Charles Schwab Corp SCHW

Morningstar Rating
$103.12 +1.21 (1.19%)
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Company Report

Price vs Fair Value

SCHW is trading at a LOCK|$Mg&g?& premium.
Price
$103.12
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation
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Bulls Say, Bears Say

Bulls

Schwab could drive strong organic asset growth with expansion into alternative investments, expansion of lending products, and similar platform investments over time.

Bears

A return to zero-interest-rate policy would pose a material headwind for Schwab's net interest margin and net interest income growth prospects.

News

Articles & Videos

Trading Information

Previous Close Price
$101.91
Day Range
$101.80103.57
52-Week Range
$83.96107.50
Bid/Ask
$102.50 / $103.12
Shares Outstanding
1.74B
Market Cap
$179.34B
Volume/Avg
6M / 12M

Key Statistics

Price/Earnings (Normalized)
19.34
Price/Sales
7.36
Dividend Yield (Trailing)
1.14%
Dividend Yield (Forward)
1.24%
Total Yield
5.73%

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. While best known for its retail brokerage offering, Schwab generates the lion’s share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is 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
33,500

Competitors

Valuation

Metric
SCHW
LPLA
IBKR
Price/Earnings (Normalized)
19.3414.9740.59
Price/Book Value
4.174.347.54
Price/Sales
7.361.353.99
Price/Cash Flow
14.1110.768.75
Price/Earnings
SCHW
LPLA
IBKR

Financial Strength

Metric
SCHW
LPLA
IBKR
Quick Ratio
1.860.59
Current Ratio
2.411.17
Interest Coverage
3.912.16
Quick Ratio
SCHW
LPLA
IBKR

Profitability

Metric
SCHW
LPLA
IBKR
Return on Assets (Normalized)
1.99%9.52%0.54%
Return on Equity (Normalized)
22.34%34.04%20.39%
Return on Invested Capital (Normalized)
16.31%25.31%
Return on Assets
SCHW
LPLA
IBKR

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1-Day Chart
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Market Cap
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LOCK|^F$RN$?LOCK|Nm$351B
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LOCK|w@G<pyLOCK|$H$311B
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HOOD
LOCK|!C@Pm&LOCK|!#$z$$101B
Interactive Brokers Group Inc Class A
IBKR
LOCK|!?Mw@m@LOCK|@w$42B
LPL Financial Holdings Inc
LPLA
LOCK|>v&M%q!LOCK|?b$25B
Tradeweb Markets Inc
TW
LOCK|JtC^HssVLOCK|Tr$$21B
IREN Ltd
IREN
LOCK|M$tqNbLOCK|ZVB$15B
Evercore Inc Class A
EVR
LOCK|CV!&kPsLOCK|&Vq^@$13B
Jefferies Financial Group Inc
JEF
LOCK|L%%&pYLOCK|Qb$12B

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