The Charles Schwab Corporation (schw)
SCHW — Company Overview
The Charles Schwab Corporation (SCHW) trades on NYQ as part of the Financial Services peer group (Capital Markets).
| Ticker | SCHW |
| Sector | Financial Services |
| Industry | Capital Markets |
| Exchange | NYQ |
| Market cap | $187.24B |
| Last price | $107.66 |
| Size category | Large Cap |
SCHW — Business Description
SCHW represents a Capital Markets business in the Financial Services segment. The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing servi…
Official website: https://www.aboutschwab.com.
SCHW — Investment Thesis
At a high level, SCHW offers exposure to Financial Services with metrics outlined below from public market data.
- Revenue is expanding at roughly 20.9% year-over-year (public data).
- Trailing P/E of 19.68× sits in a moderate band relative to high-growth peers.
- Forward P/E (13.80×) is below trailing P/E — earnings may be expected to improve.
- Dividend yield near 1.2% adds an income component to total return.
- Equity market capitalization is approximately $187.24B.
Analyst consensus, price targets & estimates is available in Vest Terminal for Professional and Enterprise subscribers.
SCHW — Financial Health
Key financial health indicators for The Charles Schwab Corporation are derived exclusively from public data — no proprietary estimates.
Profit margin of 38.8% indicates solid bottom-line conversion.
| Trailing P/E | 19.68× |
| Forward P/E | 13.80× |
| Price / Sales | 7.19× |
| Price / Book | 3.73× |
| Gross margin | 97.5% |
| Operating margin | 51.9% |
| Profit margin | 38.8% |
| Return on equity | 20.3% |
| Debt / Equity | 74.05 |
SCHW — Growth Outlook
Growth outlook for The Charles Schwab Corporation (SCHW) depends on demand trends in Capital Markets and the company's ability to convert revenue into sustainable earnings.
- Revenue growth of 20.9% indicates strong top-line momentum.
- Earnings growth of 42.6% year-over-year supports improving profitability.
- Price is 1.3% below the 52-week high.
- Shares trade 28.2% above the 52-week low — limited rebound so far.
SCHW — Competitive Position
The Charles Schwab Corporation (SCHW) is evaluated against peers on scale, margin structure, and capital efficiency within Financial Services.
- Competes within Financial Services, specifically in Capital Markets.
- Market capitalization of $187.24B places SCHW among large-cap peers.
- Gross margin near 97.5% may reflect pricing power or favorable mix.
SCHW — Strengths
Strengths for The Charles Schwab Corporation (SCHW) inferred from public financial metrics:
- Revenue growth of 20.9% year-over-year.
- Earnings growth of 42.6% year-over-year.
- Return on equity near 20.3% — efficient use of shareholder capital.
- Gross margin of 97.5% supports competitive unit economics.
- Moderate leverage (debt/equity 74.05).
- Large Cap scale ($187.24B) may provide distribution and funding advantages.
SCHW — Weaknesses
Weaknesses and pressure points for The Charles Schwab Corporation (SCHW) based on available data:
Insufficient public data to assess this factor.
SCHW — Opportunities
- Sustained revenue growth (20.9%) could support multiple expansion if margins hold.
- Forward earnings multiple below trailing P/E — potential earnings acceleration ahead.
SCHW — Risks
- Standard market, regulatory, competitive, and execution risks apply to all public equities.
SCHW — Summary
The Charles Schwab Corporation (SCHW) is a large-cap Financial Services company focused on Capital Markets, listed on NYQ. Last price $107.66 with market cap $187.24B. Trailing P/E 19.68×. Revenue grew 20.9% year-over-year per public data. Notable strengths include revenue growth of 20.9% year-over-year. Premium analytics for The Charles Schwab Corporation — including estimates and institutional data — are available in Terminal.
The Charles Schwab Corporation FAQ
What does The Charles Schwab Corporation (SCHW) do?
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The…
What is SCHW's P/E ratio?
The Charles Schwab Corporation has a trailing P/E of 19.68× based on publicly available market data.
Does SCHW pay a dividend?
Indicated dividend yield: 1.2%. Confirm ex-dates and payout history in Vest Terminal.
What sector is SCHW in?
The Charles Schwab Corporation is classified in Financial Services (Capital Markets) on NYQ.
What is SCHW's market capitalization?
Approximate market cap: $187.24B.
What are the main risks for SCHW?
Standard market, competitive, and execution risks apply; see the Risks section.
What are the strengths of SCHW?
Potential positives include revenue growth of 20.9% year-over-year, earnings growth of 42.6% year-over-year.
Where can I get analyst estimates for SCHW?
Consensus estimates, price targets, and detailed analyst data for The Charles Schwab Corporation are available to Professional subscribers in Vest Terminal — not on this public summary page.