CME vs SCHW Comparison: AI Score, Valuation, Performance and Upside
Compare CME's futures and derivatives exchange model against Schwab's retail brokerage and advisory business.
Use this CME Group 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. CME has delivered stronger 1-year price return (+14.15% vs -3.96%), though SCHW has the better forward P/E setup (14.11x vs 22.10x for CME). On fundamentals, SCHW is growing revenue faster (20.90%), while CME maintains the higher operating margin (65.04%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for SCHW (+13.43%) than for CME (-0.96%).
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 | CME | SCHW |
|---|---|---|
| AI scorei | 47.6 | 52.2 |
| AI ranki | #616 | #368 |
| Latest closei | $305.71 | $90.58 |
| 1M returni | +12.89% | -8.96% |
| 3M returni | +19.74% | -11.17% |
| 6M returni | +7.24% | +2.35% |
| 1Y returni | +14.15% | -3.96% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | CME | SCHW |
|---|---|---|
| 1Y ago | $11.37K (+13.7%) started 2025-10-23 | $9.58K (-4.2%) started 2025-10-23 |
| 5Y ago | $19.68K (+96.8%) started 2021-10-25 | $12.12K (+21.2%) started 2021-10-25 |
| 10Y ago | $61.58K (+515.8%) started 2016-10-24 | $35.47K (+254.7%) started 2016-10-24 |
Hypothetical — past performance does not guarantee future results.
| Metric | CME | SCHW |
|---|---|---|
| Market capi | $102.77B | $190.5B |
| Trailing P/Ei | 24.22 | 20.07 |
| Forward P/Ei | 22.10 | 14.11 |
| Price/Salesi | 15.75 | N/A |
| EV/Revenuei | 15.44 | 6.77 |
| Analyst targeti | $283.07 | $124.95 |
| Target upsidei | -0.96% | +13.43% |
| Metric | CME | SCHW |
|---|---|---|
| Revenue growthi | 0.80% | 20.90% |
| Earnings growthi | 2.50% | 42.60% |
| EPS growthi | +2.50% | +42.60% |
| FCF margini | +43.05% | N/A |
| Operating margini | 65.04% | 52.28% |
| Profit margini | 63.44% | 38.79% |
| ROIC proxyi | 15.80% | 20.27% |
| Return on equityi | 15.80% | 20.27% |
| Dividend yieldi | 1.82% | 1.16% |
| Payout ratioi | 95.42% | 21.49% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 0.27 | 0.75 |
| Debt/equityi | 14.59 | 151.11 |
| Current ratioi | 1.02 | 0.66 |
| Quick ratioi | 0.02 | 0.66 |
Over the past year, CME and SCHW have moved weakly in the same direction (correlation of 0.25), 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 | CME | SCHW |
|---|---|---|---|
| 1Y | Growthi | +13.69% | -4.25% |
| CAGRi | +13.71% | -4.26% | |
| Volatilityi | 24.65% | 25.42% | |
| Sharpe ratioi | 0.46 | -0.22 | |
| Sortino ratioi | 0.65 | -0.28 | |
| Max drawdowni | 33.05% | 21.18% | |
| Current drawdowni | 6.36% | 20.30% | |
| Avg drawdowni | 10.83% | 8.21% | |
| Ulcer Indexi | 13.73% | 10.37% | |
| Max daily dropi | 5.77% | 7.63% | |
| Max wkly dropi | 11.49% | 13.18% | |
| 5Y | Growthi | +65.23% | +15.03% |
| CAGRi | +10.58% | +2.84% | |
| Volatilityi | 20.89% | 31.89% | |
| Sharpe ratioi | 0.37 | 0.11 | |
| Sortino ratioi | 0.52 | 0.15 | |
| Max drawdowni | 33.05% | 49.70% | |
| Current drawdowni | 6.36% | 20.30% | |
| Avg drawdowni | 11.50% | 18.81% | |
| Ulcer Indexi | 14.58% | 22.98% | |
| Max daily dropi | 5.77% | 12.77% | |
| Max wkly dropi | 11.49% | 32.23% | |
| 10Y | Growthi | +313.74% | +214.92% |
| CAGRi | +15.26% | +12.16% | |
| Volatilityi | 24.32% | 33.14% | |
| Sharpe ratioi | 0.52 | 0.38 | |
| Sortino ratioi | 0.73 | 0.54 | |
| Max drawdowni | 37.36% | 51.08% | |
| Current drawdowni | 6.36% | 20.30% | |
| Avg drawdowni | 9.35% | 17.19% | |
| Ulcer Indexi | 12.72% | 21.86% | |
| Max daily dropi | 18.39% | 12.77% | |
| Max wkly dropi | 27.51% | 32.23% |
| Category | CME | SCHW |
|---|---|---|
| Company | CME | SCHW |
| Sector | Financial Services | Financial Services |
| Industry | Financial Data & Stock Exchanges | Capital Markets |
| Core business | CME Group Inc., together with its subsidiaries, operates contract markets for the trading of futures and options on futures contracts worldwide. | 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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AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
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