Charles Schwab Corp (SCHW)

Charles Schwab Corp is a U.S.-based financial services company organized as a savings and loan holding company and listed as common stock on the NYSE. Through its subsidiaries, the company provides wealth management, brokerage, banking, custody, asset management, and financial advisory services in the United States and internationally. Its operations are reported in two segments: Investor Services and Advisor Services.

The company’s brokerage and trading platform includes equity and fixed income trading, margin lending, options, futures, forex, and cash management features. It also provides access to third-party mutual funds, exchange-traded funds, and mutual fund clearing services. In addition, Schwab offers advisory solutions for managed portfolios, separately managed accounts, and personalized planning services, along with banking products such as checking and savings accounts, mortgage loans, home equity lines of credit, and pledged asset lines. Other services include trust custody, retirement plan support, equity compensation recordkeeping, research tools, digital platforms, and branch-based client support.


Jump directly to the stock analysis sections supported by the latest available data.

Data update note: Fair value and stock analysis metrics are updated after regular market sessions when new data becomes available.
Ticker Fair Value Fair Value Upside/Downside Fair Value Rating Analyst Price Target Analyst Target Upside/Downside Analyst Target Rating Overall Financial Health Dividend Yield Next Earnings Date P/E Ratio Price-to-Book Ratio Price-to-Sales Ratio Market Cap Total Debt / Total Capital Free Float / Shares Outstanding Altman Z-Score Payout Ratio Free Cash Flow / Net Income
NYSE-SCHW
$126.82
20.5% Upside
Undervalued
$124.95
18.7% Upside
Undervalued
Good
1.2%
October 15, 2026
18.6x
4.1x
7.0x
182 B
28.8%
94.0%
1.8
23.8%
111.0%
Valuation • Fair Value

Charles Schwab Corp (NYSE-SCHW) Fair Value by Valuation Model

Review the available estimates for Charles Schwab Corp (NYSE-SCHW), including Ben Graham Formula Value, DDM Fair Value, Comps Fair Value.

Primary Valuation Read

Fair Value

$126.82

Estimated upside of 20.5% versus the current market price.

Fair Value Confidence

High

Confidence level for the primary fair value estimate.

Ben Graham Formula Value

$62.38

Classic Ben Graham valuation formula reference.

DDM Fair Value

$162.48

Dividend discount model valuation reference.

Comps Fair Value

$103.04

Comparable-company valuation reference.

Analyst Price Target

$124.95

Analysts imply upside of 18.7%.

How to read these valuation models

Use the 6 available valuation references for Charles Schwab Corp (NYSE-SCHW) as analytical inputs, not a standalone conclusion. Valuation methods can differ because they rely on different assumptions, time horizons and financial inputs; compare the estimates with the current price and the company’s financial quality.

Profitability • Growth

Profitability & Growth for Charles Schwab Corp (NYSE-SCHW)

Review the profitability and growth indicators currently supported by the latest data.

Revenue

26.025 B

Current operating scale indicator.

Revenue Forecast

28.277 B

Forward revenue estimate.

EBITDA

14.97 B

Current operating profitability reference.

EBITDA Forecast

17.035 B

Forward operating profitability estimate.

How to read profitability and growth

This section helps investors review Charles Schwab Corp (NYSE-SCHW) from an operating perspective by combining current scale, forward revenue expectations and EBITDA-related profitability measures.

Quality • Risk

Quality & Financial Risk for Charles Schwab Corp (NYSE-SCHW)

Review the financial quality and risk indicators currently supported by the latest data.

Financial Health

Good

Positive financial-health read.

Piotroski Score

8

Relatively strong quality score.

Beneish M-Score

-2.16

Intermediate zone that deserves monitoring.

Altman Z-Score

1.8

Intermediate risk zone.

FCF / Net Income

111.0%

Cash conversion quality indicator.

How to read quality and risk

This section combines quality, balance-sheet and accounting-risk indicators for Charles Schwab Corp (NYSE-SCHW). Read the metrics together: no single score is a complete investment conclusion, but the combined view can highlight financial strength, earnings quality and areas that may deserve closer review.

Events • Dividends

Upcoming Events & Dividends for Charles Schwab Corp (NYSE-SCHW)

Track the upcoming dates and dividend metrics currently supported by the latest data.

Next Earnings Date

October 15, 2026

Days to Earnings

27

Dividend Yield

1.2%

Current income yield reference.

Payout Ratio

23.8%

Dividend payout reference.

How to read events and dividends

This section helps investors track time-sensitive items for Charles Schwab Corp (NYSE-SCHW), including the next earnings date and dividend-related milestones. These items can matter for short-term volatility, income planning and event-driven positioning.

Stock Forecast • Technical Outlook

Charles Schwab Corp (NYSE-SCHW) Stock Forecast & Technical Outlook

Review Charles Schwab Corp (NYSE-SCHW) across multiple technical time frames, alongside analyst recommendation data, to form a faster read on market positioning and near-term sentiment.

Technical Signals by Time Frame

Switch between time frames to review the current technical signal for the stock.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 15-minute • intraday
Neutral

The 15-minute technical read for Charles Schwab Corp (NYSE-SCHW) is currently Neutral. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: 1-hour • short-term
Neutral

The 1-hour technical read for Charles Schwab Corp (NYSE-SCHW) is currently Neutral. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: daily • daily
Strong Sell

The daily technical read for Charles Schwab Corp (NYSE-SCHW) is currently Strong Sell. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: weekly • weekly
Strong Buy

The weekly technical read for Charles Schwab Corp (NYSE-SCHW) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Strong Sell Sell Neutral Buy Strong Buy
Time frame: monthly • monthly
Strong Buy

The monthly technical read for Charles Schwab Corp (NYSE-SCHW) is currently Strong Buy. Use it as a timing signal only, and compare it with valuation, fundamentals and upcoming events before drawing a broader view.

Analyst Consensus for Charles Schwab Corp (NYSE-SCHW)

A consolidated view of buy, hold and sell recommendations based on the currently available analyst data.

Strong Sell Sell Neutral Buy Strong Buy
Consolidated analyst recommendation mix
Strong Buy

Based on the available recommendation mix, Charles Schwab Corp (NYSE-SCHW) has a Strong Buy consensus, with 11 buy, 3 hold and 0 sell recommendations in the current data set.

Buy 11
Hold 3
Sell 0
FAQ Fast Investor Answers

Charles Schwab Corp (NYSE-SCHW) Stock FAQ

Data-supported answers about Charles Schwab Corp (NYSE-SCHW), including explicit coverage status where a reliable valuation estimate is not currently available.

Fair Value
$126.82
Estimated upside 20.5%
Valuation Rating
Undervalued
Estimated upside of 20.5%
Analyst Target
$124.95
Implied upside 18.7%
Financial Health
Good
Current financial-health read

The current fair value estimate for Charles Schwab Corp (NYSE-SCHW) is $126.82. This implies an estimated upside of 20.5% versus the current market price.

Based on the current fair value estimate, the stock appears undervalued, with estimated upside of 20.5% versus the current market price.

The available analyst price target for Charles Schwab Corp (NYSE-SCHW) is $124.95. The analyst target implies estimated upside of 18.7%.

The current financial health read for Charles Schwab Corp (NYSE-SCHW) is Good. This should be reviewed alongside valuation, profitability, debt and cash-flow quality metrics.

The next earnings date currently listed for Charles Schwab Corp (NYSE-SCHW) is October 15, 2026.

Based on the current data, dividend yield is 1.2%.

The current P/E ratio listed for Charles Schwab Corp (NYSE-SCHW) is 18.6x. Use it together with growth, margins and sector comparisons rather than as a standalone valuation signal.

The current market capitalization listed for Charles Schwab Corp is 182 B.

The ticker symbol for Charles Schwab Corp is NYSE-SCHW, and the stock is listed on NYSE.

Charles Schwab Corp (NYSE-SCHW) is listed on NYSE.

The current debt-to-total-capital ratio listed for Charles Schwab Corp is 28.8%, which helps investors evaluate the company’s financing structure and leverage profile.

The free float listed for Charles Schwab Corp is 94.0%. Free float helps investors understand how much of the share base is available for public trading.