The Charles Schwab Corporation: stock overview
Price
$92.98
November 13, 2026Market cap $163B
What Ploutos Investor adds for Charles Schwab
Part of Ploutos Investor, €9.99 a month
- The full history: 17 fiscal years, from 2009
- The estimated fair value, with its range and its certainty
- The full analysis, 18 a month
- More questions to the chat on its filings
- Excel with every year
- An email when it reports, changes its dividend or an officer buys
Sign in with a free account to see the last 5 fiscal years.
In short
Charles Schwab had revenue of $27.1B over the last 12 months and net income of $10.6B, a net margin of 39.3%. Revenue grew by 15.4% a year on average over the last 5 years. At $92.98 the shares trade at a P/E of 15.9, against a median of 24.8 over the last 5 fiscal years. It pays a dividend yielding 1.38%.
From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.
Its SEC filings- Market cap
- $163B
- 1.75B shares
- P/E
- 15.9
- Today15.9Median24.8
- Revenue, 12 months
- $27.1B
- +15.4% a year over 5 years
- Net margin
- 39.3%
- 2025: 0.0%, above 18% of its industry
Worth knowing
What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.
3 fiscal years in figures
Each fiscal year's figures as the company filed them, and the share price at its end.
+12.7% a year over 2 years
Fiscal years in figures
SCHW's revenue, profit, cash flow and dividend with each year-end price, from 2009 to 2022, 14 more fiscal years
Part of Ploutos Investor, €9.99 a month
Sign in with a free account to see the last 5 fiscal years.
Key figures
The company's current figures in five groups. Each term is explained behind its ⓘ.
Valuation
- Market cap 3-year median: $134B
- $163B
- P/E 3-year median: 24.8
- 15.9
- P/B 3-year median: 3.1
- 3.6
- Earnings yield 3-year median: 4.0%
- 6.3%
Profitability
- Net margin 3-year median: 30.3%
- 39.3%
- ROE
- 21.3%
Growth
- Revenue, yearly change
- +22.0%
- EPS, yearly change
- +55.5%
- Revenue, average a year
- +15.4%
- EPS, average a year
- +17.0%
The yearly change compares FY2025 with FY2024.
Returns to shareholders
- Dividend yield 3-year median: 1.4%
- 1.38%
- Buybacks
- 4.51%
- Total returned
- 5.89%
- Shares, yearly change
- -3.4%
Bank health
Core capital (CET1) is 33.7% of risk-weighted assets, loan reserves cover the loans past due 1.5 times, and the group earned 22.6% on its common equity over the last 12 months.
- 33.7%
- 17%
- 0.03%
- 0.05%
- 1.48x
- 0.00%
- 2.18%
- 18%
- 26%
- 10.7%
The CHARLES SCHWAB CORPORATION, THE group (Federal Reserve)
- 22.6%
- 21%
- 5.8x
- 3.9 years of dividends
- 24.4%
- 0.02%
Historically, in the Fed's data for US banks from 2001 to 2025, when a group paid out more than 75% of its earnings about 4 in 10 cut the dividend the next year, against about 1 in 20 of the rest. Capital (CET1) did not tell the cutters apart. It is a historical measure, not a forecast for this bank.
Securities held to maturity
On Jun 30, 2026 the group carried $131B of securities it intends to hold to maturity, at cost. Their market value was $121B. Marked to market, its tangible common equity would be 30.4% lower, after tax at 21%.
A sensitivity, not a deduction: accounting keeps these bonds at cost because the bank means to hold them until they are repaid, and the deposits and loans on the other side are not marked to market either.
A year earlier (Jun 30, 2025): CET1 from 44.6% to 33.7% · Uninsured from 15% to 17% · Past due from 0.07% to 0.03% · Reserves to loans from 0.04% to 0.05%
From quarterly FDIC Call Reports for Charles Schwab Bank, SSB, Charles Schwab Premier Bank, SSB and 1 more, as of Jun 30, 2026. Group figures from FR Y-9C filings with the Federal Reserve, as of Jun 30, 2026. The bank is about 56% of the group, so these figures describe that part, not the whole group.
Against its industry
Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 62).
Net margin
0.0%
Above 18% of the 82 companies in its industry, and 35% of all.
ROE
0.0%
Above 13% of the 74 companies in its industry, and 31% of all.
ROA
0.0%
Above 15% of the 78 companies in its industry, and 34% of all.
Revenue growth
22.0%
Above 71% of the 80 companies in its industry, and 83% of all.
From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.
The company at the SEC
How it is registered and when its fiscal year ends.
- Name at the SEC
- SCHWAB CHARLES CORP
- CIK
- 316709
- Exchange
- NYSE
- Industry (SIC)
- 6211 · Security Brokers, Dealers & Flotation Companies
- Fiscal year ends
- December 31
- Latest annual report
- December 31, 2025
- Reporting currency
- USD
- Shares
- 1.75B
Other companies: Financial services
The largest companies of the same sector, each with its own page.
- BRK.ABerkshire Hathaway+0,00%Compare with SCHW
- JPMJP Morgan Chase & Co.+0,00%Compare with SCHW
- VVisa+0,00%Compare with SCHW
- MAMastercard+0,00%Compare with SCHW
- BACBank of America+0,00%Compare with SCHW
- GSGoldman Sachs+0,00%Compare with SCHW
- WFCWells Fargo & Company+0,00%Compare with SCHW
- MSMorgan Stanley+0,00%Compare with SCHW
The full analysis
What do Charles Schwab's filings show?
These are Charles Schwab's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.
- A fair value range built from the filings
- Earnings quality, debt and red flags
- Insider and institutional moves
- The case for and the case against
What is SCHW's market cap?
The Charles Schwab Corporation's market cap is $163B, at a price of $92.98 on November 13, 2026 and 1.75B shares.
What is SCHW's P/E?
SCHW's P/E is 15.9, on earnings per share of $5.85 over the last 12 months. The median over the last 5 fiscal years was 24.8.
How much revenue does SCHW have?
Charles Schwab had revenue of $27.1B over the last 12 months. Over the last 5 years it changed by +15.4% a year on average.
Does SCHW pay a dividend?
Yes. Charles Schwab paid $1.28 per share over the last 12 months, a yield of 1.38% at today's price. All the figures are in the Dividend section.
Where do the figures come from?
From The Charles Schwab Corporation's SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.
Related pages
The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.
The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.