SCHW Add to watchlist $106.99 +0.45 (+0.42%) Last updated: Sep 10, 2026 18:56
52-Week Range
$106.99
$83.96 $106.99 $114.53

Fundamentals Overview

The Charles Schwab Corporation is near the high of its 52-week range with attractive valuation, trading relatively flat today.

Valuation attractive

P/E 18.4 PEG 0.87 P/B 3.32 P/S 6.27

Profitability

ROE 19.08% Net margin 34%

Risk (Beta)

0.75 — lower vol

BullzEye Analysis

Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.

Composite Signal

Sell
Buy
Hold — 59% confidence Risk: Lower Volatility — Beta 0.75. Diversify and only invest what you can afford to lose.

Supporting (Buy):

PEG 0.87 (growth vs price)

Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.

Key Stats

Market Cap
$184.24B
P/E (TTM)
18.42
EPS (TTM)
N/A
Dividend Yield
1.77%
52-Week Range
$83.96 - $114.53
Volume vs Avg
N/A
Beta
0.75

About

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(...
Sector: stocks
Headquarters:
Beta: 0.75 (Less volatile than market)

Financial story & AI narrative

Open this tab to load the financial story.

Valuation & Ratios

Valuation, liquidity, and profitability metrics are consolidated here (including ratios that previously appeared in the Financials story). Trailing (TTM) vs forward-looking (e.g. DCF) is noted on each line where it matters.

Metric Value
Valuation
P/E (TTM) 18.42
PEG (TTM) 0.87
P/B (TTM) 3.32
P/S (TTM) 6.27
Profitability
ROE (TTM) 19.08%
ROA (TTM) 1.97%
Revenue growth (YoY) N/A
Net margin (TTM) 34.04%
Gross margin (TTM) 87.76%
Operating margin (TTM) 44.03%
Debt to equity (TTM) 5.81

Latest News

News loads when you open this tab.

Price Target, Ratings & Grades

Analyst price targets, consensus, rating snapshot, and institutional grades for SCHW.

Price target data is not available for this symbol from the current data source.

Stock Grades (Institutions)

No stock grades available for this symbol.

No price targets, ratings snapshot, or grades available for this symbol.