Charles Schwab (SCHW) Financial Analysis & Valuation | Quarter Chart
Company facts
Reported company information and share structure.
| Market Cap | $195.25B | Exchange | NYSE |
| Sector | Financial Services | Industry | Financial - Capital Markets |
| Country | US | CEO | Richard Andrew Wurster |
| IPO Date | 1987-09-22 | CAGR | 14.38% |
| Employees | 33,700 | Website | www.schwab.com |
| Div. Yield | 0.19% | Payout Ratio | 17% |
| Buy Back Yield | 0.77% | Total Yield | 0.96% |
Key metrics
Reported fundamentals and market-derived technical indicators.
| EV | $181.37B | P/E | 19.53 | Forward P/E | 14.56 | PEG | 0.48 |
| P/S | 37.3 | P/B | 344.24 | P/CF | 149.66 | P/FCF | 159.96 |
| Sales | $28.58B | Sales 1Y | 7.17% | Sales 3Y | 14% | Sales 5Y | 75.56% |
| EPS | $5.75 | EPS 1Y | 47.85% | EPS 3Y | 60.35% | EPS 5Y | 132.07% |
| Sales QoQ | -3.12% | EPS QoQ | 12.41% | Sales QoQ Avg | 0.96% | EPS QoQ Avg | 9.41% |
| Gross Margin | 91.06% | Operating Margin | 45.69% | Profit Margin | 35.32% | ROCE | 346.27% |
| ROA | 260% | ROE | 27% | Altman Z Score | 166.96 | Piotroski Score | 8 |
| Current Ratio | 5.73 | Quick Ratio | 5.73 | Cash Ratio | 2.5 | Op. CF Ratio | 66.14 |
| Debt/Equity | 0.11 | Debt/Assets | 0.09 | Lt Debt/Equity | 0.07 | Lt Debt/Cap. | 0.07 |
| Intrst Cov. | 5.11 | Inventory Turnover | — | Asset Turnover | 7.36 | Receivables Turnover | — |
| Enterprise Value | $181.37B | P/E Ratio | 19.53 |
| Forward P/E | 14.56 | PEG Ratio | 0.48 |
| P/S Ratio | 37.3 | P/B Ratio | 344.24 |
| P/CF Ratio | 149.66 | P/FCF Ratio | 159.96 |
| EPS | $5.75 | EPS Growth 1Y | 47.85% |
| EPS Growth 3Y | 60.35% | EPS Growth 5Y | 132.07% |
| Revenue Growth 1Y | 7.17% | Gross Margin | 0.91% |
| Operating Margin | 0.46% | Profit Margin | 0.35% |
| ROE | 0.27% | ROA | 2.6% |
| ROCE | 3.46% | Current Ratio | 5.73 |
| Quick Ratio | 5.73 | Cash Ratio | 2.5 |
| Debt/Equity | 0.11 | Interest Coverage | 5.11 |
| Altman Z Score | 166.96 | Piotroski Score | 8 |
Charles Schwab (SCHW) valuation & financials
Charles Schwab (SCHW) has a market capitalization of $195.25B and trades at a price-to-earnings ratio of 19.5. It operates in the Financial Services sector (Financial - Capital Markets).
Charles Schwab's revenue grew +7.2% over the last year.
Charles Schwab's next earnings report is scheduled for October 15, 2026 before market open; analysts estimate EPS of $1.67. Check the earnings calendar to see all companies reporting this week.
Charles Schwab (SCHW) — frequently asked questions
When does Charles Schwab (SCHW) report earnings next?
Charles Schwab is expected to report earnings on October 15, 2026 before market open. Analysts estimate EPS of $1.67.
What is Charles Schwab's market cap?
Charles Schwab (SCHW) has a market capitalization of $195.25B.
What is SCHW's P/E ratio?
Charles Schwab trades at a price-to-earnings ratio of 19.5, with trailing twelve-month EPS of $5.75.
How fast is Charles Schwab growing?
Charles Schwab's revenue grew +7.2% over the last year.
Compare with other Financial Services companies: Berkshire Hathaway (BRK-B) · JPMorgan Chase (JPM) · Visa (V) · Remgro Limited (REM.JO) · Mastercard (MA) · ICBC (1398.HK)