SCHWAB CHARLES CORP
SCHWNYSECapital Markets • Financial Services
Comprehensive AI Analysis
Strategic AI Analysis for SCHW
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Summary
Source-linked company research for SCHW
Factor Scorecard
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Latest results at a glance
Insights from the latest company results and reports
Quarterly Earnings Exceed Consensus
Reported EPS of $1.62 per share exceeded the same-quarter consensus estimate of $1.55 per share for the period ended 2026-06-30.
Revenue Growth Accelerates
Revenue for the quarter ended 2026-06-30 was $7.07bn, representing a 20.87% increase from $5.85bn in the same quarter of the prior year.
Asset Management Segment Leads
Asset Management And Administration Service revenue was $6.51bn, accounting for 27.2% of consolidated revenue for the period ended 2025-12-31, up 13.8% year-over-year.
Trading Revenue Expands
Trading Revenue Service revenue reached $3.92bn, or 16.4% of consolidated revenue for the period ended 2025-12-31, increasing 20.1% from the prior year.
India Capability Centre Expansion
[2026-08-19] The company plans to grow a new global capability centre in Hyderabad to approximately 2,000 employees by the end of 2027, starting with about 500 hires in the first year.
Price Chart
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Overview
Quarterly income statement data isn't available for this company.
No Data
No annual financial data available.
Financial Fundamentals
Growth, quality, valuation, cash generation, and balance-sheet strength.
Growth
TTM revenue plus current, long-term, forward, and accelerating top-line trends.
Earnings
Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.
Profitability
TTM margin and return metrics that reflect pricing power and business quality.
Cash Flow
TTM free cash flow, growth, margin, and operating-cash conversion quality.
Valuation
Metrics ranked by issuer type, financial state, and input quality.
Price / Book
P/B is the primary available lens because balance-sheet equity is central to this financial institution.
Financial Health
Latest-quarter liquidity and leverage checks plus TTM interest coverage.
Shareholder Signals
Capital returns and dilution checks sourced from statements and insider filings.
Peer Comparison
| Ticker | Price | Mkt Cap | EV/EBITDA | Fwd P/E | Rev Growth | Gross Margin | FCF Yield |
|---|---|---|---|---|---|---|---|
SCHWSCHWAB CHARLES CORP | $110.16 | $190.5B | — | 17.0x | +20.3% | — | 5.7% |
Company Profile
About the Company
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
Next Earnings Date
Oct 15, 2026
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