SCHW Share Price | The Charles Schwab Corp. Stock Analysis & Recommendation

Q: 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.

Q: Is The Charles Schwab Corp. technically bullish or bearish?

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. 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.

Q: What does The Charles Schwab Corp. do?

Overview: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.Financial Snapshot:Most recent Net Sales: 6,650 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 1,909 Million (Quarterly Results - Mar 2025) Market cap: USD 178,112.90 Million (Large Cap)Key Metrics:P/E: 27.00 Dividend Yield: 51.10% Debt Equity: -999,999.00 Return on Equity: 13.11% Price to Book: 3.60Contact Details:Address: 3000 Schwab Way, WESTLAKE TX: 76262 Tel: 1 817 8595000 Website: http://www.aboutschwab.com/

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

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

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

14.46 M

Shareholding (Mar 2026)

FII

27.01%

Held by 535 FIIs

DII

72.90%

Held by 246 DIIs

Promoter

0.10%

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%.

View full answer

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.

View full answer

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.

View full answer

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.

View full answer

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.

View full answer

Compare The Charles Schwab Corp. with Similar Stocks

The Goldman Sachs Group, Inc.Morgan Stanley CME Group, Inc.

Score

Part of MojoOne Strategy

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

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%

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

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

High Institutional Holdings at 100%

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 178,939 Million (Large Cap)

P/E

20.00

Industry P/E

Dividend Yield

0.87%

Debt Equity

-999,999.00

Return on Equity

17.91%

Price to Book

3.62

Revenue and Profits:

Net Sales:

7,300 Million

(Quarterly Results - Mar 2026)

Net Profit:

2,479 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-1.69%

6 Months

-5.69%

1 Year

1.99%

2 Years

25.89%

3 Years

68.57%

4 Years

52.86%

5 Years

31.32%

The Charles Schwab Corp. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

17.98%

EBIT Growth (5y)

23.46%

EBIT to Interest (avg)

10.86

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

22.28%

Dividend Payout Ratio

23.21%

Pledged Shares

Institutional Holding

100.00%

ROCE (avg)

ROE (avg)

12.84%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

3.62

EV to EBIT

8.07

EV to EBITDA

7.32

EV to Capital Employed

-4.61

EV to Sales

3.85

PEG Ratio

0.41

Dividend Yield

0.87%

ROCE (Latest)

Negative Capital Employed

ROE (Latest)

17.91%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

RSI

Bullish

No Signal

Bollinger Bands

Bullish

Moving Averages

Mildly Bearish (Daily)

KST

Bearish

Bullish

Dow Theory

Mildly Bullish

Mildly Bearish

OBV

Mildly Bullish

No Trend

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Mar 2026

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 230 Schemes (33.6%)

Foreign Institutions

Held by 535 Foreign Institutions (27.01%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Mar'26 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Mar 2026 is 1.84% vs 1.80% in Dec 2025",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Mar 2026 is 0.81% vs 4.28% in Dec 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Mar'26",
        "Dec'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "7,300.00",
          "val2": "7,168.00",
          "chgp": "1.84%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "3,826.00",
          "val2": "4,035.00",
          "chgp": "-5.18%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "305.00",
          "val2": "522.00",
          "chgp": "-41.57%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "2,479.00",
          "val2": "2,459.00",
          "chgp": "0.81%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "478.50%",
          "val2": "516.50%",
          "chgp": "-3.80%",
          "chgp_class": "negative"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'25",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2025 is 6.45% vs 1.87% in Dec 2024",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2025 is 48.97% vs 17.27% in Dec 2024",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'25",
        "Dec'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "27,675.00",
          "val2": "25,999.00",
          "chgp": "6.45%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "14,337.00",
          "val2": "11,722.00",
          "chgp": "22.31%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "1,516.00",
          "val2": "2,595.00",
          "chgp": "-41.58%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "8,852.00",
          "val2": "5,942.00",
          "chgp": "48.97%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "468.80%",
          "val2": "395.70%",
          "chgp": "7.31%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]

Quarterly Results Snapshot (Consolidated) - Mar'26 - QoQ

Mar'26

Dec'25

Change(%)

Net Sales

7,300.00

7,168.00

1.84%

Operating Profit (PBDIT) excl Other Income

3,826.00

4,035.00

-5.18%

Interest

305.00

522.00

-41.57%

Exceptional Items

0.00

Consolidate Net Profit

2,479.00

2,459.00

0.81%

Operating Profit Margin (Excl OI)

478.50%

516.50%

-3.80%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Mar 2026 is 1.84% vs 1.80% in Dec 2025

Consolidated Net Profit

QoQ Growth in quarter ended Mar 2026 is 0.81% vs 4.28% in Dec 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

27,675.00

25,999.00

6.45%

Operating Profit (PBDIT) excl Other Income

14,337.00

11,722.00

22.31%

Interest

1,516.00

2,595.00

-41.58%

Exceptional Items

0.00

Consolidate Net Profit

8,852.00

5,942.00

48.97%

Operating Profit Margin (Excl OI)

468.80%

395.70%

7.31%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 6.45% vs 1.87% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 48.97% vs 17.27% in Dec 2024

All Annual Results

Company CV

About The Charles Schwab Corp.

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

Company Details

3000 Schwab Way , WESTLAKE TX : 76262

Tel: 1 817 8595000

http://www.aboutschwab.com/

Registrar Details