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Charles Schwab Corporation (SCHW): financial analysis & fundamentals

Financials Β· price $108 Β· market cap $186.9 B
In short β€” Charles Schwab Corporation trades at 19.9Γ— earnings (P/E), 13.8Γ— expected earnings, for a PEG of 0.47 and a net margin of 39%. Revenue growth 21%. Quick verdict: rather cheap given growth.

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πŸ”— Related pages on Charles Schwab Corporation β€” Are analysts right?  Β·  If I had invested  Β·  Dividend

Valuation & profitability

MetricValueWhat it means
P/E (price / earnings)19.9The higher, the more growth the market expects.
Forward P/E13.8On next year's expected earnings. Lower than current P/E = rising earnings.
PEG (P/E Γ· growth)0.47Below 1 = cheap given growth; above 2 = expensive.
Net margin39%Share of revenue that ends up as profit.
Revenue growth21%Pace of revenue growth.
Price-to-book4.3Price relative to book value.
Market cap$186.9 BTotal market value of the company.
Dividend yield1.23%Annual dividend ~$1.18/share relative to price.

Income statement (by year)

YearRevenueNet incomeNet margin
2022$20.8 B$6.6 B32%
2023$18.8 B$4.6 B25%
2024$19.6 B$5.5 B28%
2025$23.9 B$8.4 B35%

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Frequently asked questions

Is Charles Schwab Corporation stock expensive?

Charles Schwab Corporation has a P/E of 19.9 (forward P/E 13.8) and a PEG of 0.47. A PEG below 1 is rather cheap given growth, above 2 is expensive. Verdict: rather cheap given growth.

What is Charles Schwab Corporation's net margin?

Charles Schwab Corporation's net margin is about 39% β€” the share of revenue that ends up as net profit.

What is Charles Schwab Corporation's revenue?

Latest known revenue: $23.9 B for net income of $8.4 B. The year-by-year breakdown is in the income statement above.

What is Charles Schwab Corporation's market cap?

Charles Schwab Corporation (SCHW) has a market cap of about $186.9 B.

Does Charles Schwab Corporation pay a dividend?

Yes: Charles Schwab Corporation pays about $1.18/share per year, i.e. roughly a 1.23% yield at the current price.

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⚠️ Educational information, not investment advice. Data: Yahoo Finance, recomputed by JPI Invest. A stock can be « cheap » for a bad reason.