$100.27
+1.89 (+1.92%)
Last updated: Apr 16, 2026 00:58
Fundamentals Overview
The Charles Schwab Corporation is near the high of its 52-week range with moderate valuation, trading relatively flat today.
Valuation moderate
Intrinsic value (DCF)
-28.6% downside vs price
Profitability
Risk (Beta)
0.9 — in line vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fundamentals, sentiment, sector and index context, and risk.
Composite Signal
Supporting (Buy):
Analyst grade: B+
Pressures (Sell):
DCF 28.6% downside vs price
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B+. Current institutional positions: Buy: 13, Market Outperform: 2, Neutral: 1, Outperform: 1, Overweight: 11, Underperform: 2.
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.
DCF vs price: DCF estimate is $71.59; current price is $100.27. That’s a -28.6% gap. When the gap is large (e.g. >20%), that’s divergence; when they’re close, that’s convergence. Differences can reflect growth expectations, sector premiums, or conservative vs. optimistic assumptions. Use DCF as one input alongside technicals and sentiment.
| Metric | Value |
|---|---|
| Valuation | |
| P/E (TTM) | 20.13 |
| DCF value (model) | $71.59 (-28.6% vs price) |
| PEG (TTM) | 0.41 |
| P/B (TTM) | 3.6 |
| P/S (TTM) | 6.35 |
| P/FCF (TTM) | 20.05 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 17.83 |
| Quick Ratio (TTM) | 17.83 |
| Cash Ratio (TTM) | 0.03 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 31.99% |
| Gross margin (TTM) | 84.67% |
| Operating margin (TTM) | 43.29% |
| Debt to equity (TTM) | N/A |
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Price Target, Ratings & Grades
Analyst price targets, consensus, rating snapshot, and institutional grades for SCHW.
Analyst Sentiment at a Glance
Stock Grades (Institutions)
| Institution | Action | Previous Grade | New Grade | Date |
|---|---|---|---|---|
| Morgan Stanley | maintain | Overweight | Overweight | 2026-04-10 |
| UBS | maintain | Buy | Buy | 2026-04-08 |
| Barclays | maintain | Overweight | Overweight | 2026-04-08 |
| Jefferies | maintain | Buy | Buy | 2026-04-06 |
| Truist Securities | maintain | Buy | Buy | 2026-04-01 |
| Barclays | maintain | Overweight | Overweight | 2026-01-26 |
| Truist Securities | maintain | Buy | Buy | 2026-01-22 |
| TD Cowen | maintain | Buy | Buy | 2026-01-22 |
| UBS | maintain | Buy | Buy | 2026-01-22 |
| Barclays | maintain | Overweight | Overweight | 2026-01-22 |
| Piper Sandler | maintain | Neutral | Neutral | 2026-01-14 |
| TD Cowen | maintain | Buy | Buy | 2026-01-14 |
| Citizens | maintain | Market Outperform | Market Outperform | 2026-01-12 |
| Barclays | maintain | Overweight | Overweight | 2026-01-08 |
| UBS | maintain | Buy | Buy | 2026-01-07 |
| Truist Securities | maintain | Buy | Buy | 2026-01-07 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-12-22 |
| Barclays | maintain | Overweight | Overweight | 2025-12-12 |
| B of A Securities | maintain | Underperform | Underperform | 2025-12-10 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-11-03 |
| JP Morgan | maintain | Overweight | Overweight | 2025-10-20 |
| TD Cowen | maintain | Buy | Buy | 2025-10-17 |
| JMP Securities | maintain | Market Outperform | Market Outperform | 2025-10-17 |
| Barclays | maintain | Overweight | Overweight | 2025-10-17 |
| Deutsche Bank | maintain | Buy | Buy | 2025-10-17 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-10-17 |
| Truist Securities | maintain | Buy | Buy | 2025-10-17 |
| B of A Securities | maintain | Underperform | Underperform | 2025-10-02 |
| Morgan Stanley | maintain | Overweight | Overweight | 2025-10-01 |
| Deutsche Bank | maintain | Buy | Buy | 2025-09-16 |