Is The Charles Schwab Corp. overvalued or undervalued?

As of 7 July 2025, the valuation grade for The Charles Schwab Corp. has moved from very attractive to attractive, indicating a shift in perceived value. The company appears to be fairly valued based on its current metrics. Key ratios include a P/E ratio of 27, a Price to Book Value of 3.57, and an EV to EBITDA of 9.56.
In comparison to peers, The Charles Schwab Corp. has a lower P/E ratio than Morgan Stanley, which stands at 18.52, and a more favorable PEG ratio of 0.86 compared to The Goldman Sachs Group's 0.997. While the stock has underperformed the S&P 500 in the short term, with a 1-year return of 46.76% compared to the S&P 500's 17.14%, it has significantly outperformed over the 5-year period with a return of 158.90% against the S&P 500's 96.61%.