Financial Services
Live Price
Offline$91.70
-2.97% today
1Y Change
+3.08%
Window
Jun 23, 2025 → Jun 12, 2026
Coverage: 245 bars · Jun 23, 2025 → Jun 12, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
The Charles Schwab Corporation (SCHW) is a Financial Services stock with a market cap of $160.40B and listed on NYSE. The stock last traded around $91.70 and up 3.1% across the available one-year price window (Jun 23, 2025 → Jun 12, 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 price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Comparison
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SCHW
—
Normalized return
SPY
—
S&P 500
Excess Return
—
Relative to SPY
SCHW Max Drawdown
-20.39%
Trailing 1Y
SPY Max Drawdown
—
Trailing 1Y
Uses the longest available daily history for SCHW and SPY.
Financial profile
Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.
FY Revenue
$19.0B
-14.8% YoY
FY Net Income
$5.9B
-18.5% YoY
Free Cash Flow
$1.2B
+10.7% YoY
Revenue Growth
+6.4%
EPS Growth
+56.0%
Gross Margin
85.8%
Net Margin
33.3%
Income statement
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | 27.7B | 26.0B | 25.5B | 22.3B | 19.0B |
| Gross Profit | 22.2B | 19.6B | 18.8B | 20.8B | 18.5B |
| Operating Income | 13.7B | 7.7B | 6.4B | 9.4B | 7.7B |
| EBITDA | 15.0B | 9.1B | 7.7B | 10.6B | 8.9B |
| Net Income | 8.9B | 5.9B | 5.1B | 7.2B | 5.9B |
| EPS (Diluted) | — | — | — | — | — |
Balance sheet
USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Cash & Equivalents | 292M | 42.1B | 43.3B | 40.2B | 63.0B |
| Total Assets | 491.0B | 479.8B | 493.2B | 551.8B | 667.3B |
| Total Liabilities | 441.6B | 431.5B | 452.2B | 515.2B | 611.0B |
| Shareholder Equity | 49.4B | 48.4B | 41.0B | 36.6B | 56.3B |
| Total Debt | 31.9B | 45.1B | 59.1B | 37.9B | 23.8B |
| Net Debt | 31.6B | 3.1B | 15.7B | -2.3B | -39.2B |
Cash flow positioning
Latest Full Year
Operating Cash Flow
2.1B
+3.0% YoY
Capital Expenditures
916M
+5.7% YoY
Free Cash Flow
1.2B
+10.7% YoY
Key ratios
Gross Margin
85.8%
Operating Margin
44.9%
Net Margin
33.3%
ROE
19.1%
Debt / Equity
0.67x
Next Step
Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.