The Charles Schwab Corporation

NYSE:SCHW Stock Report

Market Cap: US$139.6b

Charles Schwab Future Growth

Future criteria checks 3/6

Charles Schwab is forecast to grow earnings and revenue by 14.7% and 9.4% per annum respectively. EPS is expected to grow by 15.9% per annum. Return on equity is forecast to be 19.2% in 3 years.

Key information

14.7%

Earnings growth rate

15.9%

EPS growth rate

Capital Markets earnings growth11.7%
Revenue growth rate9.4%
Future return on equity19.2%
Analyst coverage

Good

Last updated10 Apr 2025

Recent future growth updates

No updates

Recent updates

Charles Schwab: Getting Cheaper, But Not Cheap Enough

Apr 08

The Charles Schwab Corporation (NYSE:SCHW) Not Lagging Market On Growth Or Pricing

Mar 23
The Charles Schwab Corporation (NYSE:SCHW) Not Lagging Market On Growth Or Pricing

Why Charles Schwab Is A Strong Buy Even With Market Uncertainty

Mar 04

Charles Schwab's (NYSE:SCHW) Dividend Will Be Increased To $0.27

Feb 11
Charles Schwab's (NYSE:SCHW) Dividend Will Be Increased To $0.27

Charles Schwab: We Are Encouraged By A Bounce In Net New Asset Growth

Jan 30

Schwab Earnings Preview: As Cash Sorting Dissipates, Own The Stock

Jan 19

Charles Schwab Is Showing Signs Of Life

Jan 10

The Charles Schwab Corporation's (NYSE:SCHW) P/E Still Appears To Be Reasonable

Dec 07
The Charles Schwab Corporation's (NYSE:SCHW) P/E Still Appears To Be Reasonable

Charles Schwab (NYSE:SCHW) Is Paying Out A Dividend Of $0.25

Oct 27
Charles Schwab (NYSE:SCHW) Is Paying Out A Dividend Of $0.25

Solid Q3 2024 Earnings For Schwab, But Rates Remain A Headwind; Reiterate Sell

Oct 16

The Charles Schwab Corporation: Still Not Ready To Pull The Trigger Despite Great Long-Term Potential

Oct 08
author-image

Elevating Financial Horizons, Critical Acquisitions And Tech Innovations Promise Bright Future

Sep 24 Successful Ameritrade acquisition and strategic focus on client financial needs hint at revenue uplift and diversification through cross-selling and fee-based streams.

Charles Schwab: Behemoth Retail Broker; Estimates Appear High; Initiate Sell Rating

Sep 18

Charles Schwab: A Profitable Top 20 Bank To Buy Below Its Moving Average

Sep 08

Charles Schwab: Your Chance To Buy

Aug 30

Charles Schwab (NYSE:SCHW) Will Pay A Dividend Of $0.25

Jul 31
Charles Schwab (NYSE:SCHW) Will Pay A Dividend Of $0.25

The Charles Schwab Corporation's (NYSE:SCHW) Popularity With Investors Is Clear

Jul 17
The Charles Schwab Corporation's (NYSE:SCHW) Popularity With Investors Is Clear

Charles Schwab: Cash Headwinds Persist In Q2 (Downgrade)

Jul 16

Charles Schwab: Losing Ground To Robinhood

Jun 20

Charles Schwab: Riding The Wave Of Interest Rates - Cautious Buy (Technical Analysis)

Jun 11

Schwab And Netflix Post-Earnings: Both Stocks Still Well Off All-Time '21 Highs

Apr 23

Charles Schwab Earnings Preview: Cash Sorting Remains An Issue (Rating Downgrade)

Apr 12

Charles Schwab: The Bull Market Could Supercharge Earnings

Mar 23

Charles Schwab: A Mix Between Headwinds And A Robust Legacy Business That Justify A Hold Rating

Mar 13

Earnings and Revenue Growth Forecasts

NYSE:SCHW - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202726,7439,35313,713N/A8
12/31/202624,8008,60210,946N/A16
12/31/202522,4257,26411,5782,91317
12/31/202419,6065,4782,0502,670N/A
9/30/202418,7364,68733,10533,534N/A
6/30/202418,3984,4058,8859,425N/A
3/31/202418,4614,3677,7718,461N/A
12/31/202318,9344,64918,88719,587N/A
9/30/202319,9215,544-3,396-2,557N/A
6/30/202320,8156,41110,67611,508N/A
3/31/202321,3126,8907,9478,781N/A
12/31/202220,7626,6351,0862,057N/A
9/30/202219,9276,2638,7219,803N/A
6/30/202218,9975,7851,5362,564N/A
3/31/202218,4685,2508,8879,913N/A
12/31/202118,5205,3601,2022,118N/A
9/30/202117,9884,9618,9679,736N/A
6/30/202115,8664,1707,1207,841N/A
3/31/202113,7893,674-8,669-8,008N/A
12/31/202011,6913,0436,2216,852N/A
9/30/202010,1212,794-2,759-2,101N/A
6/30/202010,3843,0922,6483,381N/A
3/31/202010,6153,35821,31322,038N/A
12/31/201910,7213,5268,6179,325N/A
9/30/201910,7843,61012,13712,822N/A
6/30/201910,6523,5828,0688,695N/A
3/31/201910,4573,5089,0269,613N/A
12/31/201810,1323,32911,88612,456N/A
9/30/20189,7052,994N/A1,365N/A
6/30/20189,2912,684N/A3,399N/A
3/31/20188,9352,401N/A986N/A
12/31/20178,6182,180N/A-839N/A
9/30/20178,3462,108N/A4,139N/A
6/30/20178,0812,003N/A281N/A
3/31/20177,7791,879N/A1,454N/A
12/31/20167,4621,746N/A3,603N/A
9/30/20167,1081,646N/A1,866N/A
6/30/20166,8051,541N/A3,506N/A
3/31/20166,5431,465N/A2,182N/A
12/31/20156,3051,364N/A1,246N/A
9/30/20156,2121,315N/A1,214N/A
6/30/20156,1211,262N/A1,110N/A
3/31/20156,0331,234N/A974N/A
12/31/20145,9851,261N/A2,348N/A
9/30/20145,8971,229N/A2,319N/A
6/30/20145,7641,199N/A1,993N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: SCHW's forecast earnings growth (14.7% per year) is above the savings rate (2.8%).

Earnings vs Market: SCHW's earnings (14.7% per year) are forecast to grow faster than the US market (13.5% per year).

High Growth Earnings: SCHW's earnings are forecast to grow, but not significantly.

Revenue vs Market: SCHW's revenue (9.4% per year) is forecast to grow faster than the US market (8.3% per year).

High Growth Revenue: SCHW's revenue (9.4% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: SCHW's Return on Equity is forecast to be low in 3 years time (19.2%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/14 14:18
End of Day Share Price 2025/04/14 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

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 Github.

Analyst Sources

The Charles Schwab Corporation is covered by 41 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
Benjamin BudishBarclays
Roger FreemanBarclays