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Charles Schwab (SCHW)

A mixed picture - strengths and real weaknesses - 20 of 36 checks passed.

Latest close : $109.29, -1.0% on the day; -3.8% from the 52-week high. Refreshed every trading night.

Full analysis: report · all charts. Financial statements are computed from SEC EDGAR XBRL filings, current to . The share price and everything built on it (market cap, multiples, yields, the Value and Trend checks) are refreshed every trading night; this page shows the close of . Not investment advice.

Key figures

Share price (delayed close)$109.29
Market cap$189.0B
52-week range$85.10 - $113.65
P/E157.8x
P/E, own 11-year median24.9x
P/S7.3x
Free cash flow yield5.7%
Dividend yield1.2%
Revenue (TTM)$26.0B
Net income (TTM)$1.3B
Free cash flow (TTM)$10.8B
Gross margin-
Operating margin-
Return on equity2.5%
Revenue growth (1y)+20.3%
Revenue CAGR (3y)+4.8%
Debt / equity0.73x
Cash & short-term investments$40.6B
Shares outstanding1,729.3m (cover page of the latest filing, 2026-07-31)

The score: 20 of 36 checks passed

Six chapters, six pass/fail checks each. Five are computed from the filings; Trend is price behaviour, and says so.

Is SCHW stock cheap or expensive right now?

Value · 1 of 6 checks passed. Expensive against its own history and its sector - you're paying up for what you get. chapter →

Is Charles Schwab still growing?

Growth · 3 of 6 checks passed. Growing, but with caveats - revenue +20.3% over the last year. chapter →

Does Charles Schwab make real money?

Quality · 3 of 6 checks passed. A solidly profitable business, though not exceptional against its sector. chapter →

Can Charles Schwab survive a bad year?

Health · 3 of 6 checks passed. Financially sound overall, with one or two things worth watching. chapter →

What does Charles Schwab hand back to shareholders?

Shareholder returns · 5 of 6 checks passed. Owners are paid reliably and affordably, and the share count is not eroding their stake. chapter →

Which way is SCHW trending?

Trend analysis · 5 of 6 checks passed. The market agrees: the stock is in a healthy uptrend on every horizon. chapter →

Are insiders buying or selling SCHW?

Open-market buys: $0.00 · sells: $144M, across the recent Form 4 filings. detail →

Other brokers and exchanges we cover: Morgan Stanley (MS) · Goldman Sachs (GS) · BlackRock (BLK) · Robinhood (HOOD) · Blackstone (BX) · KKR (KKR) · every company →

Method: figures computed deterministically from SEC EDGAR XBRL (companyfacts, frames, financial-statement-and-notes datasets, Form 4); prices delayed end-of-day. Scores count transparent pass/fail checks. Missing data is shown as missing, never estimated. Last changed . © TenQ - cite with a link to this page.