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Financial Services

The Charles Schwab Corporation(SCHW-PJ)

Live Price

Offline

$17.77

-2.52% today

1Y Change

-5.62%

Window

Jun 23, 2025 โ†’ May 29, 2026

Market Cap
$31.74B
Revenue Growth
+6.4%
EPS Growth
+56.0%
Dividend Yield
1.2%

Coverage: 236 bars ยท Jun 23, 2025 โ†’ May 29, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

The Charles Schwab Corporation (SCHW-PJ) is a Financial Services stock with a market cap of $31.74B and listed on NYSE. The stock last traded around $17.77 and down 5.6% across the available one-year price window (Jun 23, 2025 โ†’ May 29, 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-PJ price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SCHW-PJ

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

SCHW-PJ Max Drawdown

-15.04%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SCHW-PJ and SPY.

Calendar-year return history is still loading or unavailable.

EPS Consensus

2.46

Range 2.36 โ†’ 2.51

No analyst count

vs prior: +1.1%

Revenue Outlook

$9.1B

Range $8.8B โ†’ $9.2B

No analyst count

vs prior: +0.9%

Consensus Spread

EPS spread6.0%
Revenue spread4.6%

Lower spread suggests tighter agreement across covering analysts.

Trend

EPS trend

Consensus average across visible periods

2.46
Latest visible period
Q3 2028Q4 2029
6 visible pointstrend: +1.1%

Trend

Revenue trend

Average analyst revenue estimate

$9.1B
Latest visible period
Q3 2028Q4 2029
6 visible pointstrend: +0.9%

Timeline

Analyst forecast ladder

Sorted by period end date. Includes both cached rows and live fallbacks from FMP.

Q4 2029
Ends Dec 31, 2029
quarter
Revenue
$9.1B
$8.8B to $9.2B
EPS
2.46
2.36 to 2.51
No analyst count
EPS: No analyst count
May 1, 06:27 AM UTC
stable/analyst-estimates
Q3 2029
Ends Sep 30, 2029
quarter
Revenue
$9.0B
$8.7B to $9.1B
EPS
2.44
2.34 to 2.48
No analyst count
EPS: No analyst count
May 1, 06:27 AM UTC
stable/analyst-estimates
Q2 2029
Ends Jun 30, 2029
quarter
Revenue
$8.8B
$8.6B to $9.0B
EPS
2.34
2.24 to 2.38
No analyst count
EPS: No analyst count
May 1, 06:27 AM UTC
stable/analyst-estimates
Q1 2029
Ends Mar 31, 2029
quarter
Revenue
$8.6B
$8.3B to $8.7B
EPS
2.28
2.19 to 2.33
No analyst count
EPS: No analyst count
May 1, 06:27 AM UTC
stable/analyst-estimates
Q4 2028
Ends Dec 31, 2028
quarter
Revenue
$8.1B
$7.8B to $8.2B
EPS
2.12
2.04 to 2.16
No analyst count
EPS: No analyst count
May 1, 06:27 AM UTC
stable/analyst-estimates
Q3 2028
Ends Sep 30, 2028
quarter
Revenue
$8.0B
$7.7B to $8.1B
EPS
2.05
1.96 to 2.09
No analyst count
EPS: No analyst count
May 1, 06:27 AM UTC
stable/analyst-estimates

Next Step

Put consensus data in context

Forecasts are most valuable when they sit beside comparisons, earnings setup, and the rest of the business story.