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Equity
Charles Schwab Corp(SCHW)
USD --+0.00%
Reward68High
Risk33Moderate
📊75%Data
Strong 37% profit margin · Revenue growing 19% YoY
SCHW
+0.0 · +0.00%
USD · NYSE
Charles Schwab Corp | Financial Services
Quality Compounder
Market Cap:172.81Bn
ℹ️
Reward Rating
68
High
Top 25% (model universe)
75% data coverage
ℹ️
Risk Rating
33
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on SCHW to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $121.00.

What is Charles Schwab Corp?

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.

SCHW · Verdict

Solid reward · moderate risk

SCHW scores well on profitability and valuation with no major weaknesses flagged in the model.

Based on 88% data coverage

SCHW · Verdict

What’s working & what to watch

Strengths 5

  • Profitability83/100

    32% net margin · 18% ROE

  • Valuation77/100

    P/E 16.0× · PEG 1.10

  • Balance sheet73/100

    Interest covered 3.6×

  • Cash flow70/100

    32% free-cash-flow margin

  • Growth68/100

    Rev +7.5% CAGR · earnings +7.2%

No major weaknesses flagged.

Model-based scoring. For information only — not financial advice.

What is Charles Schwab Corp?

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. The company is listed on the NYSE in USA, operating in the Financial Services sector, with a market capitalisation of 172.81B, and a P/E ratio of 20.5x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Strong margins and consistent earnings support financial stability.
⚠️ Risk
Below-average volatility supports a steadier risk profile.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: High (68)

The scoring profile indicates moderate reward potential, with profitability and valuation as the leading contributors. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap172.81B
P/E Ratio20.4731
Dividend Yield1.11%
52 Week High107.1382
52 Week Low65.0793
Last AnnualDecember
IPO Date9/22/1987
IncorporatedUSA
Shares Outstanding2B
No. of Employees33,000
IndustryCapital Markets
ExchangeNYSE
Beta0.909
CurrencyUSD
Websitewww.schwab.com
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