Charles Schwab Corp.

Charles Schwab Corp.

SCHW

Get informed when a big investor buys or sells

+ Follow
Market Cap$179.34B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Charles Schwab Corp.Charles Schwab Corp.20.41.14%348963%7.37594.1

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.

Exclusive for Stockcircle Pro members

Sign upSign Up
$126.40

Target Price by Analysts

23.5% upsideCharles Schwab Target Price DetailsTarget Price
$73.09

Current Fair Value

28.6% downside

Overvalued by 28.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$179.34 Billion
Enterprise Value$199.84 Billion
Dividend Yield$1.18 (1.14%)
Earnings per Share$4.68
Beta0.76
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 Ratio20.38P/E Ratio
PEG68.25PEG
Price to Sales7.31Price to Sales
Price to Book Ratio-0.65Price to Book Ratio
Enterprise Value to Revenue7.77
Enterprise Value to EBIT15.66
Enterprise Value to Net Income21
Total Debt to Enterprise0.1
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 Ratio0.0000 120.00%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %0.37% 79.24%
Total Invested$599.27M 99.55%
Investors Holding160 2236.00%

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.