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
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 4/6 |
| Past Performance | 5/6 |
| Financial Health | 2/6 |
| Dividends | 4/6 |
Community vs My Fair Value
Create NarrativeSelect a narrative for quick price alerts from the community, or create your own.
Ameritrade Integration And AI Will Improve Client Services And Operational Efficiency
The Charles Schwab Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$78.39 |
| 52 Week High | US$84.50 |
| 52 Week Low | US$61.01 |
| Beta | 0.98 |
| 1 Month Change | -2.55% |
| 3 Month Change | 4.93% |
| 1 Year Change | 9.48% |
| 3 Year Change | -14.20% |
| 5 Year Change | 133.23% |
| Change since IPO | 21,546.32% |
Recent News & Updates
The Charles Schwab Corporation (NYSE:SCHW) Not Lagging Market On Growth Or Pricing
Mar 23
Why Charles Schwab Is A Strong Buy Even With Market Uncertainty
Mar 04Recent updates
The Charles Schwab Corporation (NYSE:SCHW) Not Lagging Market On Growth Or Pricing
Mar 23Why Charles Schwab Is A Strong Buy Even With Market Uncertainty
Mar 04Charles Schwab's (NYSE:SCHW) Dividend Will Be Increased To $0.27
Feb 11Charles Schwab: We Are Encouraged By A Bounce In Net New Asset Growth
Jan 30Schwab Earnings Preview: As Cash Sorting Dissipates, Own The Stock
Jan 19Charles Schwab Is Showing Signs Of Life
Jan 10The Charles Schwab Corporation's (NYSE:SCHW) P/E Still Appears To Be Reasonable
Dec 07Charles 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: A Solid Value Play
Jan 20Shareholder Returns
| SCHW | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | 1.7% | 3.0% | 0.6% |
| 1Y | 9.5% | 19.5% | 7.9% |
Return vs Industry: SCHW underperformed the US Capital Markets industry which returned 19.5% over the past year.
Return vs Market: SCHW exceeded the US Market which returned 7.9% over the past year.
Price Volatility
| SCHW volatility | |
|---|---|
| SCHW Average Weekly Movement | 4.0% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: SCHW has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: SCHW's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1971 | 32,100 | Rick Wurster | 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
| SCHW fundamental statistics | |
|---|---|
| Market cap | US$142.17b |
| Earnings (TTM) | US$5.48b |
| Revenue (TTM) | US$19.61b |
26.0x
P/E Ratio7.3x
P/S RatioIs SCHW overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| SCHW income statement (TTM) | |
|---|---|
| Revenue | US$19.61b |
| Cost of Revenue | US$591.00m |
| Gross Profit | US$19.02b |
| Other Expenses | US$13.54b |
| Earnings | US$5.48b |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.02 |
| Gross Margin | 96.99% |
| Net Profit Margin | 27.94% |
| Debt/Equity Ratio | 120.2% |
How did SCHW perform over the long term?
See historical performance and comparisonDividends
1.3%
Current Dividend Yield33%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/03/23 23:46 |
| End of Day Share Price | 2025/03/21 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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 |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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.
| Analyst | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| Benjamin Budish | Barclays |
| Roger Freeman | Barclays |