Charles Schwab (FRA:SWG) ROC (Joel Greenblatt) %: % (As of Mar. 2026)


FRA:SWG Charles Schwab Corp FRA:SWG
73 GF Score
Price €79.32
GF Value €89.16
Valuation Modestly Undervalued
! 2 Warning Signs
View Full Analysis

What is Charles Schwab ROC (Joel Greenblatt) %?

Charles Schwab FRA:SWG -0.18% 73 ROC (Joel Greenblatt) % is % as of Mar. 2026. GuruFocus rates FRA:SWG with a GF Score™ of 73/100 and a GF Value™ of €89.16 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 678 Capital Markets companies, Charles Schwab ranks worse than 147492.48% on this metric.

ROC (Joel Greenblatt) % does not apply to banks and insurance companies.

FRA:SWG
73GF Score
Charles Schwab Corp FRA:SWG
ROC (Joel Greenblatt) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis
What does a ROC (Joel Greenblatt) % of % mean?
Charles Schwab (FRA:SWG) has a ROC (Joel Greenblatt) % of % as of Mar. 2026. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Charles Schwab and its competitors. According to the industry distribution chart, Charles Schwab ranks #999999 out of 678 companies in the Capital Markets industry.
Is Charles Schwab's ROC (Joel Greenblatt) % too high?
Charles Schwab's current ROC (Joel Greenblatt) % is %. Based on the distribution chart, Charles Schwab ranks #999999 out of 678 companies in the Capital Markets industry, which is in the bottom quartile relative to peers. Overall, Charles Schwab has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Charles Schwab's ROC (Joel Greenblatt) % compare to HOOD and IBKR?
According to the Capital Markets industry distribution chart, Charles Schwab ranks #999999 out of 678 companies for ROC (Joel Greenblatt) %. This places Charles Schwab in the lower half of its industry. The industry median ROC (Joel Greenblatt) % is 34.64. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROC (Joel Greenblatt) % for a Capital Markets company?
The median ROC (Joel Greenblatt) % among Capital Markets companies is 34.64, based on 678 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Charles Schwab and its competitors. For the Capital Markets industry, the median ROC (Joel Greenblatt) % is 34.64 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charles Schwab's current ROC (Joel Greenblatt) % is %. 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?
Based on GuruFocus' analysis, Charles Schwab (FRA:SWG) is currently considered Modestly Undervalued. The stock's GF Value™ is €89.16, compared to a current price of €79.32 — trading 11% below its estimated fair value. The current ROC (Joel Greenblatt) % is %. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Charles Schwab (FRA:SWG), the current ROC (Joel Greenblatt) % is % as of Mar. 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 (FRA:SWG) Overvalued in 2026?

Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued. The current stock price of €79.32 is trading 11% below its estimated GF Value™ of €89.16. GuruFocus considers Charles Schwab to be Modestly Undervalued.

Key valuation signals for FRA:SWG:

  • ROC (Joel Greenblatt) %: %
  • GF Value™: €89.16 vs. price of €79.32 (11% 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

ROC (Joel Greenblatt) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€79.32
Price
€89.16
GF Value