VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

The Charles Schwab Corporation vs S&P Global Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

The Charles Schwab Corporation

SCHW · New York Stock Exchange

Market cap (USD)$170.7B
Gross margin (TTM)84.7%
Operating margin (TTM)43.3%
Net margin (TTM)32%
SectorFinancials
IndustryFinancial - Capital Markets
CountryUS
Data as of2025-12-26
Moat score
74/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into The Charles Schwab Corporation's moat claims, evidence, and risks.

View SCHW analysis

S&P Global Inc.

SPGI · New York Stock Exchange

Market cap (USD)$126.4B
Gross margin (TTM)70.3%
Operating margin (TTM)42.2%
Net margin (TTM)29.2%
SectorFinancials
IndustryFinancial - Data & Stock Exchanges
CountryUS
Data as of2025-12-21
Moat score
77/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into S&P Global Inc.'s moat claims, evidence, and risks.

View SPGI analysis

Comparison highlights

  • Moat score gap: S&P Global Inc. leads (77 / 100 vs 74 / 100 for The Charles Schwab Corporation).
  • Segment focus: The Charles Schwab Corporation has 2 segments (79.4% in Investor Services); S&P Global Inc. has 5 segments (32.6% in S&P Global Market Intelligence).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Weak vs Moderate.
  • Moat breadth: The Charles Schwab Corporation has 7 moat types across 4 domains; S&P Global Inc. has 9 across 5.

Primary market context

The Charles Schwab Corporation

Investor Services

Market

U.S. retail brokerage, self-directed investing, and wealth management platforms

Geography

United States

Customer

Retail investors, employers, retirement plan sponsors

Role

Broker-dealer + bank + wealth manager platform

Revenue share

79.4%

S&P Global Inc.

S&P Global Market Intelligence

Market

Financial market data, analytics, and workflow tools for institutions

Geography

Global

Customer

B2B (institutional investors, banks, insurers, corporates)

Role

Data/analytics and workflow software provider

Revenue share

32.6%

Side-by-side metrics

The Charles Schwab Corporation
S&P Global Inc.
Ticker / Exchange
SCHW - New York Stock Exchange
SPGI - New York Stock Exchange
Market cap (USD)
$170.7B
$126.4B
Gross margin (TTM)
84.7%
70.3%
Operating margin (TTM)
43.3%
42.2%
Net margin (TTM)
32%
29.2%
Sector
Financials
Financials
Industry
Financial - Capital Markets
Financial - Data & Stock Exchanges
HQ country
US
US
Primary segment
Investor Services
S&P Global Market Intelligence
Market structure
Oligopoly
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
74 / 100
77 / 100
Moat domains
Supply, Demand, Financial, Network
Demand, Supply, Legal, Network, Financial
Last update
2025-12-26
2025-12-21

Moat coverage

Shared moat types

Brand TrustData Workflow LockinEcosystem Complements

The Charles Schwab Corporation strengths

Scale Economies Unit CostSuite BundlingFloat PrepaymentService Field Network

S&P Global Inc. strengths

Scope EconomiesRegulated Standards PipeDe Facto StandardCompliance AdvantageSwitching Costs GeneralBenchmark Pricing Power

Segment mix

The Charles Schwab Corporation segments

Full profile >

Investor Services

Oligopoly

79.4%

Advisor Services

Oligopoly

20.6%

S&P Global Inc. segments

Full profile >

S&P Global Market Intelligence

Oligopoly

32.6%

S&P Global Ratings

Oligopoly

29.6%

S&P Global Commodity Insights

Oligopoly

15.1%

S&P Global Mobility

Competitive

11.3%

S&P Dow Jones Indices

Oligopoly

11.4%

Want the full wide moat stocks list?

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Proven models entering the expansion stage with unit economics that work.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.