(SCHW) Charles Schwab - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8085131055

Brokerage Accounts, Banking Products, Advisory Solutions, Trading Platforms, Custody Services

SCHW EPS (Earnings per Share)

EPS (Earnings per Share) of SCHW over the last years for every Quarter: "2020-03": 0.61, "2020-06": 0.52, "2020-09": 0.54, "2020-12": 0.61, "2021-03": 0.78, "2021-06": 0.67, "2021-09": 0.8, "2021-12": 0.83, "2022-03": 0.74, "2022-06": 0.94, "2022-09": 1.07, "2022-12": 1.05, "2023-03": 0.87, "2023-06": 0.71, "2023-09": 0.62, "2023-12": 0.57, "2024-03": 0.74, "2024-06": 0.73, "2024-09": 0.77, "2024-12": 1, "2025-03": 1.05,

SCHW Revenue

Revenue of SCHW over the last years for every Quarter: 2020-03: 2617, 2020-06: 2547, 2020-09: 2448, 2020-12: 4176, 2021-03: 4819, 2021-06: 4527, 2021-09: 4570, 2021-12: 4708, 2022-03: 4672, 2022-06: 5259, 2022-09: 5500, 2022-12: 5497, 2023-03: 5213, 2023-06: 4656, 2023-09: 4606, 2023-12: 4459, 2024-03: 4740, 2024-06: 6349, 2024-09: 6553, 2024-12: 6651, 2025-03: 6650,

Description: SCHW Charles Schwab

Charles Schwab Corp (NYSE:SCHW) is a leading financial services company providing a comprehensive range of wealth management, securities brokerage, banking, and asset management services to individuals and institutions in the US and internationally. The companys diverse offerings include brokerage accounts, margin lending, options trading, cash management, and advisory solutions for managed portfolios.

Key performance indicators (KPIs) for Charles Schwab Corp include its market capitalization of $169.05 billion, indicating a significant presence in the financial services sector. The companys price-to-earnings (P/E) ratio of 28.19 and forward P/E of 21.83 suggest a relatively high valuation, potentially reflecting investor confidence in its growth prospects. Additionally, the return on equity (RoE) of 13.73% indicates a decent level of profitability.

From a business perspective, Charles Schwab Corp operates through two main segments: Investor Services and Advisor Services. The company provides a range of services, including digital retirement calculators, integrated trading platforms, and self-service education and support tools, to cater to the diverse needs of its clients. Its banking products, such as checking and savings accounts, mortgage loans, and home equity lines of credit, further enhance its appeal to customers.

To evaluate the companys stock performance, we can look at its support and resistance levels. The current price of $91.61 is near the resistance level of $92.7, suggesting potential upside or downside depending on market dynamics. The companys ability to maintain its market share and grow its client base will be crucial in determining its future stock performance.

Additional Sources for SCHW Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

SCHW Stock Overview

Market Cap in USD 169,051m
Sector Financial Services
Industry Capital Markets
GiC Sub-Industry Investment Banking & Brokerage
IPO / Inception 1987-09-22

SCHW Stock Ratings

Growth Rating 66.6
Fundamental 48.4
Dividend Rating 59.6
Rel. Strength 21.7
Analysts 4.14 of 5
Fair Price Momentum 95.66 USD
Fair Price DCF 53.31 USD

SCHW Dividends

Dividend Yield 12m 1.22%
Yield on Cost 5y 3.29%
Annual Growth 5y 6.79%
Payout Consistency 93.8%
Payout Ratio 29.3%

SCHW Growth Ratios

Growth Correlation 3m 94.2%
Growth Correlation 12m 85.8%
Growth Correlation 5y 41%
CAGR 5y 24.13%
CAGR/Max DD 5y 0.49
Sharpe Ratio 12m 0.86
Alpha 32.30
Beta 1.150
Volatility 25.08%
Current Volume 10922.1k
Average Volume 20d 7691k
Stop Loss 90.3 (-3%)
What is the price of SCHW shares?
As of July 19, 2025, the stock is trading at USD 93.10 with a total of 10,922,136 shares traded.
Over the past week, the price has changed by +0.06%, over one month by +4.65%, over three months by +22.65% and over the past year by +47.97%.
Is Charles Schwab a good stock to buy?
Partly, yes. Based on ValueRay´s Fundamental Analyses, Charles Schwab (NYSE:SCHW) is currently (July 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 48.42 and therefor a somewhat positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SCHW is around 95.66 USD . This means that SCHW is currently overvalued and has a potential downside of 2.75%.
Is SCHW a buy, sell or hold?
Charles Schwab has received a consensus analysts rating of 4.14. Therefore, it is recommended to buy SCHW.
  • Strong Buy: 10
  • Buy: 7
  • Hold: 2
  • Sell: 1
  • Strong Sell: 1
What are the forecasts for SCHW share price target?
According to our own proprietary Forecast Model, SCHW Charles Schwab will be worth about 109.2 in July 2026. The stock is currently trading at 93.10. This means that the stock has a potential upside of +17.3%.
Issuer Target Up/Down from current
Wallstreet Target Price 92.4 -0.8%
Analysts Target Price 91.3 -1.9%
ValueRay Target Price 109.2 17.3%