LIVE

SCHW

The Charles Schwab Corporation

SCHW

NYSE·Financial Services·Financial - Capital Markets·Mkt cap $166.6B

$97.00

▲ +1.27%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$83.96 - $107.50

P/E

19.25

Fwd P/E

13.20

Beta

0.77

Div Yield

1.23%

Avg Vol

13.9M

Shares Out

1.7B

Mkt Cap

$166.6B

Price action

Price chart

Up 4.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

5 reasons

  • Industry-leading scale with 400+ branch offices and $7.5+ trillion in client assets
  • Zero-commission trading model that disrupted the industry and attracted millions of retail investors
  • Integrated ecosystem combining brokerage, banking, advisory, and custody services under one platform
  • Strong brand recognition and customer loyalty built on investor education and accessibility
  • Advanced technology platform enabling seamless trading, portfolio management, and financial planning
▼

Bear Case

1 risk

  • Low volatility (beta 0.8).

Growth

Stable outlook

Expansion of wealth management and advisory services to higher-net-worth clients

Value

Deep value opportunity - significant discount to Wealth & Trading Platforms peers

Momentum

Stable

+2.1% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

1.23% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 20, 2026

“
Q2 26 RECAP

APR 16, 2026

Reported EPS of $1.43 vs $1.40 consensus (+2.1% surprise). Revenue of $6.5B vs $6.5B expected (-0.3%).

EPS beat +2.1%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+2.1%

Next: Apr 20, 2026

Revenue trend · last 8Q

—

—

+20%

+18%

+25%

+27%

+8%

+10%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$6.3B

$6.6B

$6.7B

$6.7B

$6.8B

$7.0B

$7.2B

$7.3B

Margins · last 8Q

Gross

88.8%

Operating

43.7%

Profit

34.0%

View full earnings history →

Wall Street consensus

10 analysts · 90% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

9

90%

Hold

1

10%

Sell

0%

Median Price Target

$127.00

▲ +30.9% vs $97.00

Low $108.00
Median $127.00
High $137.00

Latest: Piper Sandler · May 15, 2026

5 analysts covering

View full analyst page →

vs Industry

How SCHW stacks vs Financial - Capital Markets

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.