SCHW vs SPGI: fair value comparison
The Charles Schwab Corporation and S&P Global Inc. · Updated 2026-08-31
Both currently screen as undervalued on TickrTrends' Forward Fair Value model. Within Financial Services, SPGI currently sits closer to the top of our discount ranking. SPGI carries the stronger quality grade. SCHW carries the stronger momentum grade.
| SCHW | SPGI | |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Last price | $110.16 | $442.89 |
| 12-month range | $88.74–$105.87 | $411.93–$539.64 |
| Sector rank | #21 of 165 Financial Services | #18 of 165 Financial Services |
| Quality grade | C | B |
| Momentum grade | A | B |
| Leverage | Moderate | Low |
| Margin trend | Expanding | Expanding |
| Revenue growth | Modest | Strong |
| RSI zone | Neutral | Neutral |
| DCF cross-check | Undervalued | Overvalued |
| 52-week position | The top quarter | The bottom quarter |
Full single-stock breakdowns: SCHW fair value analysis · SPGI fair value analysis