Charles Schwab (HAM:SWG) Beta: N/A (As of Jun. 27, 2026)


HAM:SWG Charles Schwab Corp HAM:SWG
73 GF Score
Price €77.50
GF Value €87.91
! 2 Warning Signs
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What is Charles Schwab Beta?

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. As of today (2026-06-27), Charles Schwab's Beta is Not available.

Charles Schwab  (HAM:SWG) Beta Explanation

Beta is a measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. We usually compare beta to 1. A beta of 1 indicates that the security's price will move with the market. A beta of less than 1 means that the security will be less volatile than the market. A beta of greater than 1 indicates that the security's price will be more volatile than the market.

Beta is primarily used in the Capital Asset Pricing Model (CAPM) to calculate the Cost of Equity, which can be used in the calculation of WACC %. The formula of Cost of Equity is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)

Charles Schwab Beta Related Terms

Charles Schwab Beta Historical Data

* Premium members only.

The historical data trend for Charles Schwab's Beta can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Charles Schwab Beta Chart

Charles Schwab Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Beta
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00

Charles Schwab Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Beta Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.00 0.00 0.00 0.00 0.00
HAM:SWG
73GF Score
Charles Schwab Corp HAM:SWG
Beta is just one metric. See GF Score™, valuation, warning signs, and more.
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Charles Schwab Beta Calculation

Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. A stock's beta can be calculated by dividing the product of the covariance of the individual stock's returns and the market's returns by the variance of the market's returns over a specified period. Basically, GuruFocus uses the returns calculated over three-year period.

Is Charles Schwab (HAM:SWG) Overvalued in 2026?

Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued. The current stock price of €77.50 is trading 11.8% below its estimated GF Value™ of €87.91.

Key valuation signals for HAM:SWG:

  • Beta: N/A
  • GF Value™: €87.91 vs. price of €77.50 (11.8% below fair value)
  • GF Score™: 73/100 with 2 warning signs

No single metric tells the full story. See the HAM:SWG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Charles Schwab Business Description

Address 3000 Schwab Way, Westlake, TX, USA, 76262
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.
73GF Score

Get the complete analysis for HAM:SWG

Beta is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€77.50
Price
€87.91
GF Value