Charles Schwab Corp SCHW
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
News
-
This five-star money manager shares three stock picks, including one betting on dying American malls
-
Charles Schwab Down Nearly 6%, On Pace For Largest Percent Decrease Since April 2026 — Data Talk
-
Charles Schwab to Bring Anthropic's Claude to Registered Investment Advisors
-
Should I use my financial institution's 'free' advisers?
-
Charles Schwab Expands Crypto Platform to Include Solana, Avalanche and Chainlink
-
Most investors are making the same costly mistake - and it has nothing to do with picking the wrong stocks
-
Charles Schwab On Track for Record High Close — Data Talk
-
AI vs. robo advisers: How they stack up against each other -and human financial advisers
Trading Information
- Previous Close Price
- MX$1,716.00
- Day Range
- MX$1,657.00–1,657.00
- 52-Week Range
- MX$1,450.01–1,924.61
- Bid/Ask
- MX$1,640.00 / MX$1,910.00
- Shares Outstanding
- 1.73B
- Market Cap
- $2.87T
- Volume/Avg
- 1 / 128
Key Statistics
- Price/Earnings (Normalized)
- 15.34
- Price/Sales
- 6.07
- Dividend Yield (Trailing)
- 1.29%
- Dividend Yield (Forward)
- 1.45%
- Dividend Payment Schedule
- Feb, May, Aug, Nov
- Total Yield
- 6.86%
Company Profile
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. Schwab is best known for its retail brokerage offering but generates the lion’s share of its revenue and profits through its Charles Schwab Bank, which is largely funded by idle "sweep" cash in retail investor accounts. The firm is also a dominant player in Registered Investment Advisor (RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
- Sector
- Financial Services
- Industry
- Capital Markets
- Stock Style Box
- Large Value
- Total Number of Employees
- 33,700
- Website
- https://www.aboutschwab.com
Competitors
Valuation
|
Metric
|
SCHW
|
LPLA
|
IBKR
|
|---|---|---|---|
Price/Earnings (Normalized) | 15.34 | 12.04 | 29.46 |
Price/Book Value | 3.51 | 3.82 | 5.61 |
Price/Sales | 6.07 | 1.11 | 3.00 |
Price/Cash Flow | 11.94 | 7.60 | 6.65 |
Price/Earnings
SCHW
LPLA
IBKR
Financial Strength
|
Metric
|
SCHW
|
LPLA
|
IBKR
|
|---|---|---|---|
Quick Ratio | — | 1.69 | 0.68 |
Current Ratio | — | 2.13 | 1.22 |
Interest Coverage | — | 5.56 | 2.20 |
Quick Ratio
SCHW
LPLA
IBKR
Profitability
|
Metric
|
SCHW
|
LPLA
|
IBKR
|
|---|---|---|---|
Return on Assets (Normalized) | 2.09% | 2.22% | 2.37% |
Return on Equity (Normalized) | 23.69% | 7.64% | 93.04% |
Return on Invested Capital (Normalized) | — | 5.52% | 44.02% |
Return on Assets
SCHW
LPLA
IBKR
Capital Markets Industry Comparables
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
| Morgan Stanley
MS
| LOCK|&f>MKgs? | LOCK|%&$ | $291B | |||
| The Goldman Sachs Group Inc
GS
| LOCK|Z<^%xp | LOCK|cZ | $262B | |||
| Charles Schwab Corp
SCHW
| LOCK|nP#K&FK? | LOCK|J^ | $153B | |||
| Robinhood Markets Inc Class A
HOOD
| LOCK|dl&R>K? | LOCK|>$dG& | $75B | |||
| Interactive Brokers Group Inc Class A
IBKR
| LOCK|w%zKk&< | LOCK|p&m | $34B | |||
| Tradeweb Markets Inc
TW
| LOCK|F%&h&H& | LOCK|JsJ! | $26B | |||
| LPL Financial Holdings Inc
LPLA
| LOCK|<RF&<^# | LOCK|F#@ | $23B | |||
| Evercore Inc Class A
EVR
| LOCK|j#g@Bz | LOCK|Pq^gz | $12B | |||
| Jefferies Financial Group Inc
JEF
| LOCK|D?&W<< | LOCK|%! | $11B | |||
| Stifel Financial Corp
SF
| LOCK|PyyD#Jr | LOCK|@Q%rB | $10B |
United States