The Charles Schwab Corporation (SCHW) — Stock Score Summary

The Charles Schwab Corporation (SCHW) has a MoatMap StockRank of 26/100 based on Quality (52/100), Value (21/100), and Momentum (40/100) factor scores. The current signal is SELL. Charles Schwab is a leading financial services firm. While it is a high-quality business with a strong brand, it is currently navigating a complex interest rate environment and client cash-sorting headwinds. It does not align with our 18-month macro themes, and near-term earnings growth is constrained.

The Charles Schwab Corporation is a leading provider of financial services, offering brokerage, banking, and wealth management services to individual investors and institutional clients. Its competitive moat is derived from its vast scale of client assets, a strong brand built on low-cost investing, and a comprehensive platform. Schwab is a market leader in discount brokerage and a significant player in wealth management, known for its innovation in client-centric financial solutions.

Key Financial Metrics

Price$88.77
Market Cap$148.4B
P/E (TTM)17.50
P/E (Forward)12.19
Price/Book3.60
Return on Equity19.1%
Debt/Equity120.77
Gross Margin97.5%
Operating Margin49.4%
Revenue Growth15.8%
Dividend Yield1.4%

The Charles Schwab Corporation operates in the Capital Markets industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is The Charles Schwab Corporation’s (SCHW) StockRank?
MoatMap’s StockRank for The Charles Schwab Corporation (SCHW) is 26/100, with a Sell signal. It is a composite of Quality (52), Value (21), and Momentum (40) factor ranks across MoatMap’s 19,000+ stock universe.
Does The Charles Schwab Corporation have an economic moat?
The Charles Schwab Corporation (SCHW) has a Quality factor score of 52/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is The Charles Schwab Corporation a buy, hold, or sell?
MoatMap’s current signal for The Charles Schwab Corporation (SCHW) is Sell, based on a StockRank of 26/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is The Charles Schwab Corporation in?
The Charles Schwab Corporation (SCHW) operates in the Financial Services sector, specifically the Capital Markets industry (United States).
Browse all ranked stocksSCHW deep dive reportAI ChampionsHow we score stocksSense-check another stock