XNYS · Capital Markets
Last stored close · Sep 18, 2026
Close · Sep 18, 2026
$105.25+0.59%
Model Target
available with Pro
Implied upside
vs the model target
Valuation methods
the methods behind the target
TickerWhale Score
69/100
Positive
Score components
TickerWhale View
Charles Schwab scores 69 out of 100 overall, which we rate positive. Technical is its strongest area and Sentiment Signal its weakest.
What helps
- Technical
- Quality & growth
- Valuation
What to watch
Quality & growth
30%70Positive
- Revenue growth 10.1%
- EPS growth 48.2%
Valuation
25%65Positive
- P/E 18.8
- EV/Sales 5.0
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in Registered Investment Advisor(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
#65 by market cap in our coverage · ~33,700 employees · Listed 1987-09-30 · www.aboutschwab.com
Price history
Intraday to five-year windows are free with an account
Members switch between 1D, 1M, 6M, 1Y, 2Y and 5Y and see the live price. Signed out, this is the one-year stored series the technicals below are computed from.
Market intelligence
Peer position
#11 / 197sector rank by TickerWhale Score
TickerWhale Score 69 vs sector average 49.7 (+19.3)
Revenue growth (industry)Top 75%
Gross margin (industry)Top 36%
Return on equity (industry)Top 33%
P/E (industry)Cheaper than 52%
Technical analysis
our read · what classic indicators sayTickerWhale technical read
82/100Strong vs universe
Ranks 82nd of 100 covered names on our technical composite — the composite itself scores 65/100 · 25% of the TickerWhale Score
Classic chart indicators
Strong Sell
1 buy · 4 sell · 3 neutral of 8 votes
TickerWhale rates SCHW's technical setup strong — 82nd percentile of the covered universe. Classic chart indicators lean sell — they read this stock on its own over days, where our score ranks it against every covered name over months, so the two often part company.
Moving averages
3 / 9constructive
- vs 200-day+7.3%
- vs 50-day-1.4%
Momentum
Mixed
- RSI (14)42 · neutral
- Stochasticbuy
- CCIsell
- Williams %Rneutral
Trend
Mixed
- ADX (14) trend strength9· weak trend
- MACD (12,26,9)sell(histogram -0.676)
How the classic verdict is reached
Moving averages (9) agree on sell — 3 buy vs 5 sell — and carry one vote between them.
Oscillators (7) vote individually: 1 buy · 3 sell · 3 neutral.
Result — 1 buy vs 4 sell of 8 votes = Strong Sell. Neutral votes never decide the verdict.
Fundamentals & valuation
2026-09-18 · revised_latestValuation multiples
- P/E (TTM)18.8
- P/S (TTM)6.2
- P/B3.6
- EV/EBITDA—
- EV/Sales5.0
- PEG0.39
Profitability & returns
- Gross margin88.6%
- Net margin33.1%
- ROE19.6%
- Debt/Equity0.74
Growth
- Revenue growth (YoY)10.1%
- EPS growth (YoY)48.3%
Green favourable · red stretched — multiples and D/E vs industry peers, margins and growth vs absolute thresholds.
Market capitalisation — $183.0B
Fundamentals history
Reported statement totals across recent periods.
| Metric | Dec '25 | Dec '24 | Dec '23 |
|---|---|---|---|
| Revenue | $23.9B | $19.6B | $18.8B |
| Gross profit | $23.9B | $19.6B | $18.8B |
| Operating income | $11.5B | $7.7B | $6.4B |
| Net income | $8.9B | $5.9B | $5.1B |
| EPS (diluted) | $4.65 | $2.99 | $2.54 |
| Free cash flow | $8.8B | $2.0B | $18.9B |
| Cash | $89.0B | $80.3B | $75.2B |
| Total debt | $31.0B | $45.1B | $59.1B |
| Equity | $49.4B | $48.4B | $41.0B |
| Net debt | -$58.0B | -$35.2B | -$16.1B |
| Debt / equity | 0.63 | 0.93 | 1.44 |
| Liabilities / assets | 0.90 | 0.90 | 0.92 |
Fundamentals are stored revised/latest (ADR-009): each period reflects the most recent vendor refresh, NOT point-in-time as-reported values. Do not use this series to claim what was known on a past date.
Model Target
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Peers
| Company | Score | Pulse | P/E | P/E fwd | P/B | EV/Sales | Price | Chg | Estimate | Upside | Rev. gr. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHWCurrentCharles Schwab | 69 | 65 | 18.8 | — | 3.6 | 5.0 | $105.25 | +0.59% | +10.1% | ||
| WTMWhite Mountains Insurance Group | 84 | 52 | 4.5 | — | 0.9 | 1.5 | $2,061.30 | +0.14% | +55.5% | ||
| JXNJackson Financial Inc - | 83 | 74 | 158.1 | — | 0.9 | 1.0 | $132.67 | +2.54% | +15.1% | ||
| FBPFirst Bancorp PR | 80 | 69 | 11.4 | — | 2.2 | 3.1 | $27.58 | +0.22% | +2.7% | ||
| AMPAmeriprise Financial | 78 | 69 | 12.8 | — | 7.9 | 2.4 | $544.33 | -0.25% | +9.1% | ||
| SEICSEI Investments Company | 76 | 72 | 18.4 | — | 5.2 | 5.2 | $105.20 | +0.33% | +11.1% |
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