What is a stock summary page? Click here for an overview.
Business Description
Charles Schwab Corp
NAICS : 523120
SIC : 6211
ISIN : US8085131055
Compare
Compare
Traded in other countries / regions
SCHW.USA0L3I.UKSCHW34.BrazilSCHW.MexicoSWG.GermanySCHW.Austria Index Membership
S&P 500Russell 1000Russell 3000 IPO Date
1987-09-30Description
Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $10 trillion of client assets at the end of 2024. Nearly all of its revenue is from the United States.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.93 | |||||
| Equity-to-Asset | 0.1 | |||||
| Debt-to-Equity | 0.93 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 7/9 | |||||
| Beneish M-Score | -2.23 | |||||
| WACC vs ROIC | ||||||
Growth Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 3.1 | |||||
| 3-Year FCF Growth Rate | 20.8 | |||||
| 3-Year Book Growth Rate | -4.4 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 23.68 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 12.29 |
Momentum Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 62.71 | |||||
| 9-Day RSI | 52.7 | |||||
| 14-Day RSI | 49.38 | |||||
| 3-1 Month Momentum % | 1.01 | |||||
| 6-1 Month Momentum % | 29.33 | |||||
| 12-1 Month Momentum % | 20.63 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 1.32 | |||||
| Dividend Payout Ratio | 0.31 | |||||
| 3-Year Dividend Growth Rate | 11.6 | |||||
| Forward Dividend Yield % | 1.4 | |||||
| 5-Year Yield-on-Cost % | 2.05 | |||||
| 3-Year Average Share Buyback Ratio | 1.1 | |||||
| Shareholder Yield % | 11.58 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 30.31 | |||||
| FCF Margin % | 10.46 | |||||
| ROE % | 13.33 | |||||
| ROA % | 1.26 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 25.79 | |||||
| Forward PE Ratio | 18.35 | |||||
| PE Ratio without NRI | 23.73 | |||||
| Shiller PE Ratio | 28.88 | |||||
| Price-to-Owner-Earnings | 461.73 | |||||
| PEG Ratio | 47.46 | |||||
| PS Ratio | 7.18 | |||||
| PB Ratio | 3.6 | |||||
| Price-to-Tangible-Book | 7.25 | |||||
| Price-to-Free-Cash-Flow | 68.39 | |||||
| Price-to-Operating-Cash-Flow | 52.7 | |||||
| EV-to-Forward-EBIT | 16.56 | |||||
| EV-to-Forward-EBITDA | 14.46 | |||||
| EV-to-Revenue | 7.76 | |||||
| EV-to-Forward-Revenue | 8.34 | |||||
| EV-to-FCF | 71 | |||||
| Price-to-GF-Value | 1.02 | |||||
| Price-to-Projected-FCF | 1.23 | |||||
| Price-to-DCF (Earnings Based) | 1.07 | |||||
| Price-to-DCF (FCF Based) | 5.93 | |||||
| Price-to-Median-PS-Value | 1.07 | |||||
| Price-to-Graham-Number | 2.76 | |||||
| FCF Yield % | 1.47 | |||||
| Forward Rate of Return (Yacktman) % | 1.72 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsGurus Latest Trades with NYSE:SCHW
You need a Premium membership or above to view this section.
Take a 7-Day Free Trial
No Available Data
Peter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Charles Schwab Corp Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 19,606 | ||
| EPS (TTM) ($) | 2.99 | ||
| Beta | 0.97 | ||
| 3-Year Sharpe Ratio | 0.03 | ||
| 3-Year Sortino Ratio | 0.04 | ||
| Volatility % | 29.71 | ||
| 14-Day RSI | 49.38 | ||
| 14-Day ATR ($) | 2.503795 | ||
| 20-Day SMA ($) | 77.5315 | ||
| 12-1 Month Momentum % | 20.63 | ||
| 52-Week Range ($) | 61.01 - 84.5 | ||
| Shares Outstanding (Mil) | 1,813.57 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Charles Schwab Corp Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Charles Schwab Corp Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Charles Schwab Corp Frequently Asked Questions
What is Charles Schwab Corp(SCHW)'s stock price today?
The current price of SCHW is $77.11. The 52 week high of SCHW is $84.50 and 52 week low is $61.01.
When is next earnings date of Charles Schwab Corp(SCHW)?
The next earnings date of Charles Schwab Corp(SCHW) is 2025-04-15 Est..
Does Charles Schwab Corp(SCHW) pay dividends? If so, how much?
The Dividend Yield %  of Charles Schwab Corp(SCHW) is 1.32% (As of Today), Highest Dividend Payout Ratio of Charles Schwab Corp(SCHW) was 0.32. The lowest was 0.19. And the median was 0.23. The  Forward Dividend Yield % of Charles Schwab Corp(SCHW) is 1.4%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers