Business Description
Charles Schwab Corp
NAICS : 523150
SIC : 6211
ISIN : US8085131055
Total Employee Number:
33,500Compare
Compare
Traded in other countries / regions
SCHW.USA0L3I.UKSCHW34.BrazilSCHW.CanadaSWG.GermanySCHW.Mexico1SCHW.ItalySCHW.Austria IPO Date
2014-11-21Description
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Financial Strength
2/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 1.36 | |||||
Equity-to-Asset | 0.1 | |||||
Debt-to-Equity | 0.67 | |||||
Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
Interest Coverage | N/A |
N/A
|
N/A
| |||
Piotroski F-Score | 8/9 | |||||
Beneish M-Score | -2.14 | |||||
WACC vs ROIC | ||||||
Growth Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 6.5 | |||||
3-Year EPS without NRI Growth Rate | 7.7 | |||||
3-Year FCF Growth Rate | 103.7 | |||||
3-Year Book Growth Rate | 18.7 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 19.89 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 10.73 |
Momentum Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 96.37 | |||||
9-Day RSI | 91.85 | |||||
14-Day RSI | 85.68 | |||||
3-1 Month Momentum % | -8.26 | |||||
6-1 Month Momentum % | -14.42 | |||||
12-1 Month Momentum % | -10.45 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 1.17 | |||||
Dividend Payout Ratio | 0.21 | |||||
3-Year Dividend Growth Rate | 8.7 | |||||
Forward Dividend Yield % | 1.23 | |||||
5-Year Yield-on-Cost % | 1.84 | |||||
3-Year Average Share Buyback Ratio | 1.7 | |||||
Shareholder Yield % | 15.24 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Net Margin % | 37.99 | |||||
FCF Margin % | 38.87 | |||||
OCF Margin % | 41.17 | |||||
ROE % | 19.07 | |||||
ROA % | 1.99 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 7 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 20.46 | |||||
Forward PE Ratio | 16.64 | |||||
PE Ratio without NRI | 19.57 | |||||
Shiller PE Ratio | 31.96 | |||||
Price-to-Owner-Earnings | 22.95 | |||||
PS Ratio | 7.44 | |||||
PB Ratio | 4.22 | |||||
Price-to-Tangible-Book | 7.87 | |||||
Price-to-Free-Cash-Flow | 18.81 | |||||
Price-to-Operating-Cash-Flow | 17.77 | |||||
EV-to-Forward-EBIT | 16.27 | |||||
EV-to-Forward-EBITDA | 13.72 | |||||
EV-to-Revenue | 7.02 | |||||
EV-to-Forward-Revenue | 8.05 | |||||
EV-to-FCF | 17.92 | |||||
Price-to-GF-Value | 0.99 | |||||
Price-to-Projected-FCF | 1.53 | |||||
Price-to-Median-PS-Value | 1.04 | |||||
Price-to-Graham-Number | 2.62 | |||||
FCF Yield % | 5.42 | |||||
Forward Rate of Return (Yacktman) % | 5.78 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Charles Schwab Corp Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil MXN) | 454,337.555 | ||
| EPS (TTM) (MXN) | 92.204 | ||
| Beta | -0.0753 | ||
| 3-Year Sharpe Ratio | 0.4 | ||
| 3-Year Sortino Ratio | 0.66 | ||
| Volatility % | 21.12 | ||
| 14-Day RSI | 85.68 | ||
| 14-Day ATR (MXN) | 18.149653 | ||
| 20-Day SMA (MXN) | 1633.3595 | ||
| 12-1 Month Momentum % | -10.45 | ||
| 52-Week Range (MXN) | 1450.01 - 1847 | ||
| Shares Outstanding (Mil) | 1,739.14 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 8 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Charles Schwab Corp Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Charles Schwab Corp Stock Events
| Event | Date | Price (MXN) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-10-16 08:30 | In 98 days | ||
| Third quarter earnings results for 2026 | 2026-10-16 | In 97 days | ||
| Guidance call for 2026 | 2026-07-21 08:30 | In 11 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-17 08:30 | In 7 days | ||
| Second quarter earnings results for 2026 | 2026-07-17 | In 6 days | ||
| General meeting for 2026 | 2026-05-21 11:00 | 1,610.00 (+0.00%) | ||
| Analyst meeting for 2026 | 2026-05-14 09:30 | 1,566.00 (+0.00%) | ||
| USD 0.320000 Cash Dividend | 2026-05-08 | 1,535.00 (+0.00%) | ||
| First quarter earnings conference call for 2026 | 2026-04-16 08:30 | 1,735.00 (+0.00%) | ||
| First quarter earnings results for 2026 | 2026-04-16 | 1,735.00 (+0.00%) |
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Charles Schwab Corp Frequently Asked Questions
What is Charles Schwab Corp(MEX:SCHW)'s stock price today?
The current price of MEX:SCHW is MXN1797.00. The 52 week high of MEX:SCHW is MXN1847.00 and 52 week low is MXN1450.01.
When is next earnings date of Charles Schwab Corp(MEX:SCHW)?
The next earnings date of Charles Schwab Corp(MEX:SCHW) is 2026-07-17 Est..
Does Charles Schwab Corp(MEX:SCHW) pay dividends? If so, how much?
The Dividend Yield %  of Charles Schwab Corp(MEX:SCHW) is 1.17% (As of Today), Highest Dividend Payout Ratio of Charles Schwab Corp(MEX:SCHW) was 0.32. The lowest was 0.19. And the median was 0.22. The  Forward Dividend Yield % of Charles Schwab Corp(MEX:SCHW) is 1.23%. For more information regarding to dividend, please check our Dividend Page.
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