Stock · SCHW · Financial Services
United States · Large Cap · listed since 1987 · Revenue 12 mo. $31.2B
Price as of 11/06/2026
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 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.
Original text from the data provider
Summary
55.0 of 100
Mean of the six area values. Each area value is the mean of the stock's ranks among the companies in its sector. 50 is the middle of the sector, not a share of companies beaten.
Analysis
What the price requires
Book value €43.5B, market value €143.2B (P/B 3.3). At a 9% discount rate, the premium over book value only pays off with a lasting 29.6% return on equity.
Required return on equity per year
29.6%
no perpetual growth
Price to book 3.29×, within its usual range.
Middle half of 20 quarters: 2.80× to 3.35×, median 3.10×.
Measures only against its own past, not against what the company is worth. Price as of 11/06/2026.
with respect to the priced-in expectation
No indication in the stored figures.
with respect to the priced-in expectation
Since the last quarter
Q2 → Q3 2026
4 more unchanged: Revenue, 12 mo., EBIT margin, Shares outstanding, Return on equity
Derivation
Each area value is the average of its metrics' ranks within the sector (0 to 100, 50 is the middle). For metrics where lower is better, the rank is mirrored. The overall value is the average of the area values.
Price as of 11/06/2026.
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Return on equity | 17.91% | 12.46% | Rank 75 |
| Return on capital (Greenblatt) | 301.87% | 59.04% | Rank 84 |
| EBIT margin | 41.41% | 23.06% | Rank 85 |
| FCF margin | 31.66% | 19.82% | Rank 68 |
| Gross margin | 86.44% | 65.53% | Rank 74 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Revenue growth, 1 year | 6.45% | 7.39% | Rank 48 |
| Earnings growth, 3 years per year | 9.52% | 15.20% | Rank 31 |
| Earnings growth, 5 years per year | 16.73% | 15.17% | Rank 56 |
| Sustainable growth (ROE × retained earnings) | 1.98% | 1.25% | Rank 65 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Earnings yield | 5.44% | 6.47% | Rank 35 |
| FCF yield | 5.49% | 7.16% | Rank 42 |
| EV/saleslower is better | 2.98 | 2.82 | Rank 49 |
| EV/EBITlower is better | 7.19 | 14.24 | Rank 82 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Share price, 1 year | −12.48% | 7.80% | Rank 15 |
| Share price, 6 months | 3.73% | 8.71% | Rank 33 |
| Share price, 3 months | −9.84% | 0.45% | Rank 8 |
| Distance from 52-week high | −19.50% | −10.68% | Rank 22 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Accruals (Sloan)lower is better | −5.15% | 1.23% | Rank 96 |
| Change in share countlower is better | −3.11% | −0.60% | Rank 78 |
| Dividend streak in years | 17 | 5 | Rank 89 |
| Price reaction to results, market-adjusted | −3.14% | 0.00% | Rank 15 |
| Metric | Stock | Sector median | Position in sector |
|---|---|---|---|
| Equity ratio | 10.07% | 9.21% | Rank 55 |
| Net debt/EBITDAlower is better | −6.02 | 0.12 | Rank 83 |
| Debt to equitylower is better | 0.63 | 0.90 | Rank 62 |
| Volatility, 1 yearlower is better | 25.87% | 25.95% | Rank 51 |
Ten years in figures
| Year | Revenue, $B | Net income, $B | Return on equity | Shares |
|---|---|---|---|---|
| 2016 | 7.6 | 1.9 | 11.5% | 1.33B |
| 2017 | 9.0 | 2.4 | 12.7% | 1.35B |
| 2018 | 11.0 | 3.5 | 17.0% | 1.36B |
| 2019 | 11.8 | 3.7 | 17.1% | 1.32B |
| 2020 | 12.1 | 3.3 | 5.9% | 1.44B |
| 2021 | 19.0 | 5.9 | 10.4% | 1.90B |
| 2022 | 22.3 | 7.2 | 19.6% | 1.89B |
| 2023 | 25.5 | 5.1 | 12.4% | 1.83B |
| 2024 | 26.0 | 5.9 | 12.3% | 1.83B |
| 2025 | 27.7 | 8.9 | 17.9% | 1.78B |
3 of 7 StockScorer Score rules met · How the score is built
Charles Schwab Corp mainly meets criteria in the Profitability category. Result from 18 strategies checked.
This is how the StockScorer Score strategy, the flagship rule set, calculates the points for Charles Schwab Corp. It compares return and cash-flow metrics with the median of the company's own sector and checks growth and price trend.
3 of 7 rules met
5 of 11 points
The rule “Exclusion: financial and real estate stocks” applies. The stock is therefore not rated regardless of the points scored.
Detail data
Excerpt from 18 strategies checked. The full evaluation is visible after a free sign-up.
With a free account, you can see the match across all strategies checked in one complete overview.
Selected fundamental metrics for Charles Schwab Corp.
| Metric | Stock | Sector |
|---|---|---|
| P/E ratio | 18.4 | 15.2 |
| P/B ratio | 3.3 | 1.8 |
| Return on equity (ROE) | 17.9% | 12.5% |
| Equity ratio | 10.1% | 9.2% |
| Debt-to-equity (D/E) | 0.63 | 0.90 |
| Dividend yield | 1.3% | 3.3% |
How comparable stocks in the same sector score in the StockScorer model.
| Symbol | Company | Rating |
|---|---|---|
| SCHW | Charles Schwab Corpthis page | |
| IBKR | Interactive Brokers Group Inc | Low6.4 |
| HOOD | Robinhood Markets Inc | Low4.5 |
| GS | Goldman Sachs Group Inc | Low3.6 |
| MS | Morgan Stanley | locked |
| MQG.AX | Macquarie Group Ltd | locked |
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