SCHW
HoldPremium GrowerThe Charles Schwab Corporation · Financial Services · United States · $190.5B · Avg Vol: $802M/d
Premium Grower: Strong business with the market behind it, but you are paying up for it.
ABOUT THE CHARLES SCHWAB CORPORATION
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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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 20.8B | 18.8B | 19.6B | 23.9B | 4.8% | 26.0B | 28.3B | 31.6B | 14.9% |
| EPS | 3.52 | 2.55 | 3.00 | 4.67 | 9.9% | 5.49 | 6.22 | 7.48 | 26.6% |
| Shares | 1.9B | 1.8B | 1.8B | 1.8B | -5.1% | 1.7B | — | — | — |
| Debt | 37.9B | 59.1B | 45.1B | 31.0B | -6.5% | 75.8B | — | — | — |
| Equity | 36.6B | 41.0B | 48.4B | 49.4B | 10.5% | — | — | — | — |
| Op CF | 2.1B | 19.6B | 2.7B | 9.3B | 65.4% | 11.4B | — | — | — |
| Inv CF | 32.0B | 57.4B | 35.4B | 24.5B | — | — | — | — | — |
| Fin CF | -68.7B | -61.2B | -47.1B | -29.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of SCHW are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SCHW | The Charles Schwab Corporation(you) | $190.5B | 47 | Hold |
| IBKR | Interactive Brokers Group, Inc. | $163.3B | 40 | Hold |
| MS | Morgan Stanley | $337.3B | 45 | Hold |
| HOOD | Robinhood Markets, Inc. | $93.7B | 50 | Hold |
| GS | The Goldman Sachs Group, Inc. | $301.1B | 38 | Hold |
| 600030.SS | CITIC Securities Company Limited | $64.9B | 51 | Hold |
| MQG.AX | Macquarie Group Limited | $65.6B | 40 | Hold |
| BPAC11.SA | Banco BTG Pactual S.A. | $34.7B | 44 | Hold |
| 601211.SS | Guotai Haitong Securities Co., Ltd. | $46.9B | 57 | Hold |
| LPLA | LPL Financial Holdings Inc. | $29.2B | 45 | Hold |
Peer medians: ROE 10.1% · P/E 12.4x · Gross margin 86.3%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.