Valuation: Charles Schwab

Market Cap 153B 137B 127B 115B 215B 14,617B 218B 1,513B 604B 7,650B 576B 564B 24,229B P/E 2026 *
14.4x
P/E 2027 * 11.8x
Enterprise Value 145B 130B 120B 109B 203B 13,833B 206B 1,432B 571B 7,240B 545B 534B 22,929B EV / Sales 2026 *
5.17x
EV / Sales 2027 * 4.34x
Free-Float
78.15%
Yield 2026 *
1.44%
Yield 2027 * 1.62%
1 day+0.87%
1 week-2.15%
Current month-8.46%
1 month-9.72%
3 months-14.36%
6 months-1.85%
Current year-10.45%
1 week 88.12
Extreme 88.12
91.51
1 month 88.12
Extreme 88.12
99.02
Current year 83.96
Extreme 83.96
114.53
1 year 83.96
Extreme 83.96
114.53
3 years 49.71
Extreme 49.71
114.53
5 years 45
Extreme 45
114.53
10 years 28
Extreme 28
114.53
Manager TitleAgeSince
Chief Executive Officer 53 01/01/2025
Director of Finance/CFO 57 01/10/2024
Chief Operating Officer 57 29/01/2026
Director TitleAgeSince
Chairman 88 01/01/1986
Chairman 65 28/07/2022
Director/Board Member 78 01/01/2002
Date Insider Type Main position Quantity % Market Cap. Importance
10/1/26 A Free

Director

1,222 0.0001%
10/1/26 A Free

Director

407 0.0000%
10/1/26 A Free

Director

445 0.0000%
Change 5-day change 1-year change 3-year change Capi.($)
+0.80%-2.15%-5.43%+76.30% 153B
-0.07%+3.28%+15.83%+169.16% 298B
+0.28%+4.09%+18.47%+208.39% 280B
+1.33%+2.65%+26.88%+223.04% 205B
-1.45%-2.04%-18.33%+11.21% 54.39B
-4.10%-31.99%+9.04%+82.81% 50.44B
-0.28%+0.34%-30.92%+19.26% 42.74B
+0.13%-0.13%-15.56%+8.24% 39.24B
-2.12%-0.62%+18.18%+309.26% 37.85B
+0.55%+2.95%+122.23%+228.68% 31.19B
Average -0.52%-3.61%+14.04%+133.63% 119.24B
Weighted average by Cap. +0.17%-1.00%+13.92%+160.18%

Financials

2026 *2027 *
Net sales 28.1B 25.17B 23.22B 21.01B 39.3B 2,676B 39.93B 277B 111B 1,401B 105B 103B 4,436B 31.63B 28.33B 26.14B 23.65B 44.23B 3,012B 44.95B 312B 124B 1,576B 119B 116B 4,993B
Net income 10.77B 9.64B 8.9B 8.05B 15.05B 1,025B 15.3B 106B 42.34B 537B 40.4B 39.54B 1,699B 12.66B 11.34B 10.46B 9.47B 17.71B 1,206B 17.99B 125B 49.8B 631B 47.52B 46.51B 1,999B
Net Debt -8.23B -7.37B -6.8B -6.16B -11.51B -784B -11.7B -81.17B -32.38B -410B -30.9B -30.24B -1,300B -16.13B -14.45B -13.33B -12.06B -22.55B -1,536B -22.92B -159B -63.43B -804B -60.53B -59.24B -2,546B
Projected Income Statement - Annual - Charles Schwab
Logo Charles Schwab
The Charles Schwab Corporation specializes in brokerage and banking services. Net sales break down by activity as follows: - brokerage and banking services to individual investors (79.4%). The group also offers retirement plans services; - investment services to institutional investors and independent financial advisers (20.6%). At the end of 2025, the marketing of products and services are ensured through a network of nearly 400 offices located in the United States. Moreover, The Charles Schwab Corporation is present in the United Kingdom, Porto Rico, Hong Kong and Singapore.
Employees
33,900
Date Price Change Volume
29/10/26 $89.47 +0.80% 5,852,265
28/10/26 $88.76 -0.60% 7,733,468
27/10/26 $89.30 -0.48% 6,378,585
26/10/26 $89.73 -0.94% 6,902,463
23/10/26 $90.58 -0.94% 6,999,364
Trader
Investor
Global
Quality
ESG MSCI
BBB
MarketScreener Ratings - Charles Schwab
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
24
Last Close Price
88.76USD
Average target price
117.32USD
Spread / Average Target
+32.17%

Quarterly revenue - Rate of surprise

Rate of surprise - Net sales - Quarterly - Charles Schwab
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