SCHW vs UBER

Comparison between Charles Schwab Corp (SCHW, Company) and Uber Technologies Inc (UBER, Company).

SCHW is from the Financial Services sector, while UBER is from the Technology sector.

5-Year PerformanceUBER has outperformed SCHW, delivering a return of +9.9% compared to +5.8%

SCHW vs UBER - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCHW(COMPANY)	UBER(COMPANY)
Market Cap	$166B	$161B
Max Drawdown	84.86%	68.05%
Sharpe Ratio	0.26	-0.25
5Y Beta	0.80	1.08
Industry	Capital Markets	Software - Application
P/E Ratio	18.85	19.25
Forward P/E	15.43	22.08
PEG Ratio	0.27	4.51
Dividend Yield	1.27%	N/A
5Y Dividends CAGR	21.84%	N/A
5Y EPS CAGR	21.65%	N/A
Debt to Equity	0.00%	42.48%
Free Cash Flow Yield	5.27%	6.08%
P/S Ratio	6.51	3.13
P/B Ratio	3.26	5.57

Market Cap

Winner

SCHW

$166B

UBER

$161B

Max Drawdown

SCHW

84.86%

Winner

UBER

68.05%

Sharpe Ratio

Winner

SCHW

0.26

UBER

-0.25

5Y Beta

Winner

SCHW

0.80

UBER

1.08

Industry

SCHW

Capital Markets

UBER

Software - Application

P/E Ratio

Winner

SCHW

18.85

UBER

19.25

Forward P/E

Winner

SCHW

15.43

UBER

22.08

PEG Ratio

Winner

SCHW

0.27

UBER

4.51

Dividend Yield

SCHW

1.27%

UBER

N/A

5Y Dividends CAGR

SCHW

21.84%

UBER

N/A

5Y EPS CAGR

SCHW

21.65%

UBER

N/A

Debt to Equity

Winner

SCHW

0.00%

UBER

42.48%

Free Cash Flow Yield

SCHW

5.27%

Winner

UBER

6.08%

P/S Ratio

SCHW

6.51

Winner

UBER

3.13

P/B Ratio

Winner

SCHW

3.26

UBER

5.57

SCHW vs UBER - Historical Returns

Returns include dividend reinvestment.

Period	SCHW	UBER
1 month	-8.04%	+4.24%
3 months	-16.77%	+2.08%
6 months	-6.04%	-17.98%
1 year	+6.70%	-8.32%
5 years(CAGR)	+5.76%	+9.91%
10 years(CAGR)	+13.99%	N/A
Max(CAGR)	+6.06%	+8.90%

SCHW

-8.04%

Winner

UBER

+4.24%

SCHW

-16.77%

Winner

UBER

+2.08%

Winner

SCHW

-6.04%

UBER

-17.98%

Winner

SCHW

+6.70%

UBER

-8.32%

5Y(CAGR)

SCHW

+5.76%

Winner

UBER

+9.91%

10Y(CAGR)

SCHW

+13.99%

UBER

N/A

Max(CAGR)

SCHW

+6.06%

Winner

UBER

+8.90%

SCHW vs UBER - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SCHW	UBER
2026	-12.15%	-8.94%
2025	+36.96%	+29.35%
2024	+8.69%	+3.32%
2023	-14.61%	+142.78%
2022	-1.84%	-43.73%
2021	+61.06%	-18.01%
2020	+12.01%	+64.57%
2019	+16.22%	-28.46%
2018	-18.54%	N/A
2017	+28.78%	N/A
2016	+24.61%	N/A
2015	+9.81%	N/A
2014	+17.99%	N/A
2013	+74.54%	N/A
2012	+24.91%	N/A
2011	-34.61%	N/A
2010	-12.24%	N/A
2009	+17.99%	N/A
2008	-33.48%	N/A
2007	+37.09%	N/A
2006	+30.30%	N/A
2005	+26.74%	N/A
2004	+3.17%	N/A
2003	+3.64%	N/A
2002	-29.96%	N/A
2001	-40.49%	N/A
2000	+15.20%	N/A
1999	-1.58%	N/A

SCHW vs UBER Drawdown Comparison

The maximum drawdown for SCHW was -84.72%, occurring on Mar 11, 2003. Recovery took 4185 trading sessions.

The maximum drawdown for UBER was -68.05%, occurring on Mar 18, 2020. Recovery took 345 trading sessions.

The current SCHW drawdown is -16.77%. The current UBER drawdown is -24.63%.

Rank	SCHW	UBER
#1	-84.72% Mar 24, 2000 - Nov 10, 2016	-68.05% Jun 28, 2019 - Nov 9, 2020
#2	-51.08% May 22, 2018 - Jan 6, 2021	-67.62% Feb 10, 2021 - Dec 27, 2023
#3	-49.70% Jan 14, 2022 - Jun 30, 2025	-30.89% Oct 6, 2025 - Mar 27, 2026
#4	-28.26% Nov 16, 1999 - Mar 1, 2000	-30.59% Oct 11, 2024 - May 12, 2025
#5	-17.17% Feb 9, 2026 - Apr 24, 2026	-28.15% Feb 15, 2024 - Oct 11, 2024
#6	-15.78% Jan 12, 2021 - Feb 17, 2021	-19.01% Jan 13, 2021 - Feb 9, 2021
#7	-13.78% Mar 16, 2017 - Jul 3, 2017	-10.84% Jul 8, 2025 - Sep 15, 2025
#8	-13.24% Mar 12, 2018 - May 9, 2018	-10.75% May 10, 2019 - May 16, 2019
#9	-12.64% Jan 17, 2018 - Mar 9, 2018	-10.74% May 19, 2025 - Jun 26, 2025
#10	-12.59% Jul 5, 2017 - Sep 27, 2017	-9.01% Dec 27, 2023 - Jan 11, 2024
#11	-12.27% Jun 3, 2021 - Aug 27, 2021	-7.97% Dec 4, 2020 - Jan 7, 2021
#12	-12.02% Nov 4, 1999 - Nov 12, 1999	-7.44% May 16, 2019 - Jun 5, 2019
#13	-9.76% Aug 27, 2021 - Sep 27, 2021	-6.29% Jun 5, 2019 - Jun 27, 2019
#14	-8.49% Mar 10, 2000 - Mar 17, 2000	-5.97% Sep 15, 2025 - Sep 22, 2025
#15	-8.20% Oct 22, 2021 - Dec 16, 2021	-5.08% Jan 7, 2021 - Jan 12, 2021