Financial Services
The Charles Schwab Corporation(SCHW-PD)
Live Price
Offline$24.48
-1.96% today
1Y Change
-1.49%
Window
Jun 23, 2025 โ May 28, 2026
- Market Cap
- $43.73B
- Revenue Growth
- +6.4%
- EPS Growth
- +56.0%
- Dividend Yield
- 1.2%
Coverage: 235 bars ยท Jun 23, 2025 โ May 28, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The Charles Schwab Corporation (SCHW-PD) is a Financial Services stock with a market cap of $43.73B and listed on NYSE. The stock last traded around $24.48 and down 1.5% across the available one-year price window (Jun 23, 2025 โ May 28, 2026). Baseline metrics include revenue growth of +6.4%, EPS growth of +56.0%, a dividend yield of 1.2%. What stands out right now is revenue +6.4%, EPS +56.0%, free cash flow +327.5% with operating margin 44.9% and ROIC 2.0%. The dividend is present but secondary, with a yield around 1.2%. Valuation is more restrained than many high-expectation growth names at P/E 17.0 and price/sales 5.7. Stock Foundry combines SCHW-PD price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+6.4% vs +3.4% peer median
Operating Margin
Above sector median
+44.9% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 20, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +6.4% and EPS at +56.0%, with operating margin around 44.9%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.2%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.3% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 20, 2026 | โ | +0.0% | +0.3% | -2.1% |
2026 Jan 21, 2026 | -0.7% | +0.5% | +0.5% | -0.1% |
2025 Oct 13, 2025 | +4.0% | -0.2% | +0.3% | -0.0% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SCHW-PD
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SCHW-PD Max Drawdown
-5.32%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SCHW-PD and SPY.
Company Overview
The Charles Schwab Corporation
New York Stock Exchange
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
- Leadership
- Richard Andrew Wurster
- IPO Date
- Mar 2, 2016
- Employees
- 32.1k
- Street Address
- 3000 Schwab Way
- Mailing
- Westlake, TX, 76262
- Region
- Westlake, TX, US
- Reporting Currency
- USD
- Investor Line
- 817 859 5000
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 17.0
- EV/EBITDA
- 13.8
- Price/Sales
- 5.7
- Price/Book
- 3.2
Growth
- Revenue
- +6.4%
- EPS
- +56.0%
- Free Cash Flow
- +327.5%
Profitability
- Gross Margin
- 85.8%
- Operating Margin
- 44.9%
- Net Margin
- 33.3%
- ROE
- 19.1%
- ROIC
- 2.0%
Balance Sheet
- Debt/Equity
- 0.67
- Current Ratio
- 16.22
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.