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Charles Schwab Corporation

NYSE: SCHW

Stock price

101.56 USD

(+Infinity%) NaN day

Investment Banking & BrokerageFinancial - Capital Markets

Financial Performance

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5Y price score: 65

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 302%

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    83.9

    52-week range

    107.5

    101.56

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    Required return / cost of capital
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    FCFF terminal growth rate
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    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    5.4 %

    Dividend Yield TTM

    1.2 %

    Market cap $

    $ 176,627

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    20.2

    Price / Book TTM

    3.6

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    0.4

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    10.2 %

    54.2 %

    302 %

    Free cash flow per share growth

    341.2 %

    13.8 %

    567.7 %

    Earnings per share growth

    55.9 %

    119.8 %

    352.4 %

    Founded: 1,971

    Employees: 32,100

    Business Summary: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. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q1 (Apr 16, 2026)

    1) Strategic Growth and Client Engagement - Schwab's "Through Clients' Eyes" strategy led to record client growth, with 1.3 million brokerage accounts opened, a 10% increase YoY. - Core net new assets (NNA) reached $158 billion, a first-quarter record, bringing total client assets to $11.8 trillion. - Managed investing net flows surged 46%, while bank lending grew 29% YoY, both hitting all-time records. - Daily average trades reached a record 9.9 million, reflecting strong client engagement during market volatility.

    2) Financial Performance Highlights - Q1 2026 revenue increased 16% YoY to $6.5 billion, with adjusted earnings per share at a record $1.43, up 38% YoY. - Net interest revenue rose 16% YoY, driven by increased utilization of lending solutions and client interest in long-short strategies. - Asset management and administration fees grew 15% YoY to $1.8 billion, supported by robust asset gathering. - Adjusted pretax profit margin stood at 51.4%, indicating effective expense management alongside revenue growth.

    3) Innovative Product Developments - Schwab launched the Schwab Team Investor account for teenagers, promoting early investing. - The acquisition of Forge enhances access to pre-IPO shares and private market solutions. - AI initiatives are being rapidly deployed, including AI-powered estate planning tools and an upcoming AI assistant for client interactions. - The rollout of Schwab Crypto is imminent, starting with Bitcoin and Ether, aimed at consolidating clients' digital assets.

    4) Market Challenges and Operational Efficiency - The firm is navigating a volatile market environment, which has influenced client cash allocations and trading behaviors. - Traders are taking smaller positions and holding them for shorter durations, impacting revenue per trade. - Schwab is focused on maintaining a flexible balance sheet to support client needs while managing capital returns effectively. - The firm anticipates typical seasonal cash drawdowns in Q2 due to tax payments, but expects overall cash growth driven by organic growth.

    5) Guidance and Future Outlook - Schwab is tracking higher than the previously guided EPS range of $5.70 to $5.80 for 2026, driven by strong client engagement and market conditions. - The firm plans to provide a comprehensive update on its financial outlook in July, reflecting ongoing strategic initiatives and market dynamics. - The transcript lacks specific forward-looking guidance on NIM and cash growth, which could impact investor sentiment.

    Bottom line: Schwab's strong Q1 performance, driven by strategic client engagement and innovative product offerings, positions the firm favorably for continued growth. The emphasis on AI and digital assets, alongside robust financial results, suggests a positive outlook for shareholders, despite potential market headwinds.

    Annual Reports, Presentations And IR Contacts

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    Charles Schwab Corporation — Financial Overview, Stock Price, Market Cap

    Charles Schwab Corporation is a company. Founded in 1971. As of July 20, 2026, the company's market capitalization is $176627058400 with a current stock price of $101.56.