The Charles Schwab Corporation (SCHW) — Analysis Summary
The Charles Schwab Corporation (SCHW) has a market cap of $190.50B with year-over-year revenue growth of +22.0%. Net margin stands at 37.0%. The stock trades at a P/E ratio of 18.9.
Key Takeaways
- Revenue changed +22.0% year-over-year
- Net margin of 37.0%
- P/E ratio of 18.9
Compared to other companies in the SECURITY BROKERS, DEALERS & FLOTATION COMPANIES sector, SCHW posted revenue growth of +22.0% and trades at a P/E of 18.9.
The Charles Schwab Corporation (SCHW)
UPDATED — ET · MARKET DATA POLYGON · FINANCIALS SEC EDGAR
Red Flags & WarningsHigh Risk Signals
Multiple material red flags are active and deserve closer underwriting before relying on any valuation output.
Interest coverage at 0.0x — earnings do not cover interest payments
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Sector
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
Employees
33,700
Headquarters
WESTLAKE, TX
Exchange
XNYS
Systematic competitive advantage assessment based on 4yr data
This assessment is based on quantitative analysis of historical financial data and does not constitute investment advice. Moat ratings may change with industry and competitive dynamics.
First version surfaces recent SEC Forms 3, 4, and 5 activity. It does not yet parse individual buy/sell transactions.
Capital Structure
Cash Flow
Annual Dividend/Share
$1.28
Dividend Yield
1.16%
Dividend History
Disclaimer: This is not financial advice. Data sourced from SEC EDGAR and Polygon.io. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.