets soared 40% year-over-year to $40.4 billion, building on October's record $44.4 billion and reflecting heightened retail investor activity.
- Total client assets reached $11.83 trillion by month-end, a 15% jump from November 2024, bolstering Schwab's position as a wealth management powerhouse.
- Maintained dividend payout with common stock dividend declared payable November 28, reinforcing shareholder commitment amid asset growth.
BlackRock shares surge past market averages amid strong pre-earnings momentum and dividend boost.
- Stock rose 1.12% on Thursday, beating S&P 500's 0.68% gain, signaling confidence ahead of earnings expected to show 7.21% EPS growth to $12.79 and 18.86% revenue jump to $6.75B[2][6].
- Declared $5.21 quarterly dividend payable Dec. 23, underscoring robust cash flows and commitment to shareholders amid rising assets under management[4].
- Upcoming Goldman Sachs conference presentation by exec Martin Small on Dec. 9 highlights BlackRock's strategic positioning in financial services[5].
Charles Schwab Crushes Net New Assets Record, Signaling Robust Investor Confidence
- November core net new assets soared 40% year-over-year to $40.4 billion, building on October's record $44.4 billion and reflecting heightened retail investor activity.
- Total client assets reached $11.83 trillion by month-end, a 15% jump from November 2024, bolstering Schwab's position as a wealth management powerhouse.
- Maintained dividend payout with common stock dividend declared payable November 28, reinforcing shareholder commitment amid asset growth.
BlackRock shares surge past market averages amid strong pre-earnings momentum and dividend boost.
- Stock rose 1.12% on Thursday, beating S&P 500's 0.68% gain, signaling confidence ahead of earnings expected to show 7.21% EPS growth to $12.79 and 18.86% revenue jump to $6.75B[2][6].
- Declared $5.21 quarterly dividend payable Dec. 23, underscoring robust cash flows and commitment to shareholders amid rising assets under management[4].
- Upcoming Goldman Sachs conference presentation by exec Martin Small on Dec. 9 highlights BlackRock's strategic positioning in financial services[5].
Which Baskets Do They Appear In?
Corporate Buybacks Might Influence Gains 2025
Nvidia's $60 billion stock buyback highlights a broader market trend of cash-rich companies returning value to investors. This theme focuses on firms with significant share repurchase programs, signaling financial strength and shareholder confidence.
Published: September 1, 2025
Explore BasketRally in Financials
Goldman Sachs' recent outperformance signals a potential wave of growth in the financial sector. This collection features carefully selected financial institutions positioned to benefit from favorable market conditions, easing yields, and renewed investor confidence.
Published: July 1, 2025
Explore BasketNavigating Retirement State By State
A carefully curated collection of companies helping Americans prepare for retirement in different regions. With retirement costs varying dramatically by state and Social Security uncertainties growing, these financial providers offer solutions for creating personalized, location-specific retirement plans.
Published: July 1, 2025
Explore BasketWhich Baskets Do They Appear In?
Corporate Buybacks Might Influence Gains 2025
Nvidia's $60 billion stock buyback highlights a broader market trend of cash-rich companies returning value to investors. This theme focuses on firms with significant share repurchase programs, signaling financial strength and shareholder confidence.
Published: September 1, 2025
Explore BasketRally in Financials
Goldman Sachs' recent outperformance signals a potential wave of growth in the financial sector. This collection features carefully selected financial institutions positioned to benefit from favorable market conditions, easing yields, and renewed investor confidence.
Published: July 1, 2025
Explore BasketNavigating Retirement State By State
A carefully curated collection of companies helping Americans prepare for retirement in different regions. With retirement costs varying dramatically by state and Social Security uncertainties growing, these financial providers offer solutions for creating personalized, location-specific retirement plans.
Published: July 1, 2025
Explore BasketTokenised-Asset Custodians
These carefully selected companies are the trusted guardians of the digital economy, providing secure infrastructure for blockchain-based assets. Rather than speculating on crypto prices, this collection focuses on the essential service providers that make digital finance possible.
Published: June 17, 2025
Explore BasketBanking & Finance Powerhouses
Invest in the cornerstones of the global economy. These carefully selected financial titans form the backbone of worldwide commerce and capital flow, chosen by our analysts for their market dominance and potential to benefit from changing economic conditions.
Published: June 17, 2025
Explore BasketInvestment Analysis
Charles Schwab
SCHW
Pros
- Offers a diversified business model with successful integration of Ameritrade enhancing market share expansion.
- Demonstrates robust financial performance including a gross profit margin of 97.05% and projected 25% CAGR in earnings through 2027.
- Has a broad client base with commission-free stock and ETF trades appealing to a wide demographic.
Considerations
- Exhibits a relatively high price-to-book ratio compared to sector averages, indicating premium valuation.
- Generates lower interest income on cash holdings, which may impact profitability in rising interest rate environments.
- Faces competitive pressure in maintaining organic asset growth within its targeted 5-7% net new asset range.
BlackRock
BLK
Pros
- Commands a global presence with client operations in over 100 countries, supporting diverse revenue streams.
- Provides highly personalised asset management strategies mainly targeted to high-net-worth individuals and corporations.
- Exhibits stronger risk-adjusted performance metrics such as a higher Sharpe ratio compared to certain ETFs.
Considerations
- Maintains more complex and varied fee structures creating potential cost transparency challenges for clients.
- Carries higher price volatility and margin rates relative to peers, increasing investment risk.
- Has comparatively lower recent stock returns against certain competitors like Charles Schwab over the past 12 months.
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