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Business Description
Charles Schwab Corp
NAICS : 523120
SIC : 6211
Share Class Description:
SCHWpB_CL.PFD: Deposit Shs Repr 6% Non-Cum Perp Pfd Shs Series -B-Compare
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Traded in other countries / regions
SCHW.USA0L3I.UKSCHW34.BrazilSCHW.MexicoSCHW.AustriaSWG.Germany IPO Date
2012-05-31Description
Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset-management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Financial Strength
4/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.93 |
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| Equity-to-Asset | 0.1 |
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| Debt-to-Equity | 0.93 |
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| Debt-to-EBITDA | N/A |
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| Interest Coverage | N/A |
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| Piotroski F-Score | 7/9 | |||||
| Beneish M-Score | -2.23 | |||||
| WACC vs ROIC | ||||||
Growth Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 3.1 | |||||
| 3-Year FCF Growth Rate | 20.8 |
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| 3-Year Book Growth Rate | -4.4 |
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| Future 3-5Y EPS without NRI Growth Rate Estimate | 22.11 |
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| Future 3-5Y Total Revenue Growth Rate Estimate | 11.13 |
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Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 6-1 Month Momentum % | -0.59 |
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| 12-1 Month Momentum % | -0.47 |
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Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 6 |
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| 3-Year Dividend Growth Rate | 11.6 |
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| Forward Dividend Yield % | 6 |
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| 5-Year Yield-on-Cost % | 9.32 |
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| 3-Year Average Share Buyback Ratio | 1.1 |
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| Shareholder Yield % | 10.64 |
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Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 31.71 |
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| ROE % | 14.56 |
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| ROA % | 1.38 |
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| Years of Profitability over Past 10-Year | 10 |
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GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 24.22 |
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| Forward PE Ratio | 23.09 |
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| PE Ratio without NRI | 22.52 |
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| Price-to-Owner-Earnings | 478.68 |
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| PEG Ratio | 45.04 |
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| PS Ratio | 7.15 |
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| PB Ratio | 3.74 |
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| Price-to-Free-Cash-Flow | 70.93 |
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| Price-to-Operating-Cash-Flow | 54.6 |
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| EV-to-Revenue | 7.69 |
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| EV-to-FCF | 76.78 |
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| FCF Yield % | 1.41 |
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| Forward Rate of Return (Yacktman) % | 1.35 |
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Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Charles Schwab Corp Executives
DetailsGF Value
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | |||
| EPS (TTM) ($) | - | ||
| Beta | - | ||
| 3-Year Sharpe Ratio | - | ||
| 3-Year Sortino Ratio | - | ||
| Volatility % | - | ||
| 14-Day RSI | - | ||
| 14-Day ATR ($) | - | ||
| 20-Day SMA ($) | - | ||
| 12-1 Month Momentum % | -0.47 | ||
| 52-Week Range ($) | 24.81 - 26.16 | ||
| Shares Outstanding (Mil) |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Charles Schwab Corp Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Charles Schwab Corp Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| No Event Data | ||||
Charles Schwab Corp Frequently Asked Questions
What is Charles Schwab Corp(SCHWpB_CL.PFD)'s stock price today?
The current price of SCHWpB_CL.PFD is $24.99. The 52 week high of SCHWpB_CL.PFD is $26.16 and 52 week low is $24.81.
When is next earnings date of Charles Schwab Corp(SCHWpB_CL.PFD)?
The next earnings date of Charles Schwab Corp(SCHWpB_CL.PFD) is 2025-07-16 Est..
Does Charles Schwab Corp(SCHWpB_CL.PFD) pay dividends? If so, how much?
The Dividend Yield %  of Charles Schwab Corp(SCHWpB_CL.PFD) is 6% (As of Today), Highest Dividend Payout Ratio of Charles Schwab Corp(SCHWpB_CL.PFD) was 0.32. The lowest was 0.19. And the median was 0.23. The  Forward Dividend Yield % of Charles Schwab Corp(SCHWpB_CL.PFD) is 6%. For more information regarding to dividend, please check our Dividend Page.
Guru Commentaries on NYSE:SCHWpB_CL.PFD
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Press Release
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| No Press Release | ||||
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