10Y annualized return is
very good
at 10.5% per year
SCHW has met or exceeded earnings expectations in
the majority of
recent quarters (8/10)
Reasonable Price-to-Earnings Ratio
Strong Price-to-Gross Profit Ratio
High Price-to-Cash Flow Ratio
Elevated Price-to-Book Ratio
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Schwab demonstrates strong business quality with effective client engagement, successful integrations, and solid financial performance. Future prospects appear promising with anticipated growth in alternative investments and strategic investments in client relationships, although challenges in retail growth and macroeconomic dependencies remain.
Analysis Date: January 21, 2025
Last Updated: May 29, 2025
Past performance does not guarantee future results. The data presented is indicative and may not be updated in real-time.
The Charles Schwab Corporation is a company that helps people manage their money and make investments. They offer services like buying and selling stocks, giving financial advice, and helping with retirement plans. They also provide banking services, such as checking accounts and loans. With many offices across the U.S. and a few international locations, Schwab is there to support both individual investors and financial advisors.
Streams of revenue
Geographic Distribution
Estimations for reference only
Core Products
Business Type
Mixed Business Model
Competitive Advantages
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Charles Schwab reported over $2.0B in quarterly profits in Q1'25, with a net profit margin exceeding 40%, driven by strong market activity. The firm a...
WESTLAKE, Texas--(BUSINESS WIRE)--Schwab extends its long-standing partnership with National 4-H Council (4-H), which reaches nearly 6 million young p...
Liz Ann Sonders, Charles Schwab chief investment strategist, joins 'Closing Bell' to discuss Trump's comments on Fed Chair Powell and what it would me...
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Recent Results
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Revenue
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