CBOE vs SCHW Comparison: AI Score, Valuation, Performance and Upside
Compare Cboe's exchange and index licensing business against Schwab's retail trading and wealth management platform.
Use this Cboe Global Markets vs Charles Schwab comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
SCHW holds the edge across 3 of 5 key metrics in this comparison. CBOE has delivered stronger 1-year price return (+28.29% vs +18.73%), though SCHW has the better forward P/E setup (14.11x vs 20.37x for CBOE). On fundamentals, CBOE is growing revenue faster (22.90%), while SCHW maintains the higher operating margin (52.28%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for SCHW (+13.43%) than for CBOE (+1.51%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | CBOE | SCHW |
|---|---|---|
| AI scorei | 54.3 | 53.3 |
| AI ranki | #297 | #337 |
| Latest closei | $298.38 | $109.29 |
| 1M returni | +4.12% | +1.57% |
| 6M returni | -0.27% | +15.80% |
| 1Y returni | +28.29% | +18.73% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CBOE | SCHW |
|---|---|---|
| 1Y ago | $12.73K (+27.3%) started 2025-09-08 | $11.7K (+17.0%) started 2025-09-08 |
| 5Y ago | $25.75K (+157.5%) started 2021-09-09 | $16.76K (+67.6%) started 2021-09-09 |
| 10Y ago | $55.33K (+453.3%) started 2016-09-09 | $44.95K (+349.5%) started 2016-09-09 |
Hypothetical — past performance does not guarantee future results.
| Metric | CBOE | SCHW |
|---|---|---|
| Market capi | $32.42B | $190.5B |
| Trailing P/Ei | 23.94 | 20.07 |
| Forward P/Ei | 20.37 | 14.11 |
| Price/Salesi | N/A | N/A |
| EV/Revenuei | 6.25 | 6.77 |
| Analyst targeti | $315.14 | $124.95 |
| Target upsidei | +1.51% | +13.43% |
| Metric | CBOE | SCHW |
|---|---|---|
| Revenue growthi | 22.90% | 20.90% |
| Earnings growthi | 50.20% | 42.60% |
| EPS growthi | +50.20% | +42.60% |
| FCF margini | +13.40% | N/A |
| Operating margini | 34.63% | 52.28% |
| Profit margini | 26.73% | 38.79% |
| ROIC proxyi | 26.30% | 20.27% |
| Return on equityi | 26.30% | 20.27% |
| Dividend yieldi | 1.11% | 1.16% |
| Betai | 0.41 | 0.75 |
| Debt/equityi | 28.09 | 151.11 |
| Current ratioi | 1.56 | 0.66 |
| Quick ratioi | 0.79 | 0.66 |
Over the past year, CBOE and SCHW have moved barely in the same direction (correlation of 0.09), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | CBOE | SCHW |
|---|---|---|---|
| 1Y | Growthi | +27.31% | +16.95% |
| CAGRi | +27.39% | +17.00% | |
| Volatilityi | 33.21% | 24.65% | |
| Sharpe ratioi | 0.76 | 0.58 | |
| Sortino ratioi | 1.05 | 0.77 | |
| Max drawdowni | 36.87% | 20.39% | |
| Current drawdowni | 18.63% | 3.84% | |
| Avg drawdowni | 8.01% | 6.86% | |
| Ulcer Indexi | 12.69% | 9.13% | |
| Max daily dropi | 9.76% | 7.63% | |
| Max wkly dropi | 22.26% | 13.18% | |
| 5Y | Growthi | +148.55% | +59.06% |
| CAGRi | +19.99% | +9.73% | |
| Volatilityi | 24.50% | 32.03% | |
| Sharpe ratioi | 0.69 | 0.31 | |
| Sortino ratioi | 0.97 | 0.44 | |
| Max drawdowni | 36.87% | 49.70% | |
| Current drawdowni | 18.63% | 3.84% | |
| Avg drawdowni | 6.18% | 18.53% | |
| Ulcer Indexi | 8.79% | 22.88% | |
| Max daily dropi | 9.76% | 12.77% | |
| Max wkly dropi | 22.26% | 32.23% | |
| 10Y | Growthi | +397.90% | +299.07% |
| CAGRi | +17.42% | +14.85% | |
| Volatilityi | 26.13% | 33.09% | |
| Sharpe ratioi | 0.58 | 0.45 | |
| Sortino ratioi | 0.81 | 0.65 | |
| Max drawdowni | 42.59% | 51.08% | |
| Current drawdowni | 18.63% | 3.84% | |
| Avg drawdowni | 11.02% | 17.05% | |
| Ulcer Indexi | 15.18% | 21.82% | |
| Max daily dropi | 14.33% | 12.77% | |
| Max wkly dropi | 28.68% | 32.23% |
| Category | CBOE | SCHW |
|---|---|---|
| Company | CBOE | SCHW |
| Sector | Financial Services | Financial Services |
| Industry | Financial Data & Stock Exchanges | Capital Markets |
| Core business | Cboe Global Markets, Inc., through its subsidiaries, operates as a derivatives and securities exchange network that delivers trading, clearing, and investment solutions in the United States and internationally. | The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial adv… |
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