Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SCHW
HOLDThe Charles Schwab Corporation · Financial Services · United States · $177.3B · Avg Vol: $1.0B/d
COMPANY DESCRIPTION
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 | 31.5B | 14.8% |
| EPS | 3.52 | 2.55 | 3.00 | 4.67 | 9.9% | 5.49 | 6.22 | 7.51 | 26.8% |
| Shares | 1.9B | 1.8B | 1.8B | 1.8B | -5.1% | 1.7B | — | — | — |
| Debt | 37.9B | 59.1B | 45.1B | 31.0B | -6.5% | 37.1B | — | — | — |
| Equity | 36.6B | 41.0B | 48.4B | 49.4B | 10.5% | — | — | — | — |
| Op CF | 2.1B | 19.6B | 2.7B | 9.3B | 65.4% | 10.3B | — | — | — |
| 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) | $177.3B | 55 | HOLD |
| IBKR | Interactive Brokers Group, Inc. | $155.6B | 54 | HOLD |
| GOS.DE | The Goldman Sachs Group, Inc. | $304.2B | 50 | HOLD |
| DWD.DE | Morgan Stanley | $338.3B | 51 | HOLD |
| 600030.SS | CITIC Securities Company Limited | $60.6B | 49 | HOLD |
| 0HF6.L | Ameriprise Financial, Inc. | $58.7B | 44 | HOLD |
| MQG.AX | Macquarie Group Limited | $65.6B | 39 | HOLD |
| HOOD | Robinhood Markets, Inc. | $85.5B | 27 | SELL |
| TW | Tradeweb Markets Inc. | $21.8B | 47 | HOLD |
| 6099.HK | China Merchants Securities Co., Ltd. | $18.8B | 47 | HOLD |
Peer medians: ROE 9.7% · P/E 12.9x · Gross margin 83.7%