KKR vs Charles Schwab (KKR vs SCHW)
KKR (KKR) vs Charles Schwab (SCHW) in plain English: P/E, growth, margins, debt and dividend side by side, key differences and which fits each investor profile.
KKR (KKR) and Charles Schwab (SCHW) compete in financial services and payments. Here are KKR and Charles Schwab side by side with their real figures as of November 4, 2026: what sets them apart, which fits each kind of investor and the most common questions, without telling you whether to buy KKR or Charles Schwab.
KKR vs Charles Schwab: the figures
| Figure | KKR | Charles Schwab |
|---|---|---|
| Share price | $101.34 (November 4, 2026) | $93.37 (November 4, 2026) |
| Market cap | $93.6 billion | $161.5 billion |
| P/E (TTM) | 32.4x | 16.0x |
| Forward P/E | 14.1x | 12.0x |
| Revenue growth (quarter) | +7.8% | +16.9% |
| Net margin (TTM) | 12.2% | 39.3% |
| Net debt / EBITDA | N/A | N/A |
| Dividend yield | 0.81% | 1.43% |
| Beta | 1.72 | 0.75 |
KKR and Charles Schwab figures from Yahoo Finance, the same source the Fintols analysis uses, retrieved on November 4, 2026; N/A means that KKR or Charles Schwab figure is not available, and we never estimate it.
3 key differences between KKR and Charles Schwab
- Profitability: for every 100 of sales, Charles Schwab keeps 39.3 as net profit and KKR keeps 12.2.
- Valuation: KKR trades at 32.4x its annual earnings and Charles Schwab at 16.0x; the market pays more for each dollar of KKR profit, usually because it expects more growth.
- Volatility: KKR stock moves more (beta 1.72) than Charles Schwab (beta 0.75); the higher the beta, the more it amplifies market swings.
KKR or Charles Schwab: which fits your profile
- If you want growth: Charles Schwab is growing faster today, so it fits better with investors who put business growth first, usually accepting a higher P/E and a bumpier ride.
- If you want income (dividends): Charles Schwab pays the higher dividend relative to its price.
- If you prefer caution: Charles Schwab has a less volatile share price, which usually gives more room in a bad year.
- If price is what matters most to you: Charles Schwab trades on the lower P/E; check first whether that is an opportunity or a sign of a business that grows less.
Neither KKR nor Charles Schwab wins on everything, and owning both is also an option: spreading money across several companies or an index fund reduces what rides on each one.
How KKR and Charles Schwab make money
KKR (KKR)
KKR is an alternative asset manager investing in private equity, infrastructure, real estate and credit. It earns management and performance fees on money from pension funds and other investors. Its segments are Asset Management, Insurance through Global Atlantic, and Strategic Holdings, which owns long-term stakes in companies. Full KKR analysis.
Charles Schwab (SCHW)
Charles Schwab is a brokerage and bank for individual investors and independent advisors, reported as Investor Services and Advisor Services. Net interest revenue earned on client cash is its largest source, followed by asset management fees on its funds and ETFs and trading revenue from platforms such as thinkorswim. Full Charles Schwab analysis.
Frequently asked questions: KKR vs Charles Schwab
Is KKR or Charles Schwab the better stock?
Choosing between KKR and Charles Schwab depends on what you are looking for. Charles Schwab is growing faster right now, and Charles Schwab trades on the lower P/E. Fintols does not tell you whether to buy KKR or Charles Schwab: it shows you the differences so you can decide.
Which pays a higher dividend, KKR or Charles Schwab?
As of November 4, 2026, Charles Schwab yields 1.43% and KKR yields 0.81%. Also check how much of their profit KKR and Charles Schwab pay out: if it is more than they earn, it cannot last.
Which is more expensive, KKR or Charles Schwab?
On P/E, KKR (32.4x) is more expensive than Charles Schwab (16.0x) as of November 4, 2026. A higher P/E can be justified if earnings grow faster, so compare it with each company's growth in the table.
Can I own both KKR and Charles Schwab?
Yes. Many people spread their money across several companies, such as KKR and Charles Schwab, or use index funds so they do not depend on just one. If you are starting out, decide how much you want to invest and for how long before buying KKR or Charles Schwab.
More comparisons with KKR or Charles Schwab
More companies like KKR and Charles Schwab: financial services and payments stocks. Educational content about KKR and Charles Schwab, not investment advice.