The Charles Schwab Corporation

NYSE:SCHW Stock Report

Market Cap: US$136.8b

Charles Schwab Past Earnings Performance

Past criteria checks 2/6

Charles Schwab has been growing earnings at an average annual rate of 13.5%, while the Capital Markets industry saw earnings growing at 9.7% annually. Revenues have been growing at an average rate of 16.1% per year. Charles Schwab's return on equity is 11.4%, and it has net margins of 23.7%.

Key information

13.5%

Earnings growth rate

4.8%

EPS growth rate

Capital Markets Industry Growth10.3%
Revenue growth rate16.1%
Return on equity11.4%
Net Margin23.7%
Last Earnings Update31 Mar 2024

Recent past performance updates

Recent updates

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

The Charles Schwab Corporation (NYSE:SCHW) Not Flying Under The Radar

Mar 24
The Charles Schwab Corporation (NYSE:SCHW) Not Flying Under The Radar

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

Charles Schwab: Mr. Market Says Actions Speak Louder Than Words

Feb 14

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

Jan 30
Charles Schwab (NYSE:SCHW) Will Pay A Dividend Of $0.25

Charles Schwab: A Solid Value Play

Jan 20

Analysts Are Updating Their The Charles Schwab Corporation (NYSE:SCHW) Estimates After Its Full-Year Results

Jan 19
Analysts Are Updating Their The Charles Schwab Corporation (NYSE:SCHW) Estimates After Its Full-Year Results

A Mixed Picture For Charles Schwab Warrants A Downgrade At Last

Jan 05

Charles Schwab Is Likely A Major Beneficiary Of 2024 Rate Cuts (Rating Upgrade)

Dec 28

Charles Schwab: Expecting A Bottom At The Technical Support Level

Nov 24

Charles Schwab: Avoid, As Earnings Pressure Haunts Outlook

Oct 23

Charles Schwab: Investors Struck By Fear Ran For Cover - Here's Why I Didn't Flee

Oct 13

Charles Schwab: A Tough Third Quarter Coming Up

Oct 02

Let's Build A Bond Portfolio Together: Charles Schwab Bonds Yield 5.7%

Sep 18

Charles Schwab: A Discounted Behemoth, Buy The Earnings Contraction

Aug 22

Charles Schwab: The Perpetual Growth Machine

Aug 16

Does Charles Schwab (NYSE:SCHW) Deserve A Spot On Your Watchlist?

Aug 04
Does Charles Schwab (NYSE:SCHW) Deserve A Spot On Your Watchlist?

Charles Schwab: Get Ready For Multiple Quarters Of Margin Expansion (Rating Upgrade)

Jul 28

Charles Schwab Stock: The Surge After Q2 Earnings Justified

Jul 19

Charles Schwab: The Fed Cleared The Path For A Higher Valuation

Jul 10

Charles Schwab: Buy While The Market Is Pessimistic

Jun 26

Charles Schwab: The Multi-Trillion Dollar Asset Play That Just Gave You Billions More Reasons To Buy

Jun 17

Charles Schwab: No Fat Pitch Here

May 30

Charles Schwab's (NYSE:SCHW) Upcoming Dividend Will Be Larger Than Last Year's

Apr 30
Charles Schwab's (NYSE:SCHW) Upcoming Dividend Will Be Larger Than Last Year's

Does Charles Schwab (NYSE:SCHW) Deserve A Spot On Your Watchlist?

Mar 29
Does Charles Schwab (NYSE:SCHW) Deserve A Spot On Your Watchlist?

Charles Schwab's client assets climb 6% M/M in January on market strength

Feb 14

Schwab Continues Increasing Net Interest Revenue

Feb 03

Charles Schwab (NYSE:SCHW) Is Paying Out A Larger Dividend Than Last Year

Jan 30
Charles Schwab (NYSE:SCHW) Is Paying Out A Larger Dividend Than Last Year

Charles Schwab acquires Family Wealth Alliance, terms not disclosed

Jan 24

Charles Schwab Q4 2022 Earnings Preview

Jan 17

Charles Schwab Offers A Win-Win Proposition For Investors In 2023

Dec 28

Chalres Schwab's client assets advance 5% from prior month

Dec 14

We Ran A Stock Scan For Earnings Growth And Charles Schwab (NYSE:SCHW) Passed With Ease

Dec 05
We Ran A Stock Scan For Earnings Growth And Charles Schwab (NYSE:SCHW) Passed With Ease

Revenue & Expenses Breakdown
Beta

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


Earnings and Revenue History

NYSE:SCHW Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Mar 2418,4614,3678,8930
31 Dec 2318,8374,6498,9120
30 Sep 2319,9215,5528,7980
30 Jun 2320,8156,4168,6910
31 Mar 2321,2066,8908,5760
31 Dec 2220,7626,6358,4430
30 Sep 2219,9276,2478,2980
30 Jun 2218,9975,7758,0930
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
30 Sep 135,1849022,9460
30 Jun 135,0078582,8930

Quality Earnings: SCHW has high quality earnings.

Growing Profit Margin: SCHW's current net profit margins (23.7%) are lower than last year (32.5%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: SCHW's earnings have grown by 13.5% per year over the past 5 years.

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

Earnings vs Industry: SCHW had negative earnings growth (-36.6%) over the past year, making it difficult to compare to the Capital Markets industry average (1.5%).


Return on Equity

High ROE: SCHW's Return on Equity (11.4%) is considered low.


Return on Assets


Return on Capital Employed


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