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Charles Schwab Corporation

NYSE: SCHW

Stock price

110.06 USD

(+0%) TODAY

Investment Banking & BrokerageFinancial - Capital Markets

Financial Performance

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5Y price score: 65

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 294.4%

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    83.9

    52-week range

    110.2

    110.06

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    3.5 %

    Dividend Yield TTM

    1.1 %

    Market cap $

    $ 191,410

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    20

    Price / Book TTM

    3.8

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    0.4

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    16.3 %

    55 %

    294.4 %

    Free cash flow per share growth

    341.2 %

    13.8 %

    567.7 %

    Earnings per share growth

    55.9 %

    119.8 %

    352.4 %

    Founded: 1,971

    Employees: 32,100

    Business Summary:The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custodial solutions, and financial planning advice. Its operations are primarily structured around two core divisions: Investor Services and Advisor Services. The Investor Services segment caters directly to individual retail clients, furnishing a range of services such as brokerage accounts, investment guidance, banking and trust administration, retirement planning, and corporate brokerage offerings. It further assists businesses with the full-service recordkeeping of equity compensation plans (e.g., stock options, restricted stock, performance shares), provides clearing services for retail investors and mutual funds, and offers compliance solutions. Conversely, the Advisor Services segment provides a robust support system for independent investment advisors. This includes custodial services, trading platforms, banking infrastructure, and general operational support. Within this segment, offerings span diverse brokerage accounts for equities, fixed income, margin lending, options, and futures/forex trading. It also facilitates cash management through various instruments, provides access to a broad selection of proprietary and third-party mutual funds and ETFs, and offers comprehensive trading and clearing for these investment vehicles. Furthermore, it delivers sophisticated advice solutions like managed portfolios, separately managed accounts, customized personal financial guidance, and specialized planning. Complementing these are banking products such as checking and savings accounts, first-lien residential mortgages, home equity lines of credit, and pledged asset lines, alongside a full spectrum of trust services including custody, reporting, and administrative roles. As of December 31, 2021, the company maintained an extensive physical presence, with approximately 400 domestic branch offices located across 48 U.S. states and the District of Columbia, in addition to sites in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. Established in 1971, its corporate headquarters are situated in Westlake, Texas.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (Jul 21, 2026)

    1) Strategy & Leadership
    - Schwab's leadership emphasizes a strong positioning within the financial services landscape, focusing on a "no trade-offs" value proposition.
    - The firm aims to deepen client relationships and diversify revenue streams while enhancing its technological capabilities, particularly through AI.
    - The company is committed to expanding its branch footprint and hiring more financial consultants and advisors to support growth.

    2) Financial & Segment Results
    - Schwab reported record financial results for Q2 2026 with total revenue of $7.1 billion, a 21% YoY increase, and adjusted earnings per share of $1.62, up 42% YoY.
    - New brokerage accounts reached 1.4 million, with $120 billion in core net new assets, reflecting a nearly 50% YoY growth.
    - Managed investing net flows increased by 53% YoY, and bank lending balances grew to $67 billion, up 33% YoY.
    - Daily average trades were 11.9 million, leading to a 28% increase in trading revenue to $1.2 billion.

    3) Operational & Product Plans
    - Schwab is enhancing its product offerings, including the rollout of Schwab Crypto and the integration of Forge's private market capabilities.
    - The firm is expanding its wealth management services, focusing on tax, trust, and estate capabilities to meet client needs.
    - AI is being leveraged to improve client engagement and operational efficiency, with initiatives like Portfolio Insights and Schwab Assistant.

    4) Guidance & Outlook / Investor Angle
    - For the full year 2026, Schwab anticipates total revenue growth of 17.5%-18.5% and an adjusted net interest margin of 3%-3.10%.
    - The company expects annual expense growth to range from 9.5%-10.5%, influenced by client engagement and the Forge acquisition.
    - Schwab remains optimistic about achieving 5% or higher organic growth in net new assets, driven by deepening client relationships and expanding services.

    5) Missing Information
    - The transcript does not provide specific guidance on the impact of potential interest rate changes beyond 2026 or detailed metrics on the performance of new product initiatives like ETF monetization and crypto.

    Bottom line: Schwab's robust Q2 performance, marked by record revenues and strategic growth initiatives, positions the firm well for future success, making it an attractive investment for shareholders looking for sustained growth in a consolidating financial services landscape.

    Annual Reports, Presentations And IR Contacts

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    Annual report links (10K)
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    Charles Schwab Corporation — Financial Overview, Stock Price, Market Cap

    Charles Schwab Corporation is a company. Founded in 1971. As of August 14, 2026, the company's market capitalization is $191409748400 with a current stock price of $110.06.