BX vs SCHW: fair value comparison
Blackstone Inc. and The Charles Schwab Corporation · Updated 2026-08-31
Both currently screen as undervalued on TickrTrends' Forward Fair Value model. Within Financial Services, SCHW currently sits closer to the top of our discount ranking. BX carries the stronger quality grade. SCHW carries the stronger momentum grade.
| BX | SCHW | |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Last price | $142.39 | $110.16 |
| 12-month range | $114.33–$169.55 | $88.74–$105.87 |
| Sector rank | #26 of 165 Financial Services | #21 of 165 Financial Services |
| Quality grade | B | C |
| Momentum grade | B | A |
| Leverage | Moderate | Moderate |
| Margin trend | Expanding | Expanding |
| Revenue growth | High | Modest |
| RSI zone | Neutral | Neutral |
| DCF cross-check | — | Undervalued |
| 52-week position | The upper-middle quarter | The top quarter |
Full single-stock breakdowns: BX fair value analysis · SCHW fair value analysis