Price
$107.60+5.58%Social Signal Score
Analyst Ratings
51 analystsRevenue
$8.52B+335.70%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Richard Andrew Wurster
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Employees
- 33,700
- Beta
- 0.75
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 0.96
Financials
Revenue
$8.52B+335.7%Net Income
$2.80B+456.7%EBITDA
$4.01B+369.4%Free Cash Flow
$-2.97BEPS (diluted)
$1.54+340.0%Shares Outstanding (diluted)
1.74B+30.4%Operating Expenses
$2.71BCash & Debt
$73.60BReturn of Capital
$3.70BRevenue by Segment (annual)
$27.68BDividend per Share
$0.32Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $27.68B | $8.85B | $4.68 |
| 2024 | $26.00B | $5.94B | $3.00 |
| 2023 | $25.52B | $5.07B | $2.55 |
| 2022 | $22.31B | $7.18B | $3.52 |
| 2021 | $19.00B | $5.86B | $2.84 |
| 2020 | $12.11B | $3.30B | $2.13 |
| 2019 | $11.79B | $3.70B | $2.69 |
| 2018 | $10.99B | $3.51B | $2.47 |
| 2017 | $8.96B | $2.35B | $1.63 |
| 2016 | $7.65B | $1.89B | $1.32 |
| 2015 | $6.50B | $1.45B | $1.04 |
| 2014 | $6.16B | $1.32B | $0.96 |
| 2013 | $5.54B | $1.07B | $0.78 |
| 2012 | $5.05B | $928.00M | $0.69 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SCHW's reported EPS growth of 15.9% a year over 13 years.
- EPS in 5 years
- $10.45
- Implied price
- $219.39
- Return from $96.70
- 17.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $109.07 — today's price is already 11.3% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 15 | 18 | 21 | 24 | 27 |
|---|---|---|---|---|---|
| 5.9% | 0.6% | 4.4% | 7.6% | 10.6% | 13.2% |
| 10.9% | 5.4% | 9.3% | 12.7% | 15.8% | 18.5% |
| 15.9% | 10.1% | 14.2% | 17.8% | 21.0% | 23.9% |
| 20.9% | 14.9% | 19.2% | 22.9% | 26.2% | 29.2% |
| 25.9% | 19.6% | 24.1% | 28.0% | 31.4% | 34.6% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50-66.67%Social Signal Score
Mentions (30)
- Newsbenzinga.com·1d ago·Neutral
Charles Schwab Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analysts The Charles Schwab Corporation (NYSE:SCHW) will release earnings for its third quarter before the opening bell on Thursday, Oct. 15.
View source ↗ - Newszacks.com·3d ago·Neutral
Will Charles Schwab (SCHW) Beat Estimates Again in Its Next Earnings Report? Charles Schwab (SCHW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
View source ↗ - News (Alpha Vantage)AD HOC NEWS·5d ago·Positive
Charles Schwab stock trades at EUR 87.35 as Forge deal expands Charles Schwab stock is trading at EUR 87.35, up 0.03% from its previous close, as the company expands its brokerage platform through the acquisition of Forge Global. This deal provides Schwab with access to private-market and pre-IPO investments, creating a new revenue stream. The company recently reported strong Q2 2026 earnings, beating analyst consensus, and is set to announce Q3 results on October 15, 2026.
View source ↗ - Newsfool.com·6d ago·Neutral
Charles Schwab Posted Record Quarterly Revenue of $7.08 Billion. Can It Vault Higher, or Was This a Peak? It's far more than just a brokerage these days, however. It also makes coin from a suite of other financial services.
View source ↗ - News247wallst.com·10d ago·Negative
The View-Only Access Setting That Lets You Watch Your Parents’ Brokerage Accounts Without Touching Them Elder fraud drains retirement accounts quietly, and most adult children never see a single statement until the damage is done. One account setting changes that without taking a shred of control away from your parents.
View source ↗ - News (RSS)zerohedge·13d ago·Neutral
…pointed to a couple of small cap insurance lead generators down HSD % - LDD %), Insurance Brokers (GSHD u/p peers 2 days in a row), Wealth Managers & Retail brokers (SCHW LPPA AMP RJF).. Banks are also trading heavy, and feedback here is debated – but focus does remain on banks with business mix geared towards the Consumer (Consumer deposits, wealth management) – which may explain from a high level the relative outperformance in smid banks (which in aggregate have less fee businesses like wealth…
View source ↗ - Newszacks.com·18d ago·Positive
SCHW Client Assets Hit $13.41T in August: Will the Momentum Continue? Schwab's record $64.8 billion in August core net new assets and $13.41 trillion in client assets highlight strong momentum across its platform.
View source ↗ - Newsseekingalpha.com·20d ago·Positive
Charles Schwab Goes On The AI Offensive Charles Schwab remains a 'Buy' with 30% upside, driven by robust earnings, strong organic growth, and a favorable macro environment. SCHW's integration of Anthropic's Claude AI for advisors enhances efficiency, supporting margin expansion and reinforcing its cost leadership. Recent results highlight 22% asset growth to $13.1 trillion, record new asset inflows, and expanding margins, as higher markets and trading activity boost performance.
View source ↗ - 4chan /biz/biz·25d ago·Neutral
I am making money on KO, PM, and COP. GRMN and SCHW look interesting this last quarter as well.
View source ↗ - 4chan /biz/biz·27d ago·Neutral
>>62672229 SCHD i mean not SCHW
View source ↗ - 4chan /biz/biz·27d ago·Neutral
I have a monthly investment in bitcoin, VOO, and SCHW. Feel pretty safe as a place for my savings?
View source ↗ - Newsseekingalpha.com·27d ago·Positive
… Core net new assets surged 50% year over year, managed investing flows rose 53%, and revenue grew 21%, driving robust earnings and strong upward estimate revisions. SCHW's forward multiple is 14% below its 5-year average, and its PEG ratio of 0.82 is attractive versus peers, but valuation remains high versus the sector.
View source ↗ - Newszacks.com·33d ago·Positive
Is Schwab a Buy as Product Diversification Unlocks Next Growth Phase? Can SCHW's expansion into wealth management, banking, lending and crypto deepen client relationships and drive the next phase of growth? Let's find out.
View source ↗ - Newszacks.com·39d ago·Neutral
Can Vanguard's Altruist Acquisition Turn Up the Heat on Schwab? Vanguard's Altruist deal could intensify RIA custody competition for SCHW, pressuring technology investment and pricing as AI adoption accelerates.
View source ↗ - Newsbarrons.com·41d ago·Neutral
Markets May Soon Turn Rocky. Time to Trade Schwab Stock. Volatility is likely to increase this fall. Options on Charles Schwab are a smart way to play it.
View source ↗ - News (Marketaux)profitconfidential.com·41d ago·Positive
Andy Baehr Champions Bitcoin’s Surge, Declares Crypto Has "Entered a New Regime" Charles Schwab Media Productions Company[+301 characters]
View source ↗ - News (Marketaux)profitconfidential.com·41d ago·Positive
Yieldmax Chief Strategist Reveals Insights on YRAM ETF and How AI Memory is Shaping Options Trading Charles Schwab Media Productions Company[+301 characters]
View source ↗ - News (Marketaux)profitconfidential.com·43d ago·Positive
What to Watch This Week: Jackson Hole Spotlight on the Fed and Nvidia (NVDA) Earnings Schwab Network is produced by Charles Sc[+331 characters]
View source ↗ - News (Marketaux)profitconfidential.com·44d ago·Neutral
Inside This Week: 8 Must-See Interviews on Yields, Bitcoin, Defense, and Tech Produced by Charles Schwab Media Product[+332 characters]
View source ↗ - News (Marketaux)profitconfidential.com·44d ago·Positive
Friday’s Market Wrap: Gold Surges as U.S. Dollar Dips and Consumers Get Picky Charles Schwab Media Productions Company[+298 characters]
View source ↗ - News (Marketaux)profitconfidential.com·45d ago·Positive
Daniel Rubino Reveals Exciting Insights on Foldable iPhone and Apple’s Long-Term Future Charles Schwab Media Productions Company[+301 characters]
View source ↗ - News (Marketaux)profitconfidential.com·45d ago·Positive
Danielle Shay Breaks Down MU, SNDK & STX: Expert Technical Analysis & Winning Options Strategies Charles Schwab Media Productions Company[+298 characters]
View source ↗ - Newszacks.com·46d ago·Neutral
Why Is Charles Schwab (SCHW) Up 10% Since Last Earnings Report? Charles Schwab (SCHW) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·47d ago·Positive
Schwab Hits a New 52-Week High: Is There Further Upside Potential? SCHW stock touches a new 52-week high on record asset inflows, surging margins and strong earnings momentum, despite rising expenses.
View source ↗ - Newszacks.com·48d ago·Neutral
SCHW's July 2026 Client Assets Rise Y/Y: A Revenue Growth Signal? Schwab's July client assets rise 19% y/y to $13.04T, while higher net new assets and trading activity point to revenue growth.
View source ↗ - Newszacks.com·48d ago·Negative
Schwab's Single Stock Futures: A Game Changer or Risky Bet? SCHW's cash-settled Single Stock Futures offer leveraged stock exposure, but adoption, liquidity and outsized-loss risks could test the product.
View source ↗ - News (Marketaux)profitconfidential.com·50d ago·Neutral
What to Watch This Week: Retail Earnings, FOMC Minutes, and Housing Data Take Center Stage Produced by Charles Schwab Media Product[+350 characters]
View source ↗ - News (Marketaux)profitconfidential.com·53d ago·Positive
Can Applied Materials (AMAT) Earnings Ignite the Next Wave of Semiconductor Momentum? Produced by Charles Schwab Media Product[+293 characters]
View source ↗ - Newswsj.com·57d ago·Neutral
This Billionaire Became China's Charles Schwab. Then Beijing Cracked Down. Leaf Li's brokerage has become a central target in Beijing's push to control the flow of Chinese money offshore.
View source ↗ - News247wallst.com·57d ago·Neutral
‘Your Knowledge of Money and How It Works Is Nil’: Suze Orman to 62-Year-Old Who Nearly Locked His Wife Into $605 a Month A 62-year-old retiree was one signature away from a decision that would have gutted his younger wife's income for the rest of her life, and Suze Orman had to stop him cold before the paperwork went through.
View source ↗
Earnings
Thu, Oct 15(in 9 days)
Consensus estimate $1.67 per share
Typical surprise +3.6% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Jul 21$1.62 vs $1.56beat
- Thu, Apr 16$1.43 vs $1.40beat
- Wed, Jan 21$1.39 vs $1.36beat
- Thu, Oct 16$1.31 vs $1.25beat
- Fri, Jul 18$1.14 vs $1.10beat
- Thu, Apr 17$1.04 vs $1.01beat
Estimates and results for SCHW via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SCHW officers and directors.
- Bought
- —
- Sold
- $143.8m
0 trades
37 trades
- Hathi Neeshasold
- Bettinger Walter Wsold
- Hathi Neeshasold
- Schwab-pomerantz Carolynsold
- Schwab Charles R.sold
- Bettinger Walter Wsold
- Beatty Jonathan Ssold
- Craig Jonathan M.sold
63 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (113d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jul 8, 2026 (36d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Jun 11, 2026 (41d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (12d later)Sell$1,001 - $15,000
- Tony Wiedhouse · WI08 · disclosed Mar 12, 2026 (21d later)Buy$50,001 - $100,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Buy$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Jan 16, 2026 (29d later)Sell$1,001 - $15,000
- Daniel Milton Newhousehouse · WA04 · disclosed Jan 15, 2026 (35d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Jan 12, 2026 (33d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Dec 12, 2025 (29d later)Sell$1,001 - $15,000
- Val Hoylehouse · OR04 · disclosed Oct 10, 2025 (17d later)Sell$1,001 - $15,000
- Sheri Biggshouse · SC03 · disclosed Oct 6, 2025 (201d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (16d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Oct 3, 2025 (18d later)Buy$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Sep 12, 2025 (29d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (28d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Aug 13, 2025 (34d later)Buy$1,001 - $15,000
- Rick W. Allenhouse · GA12 · disclosed Aug 12, 2025 (33d later)Buy$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.