Charles Schwab (FRA:SWG) PEG Ratio: N/A (As of Jun. 27, 2026)


FRA:SWG Charles Schwab Corp FRA:SWG
73 GF Score
Price €77.28
GF Value €87.66
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Charles Schwab PEG Ratio?

PE Ratio without NRI / 5-Year Book Value Growth Rate*

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The growth rate we use for banks is the 5-Year Book Value growth rate. As of today, Charles Schwab's PE Ratio without NRI is 17.07. Charles Schwab's 5-Year Book Value growth rate is -1.40%. Therefore, Charles Schwab's PEG Ratio for today is N/A.

* The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.


The historical rank and industry rank for Charles Schwab's PEG Ratio or its related term are showing as below:


During the past 13 years, Charles Schwab's highest PEG Ratio was 15.94. The lowest was 0.86. And the median was 1.49.


FRA:SWG's PEG Ratio is not ranked *
in the Capital Markets industry.
Industry Median: 1.44
* Ranked among companies with meaningful PEG Ratio only.

Peter Lynch thinks a company with a P/E ratio equal to its growth rate is fairly valued.


Charles Schwab  (FRA:SWG) PEG Ratio Explanation

To compare stocks with different growth rates, Peter Lynch invented a ratio called PEG Ratio. PEG Ratio is defined as the P/E ratio divided by the growth ratio. He thinks a company with a P/E ratio equal to its growth rate is fairly valued. Still he said he would rather buy a company growing 20% a year with a P/E of 20, instead of a company growing 10% a year with a P/E of 10.


Charles Schwab PEG Ratio Related Terms


Charles Schwab PEG Ratio Historical Data

* Premium members only.

The historical data trend for Charles Schwab's PEG Ratio 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 PEG Ratio Chart

Charles Schwab Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
PEG Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.17 1.87 15.16 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
PEG Ratio 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 9.85

FRA:SWG vs HOOD, IBKR, CRCL: PEG Ratio Comparison

For the Capital Markets subindustry, Charles Schwab's PEG Ratio, along with its competitors' market caps and PEG Ratio 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 PEG Ratio vs Capital Markets Industry

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

* The bar in red indicates where Charles Schwab's PEG Ratio falls into.


FRA:SWG
73GF Score
Charles Schwab Corp FRA:SWG
PEG Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Charles Schwab PEG Ratio Calculation

PEG Ratio is defined as the PE Ratio without NRI divided by the growth ratio. The ratio we use is the 5-Year Book Value growth rate.

Charles Schwab's PEG Ratio for today is calculated as

PEG Ratio=PE Ratio without NRI/5-Year Book Value Growth Rate*
=17.067137809187/-1.40
=N/A

* 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.

* Note: The 5-Year Book Value Growth Rate is the 5-year average Book Value per share growth rate. While the denominator is a percentage, we use the whole number as opposed to the decimal form for the calculation. For example, 5% would be shown as 5 as opposed to 0.05. If it's smaller than or equal to 0, then the PEG Ratio is not calculated.

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

Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued. The current stock price of €77.28 is trading 11.8% below its estimated GF Value™ of €87.66. GuruFocus considers Charles Schwab to be Modestly Undervalued.

Key valuation signals for FRA:SWG:

  • PEG Ratio: N/A
  • GF Value™: €87.66 vs. price of €77.28 (11.8% below fair value)
  • GF Score™: 73/100 with 2 warning signs

No single metric tells the full story. See the FRA: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 FRA:SWG

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

€77.28
Price
€87.66
GF Value