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 7.8% 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 Growth | 10.3% |
| Revenue growth rate | 13.4% |
| Return on equity | 10.9% |
| Net Margin | 25.0% |
| Last Earnings Update | 30 Sep 2024 |
Recent past performance updates
Recent updates
The Charles Schwab Corporation's (NYSE:SCHW) P/E Still Appears To Be Reasonable
Dec 07
Charles Schwab (NYSE:SCHW) Is Paying Out A Dividend Of $0.25
Oct 27Solid Q3 2024 Earnings For Schwab, But Rates Remain A Headwind; Reiterate Sell
Oct 16The Charles Schwab Corporation: Still Not Ready To Pull The Trigger Despite Great Long-Term Potential
Oct 08Charles Schwab: Behemoth Retail Broker; Estimates Appear High; Initiate Sell Rating
Sep 18Charles Schwab: A Profitable Top 20 Bank To Buy Below Its Moving Average
Sep 08Charles Schwab: Your Chance To Buy
Aug 30Charles Schwab (NYSE:SCHW) Will Pay A Dividend Of $0.25
Jul 31The Charles Schwab Corporation's (NYSE:SCHW) Popularity With Investors Is Clear
Jul 17Charles Schwab: Cash Headwinds Persist In Q2 (Downgrade)
Jul 16Charles Schwab: Losing Ground To Robinhood
Jun 20Charles Schwab: Riding The Wave Of Interest Rates - Cautious Buy (Technical Analysis)
Jun 11Schwab And Netflix Post-Earnings: Both Stocks Still Well Off All-Time '21 Highs
Apr 23Charles Schwab Earnings Preview: Cash Sorting Remains An Issue (Rating Downgrade)
Apr 12The Charles Schwab Corporation (NYSE:SCHW) Not Flying Under The Radar
Mar 24Charles Schwab: The Bull Market Could Supercharge Earnings
Mar 23Charles Schwab: A Mix Between Headwinds And A Robust Legacy Business That Justify A Hold Rating
Mar 13Charles Schwab: Mr. Market Says Actions Speak Louder Than Words
Feb 14Charles Schwab (NYSE:SCHW) Will Pay A Dividend Of $0.25
Jan 30Charles Schwab: A Solid Value Play
Jan 20Analysts Are Updating Their The Charles Schwab Corporation (NYSE:SCHW) Estimates After Its Full-Year Results
Jan 19A Mixed Picture For Charles Schwab Warrants A Downgrade At Last
Jan 05Charles Schwab Is Likely A Major Beneficiary Of 2024 Rate Cuts (Rating Upgrade)
Dec 28Charles Schwab: Expecting A Bottom At The Technical Support Level
Nov 24Charles Schwab: Avoid, As Earnings Pressure Haunts Outlook
Oct 23Charles Schwab: Investors Struck By Fear Ran For Cover - Here's Why I Didn't Flee
Oct 13Charles Schwab: A Tough Third Quarter Coming Up
Oct 02Let's Build A Bond Portfolio Together: Charles Schwab Bonds Yield 5.7%
Sep 18Charles Schwab: A Discounted Behemoth, Buy The Earnings Contraction
Aug 22Charles Schwab: The Perpetual Growth Machine
Aug 16Charles Schwab: Get Ready For Multiple Quarters Of Margin Expansion (Rating Upgrade)
Jul 28Charles Schwab Stock: The Surge After Q2 Earnings Justified
Jul 19Charles Schwab: The Fed Cleared The Path For A Higher Valuation
Jul 10Charles Schwab: Buy While The Market Is Pessimistic
Jun 26Charles Schwab: The Multi-Trillion Dollar Asset Play That Just Gave You Billions More Reasons To Buy
Jun 17Revenue & Expenses Breakdown
How Charles Schwab makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Sep 24 | 18,736 | 4,687 | 8,884 | 0 |
| 30 Jun 24 | 18,398 | 4,405 | 8,822 | 0 |
| 31 Mar 24 | 18,461 | 4,367 | 8,866 | 0 |
| 31 Dec 23 | 18,837 | 4,649 | 8,912 | 0 |
| 30 Sep 23 | 19,921 | 5,544 | 8,798 | 0 |
| 30 Jun 23 | 20,815 | 6,411 | 8,691 | 0 |
| 31 Mar 23 | 21,312 | 6,890 | 8,576 | 0 |
| 31 Dec 22 | 20,762 | 6,635 | 8,443 | 0 |
| 30 Sep 22 | 19,927 | 6,263 | 8,298 | 0 |
| 30 Jun 22 | 18,997 | 5,785 | 8,093 | 0 |
| 31 Mar 22 | 18,468 | 5,250 | 7,892 | 0 |
| 31 Dec 21 | 18,520 | 5,360 | 7,726 | 0 |
| 30 Sep 21 | 17,988 | 4,961 | 7,551 | 0 |
| 30 Jun 21 | 15,866 | 4,170 | 6,918 | 0 |
| 31 Mar 21 | 13,789 | 3,674 | 6,277 | 0 |
| 31 Dec 20 | 11,691 | 3,043 | 5,596 | 0 |
| 30 Sep 20 | 10,121 | 2,794 | 4,931 | 0 |
| 30 Jun 20 | 10,384 | 3,092 | 4,952 | 0 |
| 31 Mar 20 | 10,615 | 3,358 | 4,961 | 0 |
| 31 Dec 19 | 10,721 | 3,526 | 4,984 | 0 |
| 30 Sep 19 | 10,784 | 3,610 | 4,982 | 0 |
| 30 Jun 19 | 10,652 | 3,582 | 4,864 | 0 |
| 31 Mar 19 | 10,457 | 3,508 | 4,789 | 0 |
| 31 Dec 18 | 10,132 | 3,329 | 4,709 | 0 |
| 30 Sep 18 | 9,705 | 2,994 | 4,558 | 0 |
| 30 Jun 18 | 9,291 | 2,684 | 4,437 | 0 |
| 31 Mar 18 | 8,935 | 2,401 | 4,318 | 0 |
| 31 Dec 17 | 8,618 | 2,180 | 4,200 | 0 |
| 30 Sep 17 | 8,346 | 2,108 | 4,183 | 0 |
| 30 Jun 17 | 8,081 | 2,003 | 4,056 | 0 |
| 31 Mar 17 | 7,779 | 1,879 | 3,923 | 0 |
| 31 Dec 16 | 7,462 | 1,746 | 3,779 | 0 |
| 30 Sep 16 | 7,108 | 1,646 | 3,556 | 0 |
| 30 Jun 16 | 6,805 | 1,541 | 3,464 | 0 |
| 31 Mar 16 | 6,543 | 1,465 | 3,365 | 0 |
| 31 Dec 15 | 6,305 | 1,364 | 3,409 | 0 |
| 30 Sep 15 | 6,212 | 1,315 | 3,263 | 0 |
| 30 Jun 15 | 6,121 | 1,262 | 3,234 | 0 |
| 31 Mar 15 | 6,033 | 1,234 | 3,212 | 0 |
| 31 Dec 14 | 5,985 | 1,261 | 3,142 | 0 |
| 30 Sep 14 | 5,897 | 1,229 | 3,096 | 0 |
| 30 Jun 14 | 5,764 | 1,199 | 3,032 | 0 |
| 31 Mar 14 | 5,623 | 1,130 | 2,999 | 0 |
| 31 Dec 13 | 5,435 | 1,010 | 3,008 | 0 |
Quality Earnings: SCHW has high quality earnings.
Growing Profit Margin: SCHW'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: SCHW's earnings have grown by 10.4% 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 (-15.5%) over the past year, making it difficult to compare to the Capital Markets industry average (12.6%).
Return on Equity
High ROE: SCHW's Return on Equity (10.9%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 02:15 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| 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 |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
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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.
| Analyst | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| Roger Freeman | Barclays |
| Benjamin Budish | Barclays |