Favor Wealth is an independent financial services firm that partners with clients to create personalized financial plans aimed at achieving their financial goals.

Favor Wealth

Edward Jones is a 100-year-old privately-owned financial services firm specializing in helping individual investors with personalized attention, respect, and service. The company has a personal and collaborative culture, focusing on doing what's best for clients, communities, and employees.

Edward E. Hardesty

Edward Jones

Facet offers financial planning services covering various areas of personal finance, including investments, retirement planning, and estate planning. The company provides access to certified financial planners and technology-driven financial advice.

Facet

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Metric
Company Name	Favor Wealth	Edward Jones	Facet	The Charles Schwab Corporation
Symbol				SCHW
MSH ID	COM:FAVORWEALTH	COM:EDWARDJONES	COM:FACET	COM:SCHWAB
Market	PRIVATE	PRIVATE	PRIVATE	STOCKS
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services
Industry	Financial Planning	Financial Services	Investment Advisory	Financial - Capital Markets
Country	US		US	US
Stage		Funding Round
Employee Count		10.00K		32.60K
Website	favorwealth.com	edwardjones.com	facet.com	schwab.com
LinkedIn				charles-schwab
Founders

Metric
Market Cap		132.64B
Enterprise Value
Monthly Web Traffic	5.79M
Web Traffic Growth	-0.17
Valuation
Raised Capital	10.60M

Metric
Revenue				9.43B
Revenue (LTM)
Revenue (NTM)
Gross Profit				800M
EBITDA				498M
Operating Income				-3.96B
Net Income				5.07B
EPS				2.78
Diluted EPS				2.77
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin				0.66
Operating Profit Margin				0.27
EBITDA Margin				0.05
Net Profit Margin				0.46
Return on Equity				0.13
Return on Assets				0.01
Return on Capital Employed				0.01

FAVO

COM:FAVORWEALTH

Favor Wealth

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio				22.51
P/B Ratio				55.60
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio				11.56
EV Multiple				23.84

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle				1.63K
Cash Conversion Cycle				1.22K
Asset Turnover				0.05

Metric
Operating Cash Flow				-4.17B
Free Cash Flow				-4.87B
Cash Flow to Debt				0.23
Operating Cash Flow/Sales				0.81
Free Cash Flow Yield				0.04

Metric
Cash & Equivalents				43.34B
Accounts Receivable				-2.13B
Inventory
Goodwill				11.95B
Debt to Capitalization				0.59
Debt to Assets				0.08
Current Ratio				8.31
Quick Ratio				1.49K

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue				0.01
R&D to Revenue
SG&A to Revenue				0.40