Valuation dashboard for The Charles Schwab Corporation (SCHW) with P/E 15.03, P/B 2.96, EV/EBITDA 10.26 and dividend yield 1.40%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Financial Services companies.
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services.
Analysis Summary
The Charles Schwab Corporation reported revenue of $27.68B in the most recent fiscal year, growing at a 5-year CAGR of 18.0%. Net income reached $8.85B, with a 21.8% 5-year CAGR.
Trailing-twelve-month margins: gross margin 86.9%, operating margin 44.3%, net margin 34.2%.
At $88.05 (closing price, October 30, 2026), SCHW trades at a P/E of 15.03 and an ROE of 21.29%. Market capitalisation stands at $152.3B, placing it among large-cap names.
Balance sheet quality for SCHW: current ratio of 0.5. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.
Valuation Ratios
| P/E Ratio | 15.03 |
| Price / Book | 2.96 |
| EV / EBITDA | 10.26 |
| Dividend Yield | 1.40% |
Valuation Models
| DCF Fair Value | $61.62 |
| vs Current Price | -30.0% |
Peer Comparison
| Symbol | Company | Market Cap | P/E | P/B | ROE |
|---|---|---|---|---|---|
| SCHW | The Charles Schwab Corporation | $152.3B | 15.03 | 2.96 | 21.3% |
| IBKR | Interactive Brokers Group, Inc. | $135.2B | 29.58 | 5.60 | 20.4% |
| HOOD | Robinhood Markets, Inc. | $67.4B | 39.17 | 7.63 | 20.9% |
| LPLA | LPL Financial Holdings Inc. | $22.3B | 16.28 | 3.84 | 24.7% |
| FUTU | Futu Holdings Limited | $13.8B | 9.67 | 2.76 | 28.4% |
| MS | Morgan Stanley | $290.7B | 14.73 | 2.44 | 17.9% |
| UBS | UBS Group AG | $146.0B | 16.39 | 1.70 | 10.5% |
| RJF | Raymond James Financial, Inc. | $30.2B | 13.19 | 25.0% |
Price
| Price | $88.05 (closing price, October 30, 2026) |
| Market Cap | $152.3B |
| Exchange | NYSE |
| Country | US |
Profitability
| Return on Equity | 21.29% |
| Return on Invested Capital | 2.04% |
| Return on Assets | 2.04% |
| Gross Margin | 86.86% |
| Operating Margin | 44.34% |
| Net Margin | 34.17% |
Related companies: IBKR · HOOD · LPLA · FUTU · MS · UBS · RJF · NMR
Explore sector: Financial Services · Financial - Capital Markets
More sections of SCHW: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events
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