Charles Schwab Corp.

Charles Schwab Corp.

SCHW

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Market Cap$159.48B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Charles Schwab Corp.Charles Schwab Corp.171.29%348963%6.77594.1

Earnings Call Q1 2026

April 16, 2026 - AI Summary

Record Financial Performance: Schwab reported a 16% year-over-year increase in revenue for Q1 2026, reaching $6.5 billion, with adjusted earnings per share hitting a record $1.43—up 38% YOY. This growth was driven by robust client engagement, particularly in net interest revenue (up 16%) and asset management fees (up 15%).
Strong Client Growth and NNA: The company attracted $158 billion in core net new assets (NNA) in Q1, marking a record for the first quarter. The growth was driven by a 10% increase in brokerage accounts opened (1.3 million) and significant engagement in wealth and lending solutions, with managed investing net flows up 46%.
AI Integration and Innovation: Schwab is accelerating its strategy through artificial intelligence, enhancing client experiences with AI-powered tools. Upcoming features include portfolio insights and AI assistants, expected to deepen client relationships and improve service efficiency. The company believes over half its clients are willing to pay for AI financial tools.

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$126.71

Target Price by Analysts

36% upsideCharles Schwab Target Price DetailsTarget Price
$73.01

Current Fair Value

21.6% downside

Overvalued by 21.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$159.48 Billion
Enterprise Value$179.98 Billion
Dividend Yield$1.18 (1.29%)
Earnings per Share$4.68
Beta0.77
Outstanding Shares1,746,000,000

Return

Return on Equity348962.96%ROE
Return on Assets277935.10%
Return on Invested Capital-102.12%

Valuation & Multiples

P/E Ratio16.99P/E Ratio
PEG56.91PEG
Price to Sales6.66Price to Sales
Price to Book Ratio-0.59Price to Book Ratio
Enterprise Value to Revenue7
Enterprise Value to EBIT14.1
Enterprise Value to Net Income19
Total Debt to Enterprise0.11
Debt to Equity7594.1Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 20, 2026
EPS Estimate
$1.35
Average shareholder expectation
Revenue Estimate
$6.40 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 17, 2026
EPS Estimate
$1.49
Average shareholder expectation
Revenue Estimate
$6.72 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.2000 6.07%
Total Calls9,076,590 20.22%
Total Puts10,891,851 24.06%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %79.61% 0.93%
Total Invested$133.40B 8.17%
Investors Holding2,394 9.00%

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.