$87.35
+2.00 (+2.34%)
Last updated: May 31, 2026 03:57
Fundamentals Overview
The Charles Schwab Corporation is near the low of its 52-week range with attractive valuation, trending upward today.
Valuation attractive
Intrinsic value (DCF)
-22.8% downside vs price
Profitability
Risk (Beta)
0.8 — in line vol
Earnings & growth
BullzEye Analysis
Our composite tilts Hold on technicals (e.g. RSI, ADX, trend), fund-level news and volume context, and risk. Single-stock valuation and sell-side inputs are not used for ETFs.
Composite Signal
Pressures (Sell):
3M vs S&P 500: -17.5%
Not financial advice. For education and research only; do your own research and consider a financial advisor before investing.
What we exclude for ETFs (transparency)
- This ticker is detected as an ETF or fund. The score below uses a reduced input set compared with common stocks (details follow).
- Excluded from scoring: trailing P/E, PEG, P/S buckets and DCF fair value (built for operating companies; ETF tickers track a basket/NAV, not a single-issuer DCF).
- ETF-specific inputs (in addition to technicals, news/volume, risk): expense ratio band, distribution yield when ≥2.5%, and price position vs 52-week range.
- Excluded from scoring: sell-side consensus rating, institutional upgrade/downgrade counts, and consensus price targets (stock coverage workflow; not used for ETF units).
- Excluded from scoring: P/E versus sector, industry, or hand-picked stock peers (designed for common-stock valuation on single tickers).
- Excluded from scoring: 3-month return vs a sector-ETF proxy from issuer/industry metadata (often unrelated to the fund's real benchmark).
Key Stats
About
Ratings & Grades at a Glance
Overall rating: B+. Current institutional positions: Buy: 11, Market Outperform: 2, Neutral: 2, Outperform: 2, Overweight: 12, Underperform: 1.
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 $67.45; current price is $87.35. That’s a -22.8% 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) | 16.24 |
| DCF value (model) | $67.45 (-22.8% vs price) |
| PEG (TTM) | 0.36 |
| P/B (TTM) | 3.1 |
| P/S (TTM) | 5.36 |
| P/FCF (TTM) | 15.62 |
| Liquidity & enterprise | |
| Current Ratio (TTM) | 12.41 |
| Quick Ratio (TTM) | 12.41 |
| Cash Ratio (TTM) | 3 |
| Profitability | |
| ROE (TTM) | N/A |
| ROA (TTM) | N/A |
| Revenue growth (YoY) | N/A |
| Net margin (TTM) | 33.26% |
| Gross margin (TTM) | 87.57% |
| Operating margin (TTM) | 43.04% |
| Debt to equity (TTM) | N/A |
Latest News
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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 |
|---|---|---|---|---|
| Piper Sandler | maintain | Neutral | Neutral | 2026-05-15 |
| Raymond James | maintain | Outperform | Outperform | 2026-05-15 |
| Barclays | maintain | Overweight | Overweight | 2026-05-15 |
| TD Cowen | maintain | Buy | Buy | 2026-05-15 |
| Morgan Stanley | maintain | Overweight | Overweight | 2026-04-17 |
| JP Morgan | maintain | Overweight | Overweight | 2026-04-17 |
| Morgan Stanley | maintain | Overweight | Overweight | 2026-04-10 |
| Barclays | maintain | Overweight | Overweight | 2026-04-08 |
| UBS | maintain | Buy | Buy | 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 |
| Barclays | maintain | Overweight | Overweight | 2026-01-22 |
| UBS | maintain | Buy | Buy | 2026-01-22 |
| Truist Securities | maintain | Buy | Buy | 2026-01-22 |
| TD Cowen | maintain | Buy | Buy | 2026-01-22 |
| TD Cowen | maintain | Buy | Buy | 2026-01-14 |
| Piper Sandler | maintain | Neutral | Neutral | 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 |
| Truist Securities | maintain | Buy | Buy | 2025-10-17 |
| Keefe, Bruyette & Woods | maintain | Outperform | Outperform | 2025-10-17 |
| JMP Securities | maintain | Market Outperform | Market Outperform | 2025-10-17 |