Charles Schwab has the GF Score of 73, which implies that the company
is
Likely to have average performance.
The GF Score is a stock performance ranking system developed by GuruFocus using five aspects of valuation, which has been found to be closely correlated to the long-term performances of stocks by backtesting from 2006 to 2021. The stocks with a higher GF Score generally generate higher returns than those with lower GF Scores. Therefore, when picking stocks, investors should invest in companies with high GF Scores. The GF Score ranges from 0 to 100, with 100 as the highest rank.
GF Score takes following five key aspects into consideration:
Each one of these components is ranked and the ranks also have positive correlation with the long term performances of stocks. The GF score is calculated using the five key aspects of analysis. Through backtesting, we know that each of these key aspects has a different impact on the stock price performance. Thus, they are weighted differently when calculating the total score. The Profitability Rank and the Growth Rank are weighted fully, while other parameters have less weight.
Based on research and backtesting result, GuruFocus believes Charles Schwab
is
Likely to have average performance.
Please click GF Score to see more details on the GF Score's 5 Key Aspects of Analysis.
Charles Schwab (HAM:SWG) GF Score Explanation
Based on the historical long-term performances among five valuation aspects, the GF Score is found to be closely correlated to the long-term performances of stocks. It ranges from 0 to 100, with 100 as the highest. GuruFocus divided GF Score into following 5 categories:
GF Score
Performance Potential and All-in-One Screener Examples (1)
(1) These are some simple examples. You can access our GF Score filter under All-in-One Screener’s Fundamental tab.
Charles Schwab GF Score Related Terms
HAM:SWG vs HOOD, IBKR, CRCL: GF Score Comparison
For the Capital Markets subindustry, Charles Schwab's GF Score, along with its competitors' market caps and GF Score data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Charles Schwab GF Score vs Capital Markets Industry
For the Capital Markets industry and Financial Services sector, Charles Schwab's GF Score distribution charts can be found below:
* The bar in red indicates where Charles Schwab's GF Score falls into.
Charles Schwab (HAM:SWG) has a GF Score of 73 as of Jun. 27, 2026. GF Score is a stock performance ranking system developed by GuruFocus using five aspects of valuation. View historical data on Charles Schwab and its competitors. This is 22% above median its historical median of 60.00. Over the past decade, Charles Schwab's GF Score has ranged from 26.00 to 79.00.
Is Charles Schwab's GF Score too high?
Charles Schwab's current GF Score of 73 is 22% above median its 10-year median of 60.00. Over the past 10 years, this metric has ranged from a low of 26.00 to a high of 79.00. Overall, Charles Schwab has a GF Score™ of 73/100, reflecting its overall financial health beyond just this single metric.
How does Charles Schwab's GF Score compare to HOOD and IBKR?
Charles Schwab's GF Score of 73 can be compared against companies in the Capital Markets industry. Historically, Charles Schwab's own GF Score has ranged from 26.00 to 79.00 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good GF Score for a Capital Markets company?
A good GF Score depends on the Capital Markets industry context. However, GF Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high GF Score mean?
A high GF Score can signal that a stock is expensive relative to its fundamentals. GF Score is a stock performance ranking system developed by GuruFocus using five aspects of valuation. View historical data on Charles Schwab and its competitors. Charles Schwab's current GF Score is 73, which is 22% above median its own 10-year median of 60.00. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Charles Schwab stock overvalued right now?
Charles Schwab (HAM:SWG) has a current GF Score of 73. The stock's GF Value™ is €87.91, compared to a current price of €77.50 — trading 11.8% below its estimated fair value. The current GF Score is 73, which is 22% above median its 10-year median of 60.00. Charles Schwab's overall GF Score™ is 73/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is GF Score calculated?
GF Score is calculated from a company's financial statements. For Charles Schwab (HAM:SWG), the current GF Score is 73 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
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:
GF Score: 73 (22% above median its 10-year median of 60.00)
GF Value™: €87.91 vs. price of €77.50 (11.8% below fair value)
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 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
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