SCHW Stock Overview

Operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. More details

SCHW fundamental analysis
Snowflake Score
Valuation	0/6
Future Growth	1/6
Past Performance	2/6
Financial Health	2/6
Dividends	5/6

Rewards

Earnings are forecast to grow 17.94% per year

Pays a reliable dividend of 1.48%

Risk Analysis

Shares are highly illiquid

My Notes

Capture your thoughts, links and company narrative

The Charles Schwab Corporation Competitors

Morgan Stanley

NYSE:MS

US$198.9b

Goldman Sachs Group

NYSE:GS

US$186.4b

CITIC Securities

SHSE:600030

CN¥423.1b

Interactive Brokers Group

NasdaqGS:IBKR

US$74.3b

Price History & Performance

Summary of share price highs, lows and changes for Charles Schwab
Historical stock prices
Current Share Price	US$7,150.00
52 Week High	US$0
52 Week Low	US$0
Beta	0.96
1 Month Change	0%
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	11.72%

Recent updates

Shareholder Returns

	SCHW	AR Capital Markets	AR Market
7D	0%	-1.8%	3.1%
1Y	n/a	-23.0%	132.9%

Return vs Industry: Insufficient data to determine how SCHW performed against the AR Capital Markets industry.

Return vs Market: Insufficient data to determine how SCHW performed against the AR Market.

Price Volatility

Is SCHW's price volatile compared to industry and market?
SCHW volatility
SCHW Average Weekly Movement	n/a
Capital Markets Industry Average Movement	4.0%
Market Average Movement	6.2%
10% most volatile stocks in AR Market	8.8%
10% least volatile stocks in AR Market	4.9%

Stable Share Price: SCHW's share price has been volatile over the past 3 months compared to the AR market.

Volatility Over Time: Insufficient data to determine SCHW's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1971	32,300	Walt Bettinger	www.schwab.com

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services.

The Charles Schwab Corporation Fundamentals Summary

How do Charles Schwab's earnings and revenue compare to its market cap?
SCHW fundamental statistics
Market cap	AR$120.68t
Earnings (TTM)	AR$4.29t
Revenue (TTM)	AR$17.93t

28.1x

P/E Ratio

6.7x

P/S Ratio

Is SCHW overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SCHW income statement (TTM)
Revenue	US$18.40b
Cost of Revenue	US$608.00m
Gross Profit	US$17.79b
Other Expenses	US$13.39b
Earnings	US$4.41b

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	2.41
Gross Margin	96.70%
Net Profit Margin	23.94%
Debt/Equity Ratio	141.4%

How did SCHW perform over the long term?

See historical performance and comparison

Dividends

1.5%

Current Dividend Yield

41%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/10/13 14:00
End of Day Share Price	2024/07/16 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Charles Schwab Corporation is covered by 46 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
Roger Freeman	Barclays
Benjamin Budish	Barclays