SCHW - Charles Schwab Corp Stock Analysis
Charles Schwab Corp (SCHW) is a publicly traded company listed on the NYSE. It operates in the Capital Markets industry, part of the broader Financial sector. The company has a market capitalization of 169.61B, generates annual revenue of 27.68B, and reports net income of 8.42B. As of the latest data, the stock is trading at 95.45 USD.
From a valuation and risk perspective, the stock presents the following profile: The stock is moderately valued and aligns with market expectations for established companies. The PEG ratio is below 1, which may indicate the stock is undervalued relative to its growth potential. The company maintains a healthy balance between debt and equity, which is typical for stable businesses. The dividend yield (1.26%) is modest, often associated with growth-oriented companies. The stock has average market volatility, aligning with general market movement.
Analyst recommendation stands at Buy (4.08), indicating current market sentiment. Institutional ownership is reported at 84.41%, reflecting confidence from large investors. Over the last 12 months, the stock has shown a performance of 14.72%, trading within a 52-week range of 65.88 - 107.50.
SCHW - Charles Schwab Corp
95.45
Analyst Consensus
Buy 4.08
SCHW – Analyst Rating Summary
- Strong Buy: 7
- Buy: 15
- Hold: 3
- Sell: 1
- Strong Sell: 0
- Total Analysts: 26
| Index: | S&P 500 | P/E: | 20.49 | EPS (ttm): | 4.66 | Insider Own: | 5.77% | Shs Outstand: | 1.78B | Perf Week: | -8.12% |
| Market Cap: | 169.61B | Forward P/E: | 13.92 | EPS next Y: | 6.86 | Insider Trans: | -1.55% | Shs Float: | 1.67B | Perf Month: | -6.33% |
| Income(ttm): | 8.42B | PEG: | 0.78 | EPS next Q: | 1.35 | Inst Own: | 84.41% | Short Float: | 0.92% | Perf Quarter: | -0.14% |
| Revenue(ttm): | 27.68B | P/S: | 6.13 | EPS this Y: | 20.45% | Inst Trans: | -1.15% | Short Ratio: | 1.61 | Perf Half Y: | -3.28% |
| Book/sh: | 23.85 | P/B: | 4.00 | EPS next Y: | 16.88% | ROA: | 1.82% | Short Interest: | 15.43M | Perf Year: | 14.72% |
| Cash/sh: | 50.03 | P/C: | 1.91 | EPS next 5Y: | 17.74% | ROE: | 18.11% | 52W Range: | 65.88 - 107.50 | Perf YTD: | -4.46% |
| Dividend Est.: | 1.20 (1.26%) | P/FCF: | 8.26 | EPS past 3/5Y: | 9.90% 17.00% | ROIC: | 11.76% | 52W High: | 107.50 -11.21% | Beta: | 0.91 |
| Dividend TTM: | 1.08 (1.13%) | Quick Ratio: | 1.19 | Sales past 3/5Y: | 7.45% 17.98% | Gross Margin: | 83.42% | 52W Low: | 65.88 44.88% | Perf 5Y: | 70.66% |
| Dividend Ex-Date: | Feb 13, 2026 | Current Ratio: | 1.19 | EPS Y/Y TTM: | 55.98% | Oper. Margin: | 47.64% | RSI (14): | 36.75 | Volatility: | 4.82% 2.89% |
| Employees: | 32100 | Debt/Eq: | 0.63 | Sales Y/Y TTM: | 6.45% | Profit Margin: | 30.41% | Recom: | 1.59 | Target Price: | 121.78 |
| Option/Short: | Yes / Yes | LT Debt/Eq: | 0.45 | EPS Q/Q: | 42.22% | Payout: | 23.23% | Rel Volume: | 2.53 | Prev Close: | 99.25 |
| Sales Surprise: | -0.70% | EPS Surprise: | -0.40% | Sales Q/Q: | 7.81% | Earnings: | Jan 21 BMO | Avg Volume: | 9.57M | Price: | 95.45 |
| SMA20: | -7.19% | SMA50: | -4.74% | SMA200: | 1.28% | Undervalued: 27.59% | Volume: | 24,213,727 | Change: | -3.83% | |
Graham Classic formula value: 184.03
(P/E=8 * 1g) Min value: 107.71
(current P/E * 2g) Max value: 234.21
Average value: 175.32
About Charles Schwab Corp
The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.
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