Sifting through countless of stocks in the Capital Markets industry can be tedious, and sometimes two stocks are just too similar to judge which is the better investment. If you’re on the fence about investing in Affiliated Managers Group, Inc. or The Charles Schwab Corporation because you’re not sure how they measure up, it’s important to compare them on a few factors before making your decision.

Read on to learn how Affiliated Managers Group, Inc. and The Charles Schwab Corporation compare based on key financial metrics to determine which better meets your investment needs.

About Affiliated Managers Group, Inc. and The Charles Schwab Corporation

Affiliated Managers Group, Inc., through its affiliates, operates as an investment management company providing investment management services to mutual funds, institutional clients,retails and high net worth individuals in the United States. It provides advisory or sub-advisory services to mutual funds. These funds are distributed to retail, high net worth and institutional clients directly and through intermediaries, including independent investment advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company also offers investment products in various investment styles in the institutional distribution channel, including small, small/mid, mid, and large capitalization value and growth equity, and emerging markets. In addition, it offers quantitative, alternative, and fixed income products, and manages assets for foundations and endowments, defined benefit, and defined contribution plans for corporations and municipalities. Affiliated Managers Group provides investment management or customized investment counseling and fiduciary services. Affiliated Managers Group, Inc. was formed in 1993 and is based in West Palm Beach, Florida with additional offices in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan, Zurich, Switzerland and Delaware.

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.

Latest Capital Markets and Affiliated Managers Group, Inc., The Charles Schwab Corporation Stock News

As of July 31, 2026, Affiliated Managers Group, Inc. had a $9.7 billion market capitalization, compared to the Capital Markets median of $2.8 million. Affiliated Managers Group, Inc.’s stock is up 27.2% in 2026, up 2.4% in the previous five trading days and up 74.19% in the past year.

Currently, Affiliated Managers Group, Inc.’s price-earnings ratio is 14.9. Affiliated Managers Group, Inc.’s trailing 12-month revenue is $2.1 billion with a 37.7% net profit margin. Year-over-year quarterly sales growth most recently was 9.7%. There are no analysts providing consensus earnings estimates for the current fiscal year. Affiliated Managers Group, Inc. does not currently pay a dividend.

As of July 31, 2026, The Charles Schwab Corporation had a $183.0 billion market cap, putting it in the 98th percentile of all stocks. The Charles Schwab Corporation’s stock is up 5.3% in 2026, up 3.2% in the previous five trading days and up 6.77% in the past year.

Currently, The Charles Schwab Corporation’s price-earnings ratio is 20.9. The Charles Schwab Corporation’s trailing 12-month revenue is $24.8 billion with a 38.8% net profit margin. Year-over-year quarterly sales growth most recently was 15.8%. Analysts expect adjusted earnings to reach $6.490 per share for the current fiscal year. The Charles Schwab Corporation currently has a 1.2% dividend yield.

How We Compare Affiliated Managers Group, Inc. and The Charles Schwab Corporation Stock Grades

Stock evaluation requires access to huge amounts of data and the knowledge and time to sift through it all, make sense of financial ratios, read income statements and analyze recent stock movements. AAII created A+ Investor, a robust data suite that condenses data research in an actionable and customizable way suitable for investors of all knowledge levels, to help investors streamline and work through such data.

AAII’s proprietary stock grades come with A+ Investor. These offer intuitive A‐F grades for each of five key investing factors: value, growth, momentum, earnings estimate revisions and quality. Here, we’ll take a closer look at Affiliated Managers Group, Inc. and The Charles Schwab Corporation’s stock grades to see how they measure up against one another.

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Affiliated Managers Group, Inc. and The Charles Schwab Corporation Stock Value Grades

Company	Ticker	Value
Affiliated Managers Group, Inc.	AMG	B
The Charles Schwab Corporation	SCHW	D

Successful stock investing involves buying low and selling high, so stock valuation is an important consideration for stock selection.

Buying stocks that are going to go up typically means buying stocks that are undervalued in the first place, although momentum investors may argue that point.

AAII’s A+ Investor Value Grade derives from a stock’s value score. The Value Score is the percentile rank of the average of the percentile ranks of the price-to-sales ratio, price-earnings ratio, enterprise-value-to-EBITDA (EV/EBITDA) ratio, shareholder yield, price-to-book-value ratio and price-to-free-cash-flow ratio. The score is variable, meaning it can consider all six ratios or, should any of the six ratios not be valid, the remaining ratios that are valid. To be assigned a Value Score, stocks must have a valid (non-null) ratio and corresponding ranking for at least two of the six valuation ratios.

Stocks with a Value Score from 81 to 100 are considered deep value, those with a score between 61 and 80 are a good value and so on.

Affiliated Managers Group, Inc. has a Value Score of 66, which is Value. The Charles Schwab Corporation has a Value Score of 33, which is Expensive.

The Value Stock Winner: Affiliated Managers Group, Inc.

As you can clearly see from the Value Grade breakdown above, Affiliated Managers Group, Inc. is considered to have better value than The Charles Schwab Corporation. For investors who focus solely on a company’s valuation, Affiliated Managers Group, Inc. could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Affiliated Managers Group, Inc. and The Charles Schwab Corporation Growth Grades

Company	Ticker	Growth
Affiliated Managers Group, Inc.	AMG	D
The Charles Schwab Corporation	SCHW	A

The foundation of growth investing is seeking out stocks of companies exhibiting strong, consistent and prolonged growth that is expected to continue into the future.

In order to compute the growth score and assign it a letter grade, the percentile ranks for each of three components‐consistency of annual sales growth, five-year sales growth rankings adjusted for extreme levels, and consistency of positive annual cash from operations‐must be determined. These three rank figures are added together, and the sum is ranked against the entire stock universe to arrive at a company’s Growth Score to create an equal distribution of grades.

The companies in the bottom 20% of the stock universe receive Growth Grades of F, considered to be very weak, while those in the top 20% receive A grades, which are considered very strong.

Affiliated Managers Group, Inc. has a Growth Score of 25, which is Weak. The Charles Schwab Corporation has a Growth Score of 83, which is Very Strong.

The Growth Grade Winner: The Charles Schwab Corporation

As you can clearly see from the Growth Grade breakdown above, The Charles Schwab Corporation has a more attractive growth grade than Affiliated Managers Group, Inc.. For investors who focus solely on how a company is growing relative to other companies in the same industry, The Charles Schwab Corporation could be a good stock to add to their portfolio. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Affiliated Managers Group, Inc. and The Charles Schwab Corporation’s Momentum Grades

Company	Ticker	Momentum
Affiliated Managers Group, Inc.	AMG	A
The Charles Schwab Corporation	SCHW	C

Momentum grades help to uncover stocks experiencing anomalously high rates of return; research finds that stocks with high relative levels of momentum tend to outperform, whereas those with low levels of momentum tend to continue underperforming. Momentum is based on the price change of a stock over a specified period relative to all other stocks.

Typically, AAII looks at the weighted relative strength over the trailing four quarters. The weighted four-quarter relative strength rank is the relative price change for each of the past four quarters. The most recent quarterly price change is given a weight of 40% and each of the three previous quarters are given a weighting of 20%.

Affiliated Managers Group, Inc. has a Momentum Score of 87, which is Very Strong. The Charles Schwab Corporation has a Momentum Score of 56, which is Average.

The Momentum Grade Winner: Affiliated Managers Group, Inc.

As you can clearly see from the Momentum Grade breakdown above, Affiliated Managers Group, Inc. is considered to have stronger momentum compared to The Charles Schwab Corporation. For those specifically looking for companies that have stronger momentum compared to other companies in the same industry, Affiliated Managers Group, Inc. could be a good stock to invest in. However, it’s important for investors to analyze multiple factors based on a wide range of metrics before deciding whether to buy.

Other Affiliated Managers Group, Inc. and The Charles Schwab Corporation Grades

In addition to Value, Growth and Momentum, A+ Investor also provides grades for Estimate Revisions and Quality.

Earnings estimate revisions scores take into account the magnitude of a company’s earnings surprise in its last two reported fiscal quarters. Often, surprises beget further surprises‐or at least continued sales growth (the exact opposite is generally true, too).

AAII’s A+ Investor Quality Grade comes from the ranking of key metrics. Specifically, the quality grade is the percentile rank of the composite of return on assets (ROA), return on invested capital (ROIC), gross profit relative to assets, buyback yield, change in total liabilities to assets, accruals, Z double prime bankruptcy risk (Z) score and F-Score.

These 2 key factors, when combined with the above, provide a holistic view into a particular stock. Further, by joining A+ Investor you can see whether Affiliated Managers Group, Inc. and The Charles Schwab Corporation pass any of our 60+ stock screens that have outperformed the market since their creation.

So, Which Is the Better Investment, Affiliated Managers Group, Inc. or The Charles Schwab Corporation Stock?

Overall, Affiliated Managers Group, Inc. stock has a Value Score of 66, Growth Score of 25 and Momentum Score of 87.

The Charles Schwab Corporation stock has a Value Score of 33, Growth Score of 83 and Momentum Score of 56.

Comparing Affiliated Managers Group, Inc. and The Charles Schwab Corporation’s grades, scores and metrics can act as a solid basis to determine whether they may be a good investment or not. You’ll also want to look at your portfolio’s asset allocation as well as your risk tolerance and financial goals to see if either of these stocks would make a good fit for you. AAII can help you figure out which investments align with your individual needs and preferences.

Investors are encouraged to do their own due diligence and research. In this way, individuals can effectively become managers of their own assets‐without having to rely on others for financial independence. You can count on AAII for timeless articles on financial planning and stock-picking, unbiased research and actionable analysis.

A+ Investor adds to our qualitative teaching with a powerful data suite to help you whittle down investment choices to find stocks, exchange-traded funds (ETFs) or mutual funds that meet your needs.

AAII Disclaimer

We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith, and we accept no liability for any errors or omissions. The full disclaimer can be read here.