The Charles Schwab Corporation
SCHW Financial Services Financial - Capital Markets NYSE
$95.23
$-0.18 (-0.19%)
Open: $93.88 | High: $95.27 | Low: $92.57 | Prev Close: $95.41
Market Cap: $169.22B
Volume: 8.1M | Avg: 10.8M
Last updated: March 09, 2026 at 02:04 AMInvestment Rating
Neutral
Overall Score: 60/100
Rating Breakdown:
Stock Score Analysis
Stock Score: 560
Comprehensive Quality Assessment
Component Breakdown:
Valuation Metrics
| P/E Ratio | 20.48 |
| P/B Ratio | 3.42 |
| P/S Ratio | 6.11 |
| EPS | $4.65 |
| Beta | 0.92 |
| Shares Outstanding | 1.78B |
| 52-Week High | $107.50 |
| 52-Week Low | $65.88 |
| SMA 50 | $99.91 |
| SMA 200 | $95.07 |
| Dividend Yield | 1.19% |
| Annual Dividend | $1.13 |
| Next Earnings | April 16, 2026 01:30 PM ET |
Financial Ratios
| Gross Margin | 84.7% |
| Operating Margin | 43.3% |
| Net Margin | 32.0% |
| ROE | 17.9% |
| ROA | 1.8% |
| Debt/Equity | 0.65 |
| Current Ratio | 17.83 |
| Quick Ratio | 17.83 |
Balance Sheet
| Total Assets | $491.00B |
| Total Liabilities | $441.57B |
| Total Equity | $49.40B |
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| Cash | $292.00M |
| Total Debt | $31.86B |
| Net Debt | $31.57B |
Income Statement
| Revenue | $27.68B |
| Gross Profit | $22.22B |
| Operating Income | $13.68B |
| Net Income | $8.85B |
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| EBITDA | $15.04B |
| Revenue/Share | $15.62 |
Cash Flow
| Operating CF | $9.31B |
| CapEx | $548.00M |
| Free Cash Flow | $8.76B |
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| Book Value/Share | $27.89 |
| Tangible Book/Share | $17.07 |
| Equity/Share | $27.87 |
Technical Indicators
| RSI (14) | 51.04 Neutral |
| MACD |
-1.46
Signal: -1.63
|
| Volatility | 32.49% |
| Trading Signal | Bullish |
Performance & Returns
| 1 Year | +6.72% |
| Sharpe Ratio | 0.23 Fair |
| Volatility (Ann.) | 22.05% Moderate |
| SCHW (1Y) | +6.72% |
| S&P 500 (1Y) | +13.03% |
| Alpha (Excess Return) | -6.31% |
Sector Comparison (Financial Services)
| Metric | SCHW | Sector Avg | Percentile |
|---|---|---|---|
| P/E Ratio | 20.48 | 47.84 | 50% |
| P/B Ratio | 3.42 | 4.18 | 69% |
| ROE (%) | 17.91% | 19.74% | 60% |
| Net Margin (%) | 31.99% | 18.53% | 91% |
| Stock Score | 560 | 428.0 | 79% |
| 1Y Return (%) | +6.72 % | +7.99 % | 41% |
📊 Historical Price Analysis (Last 200 Days)
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Technical Analysis
| Ticker | Close | SMA 5 | SMA 8 | SMA 13 | SMA 50 | SMA 200 | RSI (14) | MACD | Volatility (%) | Volume | Signal | SMA Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHW | $95.23 | $95.19 | $95.27 | $94.57 | $99.80 | $95.05 | 51.04 | -1.46 | 32.49% | 2605917 | Weak Short | Price Below SMAs |
Candlestick Patterns
There wasn't any recognizable pattern for the SCHW stock
News Sentiment
| 📊 Ticker | 📰 Headline | 💭 Sentiment | 📡 Source | 🔗 URL |
|---|---|---|---|---|
| SCHW | Schwab Reports Monthly Activity Highlights | Neutral | businesswire.com | Read More |
| SCHW | Capital International Investors Buys 27,490 Shares of The Charles Schwab Corporation $SCHW | Neutral | defenseworld.net | Read More |
| SCHW | Charles Schwab: A Full And Impressive Recovery | Neutral | seekingalpha.com | Read More |
| SCHW | Feathery Launches Industry-First One-Click Schwab Account Opening via API | Neutral | businesswire.com | Read More |
| SCHW | Schwab, Disney, and 9 Other Bargains to Buy Right Now | Positive | barrons.com | Read More |
Recent Insider Trading
No recent insider trading data available for SCHW
Company Information
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
| CEO | Richard Andrew Wurster |
| Employees | 32100 |
| Country | US |
| IPO Date | 1987-09-22 |
| Exchange | NYSE |
| Website | https://www.schwab.com |
| Sector | Financial Services |
| Industry | Financial - Capital Markets |
Similar Stocks (Financial Services - Financial - Capital Markets)
Rating Metrics Explained
DCF Score (Discounted Cash Flow)
Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.
ROE Score (Return on Equity)
Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.
ROA Score (Return on Assets)
Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.
D/E Score (Debt-to-Equity)
Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.
P/E Score (Price-to-Earnings)
Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.
P/B Score (Price-to-Book)
Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.
Rating Recommendations:
Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:
-
Strong Buy (5/5): Excellent score - strong positive indicator
- The metric significantly outperforms industry averages (top 20% of companies)
- Indicates exceptional financial health or attractive valuation in that category
-
Buy (4/5): Good score - positive indicator
- Above-average performance (top 40% of companies)
- Shows strong fundamentals with room for improvement
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Neutral (3/5): Average score - neutral indicator
- Performance in line with industry median (middle 20%)
- Neither significantly positive nor negative signal
-
Sell (2/5): Below average - negative indicator
- Below-average performance (bottom 40% of companies)
- Suggests weakness in this particular metric
-
Strong Sell (1/5): Poor score - strong negative indicator
- Significantly underperforms industry (bottom 20%)
- Indicates potential risk or overvaluation in that category