Charles Schwab (SCHW) Financial Analysis & Valuation | Quarter Chart

The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides ... more
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securiti... more

Company facts

Reported company information and share structure.

Company Share structure
Market Cap$177.34BExchangeNYSE
SectorFinancial ServicesIndustryFinancial - Capital Markets
CountryUSCEORichard Andrew Wurster
IPO Date1987-09-22CAGR14.38%
Employees33,500Websitewww.schwab.com
Div. Yield1.13%Payout Ratio17%
Buy Back Yield4.54%Total Yield5.67%
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Key metrics

Reported fundamentals and market-derived technical indicators.

Fundamentals Technicals
Enterprise Value$163.45BP/E Ratio19.35
Forward P/E13.08PEG Ratio0.44
P/S Ratio6.34P/B Ratio58.5
P/CF Ratio25.43P/FCF Ratio27.18
EPS$5.27EPS Growth 1Y47.85%
EPS Growth 3Y60.35%EPS Growth 5Y132.07%
Revenue Growth 1Y7.17%Gross Margin0.91%
Operating Margin0.46%Profit Margin0.35%
ROE0.27%ROA2.6%
ROCE3.46%Current Ratio5.73
Quick Ratio5.73Cash Ratio2.5
Debt/Equity0.11Interest Coverage5.11
Altman Z Score153.34Piotroski Score8

Charles Schwab (SCHW) valuation & financials

Charles Schwab (SCHW) has a market capitalization of $177.34B and trades at a price-to-earnings ratio of 19.4. It operates in the Financial Services sector (Financial - Capital Markets).

Charles Schwab's revenue grew +7.2% over the last year.

Charles Schwab's next earnings report is scheduled for October 15, 2026 before market open; analysts estimate EPS of $1.67.

📈 Analysts estimate SCHW EPS of $1.67 for the upcoming quarter. See Charles Schwab revenue & EPS analyst forecasts for the next four quarters with Quarter Chart Premium.

Charles Schwab (SCHW) — frequently asked questions

When does Charles Schwab (SCHW) report earnings next?

Charles Schwab is expected to report earnings on October 15, 2026 before market open. Analysts estimate EPS of $1.67.

What is Charles Schwab's market cap?

Charles Schwab (SCHW) has a market capitalization of $177.34B.

What is SCHW's P/E ratio?

Charles Schwab trades at a price-to-earnings ratio of 19.4, with trailing twelve-month EPS of $5.27.

How fast is Charles Schwab growing?

Charles Schwab's revenue grew +7.2% over the last year.

Compare with other Financial Services companies: Berkshire Hathaway (BRK-B) · JPMorgan Chase (JPM) · Visa (V) · Mastercard (MA) · Bank of America (BAC) · ICBC (1398.HK)