Nomura Holdings Inc ADR vs Charles Schwab Corp

Nomura Holdings Inc ADR (NMR) is undervalued and Charles Schwab Corp (SCHW) is undervalued.

Against our estimates of intrinsic value, NMR trades at the wider discount: a margin of safety of +56%, against +33% for SCHW.

Values as of the 22 Sept 2026 close.

Nomura Holdings Inc ADR (NMR)

Discounting its cash flows at 5.7% values the shares at $22.48; the price of $9.96 is 56% below that value, and 88% of that value comes from beyond year five.

Leak Score 41/100 on 3 of 12 signals

Charles Schwab Corp (SCHW)

Discounting its cash flows at 8.7% (average of 3 methods) values the shares at $150.35; the price of $100.35 is 33% below that value, and 77% of that value comes from beyond year five.

Leak Score 86/100 on 9 of 12 signals

MetricNMRSCHW
VerdictUndervaluedUndervalued
Price$9.96$100.35
Intrinsic value$22.48$150.35
Margin of safety+56%+33%
Leak Score41/100 (3/12)86/100 (9/12)
Market cap$29.1B$173.5B
Revenue growth, 5 years15.7%18.0%
Operating margin11.9%49.7%
Net margin8.1%33.1%
Return on equity10.9%20.3%
Debt to equity10.190.74
P/E11.6x18.3x
Forward P/E10.4x12.7x
P/B1.2x4.0x
Dividend yield3.9%1.3%

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