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Charles Schwab (Charles Schwab) PEG Ratio

: 6.50 (As of Today)
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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 22.76. Charles Schwab's 5-Year Book Value growth rate is 3.50%. Therefore, Charles Schwab's PEG Ratio for today is 6.50.

* 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:

SCHW' s PEG Ratio Range Over the Past 10 Years
Min: 0.86   Med: 2.07   Max: 15.94
Current: 6.5


During the past 13 years, Charles Schwab's highest PEG Ratio was 15.94. The lowest was 0.86. And the median was 2.07.


SCHW's PEG Ratio is ranked worse than
84.59% of 305 companies
in the Capital Markets industry
Industry Median: 1.55 vs SCHW: 6.50

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


Charles Schwab PEG Ratio Historical Data

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.

* Premium members only.

Charles Schwab Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
PEG Ratio
Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.35 1.16 1.17 1.87 15.16

Charles Schwab Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23
PEG Ratio 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 Premium Member Only Premium Member Only Premium Member Only 1.87 1.56 2.66 4.98 15.16

Competitive 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 Distribution

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.



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*
=22.757188498403/3.50
=6.50

* 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.


Charles Schwab  (NYSE:SCHW) 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

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Charles Schwab (Charles Schwab) Business Description

Address
3000 Schwab Way, Westlake, TX, USA, 76262
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