SuperworthThe Charles Schwab Corporation SCHW
Financial - Capital Markets, Financial Services
$95.58
−1.26%
- Market cap
- $165.3B
- PE
- 17.4×
- 10y median 25.0×
- Forward PE
- Revenue, 12 months
- $26B
- +20% on a year ago
- Net margin
- 38.8%
Charles Schwab trades at 17.4× trailing earnings, cheaper than 82% of the last ten years. Revenue was $26B over the last twelve months, up 20% on a year earlier with a 39% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $4.5B | $4.7B | $4.7B | $4.8B | $5.3B+20% | $5.6B+18% | $5.9B+25% | $6.1B+27% | $6.3B+19% | $6.5B+16% | $7.1B+21% | |
| SG&A | $1.5B | $1.6B | $1.6B | $1.6B | $1.6B+8% | $1.8B+9% | $1.6B+6% | $1.8B+8% | $1.7B+7% | $1.9B+8% | $2.7B+65% |
| $1.2B | $1.8B | $1.7B | $1.8B | $2.3B+93% | $2.5B+37% | $2.8B+60% | $3B+64% | $3.2B+38% | $3.2B+30% | $3.7B+31% | |
| Interest expense | $1.8B | $1.7B | $1.7B | $1.7B | $1.3B−28% | $1.1B−38% | $965M−42% | $906M−47% | $832M−37% | $818M−22% | $616M−36% |
| Pre-tax income | $1.2B | $1.8B | $1.7B | $1.8B | $2.3B+93% | $2.5B+37% | $2.8B+60% | $3B+64% | $3.2B+38% | $3.2B+30% | $3.7B+31% |
| $149M | $436M | $415M | $434M | $465M+212% | $546M+25% | $677M+63% | $663M+53% | $721M+55% | $709M+30% | $869M+28% | |
| Net income | $1B | $1.4B | $1.3B | $1.4B | $1.8B+76% | $1.9B+40% | $2.1B+60% | $2.4B+68% | $2.5B+34% | $2.5B+30% | $2.8B+32% |
| $0.51 | $0.68 | $0.66 | $0.71 | $0.94+84% | $0.99+46% | $1.08+64% | $1.26+78% | $1.33+42% | $1.37+38% | $1.54+43% | |
| 1.8B | 1.8B | 1.8B | 1.8B | 1.8B+0% | 1.8B−1% | 1.8B−1% | 1.8B−1% | 1.8B−3% | 1.8B−4% | 1.7B−5% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Financial - Capital Markets within ten times Charles Schwab's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| SCHWThe Charles Schwab Corporation | $165.3B | 17.4× | 25.0× | — | +20% | 38.8% | |
| GSThe Goldman Sachs Group, Inc. | $258.3B | 13.7× | 13.3× | — | +18% | 31.7% | |
| HOODRobinhood Markets, Inc. | $98.5B | 48.2× | 52.2× | — | +38% | 42.0% | |
| MSMorgan Stanley | $298B | 15.3× | 13.6× | — | +18% | 25.8% | |
| LPLALPL Financial Holdings Inc. | $25.6B | 25.9× | 20.9× | — | +39% | 5.1% | |
| TWTradeweb Markets Inc. | $25.1B | 25.7× | 58.5× | — | +14% | 40.7% | |
| CRCLCircle Internet Group | $20.5B | 51.2× | 2220× | — | +37% | 15.5% | |
| Peer median | $62B | 25.8× | 36.6× | — | +28% | 28.8% |
About
- Industry
- Financial - Capital Markets
- Sector
- Financial Services
- Left out
- Brokers and investment banks earn on their balance sheet: P/S, gross margin, free cash flow and EV/EBIT don't describe them.
Valuation data, not investment advice. Prices as of .