COMP <GO>
BLK vs SCHW // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
BlackRock Inc. (NYSE) VS. Charles Schwab Corporation (NYSE) • 15-METRIC TALLY: BLK 7
— SCHW 4
■ METRIC PARITY
LAST: $1,176.24 (+1.59%) • MKT CAP: $182.16B
options-implied-move
—
LAST: $89.47 (+0.80%) • MKT CAP: $154.72B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLK VS. SCHW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLK | SCHW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.20% | 0.00% | +6.20 | BLK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.4x | 95.0x | -65.60 | BLK | /valuation <GO> |
| Free Cash Flow Yield | 1.95% | 5.66% | -3.71 | SCHW | /fcf-yield <GO> |
| Operating Margin | 29.10% | 0.00% | +29.10 | BLK | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 0.00% | +22.90 | BLK | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 22.00% | -3.30 | SCHW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.51% | -1.51 | SCHW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | SCHW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.5 | 34.4 | +29.10 | BLK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 0.99 | +0.14 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $182.16B | $154.72B | $27.44B | BLK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLK REV | SCHW REV | BLK GROSS % | SCHW GROSS % | BLK FCF | SCHW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $24.22B | $23.92B | — | — | $3.55B | $8.76B |
| FY 2024 | $20.41B | $19.61B | — | — | $4.70B | $2.05B |
| FY 2023 | $17.86B | $18.84B | — | — | $3.36B | $18.74B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLK // BETA 1.13
SCHW // BETA 0.99