Charles Schwab Corp.

Charles Schwab Corp.

SCHW

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Market Cap$183.03B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Charles Schwab Corp.Charles Schwab Corp.19.11.12%326%5.80.1

Earnings Call Q2 2026

July 21, 2026 - AI Summary

Record Q2 performance (strong upside momentum): Schwab posted $7.1B total revenue (+21% YoY) and record adjusted EPS of $1.62 (+42% YoY). Key drivers included net interest revenue +19% YoY, asset management/admin fees +16% YoY to $1.8B, and trading revenue +28% YoY to $1.2B, helped by 11.9M daily average trades (+28% YoY). Management emphasized this is evidence of durable operating leverage and client engagement.
Client growth & mix improvement (core demand signal): 1.4M new brokerage accounts and $120B core net new assets (~+50% YoY). Depth of relationships improved: managed investing net flows increased to 53% of flows (up vs. prior year), bank lending balances reached $67B (+33% YoY), and they highlighted a convergence toward consolidated “one-stop” financial lives (convenience bull market for investing + banking). They repeatedly framed NNA staying ≥5% long-term as the key expectation.
Trading strength viewed as partly structural (but still cyclical): Engagement was exceptionally high (12M-class daily trades) and management expects it to be sustainable based on: (1) broader participation from commission-free era, (2) greater familiarity with options, (3) rule change effects, and (4) AI-driven research/trading workflows. They also said IPO-driven enthusiasm (e.g., SpaceX) did not meaningfully boost NNA for Schwab—more a reflection of broad market/client interest.

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$124.94

Target Price by Analysts

18.7% upsideCharles Schwab Target Price DetailsTarget Price
$71.80

Current Fair Value

31.8% downside

Overvalued by 31.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$183.03 Billion
Enterprise Value$183.09 Billion
Dividend Yield$1.18 (1.12%)
Earnings per Share$4.68
Beta0.76
Outstanding Shares1,735,000,000

Return

Return on Equity326.41%ROE
Return on Assets260.07%
Return on Invested Capital346.27%

Valuation & Multiples

P/E Ratio19.07P/E Ratio
PEG60.14PEG
Price to Sales5.85Price to Sales
Price to Book Ratio105.24Price to Book Ratio
Enterprise Value to Revenue5.83
Enterprise Value to EBIT14.02
Enterprise Value to Net Income18
Total Debt to Enterprise0
Debt to Equity0.11Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 21, 2026
EPS Estimate
$1.56
Average shareholder expectation
Revenue Estimate
$6.90 B
Average shareholder expectation

Next Earnings Call

Expected Date
October 15, 2026
EPS Estimate
$1.67
Average shareholder expectation
Revenue Estimate
$7.21 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio2.0938 89.38%
Total Calls3,200 99.96%
Total Puts6,700 99.94%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %4.41% 75.22%
Total Invested$7.08B 94.70%
Investors Holding1,027 1373.00%

ESG Score

No data

About Charles Schwab Corp.

2,020 employees
CEO: Walter Bettinger

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates for all tax bills and influences corporate tax structures and capital investment credits. Its analysis directly impacts Charles Schwab's corporate tax burden and the tax implications for its clients' investments.

Finance

This is a critical committee for Charles Schwab as it controls taxation, trade, and entitlement spending. Its tax policy decisions directly impact corporate valuations, investment returns, and wealth management strategies for Schwab's clients and its own business.

Agriculture, Nutrition, and Forestry

This committee oversees the CFTC, which regulates the derivatives and futures markets. Furthermore, its role in defining cryptocurrencies as digital commodities directly impacts emerging asset classes and regulatory frameworks highly relevant to Charles Schwab's operations and clients.

Banking, Housing, and Urban Affairs

This is the primary committee regulating the financial system, including the Fed and SEC. It directly impacts bank capital requirements, securities regulation, cryptocurrency rules, and financial market stability, all critical to Charles Schwab's core business.