Charles Schwab (HAM:SWG) ROCE %: % (As of Mar. 2026)


HAM:SWG Charles Schwab Corp HAM:SWG
73 GF Score
Price €77.50
GF Value €87.91
! 2 Warning Signs
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What is Charles Schwab ROCE %?

Charles Schwab HAM:SWG -3.58% 73 ROCE % is % as of Mar. 2026. GuruFocus rates HAM:SWG with a GF Score™ of 73/100 and a GF Value™ of €87.91. The stock has 2 warning signs investors should review.

ROCE % does not apply to banks and insurance companies.

HAM:SWG
73GF Score
Charles Schwab Corp HAM:SWG
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of % mean?
Charles Schwab (HAM:SWG) has a ROCE % of % as of Mar. 2026.
Is Charles Schwab's ROCE % too high?
Charles Schwab's current ROCE % is %. 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 ROCE % compare to HOOD and IBKR?
Charles Schwab's ROCE % of % can be compared against companies in the Capital Markets industry. The industry median ROCE % is 5.58. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a Capital Markets company?
The median ROCE % among Capital Markets companies is 5.58, based on 690 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Capital Markets industry, the median ROCE % is 5.58 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Charles Schwab's current ROCE % 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?
Charles Schwab (HAM:SWG) has a current ROCE % of %. 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 ROCE % 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Charles Schwab (HAM:SWG), the current ROCE % 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 (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:

  • ROCE %: %
  • GF Value™: €87.91 vs. price of €77.50 (11.8% below fair value)
  • GF Score™: 73/100 with 2 warning signs

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 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

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

€77.50
Price
€87.91
GF Value