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SCHW

Charles Schwab Corp

US$98.37-0.74% (-US$0.73)
Day's range
US$97.68 – US$99.02
Day's volume
US$1bn
52-week range
US$85.10 – US$113.65

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SCHW in numbers

Market cap
US$169bn
P/E
135.78
P/B
3.39
Dividend yield (12m)
1.25%

The 12-month dividend yield of SCHW is 1.25%, above its 5-year average of 1.15%.

SCHW price history

02/10/202501/10/2026
Compare with

SCHW risk and return

Monthly closes adjusted for splits and distributions.

Metric12 months36 months60 months
Return+4.73%+95.74%+27.39%
Volatility (annualised)23.56%25.97%30.88%
Largest drawdown-15.36%-15.36%-39.58%
Positive months5/1219/3632/60

How much did investing in SCHW return?

US$1,000.00 invested on 01/09/2021 would be worth US$1,434.63 today.

Value today in SCHW
US$1,434.63
Return over the period
+43.46%
Return per year
+7.49%
In the S&P 500
US$1,776.31

With dividends reinvested, before taxes and costs, at month-end closes. Past returns do not guarantee future ones.

SCHW fundamentals

Valuation

  • P/E
    135.78
  • P/B
    3.39
  • EV/EBITDA
    —
  • EV/EBIT
    —
  • EV/Revenue
    6.49
  • P/EBIT
    —
  • P/S
    6.49
  • P/OCF
    14.80
  • P/FCF
    15.67
  • Earnings yield
    —
  • PEG ratio
    —
  • Earnings per share
    US$0.72
  • Book value per share
    US$29.00

Efficiency

  • Gross margin
    —
  • EBITDA margin
    —
  • Operating margin
    —
  • Net margin
    4.81%
  • Asset turnover
    0.05

Profitability

  • ROE
    2.50%
  • ROA
    0.24%
  • ROIC
    —
  • Payout
    169.78%

Growth

  • Revenue CAGR (5 years)
    10.40%
  • Earnings CAGR (5 years)
    -22.84%
  • Revenue growth (year)
    —
  • Earnings growth (year)
    —
  • Revenue growth (quarter)
    —
  • Earnings growth (quarter)
    —

What is SCHW's fair price?

Two classic value formulas, with today's numbers. The current price is US$98.37.

Graham's fair price
US$21.74
77.90% below the price

√(22.50 × US$0.72 × US$29.00)

Benjamin Graham paid no more than a P/E of 15 and a P/B of 1.5. Their product, 22.5, times earnings (EPS) and book value per share gives the fair price.

Bazin's ceiling price
US$15.47
84.28% below the price

US$0.93 (5-year average) ÷ 6%

Décio Bazin only bought shares yielding at least 6% a year in distributions. The ceiling price is the average dividend per share of recent years divided by 6%.

Graham ignores growth and debt; Bazin assumes past distributions will repeat. They are reference points for comparison, not a buy recommendation.

SCHW indicators by year

Multiples at each year's closing price; margins and returns from that year's accounts.

Indicator20252024202320222021202020192018
P/E19,776.7022,588.72————16.5215.78
P/B3.542.77————2.812.68
Dividend yield1.08%1.35%1.45%1.01%0.86%1.36%1.43%1.11%
Earnings per shareUS$0.01US$0.00————US$2.88US$2.63
Book value per shareUS$28.21US$26.67————US$16.91US$15.51
ROE0.02%0.01%0.01%0.02%0.01%5.88%17.03%16.97%
Net margin0.04%0.03%0.03%0.03%0.03%28.22%34.55%34.61%

SCHW financial statements

Line202520242023202220212020
Net revenueUS$23.9bnUS$19.6bnUS$18.8bnUS$20.8bnUS$18.5bnUS$11.7bn
Cost of sales——————
Gross profit——————
EBITDA——————
EBIT——————
Net finance result——————
Profit before taxUS$11.5bnUS$7.7bnUS$6.4bnUS$9.4bnUS$7.7bnUS$4.3bn
Income tax-US$2.6bn-US$1.8bn-US$1.3bn-US$2.2bn-US$1.9bn-US$1bn
Net incomeUS$8.9mUS$5.9mUS$5.1mUS$7.2mUS$5.9mUS$3.3bn

Figures the company filed with the CVM. Debt excludes leases; each quarter is that quarter alone.

Does SCHW pay dividends?

Dividend yield per year

  • 0.62%2017
  • 1.11%2018
  • 1.43%2019
  • 1.36%2020
  • 0.86%2021
  • 1.01%2022
  • 1.45%2023
  • 1.35%2024
  • 1.08%2025
  • 0.98%2026
Payment history
TypeLast day to ownPaymentPer share
Dividend13/08/202628/08/2026US$0.32
Dividend07/05/202622/05/2026US$0.32
Dividend12/02/202627/02/2026US$0.32
Dividend13/11/202528/11/2025US$0.27
Dividend07/08/202522/08/2025US$0.27
Dividend08/05/202523/05/2025US$0.27
Dividend13/02/202528/02/2025US$0.27
Dividend07/11/202422/11/2024US$0.25
Dividend08/08/202423/08/2024US$0.25
Dividend08/05/202424/05/2024US$0.25
Dividend07/02/202423/02/2024US$0.25
Dividend08/11/202324/11/2023US$0.25
See all 40 distributions
Earlier distributions
TypeLast day to ownPaymentPer share
Dividend09/08/202325/08/2023US$0.25
Dividend10/05/202326/05/2023US$0.25
Dividend08/02/202324/02/2023US$0.25
Dividend08/11/202225/11/2022US$0.22
Dividend10/08/202226/08/2022US$0.22
Dividend11/05/202227/05/2022US$0.20
Dividend09/02/202225/02/2022US$0.20
Dividend09/11/202126/11/2021US$0.18
Dividend11/08/202127/08/2021US$0.18
Dividend12/05/202128/05/2021US$0.18
Dividend10/02/202126/02/2021US$0.18
Dividend11/11/202027/11/2020US$0.18
Dividend05/08/202028/08/2020US$0.18
Dividend06/05/202022/05/2020US$0.18
Dividend12/02/202028/02/2020US$0.18
Dividend06/11/201922/11/2019US$0.17
Dividend07/08/201923/08/2019US$0.17
Dividend13/05/201929/05/2019US$0.17
Dividend12/02/201928/02/2019US$0.17
Dividend07/11/201823/11/2018US$0.13
Dividend08/08/201824/08/2018US$0.13
Dividend09/05/201825/05/2018US$0.10
Dividend07/02/201823/02/2018US$0.10
Dividend08/11/201724/11/2017US$0.08
Dividend08/08/201725/08/2017US$0.08
Dividend09/05/201726/05/2017US$0.08
Dividend07/02/201724/02/2017US$0.08
Dividend08/11/201628/11/2016US$0.07

About Charles Schwab

Sector
Finance, insurance and real estate

Questions about SCHW

How much is SCHW today?

SCHW is at US$98.37 (-0.74% on the day), last traded on 01/10/2026.

How much did SCHW pay in dividends in 2025?

SCHW paid US$1.08 per share in 2025, a dividend yield of 1.08%.

What are the P/E and P/B of SCHW?

SCHW trades at a P/E of 135.78 and a P/B of 3.39.

How much did SCHW return in 12 months?

SCHW returned 4.73% in 12 months, with annualised volatility of 23.56% and a largest drawdown of -15.36%.