The Charles Schwab Corporation
SCHW
NYSE·Financial Services·Financial - Capital Markets·Mkt cap $191.6B
$110.16
▲ +1.95%
P/E
19.99
Mkt Cap
$191.6B
52-Wk Range
$83.96–$114.53
52-Week Range
$83.96 - $114.53
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 14.6% over the trailing year
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
Strong growth ahead
Expansion of wealth management and advisory services to higher-net-worth clients
Value
Undervalued - trading well below Wealth & Trading Platforms peers
Momentum
Hot
+26.1% over 3m
Quality
Excellent
Excellent business quality
Dividend
Modest
1.12% yield
Smart-money signal
Who's buying SCHW right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 15, 2026
JUL 21, 2026
Reported EPS of $1.62 vs $1.56 consensus (+3.9% surprise). Revenue of $7.1B vs $6.9B expected (+2.6%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+3.9%
Revenue trend · last 8Q
—
+20%
+18%
+25%
+27%
+8%
+10%
-112%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$6.6B
$6.7B
$6.7B
$6.8B
$7.0B
$7.2B
$7.3B
-$799.0M
Margins · last 8Q
Gross
—
Operating
—
Profit
—
Wall Street consensus
12 analysts · 83% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
83%
Hold
17%
Sell
0%
Median Price Target
—
Latest: Compass Point · Aug 3, 2026
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.
Related