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Also traded in: Germany, Mexico

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt N/A
SCHW's Cash to Debt is ranked higher than
70% of the 581 Companies
in the Global Capital Markets industry.

( Industry Median: 133.67 vs. SCHW: N/A )
Ranked among companies with meaningful Cash to Debt only.
SCHW' s Cash to Debt Range Over the Past 10 Years
Min: 0.95  Med: 3.57 Max: 27.52
Current: N/A
0.95
27.52
Equity to Asset 0.08
SCHW's Equity to Asset is ranked lower than
95% of the 585 Companies
in the Global Capital Markets industry.

( Industry Median: 0.58 vs. SCHW: 0.08 )
Ranked among companies with meaningful Equity to Asset only.
SCHW' s Equity to Asset Range Over the Past 10 Years
Min: 0.06  Med: 0.08 Max: 0.12
Current: 0.08
0.06
0.12
Interest Coverage 17.27
SCHW's Interest Coverage is ranked lower than
61% of the 488 Companies
in the Global Capital Markets industry.

( Industry Median: 101.72 vs. SCHW: 17.27 )
Ranked among companies with meaningful Interest Coverage only.
SCHW' s Interest Coverage Range Over the Past 10 Years
Min: 2.05  Med: 6.96 Max: 20.74
Current: 17.27
2.05
20.74
F-Score: 3
WACC vs ROIC
12.99%
34.47%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 35.78
SCHW's Operating margin (%) is ranked higher than
71% of the 617 Companies
in the Global Capital Markets industry.

( Industry Median: 14.62 vs. SCHW: 35.78 )
Ranked among companies with meaningful Operating margin (%) only.
SCHW' s Operating margin (%) Range Over the Past 10 Years
Min: 18.22  Med: 30.49 Max: 39.25
Current: 35.78
18.22
39.25
Net-margin (%) 22.72
SCHW's Net-margin (%) is ranked higher than
63% of the 623 Companies
in the Global Capital Markets industry.

( Industry Median: 12.39 vs. SCHW: 22.72 )
Ranked among companies with meaningful Net-margin (%) only.
SCHW' s Net-margin (%) Range Over the Past 10 Years
Min: 10.62  Med: 19.87 Max: 48.2
Current: 22.72
10.62
48.2
ROE (%) 13.40
SCHW's ROE (%) is ranked higher than
71% of the 639 Companies
in the Global Capital Markets industry.

( Industry Median: 5.50 vs. SCHW: 13.40 )
Ranked among companies with meaningful ROE (%) only.
SCHW' s ROE (%) Range Over the Past 10 Years
Min: 8.04  Med: 14.41 Max: 55.08
Current: 13.4
8.04
55.08
ROA (%) 1.09
SCHW's ROA (%) is ranked lower than
57% of the 649 Companies
in the Global Capital Markets industry.

( Industry Median: 1.84 vs. SCHW: 1.09 )
Ranked among companies with meaningful ROA (%) only.
SCHW' s ROA (%) Range Over the Past 10 Years
Min: 0.54  Med: 1.07 Max: 5.27
Current: 1.09
0.54
5.27
Revenue Growth (3Y)(%) 6.30
SCHW's Revenue Growth (3Y)(%) is ranked higher than
54% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 3.80 vs. SCHW: 6.30 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
SCHW' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 2.30 Max: 30
Current: 6.3
0
30
EBITDA Growth (3Y)(%) 11.80
SCHW's EBITDA Growth (3Y)(%) is ranked higher than
55% of the 363 Companies
in the Global Capital Markets industry.

( Industry Median: 9.50 vs. SCHW: 11.80 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
SCHW' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 0  Med: 13.45 Max: 36.8
Current: 11.8
0
36.8
EPS Growth (3Y)(%) 10.90
SCHW's EPS Growth (3Y)(%) is ranked higher than
53% of the 361 Companies
in the Global Capital Markets industry.

( Industry Median: 8.20 vs. SCHW: 10.90 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
SCHW' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -43.8  Med: 17.00 Max: 73.2
Current: 10.9
-43.8
73.2
» SCHW's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2015

SCHW Guru Trades in Q1 2015

Lou Simpson 8,132,923 sh (+21.45%)
Ron Baron 9,162,036 sh (+8.58%)
Glenn Greenberg 9,192,231 sh (+8.47%)
Jeremy Grantham 318,200 sh (+7.28%)
Dodge & Cox 94,671,937 sh (+1.62%)
Mairs and Power 86,078 sh (+1.49%)
Frank Sands 44,155,602 sh (+1.48%)
Murray Stahl 28,600 sh (+1.12%)
Mario Gabelli 100,150 sh (+0.15%)
First Eagle Investment 900 sh (unchged)
Tom Gayner 1,057,000 sh (unchged)
Paul Tudor Jones Sold Out
Louis Moore Bacon Sold Out
Ken Heebner Sold Out
Jim Simons Sold Out
PRIMECAP Management 60,917,468 sh (-1.27%)
Pioneer Investments 1,581,911 sh (-5.40%)
Chuck Royce 102,200 sh (-8.88%)
Chris Davis 17,416,002 sh (-10.46%)
» More
Q2 2015

SCHW Guru Trades in Q2 2015

Ken Fisher 6,706 sh (New)
Ray Dalio 39,200 sh (New)
Ken Heebner 3,090,000 sh (New)
Steve Mandel 748,520 sh (New)
George Soros 1,959,665 sh (New)
Lou Simpson 12,029,706 sh (+47.91%)
Dodge & Cox 95,108,862 sh (+0.46%)
Ron Baron 9,184,959 sh (+0.25%)
Pioneer Investments 1,582,699 sh (+0.05%)
Tom Gayner 1,057,000 sh (unchged)
First Eagle Investment 900 sh (unchged)
PRIMECAP Management 60,570,527 sh (-0.57%)
Mairs and Power 85,508 sh (-0.66%)
Chuck Royce 100,200 sh (-1.96%)
Mario Gabelli 98,000 sh (-2.15%)
Chris Davis 17,007,813 sh (-2.34%)
Murray Stahl 27,798 sh (-2.80%)
Frank Sands 42,836,362 sh (-2.99%)
Glenn Greenberg 8,760,395 sh (-4.70%)
Jeremy Grantham 260,100 sh (-18.26%)
» More
Q3 2015

SCHW Guru Trades in Q3 2015

Louis Moore Bacon 225,000 sh (New)
Jim Simons 1,021,700 sh (New)
Paul Tudor Jones 40,777 sh (New)
Steve Mandel 13,396,145 sh (+1689.68%)
Mario Gabelli 165,470 sh (+68.85%)
Pioneer Investments 2,172,875 sh (+37.29%)
Mairs and Power 100,148 sh (+17.12%)
Glenn Greenberg 9,124,945 sh (+4.16%)
Lou Simpson 12,460,227 sh (+3.58%)
Dodge & Cox 96,419,718 sh (+1.38%)
Ron Baron 9,214,454 sh (+0.32%)
First Eagle Investment 900 sh (unchged)
Tom Gayner 1,057,000 sh (unchged)
Ray Dalio Sold Out
Ken Fisher Sold Out
Frank Sands 42,012,034 sh (-1.92%)
PRIMECAP Management 56,383,692 sh (-6.91%)
Murray Stahl 24,919 sh (-10.36%)
Chris Davis 12,831,395 sh (-24.56%)
George Soros 1,296,455 sh (-33.84%)
Ken Heebner 1,130,000 sh (-63.43%)
Jeremy Grantham 81,602 sh (-68.63%)
Chuck Royce 24,500 sh (-75.55%)
» More
Q4 2015

SCHW Guru Trades in Q4 2015

RS Investment Management 191,320 sh (New)
Jeremy Grantham 10,362,065 sh (+12598.30%)
Chuck Royce 29,400 sh (+20.00%)
Chris Davis 14,806,013 sh (+15.39%)
Mario Gabelli 186,250 sh (+12.56%)
Dodge & Cox 102,622,637 sh (+6.43%)
Lou Simpson 12,553,775 sh (+0.75%)
First Eagle Investment 900 sh (unchged)
Jim Simons Sold Out
PRIMECAP Management 55,688,431 sh (-1.23%)
Frank Sands 39,167,037 sh (-6.77%)
Ken Heebner 990,000 sh (-12.39%)
Murray Stahl 18,294 sh (-26.59%)
Pioneer Investments 1,334,083 sh (-38.60%)
» More
» Details

Insider Trades

Latest Guru Trades with SCHW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Charles Schwab Corp

SymbolPriceYieldDescription
SCHWPRB25.645.85Deposit Shs Repr 6% Non-Cum Perp Pfd Shs Series -B-
SCHWpC25.733.37

Guru Investment Theses on Charles Schwab Corp

Baron Funds Comments on The Charles Schwab Corp - Jan 26, 2016

Shares of The Charles Schwab Corp. (NYSE:SCHW), the discount brokerage firm, benefited from the dual tailwinds of rising interest rates and rising equity markets. Higher interest rates benefit Schwab both by driving up its net interest revenue and also by leading to reductions in waivers on its money market products. Higher equity markets result in higher revenues from its products, such as mutual funds, that charge fees based on underlying asset levels. Trading volume and the associated trading fees also generally increase in rising equity markets. Schwab also continues to benefit from the ongoing trend of investment advisors leaving large wirehouses to become independent advisors, many of whom conduct their business through Schwab.



From Baron Funds' Baron Asset Fund commentary for fourth quarter 2015.



Check out Ron Baron latest stock trades

Baron Funds Comments on Charles Schwab Corp. - Nov 13, 2015

We have purchased an initial position in the shares of The Charles Schwab Corp. (NYSE:SCHW) In business for over 40 years, Schwab has become a trusted platform to independent registered investment advisors (RIAs) and individual investors alike. We believe Schwab is a structural share gainer in assets under management as advisors continue to migrate away from bulge bracket brokerage firms and wirehouses and find Schwab’s integrated custody, trading, portfolio management, and other investment advisory services uniquely suitable. We think profit margins have further room to improve as the company has been investing aggressively for growth and should start to realize the benefits of leverage and scale over the next few years.



From Baron Funds' Fifth Avenue Growth Fund 3rd quarter 2015 commentary.



Check out Ron Baron latest stock trades

Baron Funds Comments on The Charles Schwab Corp - Oct 24, 2014

Shares of brokerage firm The Charles Schwab Corp. (SCHW) increased in the third quarter. The company indicated at its biannual investor meeting that earnings should approach the high end of initial guidance. Additionally, the company announced plans to return more cash to shareholders through dividends and buybacks. We believe Schwab is well positioned from a regulatory standpoint and has less exposure to trading commissions than its peers. It has been experiencing consistent and sustained growth in accounts as brokers leave traditional wirehouses. (Michael Baron)

The Fund’s investments in alternative investment money manager The Carlyle Group (CG), and financial intermediary The Charles Schwab Corp. (SCHW), are benefiting from strong performance of equities since the financial panic, which had resulted in increased investor interest in that asset class.

From Ron Baron (Trades, Portfolio)’s Baron Partners Fund Q3 2014 Report.

Check out Ron Baron latest stock trades

David Rolfe on Charles Schwab Corp. - Mar 14, 2014

Charles Schwab was our largest relative contributor to performance. The stock gained +82% in 2013 – after a gain of 30% in 2012. We trimmed the position throughout the year and fully exited the position at the end of October. Our sale rationale is quite succinct. Schwab remains a best-in-class business, but the stock, in our view, had become less than best in class (read: overvalued)....



For instance, we liquidated our stakes in Charles Schwab during the fourth quarter, as we believe several years of Schwab’s future earnings power were sufficiently recognized by Mr. Market in current prices. While the Company has continued to grow and take profitability share via its superb low-cost, internet-based platform, our analysis of the stock’s valuation suggests that the implied earnings power of the business is not only taking current business momentum into account, but also giving shareholders ample credit for higher short-­term interest rates, even though short-­term rates are currently anchored near zero. Admittedly, valuation is somewhat of a blunt tool, given the wide array of future assumptions, however, we believe that valuation becomes clarified and much sharper too as time passes.





From Wedgewood Partners 4th Quarter 2013 Client Letter





Check out David Rolfe latest stock trades

Baron Funds Comments on The Charles Schwab Corp - Feb 20, 2014

Shares of The Charles Schwab Corp. (NYSE:SCHW) benefitted from favor able capital markets conditions. During the quarter, long-term interest rates moved higher in response to the Federal Reserve's tapering pronouncements. Schwab benefits from higher rates in several ways. The most significant is the potential for Schwab to reduce the fee waivers on its money market funds in a more normalized rate environment. This means Schwab would start recognizing highly profitable management fees on its money market funds, rather than rebating those fees back to shareholders. Schwab also benefitted from the rise in equity markets. Rising valuations of equity mutual funds result in higher management fees to Schwab.





From Baron Funds' fourth quarter letter 2013 to shareholders.



Check out Ron Baron latest stock trades

Top Ranked Articles about Charles Schwab Corp

Baron Funds Comments on Charles Schwab Corp. Guru stock highlight
We have purchased an initial position in the shares of The Charles Schwab Corp. (NYSE:SCHW) In business for over 40 years, Schwab has become a trusted platform to independent registered investment advisors (RIAs) and individual investors alike. We believe Schwab is a structural share gainer in assets under management as advisors continue to migrate away from bulge bracket brokerage firms and wirehouses and find Schwab’s integrated custody, trading, portfolio management, and other investment advisory services uniquely suitable. We think profit margins have further room to improve as the company has been investing aggressively for growth and should start to realize the benefits of leverage and scale over the next few years. Read more...
Perigon Wealth Management's Largest Buys in Second Quarter Allergan, Xilinx and Monster Beverage were among the top new holdings
The hedge fund Perigon Wealth Management in its last quarterly 13F reported a total value of its portfolio of $379 million, with an increase of 4.19% since the previous quarter. During Q2 2015, the firm bought eight new stocks and increased 100 of its existing stakes. The following are the most heavily weighted buys during the quarter. Read more...
Lou Simpson Boosts Stake in Charles Schwab
Warren Buffett (Trades, Portfolio) once dedicated a section of his annual letter to shareholders to Lou Simpson (Trades, Portfolio), who was Buffett’s chief investment officer at Geico for more than a decade. The section about Simpson was titled “Portrait of a Disciplined Investor.” When Simpson retired in 2010, he managed more than $4 billion worth of stocks. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 22.82
SCHW's P/E(ttm) is ranked lower than
66% of the 629 Companies
in the Global Capital Markets industry.

( Industry Median: 15.40 vs. SCHW: 22.82 )
Ranked among companies with meaningful P/E(ttm) only.
SCHW' s P/E(ttm) Range Over the Past 10 Years
Min: 8.8  Med: 26.26 Max: 57.7
Current: 22.82
8.8
57.7
Forward P/E 15.11
SCHW's Forward P/E is ranked lower than
64% of the 222 Companies
in the Global Capital Markets industry.

( Industry Median: 13.00 vs. SCHW: 15.11 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 23.01
SCHW's PE(NRI) is ranked lower than
64% of the 508 Companies
in the Global Capital Markets industry.

( Industry Median: 16.80 vs. SCHW: 23.01 )
Ranked among companies with meaningful PE(NRI) only.
SCHW' s PE(NRI) Range Over the Past 10 Years
Min: 11.59  Med: 28.31 Max: 51.18
Current: 23.01
11.59
51.18
P/B 2.52
SCHW's P/B is ranked lower than
76% of the 779 Companies
in the Global Capital Markets industry.

( Industry Median: 1.12 vs. SCHW: 2.52 )
Ranked among companies with meaningful P/B only.
SCHW' s P/B Range Over the Past 10 Years
Min: 1.79  Med: 3.62 Max: 8.3
Current: 2.52
1.79
8.3
P/S 4.85
SCHW's P/S is ranked lower than
65% of the 779 Companies
in the Global Capital Markets industry.

( Industry Median: 2.79 vs. SCHW: 4.85 )
Ranked among companies with meaningful P/S only.
SCHW' s P/S Range Over the Past 10 Years
Min: 2.65  Med: 5.16 Max: 7.47
Current: 4.85
2.65
7.47
PFCF 32.60
SCHW's PFCF is ranked lower than
87% of the 325 Companies
in the Global Capital Markets industry.

( Industry Median: 12.87 vs. SCHW: 32.60 )
Ranked among companies with meaningful PFCF only.
SCHW' s PFCF Range Over the Past 10 Years
Min: 5.74  Med: 20.63 Max: 122.64
Current: 32.6
5.74
122.64
POCF 25.07
SCHW's POCF is ranked lower than
86% of the 366 Companies
in the Global Capital Markets industry.

( Industry Median: 11.16 vs. SCHW: 25.07 )
Ranked among companies with meaningful POCF only.
SCHW' s POCF Range Over the Past 10 Years
Min: 5.32  Med: 17.08 Max: 176.63
Current: 25.07
5.32
176.63
EV-to-EBIT 11.65
SCHW's EV-to-EBIT is ranked higher than
65% of the 598 Companies
in the Global Capital Markets industry.

( Industry Median: 13.98 vs. SCHW: 11.65 )
Ranked among companies with meaningful EV-to-EBIT only.
SCHW' s EV-to-EBIT Range Over the Past 10 Years
Min: -15  Med: 12.20 Max: 26.1
Current: 11.65
-15
26.1
EV-to-EBITDA 10.63
SCHW's EV-to-EBITDA is ranked higher than
62% of the 606 Companies
in the Global Capital Markets industry.

( Industry Median: 12.47 vs. SCHW: 10.63 )
Ranked among companies with meaningful EV-to-EBITDA only.
SCHW' s EV-to-EBITDA Range Over the Past 10 Years
Min: -12.5  Med: 11.25 Max: 21.9
Current: 10.63
-12.5
21.9
PEG 1.71
SCHW's PEG is ranked lower than
60% of the 113 Companies
in the Global Capital Markets industry.

( Industry Median: 1.15 vs. SCHW: 1.71 )
Ranked among companies with meaningful PEG only.
SCHW' s PEG Range Over the Past 10 Years
Min: 0.44  Med: 1.47 Max: 62.69
Current: 1.71
0.44
62.69
Shiller P/E 22.51
SCHW's Shiller P/E is ranked lower than
60% of the 112 Companies
in the Global Capital Markets industry.

( Industry Median: 20.78 vs. SCHW: 22.51 )
Ranked among companies with meaningful Shiller P/E only.
SCHW' s Shiller P/E Range Over the Past 10 Years
Min: 13.73  Med: 27.01 Max: 52.89
Current: 22.51
13.73
52.89

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 1.05
SCHW's Dividend Yield is ranked lower than
89% of the 538 Companies
in the Global Capital Markets industry.

( Industry Median: 3.34 vs. SCHW: 1.05 )
Ranked among companies with meaningful Dividend Yield only.
SCHW' s Dividend Yield Range Over the Past 10 Years
Min: 0.51  Med: 0.97 Max: 2.23
Current: 1.05
0.51
2.23
Dividend Payout 0.24
SCHW's Dividend Payout is ranked higher than
90% of the 324 Companies
in the Global Capital Markets industry.

( Industry Median: 0.53 vs. SCHW: 0.24 )
Ranked among companies with meaningful Dividend Payout only.
SCHW' s Dividend Payout Range Over the Past 10 Years
Min: 0.04  Med: 0.18 Max: 1.1
Current: 0.24
0.04
1.1
Forward Dividend Yield 1.05
SCHW's Forward Dividend Yield is ranked lower than
91% of the 470 Companies
in the Global Capital Markets industry.

( Industry Median: 3.67 vs. SCHW: 1.05 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 1.05
SCHW's Yield on cost (5-Year) is ranked lower than
89% of the 542 Companies
in the Global Capital Markets industry.

( Industry Median: 3.43 vs. SCHW: 1.05 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
SCHW' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 0.51  Med: 0.97 Max: 2.23
Current: 1.05
0.51
2.23
3-Year Average Share Buyback Ratio -2.30
SCHW's 3-Year Average Share Buyback Ratio is ranked lower than
53% of the 314 Companies
in the Global Capital Markets industry.

( Industry Median: -1.70 vs. SCHW: -2.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
SCHW' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -4.7  Med: 0.40 Max: 4
Current: -2.3
-4.7
4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 2.91
SCHW's Price/Tangible Book is ranked lower than
78% of the 699 Companies
in the Global Capital Markets industry.

( Industry Median: 1.22 vs. SCHW: 2.91 )
Ranked among companies with meaningful Price/Tangible Book only.
SCHW' s Price/Tangible Book Range Over the Past 10 Years
Min: 2.28  Med: 4.81 Max: 23.9
Current: 2.91
2.28
23.9
Price/Projected FCF 1.04
SCHW's Price/Projected FCF is ranked lower than
52% of the 317 Companies
in the Global Capital Markets industry.

( Industry Median: 1.51 vs. SCHW: 1.04 )
Ranked among companies with meaningful Price/Projected FCF only.
SCHW' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.9  Med: 1.95 Max: 10.94
Current: 1.04
0.9
10.94
Price/DCF (Earnings Based) 1.90
SCHW's Price/DCF (Earnings Based) is ranked lower than
65% of the 31 Companies
in the Global Capital Markets industry.

( Industry Median: 1.60 vs. SCHW: 1.90 )
Ranked among companies with meaningful Price/DCF (Earnings Based) only.
N/A
Price/Median PS Value 0.94
SCHW's Price/Median PS Value is ranked lower than
51% of the 701 Companies
in the Global Capital Markets industry.

( Industry Median: 0.93 vs. SCHW: 0.94 )
Ranked among companies with meaningful Price/Median PS Value only.
SCHW' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.46  Med: 0.86 Max: 3.47
Current: 0.94
0.46
3.47
Price/Peter Lynch Fair Value 1.37
SCHW's Price/Peter Lynch Fair Value is ranked lower than
67% of the 122 Companies
in the Global Capital Markets industry.

( Industry Median: 0.91 vs. SCHW: 1.37 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
SCHW' s Price/Peter Lynch Fair Value Range Over the Past 10 Years
Min: 0.61  Med: 2.18 Max: 27.27
Current: 1.37
0.61
27.27
Price/Graham Number 1.73
SCHW's Price/Graham Number is ranked lower than
71% of the 572 Companies
in the Global Capital Markets industry.

( Industry Median: 0.95 vs. SCHW: 1.73 )
Ranked among companies with meaningful Price/Graham Number only.
SCHW' s Price/Graham Number Range Over the Past 10 Years
Min: 1.27  Med: 2.66 Max: 9.95
Current: 1.73
1.27
9.95
Earnings Yield (Greenblatt) (%) 8.53
SCHW's Earnings Yield (Greenblatt) (%) is ranked higher than
72% of the 605 Companies
in the Global Capital Markets industry.

( Industry Median: 4.20 vs. SCHW: 8.53 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
SCHW' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 3.8  Med: 6.50 Max: 7370.3
Current: 8.53
3.8
7370.3
Forward Rate of Return (Yacktman) (%) 21.07
SCHW's Forward Rate of Return (Yacktman) (%) is ranked higher than
71% of the 167 Companies
in the Global Capital Markets industry.

( Industry Median: 11.45 vs. SCHW: 21.07 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
SCHW' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -6.9  Med: 13.55 Max: 32.9
Current: 21.07
-6.9
32.9

More Statistics

Revenue(Mil) $6369
EPS $ 1.03
Beta1.58
Short Percentage of Float1.65%
52-Week Range $21.51 - 35.72
Shares Outstanding(Mil)1316.52

Analyst Estimate

Dec16 Dec17 Dec18
Revenue(Mil) 7,277 8,130 8,861
EPS($) 1.24 1.51 1.65
EPS without NRI($) 1.24 1.51 1.65

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:PJC, SIEB, GHL, GS, SF » details
Traded in other countries:SWG.Germany, SCHW.Mexico,
Charles Schwab Corp was incorporated in Delaware in 1986. The Company, through its subsidiaries, is engaged in securities brokerage, banking and related financial services. The Company provides financial services to individuals and institutional clients through two segments namely Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services to individual investors, retirement plan services, and corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services to independent investment advisors (IAs), and retirement business services to independent retirement plan advisors and recordkeepers whose plan assets are held at Schwab Bank. The Investor Services segment provides retail brokerage and banking services to individual investors. Through the Advisor Services segment, the Company provides custodial, trading, and support services to IAs. To attract and serve IAs, the Company has a dedicated sales force and service teams assigned to meet their needs. IAs who custody client accounts at Schwab may use proprietary software that provides them with up-to-date client account information, as well as trading capabilities. The Advisor Services website is the core platform for IAs to conduct daily business activities online with Schwab, including submitting and retrieving client account information and viewing news and market information. This platform provides IAs with a comprehensive suite of electronic and paper-based reporting capabilities. The Company offers online cashiering services, as well as internet-based eDocuments sites for both IAs and their clients that provide multi-year archiving of online statements, trade confirms and tax reports, along with document search capabilities. On September 1, 2011, the Company completed its acquisition of all of the outstanding common shares of optionsXpress Holdings, Inc. (optionsXpress), an online brokerage firm focused on equity option securities and futures. The optionsXpress brokerage platform provides active investors and traders trading tools, analytics and education to execute a variety of investment strategies.
» More Articles for SCHW

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Baron Funds Comments on Towers Watson & Co. Jan 26 2016 
Baron Funds' Baron Asset Fund 4th Quarter Shareholder Letter Jan 26 2016 
Lou Simpsons' High Quality Stocks Include Ametek, Berkshire Dec 22 2015 
Lou Simpson Increases 7 Stakes in 3rd Quarter Dec 15 2015 
Macro Factors and Bottom-Up Value Investing Dec 15 2015 
Buffett-Endorsed Investor Lou Simpson's Top 5 Stock Increases Nov 16 2015 
Baron Funds Comments on Charles Schwab Corp. Nov 13 2015 
Glenn Greenberg Doubles Money on Valeant After Plunge Oct 21 2015 
Perigon Wealth Management's Largest Buys in Second Quarter Sep 08 2015 
Price Stability Still a Key Factor for the FOMC in September Sep 08 2015 

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