Charles Schwab (Charles Schwab) Net Margin %

: 23.44% (As of Dec. 2023)

View and export this data going back to 1987. Start your Free Trial

Net margin is calculated as Net Income divided by its Revenue. Charles Schwab's Net Income for the three months ended in Dec. 2023 was $1,045 Mil. Charles Schwab's Revenue for the three months ended in Dec. 2023 was $4,459 Mil. Therefore, Charles Schwab's net margin for the quarter that ended in Dec. 2023 was 23.44%.

The historical rank and industry rank for Charles Schwab's Net Margin % or its related term are showing as below:

SCHW' s Net Margin % Range Over the Past 10 Years
Min: 21.82 Med: 27.77 Max: 34.61
Current: 26.14

SCHW's Net Margin % is ranked better than
66.71% of 778 companies
in the Capital Markets industry
Industry Median: 13.385 vs SCHW: 26.14

Charles Schwab Net Margin % Historical Data

The historical data trend for Charles Schwab's Net Margin % 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.

* Premium members only.

Charles Schwab Annual Data

Trend

Dec14

Dec15

Dec16

Dec17

Dec18

Dec19

Dec20

Dec21

Dec22

Dec23

Net Margin %

34.55

28.22

31.61

34.60

26.90

Charles Schwab Quarterly Data
	Jun19	Sep19	Dec19	Mar20	Jun20	Sep20	Dec20	Mar21	Jun21	Sep21	Dec21	Mar22	Jun22	Sep22	Dec22	Mar23	Jun23	Sep23	Dec23	Mar24
Net Margin %																31.33	27.79	24.42	23.44	28.73

Competitive Comparison

For the Capital Markets subindustry, Charles Schwab's Net Margin %, along with its competitors' market caps and Net Margin % 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 Net Margin % Distribution

For the Capital Markets industry and Financial Services sector, Charles Schwab's Net Margin % distribution charts can be found below:

* The bar in red indicates where Charles Schwab's Net Margin % falls into.

Charles Schwab Net Margin % Calculation

Net margin - also known as net profit margin is the ratio of Net Income divided by net sales or Revenue, usually presented in percent.

Charles Schwab's Net Margin for the fiscal year that ended in Dec. 2023 is calculated as

Net Margin	=	Net Income (A: Dec. 2023 )	/	Revenue (A: Dec. 2023 )
	=	5067	/	18837
	=	26.90 %

Charles Schwab's Net Margin for the quarter that ended in Dec. 2023 is calculated as

Net Margin	=	Net Income (Q: Dec. 2023 )	/	Revenue (Q: Dec. 2023 )
	=	1045	/	4459
	=	23.44 %

Charles Schwab (NYSE:SCHW) Net Margin % Explanation

Although Net Income and Earnings-per-Share (EPS) are the most widely used parameter in measuring a company's profitability and valuation, it is the least reliable. The reason is that reported earnings can be manipulated easily by adjusting any numbers such as Depreciation, Depletion and Amotorization and non-recurring items.

But the long term trend of the net margin is a good indicator of the competitiveness and health of the business.

Charles Schwab Net Margin % Related Terms

Thank you for viewing the detailed overview of Charles Schwab's Net Margin % provided by GuruFocus.com. Please click on the following links to see related term pages.

Charles Schwab (Charles Schwab) Business Description

Industry

GURUFOCUS.COM » STOCK LIST » Financial Services » Capital Markets » Charles Schwab Corp (NYSE:SCHW) » Definitions » Net Margin %

Comparable Companies

Traded in Other Exchanges

SCHWpJ.PFD:USA SCHWpD.PFD:USA SCHW:Mexico SWG:Germany SWG:Germany SCHW34:Brazil

Address

3000 Schwab Way, Westlake, TX, USA, 76262

Website

https://www.aboutschwab.com

Charles Schwab operates in brokerage, wealth management, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $7 trillion of client assets at the end of December 2022. Nearly all of its revenue is from the United States.

Executives

Carolyn Schwab-pomerantz	director	3000 SCHWAB WAY, WESTLAKE TX 76262
Morgan Peter J. Iii	officer: General Counsel	211 MAIN STREET, SAN FRANCISCO CA 94105
Peter B. Crawford	officer: CFO	211 MAIN STREET, SAN FRANCISCO CA 94105
Charles R. Schwab	director, officer: Co-Chairman	PO BOX 2226, PALM BEACH FL 33480
Paula A Sneed	director	THREE LAKES DRIVE, NORTHFIELD IL 60093
Charles A. Ruffel	director	3000 SCHWAB WAY, WESTLAKE TX 76262
Arun Sarin	director	C/O SAFEWAY INC., 5918 STONERIDGE MALL ROAD, PLEASANTON CA 94588
Joan Dea	director	229 BRANNAN ST. #18G, SAN FRANCISCO CA 94107
Brian M Levitt	director	C/O DOMTAR CORPORATION, 234 KINGSLEY PARK DRIVE, FORT MILL SC 29715
Marianne Catherine Brown	director	4094 TIMUQUANA ROAD, JACKSONVILLE FL 33210-8571
Richard A Wurster	officer: President	3000 SCHWAB WAY, WESTLAKE TX 76262
Bernard J. Clark	officer: MD, Head of Adivsor Services	C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105
Gerri Martin-flickinger	director	C/O TABLEAU SOFTWARE, INC., 1621 N 34TH ST, SEATTLE WA 98103
Mark A Goldfarb	director	C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105
Stephen A Ellis	director	C/O THE CHARLES SCHWAB CORPORATION, 211 MAIN STREET, SAN FRANCISCO CA 94105