The Charles Schwab Corporation

DB:SWG Stock Report

Market Cap: €130.4b

Charles Schwab Past Earnings Performance

Past criteria checks 2/6

Charles Schwab has been growing earnings at an average annual rate of 10.4%, while the Capital Markets industry saw earnings growing at 1.9% annually. Revenues have been growing at an average rate of 13.4% per year. Charles Schwab's return on equity is 10.9%, and it has net margins of 25%.

Key information

10.4%

Earnings growth rate

3.3%

EPS growth rate

Capital Markets Industry Growth15.2%
Revenue growth rate13.4%
Return on equity10.9%
Net Margin25.0%
Last Earnings Update30 Sep 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Charles Schwab makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

DB:SWG Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 2418,7364,6878,8840
30 Jun 2418,3984,4058,8220
31 Mar 2418,4614,3678,8660
31 Dec 2318,8374,6498,9120
30 Sep 2319,9215,5448,7980
30 Jun 2320,8156,4118,6910
31 Mar 2321,3126,8908,5760
31 Dec 2220,7626,6358,4430
30 Sep 2219,9276,2638,2980
30 Jun 2218,9975,7858,0930
31 Mar 2218,4685,2507,8920
31 Dec 2118,5205,3607,7260
30 Sep 2117,9884,9617,5510
30 Jun 2115,8664,1706,9180
31 Mar 2113,7893,6746,2770
31 Dec 2011,6913,0435,5960
30 Sep 2010,1212,7944,9310
30 Jun 2010,3843,0924,9520
31 Mar 2010,6153,3584,9610
31 Dec 1910,7213,5264,9840
30 Sep 1910,7843,6104,9820
30 Jun 1910,6523,5824,8640
31 Mar 1910,4573,5084,7890
31 Dec 1810,1323,3294,7090
30 Sep 189,7052,9944,5580
30 Jun 189,2912,6844,4370
31 Mar 188,9352,4014,3180
31 Dec 178,6182,1804,2000
30 Sep 178,3462,1084,1830
30 Jun 178,0812,0034,0560
31 Mar 177,7791,8793,9230
31 Dec 167,4621,7463,7790
30 Sep 167,1081,6463,5560
30 Jun 166,8051,5413,4640
31 Mar 166,5431,4653,3650
31 Dec 156,3051,3643,4090
30 Sep 156,2121,3153,2630
30 Jun 156,1211,2623,2340
31 Mar 156,0331,2343,2120
31 Dec 145,9851,2613,1420
30 Sep 145,8971,2293,0960
30 Jun 145,7641,1993,0320
31 Mar 145,6231,1302,9990
31 Dec 135,4351,0103,0080

Quality Earnings: SWG has high quality earnings.

Growing Profit Margin: SWG's current net profit margins (25%) are lower than last year (27.8%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: SWG's earnings have grown by 10.4% per year over the past 5 years.

Accelerating Growth: SWG's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: SWG had negative earnings growth (-15.5%) over the past year, making it difficult to compare to the Capital Markets industry average (11.6%).

Return on Equity

High ROE: SWG's Return on Equity (10.9%) is considered low.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 14:06
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Roger FreemanBarclays
Benjamin BudishBarclays