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Charles Schwab (FRA:SWG) Shiller PE Ratio : 31.50 (As of May. 06, 2024)


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What is Charles Schwab Shiller PE Ratio?

As of today (2024-05-06), Charles Schwab's current share price is €70.25. Charles Schwab's E10 for the quarter that ended in Dec. 2023 was €2.23. Charles Schwab's Shiller PE Ratio for today is 31.50.

The historical rank and industry rank for Charles Schwab's Shiller PE Ratio or its related term are showing as below:

FRA:SWG' s Shiller PE Ratio Range Over the Past 10 Years
Min: 20.71   Med: 32.47   Max: 57.7
Current: 31.29

During the past years, Charles Schwab's highest Shiller PE Ratio was 57.70. The lowest was 20.71. And the median was 32.47.

FRA:SWG's Shiller PE Ratio is ranked worse than
66.17% of 470 companies
in the Capital Markets industry
Industry Median: 20.21 vs FRA:SWG: 31.29

E10 is a concept invented by Prof. Robert Shiller, who uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings of a company over the past 10 years.

Charles Schwab's adjusted earnings per share data for the three months ended in Dec. 2023 was €0.468. Add all the adjusted EPS for the past 10 years together and divide 10 will get our E10, which is €2.23 for the trailing ten years ended in Dec. 2023.

Shiller PE for Stocks: The True Measure of Stock Valuation


Charles Schwab Shiller PE Ratio Historical Data

The historical data trend for Charles Schwab's Shiller PE Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Charles Schwab Shiller PE Ratio Chart

Charles Schwab Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
Shiller PE Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 34.92 35.04 46.15 37.79 28.31

Charles Schwab Quarterly Data
Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24
Shiller PE Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 22.73 23.92 22.71 28.31 -

Competitive Comparison of Charles Schwab's Shiller PE Ratio

For the Capital Markets subindustry, Charles Schwab's Shiller PE Ratio, along with its competitors' market caps and Shiller PE Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Charles Schwab's Shiller PE Ratio Distribution in the Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Charles Schwab's Shiller PE Ratio distribution charts can be found below:

* The bar in red indicates where Charles Schwab's Shiller PE Ratio falls into.



Charles Schwab Shiller PE Ratio Calculation

For Shiller PE Ratio, the earnings of the past 10 years are inflation-adjusted and averaged. The result is used for P/E calculation. Since it looks at the average over the last 10 years, the Shiller PE Ratio is also called PE10.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The same calculation is applied here to individual companies.

Charles Schwab's Shiller PE Ratio for today is calculated as

Shiller PE Ratio=Share Price/ E10
=70.25/2.23
=31.50

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Charles Schwab's E10 for the quarter that ended in Dec. 2023 is calculated as:

For example, Charles Schwab's adjusted earnings per share data for the three months ended in Dec. 2023 was:

Adj_EPS=Earnings per Share (Diluted)/CPI of Dec. 2023 (Change)*Current CPI (Dec. 2023)
=0.468/129.4194*129.4194
=0.468

Current CPI (Dec. 2023) = 129.4194.

Charles Schwab Quarterly Data

Earnings per Share (Diluted) CPI Adj_EPS
201403 0.174 99.695 0.226
201406 0.169 100.560 0.218
201409 0.186 100.428 0.240
201412 0.203 99.070 0.265
201503 0.203 99.621 0.264
201506 0.223 100.684 0.287
201509 0.249 100.392 0.321
201512 0.257 99.792 0.333
201603 0.260 100.470 0.335
201606 0.267 101.688 0.340
201609 0.312 101.861 0.396
201612 0.341 101.863 0.433
201703 0.365 102.862 0.459
201706 0.347 103.349 0.435
201709 0.352 104.136 0.437
201712 0.346 104.011 0.431
201803 0.446 105.290 0.548
201806 0.514 106.317 0.626
201809 0.557 106.507 0.677
201812 0.571 105.998 0.697
201903 0.611 107.251 0.737
201906 0.584 108.070 0.699
201909 0.636 108.329 0.760
201912 0.558 108.420 0.666
202003 0.525 108.902 0.624
202006 0.426 108.767 0.507
202009 0.408 109.815 0.481
202012 0.469 109.897 0.552
202103 0.613 111.754 0.710
202106 0.490 114.631 0.553
202109 0.629 115.734 0.703
202112 0.673 117.630 0.740
202203 0.608 121.301 0.649
202206 0.823 125.017 0.852
202209 1.000 125.227 1.033
202212 0.916 125.222 0.947
202303 0.775 127.348 0.788
202306 0.591 128.729 0.594
202309 0.525 129.860 0.523
202312 0.468 129.419 0.468

Add all the adjusted EPS together and divide 10 will get our E10.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.


Charles Schwab  (FRA:SWG) Shiller PE Ratio Explanation

Compared with the regular PE Ratio, which works poorly for cyclical businesses, the Shiller PE Ratio smoothed out the fluctuations of profit margins during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Shiller PE Ratio should give similar results to regular PE Ratio.

Compared with the PS Ratio, the Shiller PE Ratio makes the comparison between different industries more meaningful.


Be Aware

Shiller PE Ratio assumes that over the long term, businesses and profitability revert to their means. If a company's business model does not work in the future compared with the past, Shiller PE Ratio and PS Ratio will give false valuations.


Charles Schwab Shiller PE Ratio Related Terms

Thank you for viewing the detailed overview of Charles Schwab's Shiller PE Ratio provided by GuruFocus.com. Please click on the following links to see related term pages.


Charles Schwab (FRA:SWG) Business Description

Address
3000 Schwab Way, Westlake, TX, USA, 76262
Charles Schwab operates in brokerage, wealth management, banking, and asset-management businesses. The company runs a large network of brick-and-mortar brokerage branch offices, a well-established online investing website, and has mobile trading capabilities. It also operates a bank and a proprietary asset management business and offers services to independent investment advisors. The company is among the largest firms in the investment business, with over $7 trillion of client assets at the end of December 2022. Nearly all of its revenue is from the United States.

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