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The Charles Schwab Corp.

  • Market Cap: Large Cap
  • Industry: Capital Markets
  • ISIN: US8085131055
USD
95.03
1.04 (1.11%)

Dec 04

NYS

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  • Price Points
  • Score
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  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

93.9695.41

52 Week

65.8899.59
Valuation
Technical
Day's Volume

CASH

8.37 M

Shareholding (Jun 2025)

FII

26.79%

Held by 512 FIIs

DII

38.86%

Held by 252 DIIs

Promoter

0.05%

How big is The Charles Schwab Corp.?

22-Jun-2025

As of Jun 18, The Charles Schwab Corp. has a market capitalization of $178.11 billion, with net sales of $26.20 billion and a net profit of $6.49 billion for the latest four quarters. Shareholder's funds total $48.38 billion, and total assets amount to $482.09 billion.

As of Jun 18, The Charles Schwab Corp. has a market capitalization of 178,112.90 million, categorizing it as a Large Cap company.<BR><BR>As of Jun 18, the company reported net sales of 26,201.00 million and a net profit of 6,489.00 million for the latest four quarters ending in March 2025, December 2024, September 2024, and June 2024.<BR><BR>As of December 2024, the company's shareholder's funds amounted to 48,375.00 million, while total assets were reported at 482,089.00 million.

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What does The Charles Schwab Corp. do?

22-Jun-2025

The Charles Schwab Corporation is a savings and loan holding company that offers wealth management, securities brokerage, banking, asset management, and financial advisory services. As of March 2025, it reported net sales of $6.65 billion and a net profit of $1.91 billion, with a market cap of approximately $178.11 billion.

Overview:<BR>The Charles Schwab Corporation is a savings and loan holding company that operates in the Capital Markets industry, providing wealth management, securities brokerage, banking, asset management, and financial advisory services.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 6,650 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 1,909 Million (Quarterly Results - Mar 2025) <BR>Market cap: USD 178,112.90 Million (Large Cap)<BR><BR>Key Metrics:<BR>P/E: 27.00 <BR>Dividend Yield: 51.10% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 13.11% <BR>Price to Book: 3.60<BR><BR>Contact Details:<BR>Address: 3000 Schwab Way, WESTLAKE TX: 76262 <BR>Tel: 1 817 8595000 <BR>Website: http://www.aboutschwab.com/

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Who are in the management team of The Charles Schwab Corp.?

22-Jun-2025

As of March 2022, The Charles Schwab Corp.'s management team includes Chairman Charles Schwab, CEO Walter Bettinger, and Independent Vice Chairman Brian Levitt, along with several independent directors. This team is responsible for the company's strategic direction and governance.

As of March 2022, the management team of The Charles Schwab Corp. includes:<BR><BR>- Mr. Charles Schwab, Chairman of the Board<BR>- Mr. Walter Bettinger, President, Chief Executive Officer, and Director<BR>- Mr. Brian Levitt, Independent Vice Chairman of the Board<BR><BR>Additionally, the Board of Directors includes several independent directors: <BR><BR>- Mr. John Adams<BR>- Ms. Marianne Brown<BR>- Ms. Joan Dea<BR>- Mr. Christopher Dodds<BR>- Mr. Stephen Ellis<BR><BR>This team plays a crucial role in guiding the company's strategic direction and governance.

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Is The Charles Schwab Corp. technically bullish or bearish?

20-Sep-2025

As of September 5, 2025, The Charles Schwab Corp. shows a mildly bullish trend influenced by daily moving averages, despite mixed weekly indicators and long-term underperformance compared to the S&P 500, although it has outperformed the index year-to-date and over the past year.

As of 5 September 2025, the technical trend for The Charles Schwab Corp. has changed from bullish to mildly bullish. The current stance is mildly bullish, driven by daily moving averages and a mildly bullish signal from Bollinger Bands. However, the weekly MACD and KST indicate a mildly bearish trend, which tempers the overall bullish outlook. The monthly indicators show a stronger bullish sentiment, but the weekly signals suggest caution. <BR><BR>In terms of performance, the stock has outperformed the S&P 500 year-to-date with a return of 26.04% compared to the S&P 500's 12.22%, and over the past year, it has returned 46.76% versus the S&P 500's 17.14%. However, over the longer three-year and ten-year periods, the stock has significantly underperformed the S&P 500.

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Is The Charles Schwab Corp. overvalued or undervalued?

11-Nov-2025

As of November 7, 2025, The Charles Schwab Corp. is considered undervalued with an attractive valuation grade, supported by favorable P/E, PEG, and EV to EBITDA ratios, and has outperformed the S&P 500 with a year-to-date return of 29.14%.

As of 7 November 2025, the valuation grade for The Charles Schwab Corp. moved from fair to attractive, indicating a positive shift in its perceived value. The company appears to be undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56, which are favorable compared to its peers. Notably, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. stands at 41.63, highlighting Schwab's relative attractiveness in the market.<BR><BR>In terms of recent performance, The Charles Schwab Corp. has outperformed the S&P 500, with a year-to-date return of 29.14% compared to the index's 14.40%. This strong performance, combined with its attractive valuation metrics, reinforces the conclusion that the company is currently undervalued.

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iScoreScore
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Strong Sell
Sell
Hold
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Strong Buy

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Dashboard
1

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 12.84%

  • Healthy long term growth as Operating profit has grown by an annual rate of 20.30%
2

The company has declared Positive results for the last 3 consecutive quarters

3

With ROE of 13.11%, it has a attractive valuation with a 3.57 Price to Book Value

4

High Institutional Holdings at 100%

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 186,939 Million (Large Cap)

stock-summary
P/E

27.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

24.61%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

14.73%

stock-summary
Price to Book

3.78

Revenue and Profits:
Net Sales:
6,816 Million
(Quarterly Results - Jun 2025)
Net Profit:
2,126 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-2.66%
0%
-2.66%
6 Months
8.63%
0%
8.63%
1 Year
16.59%
0%
16.59%
2 Years
51.71%
0%
51.71%
3 Years
15.24%
0%
15.24%
4 Years
21.1%
0%
21.1%
5 Years
86.37%
0%
86.37%

The Charles Schwab Corp. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News

Is The Charles Schwab Corp. overvalued or undervalued?

As of 7 November 2025, the valuation grade for The Charles Schwab Corp. moved from fair to attractive, indicating a positive shift in its perceived value. The company appears to be undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56, which are favorable compared to its peers. Notably, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. stands at 41.63, highlighting Schwab's relative attractiveness in the market. In terms of recent performance, The Charles Schwab Corp. has outperformed the S&P 500, with a year-to-date return of 29.14% compared to the index's 14.40%. This strong performance, combined with its attractive valuation metrics, reinforces the conclusion that the company is currently undervalued....

Read More

Is The Charles Schwab Corp. overvalued or undervalued?

As of 7 November 2025, the valuation grade for The Charles Schwab Corp. has moved from fair to attractive, indicating a positive shift in its perceived value. The company appears to be undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56, which are favorable compared to its peers. For instance, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. shows a significantly higher P/E of 41.63, highlighting Schwab's relative attractiveness in the market. In terms of recent performance, The Charles Schwab Corp. has outperformed the S&P 500 with a year-to-date return of 28.69% compared to the index's 14.40%, and a one-year return of 30.16% versus 12.65% for the S&P 500. This strong performance reinforces the valuation narrative, suggesting that the market may be underestimating the company's potential....

Read More

Is The Charles Schwab Corp. overvalued or undervalued?

As of 7 November 2025, the valuation grade for The Charles Schwab Corp. has moved from fair to attractive, indicating a more favorable assessment of its market position. The company appears undervalued, supported by a P/E ratio of 27, a PEG ratio of 0.86, and an EV to EBITDA ratio of 9.56, which are competitive compared to its peers. For instance, Morgan Stanley has a P/E of 18.52, while The Goldman Sachs Group, Inc. stands at 41.63, highlighting Schwab's relative attractiveness in the capital markets sector. Additionally, The Charles Schwab Corp. has outperformed the S&P 500 with a year-to-date return of 28.69% compared to the index's 14.40%, and a one-year return of 30.16% versus 12.65% for the S&P 500. This performance reinforces the notion that the stock is undervalued relative to its growth potential and market performance....

Read More
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
19.28%
EBIT Growth (5y)
20.30%
EBIT to Interest (avg)
10.86
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
22.28%
Dividend Payout Ratio
33.48%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
0
ROE (avg)
12.84%
Valuation key factors
Factor
Value
P/E Ratio
27
Industry P/E
Price to Book Value
3.57
EV to EBIT
10.83
EV to EBITDA
9.56
EV to Capital Employed
-10.38
EV to Sales
4.43
PEG Ratio
0.86
Dividend Yield
51.51%
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
13.11%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
Bullish
No Signal
Bollinger Bands
Sideways
Mildly Bullish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
No Trend
Mildly Bearish
OBV
Mildly Bearish
Mildly Bullish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Jun 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 228 Schemes (34.23%)

Foreign Institutions

Held by 512 Foreign Institutions (26.79%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 2.50% vs 0.02% in Mar 2025",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is 11.37% vs 3.75% in Mar 2025",
        "dir": 1
      }
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    "table": {
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        "Jun'25",
        "Mar'25",
        "Change(%)"
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          "field": "Net Sales",
          "val1": "6,816.00",
          "val2": "6,650.00",
          "chgp": "2.50%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "3,549.00",
          "val2": "3,229.00",
          "chgp": "9.91%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "403.00",
          "val2": "427.00",
          "chgp": "-5.62%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "2,126.00",
          "val2": "1,909.00",
          "chgp": "11.37%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "470.40%",
          "val2": "433.40%",
          "chgp": "3.70%",
          "chgp_class": "positive"
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      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
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        "suffix": "YoY Growth in year ended Dec 2024 is 1.87% vs 14.41% in Dec 2023",
        "dir": -1
      },
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        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 17.27% vs -29.46% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "25,999.00",
          "val2": "25,521.00",
          "chgp": "1.87%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "11,722.00",
          "val2": "10,616.00",
          "chgp": "10.42%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "2,595.00",
          "val2": "2,900.00",
          "chgp": "-10.52%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "5,942.00",
          "val2": "5,067.00",
          "chgp": "17.27%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "395.70%",
          "val2": "363.50%",
          "chgp": "3.22%",
          "chgp_class": "positive"
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  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
6,816.00
6,650.00
2.50%
Operating Profit (PBDIT) excl Other Income
3,549.00
3,229.00
9.91%
Interest
403.00
427.00
-5.62%
Exceptional Items
0.00
0.00
Consolidate Net Profit
2,126.00
1,909.00
11.37%
Operating Profit Margin (Excl OI)
470.40%
433.40%
3.70%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is 2.50% vs 0.02% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is 11.37% vs 3.75% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
25,999.00
25,521.00
1.87%
Operating Profit (PBDIT) excl Other Income
11,722.00
10,616.00
10.42%
Interest
2,595.00
2,900.00
-10.52%
Exceptional Items
0.00
0.00
Consolidate Net Profit
5,942.00
5,067.00
17.27%
Operating Profit Margin (Excl OI)
395.70%
363.50%
3.22%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 1.87% vs 14.41% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 17.27% vs -29.46% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About The Charles Schwab Corp. stock-summary
stock-summary
The Charles Schwab Corp.
Capital Markets
The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services and other corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services as well as retirement business services. The Company offers a range of products to address individuals' varying investment and financial needs. Its product offerings include brokerage, mutual funds, exchange-traded funds (ETFs), advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities.
Company Coordinates stock-summary
Company Details
3000 Schwab Way , WESTLAKE TX : 76262
stock-summary
Tel: 1 817 8595000
stock-summary
http://www.aboutschwab.com/
stock-summary
Registrar Details
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