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The Charles Schwab Corporation

SCHW-PJ • Financial - Capital Markets
$109.29
▼ -1.09 (-0.99%)
Current price
EarningsLatest report: Mar 31, 2026
HIGHLY FAVORABLE PROFILEExcellentConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology
Analysis thesis: Strong business quality with supportive growth and cash-flow evidence. Valuation still matters, but the historical ratio profile is favorable.
Market Cap
$157.27B
Growth
12.9%
Cash Flow
5/5
Trend
Stable
Evidence
Stable or improving margins · 32.0%Positive revenue growth · 11.6%Positive free cash flow · 4.95Consistent free cash flow · 5/5Reasonable earnings multiple · 20
Financial data as of: Mar 31, 2026, 12:00 AM UTCLast earnings update: Apr 16, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$109.29
Change-0.99%
Market Cap$157.27B
52W Range17.28 - 20.60
Beta0.77
Gross Margin86.44%
Oper. Margin41.41%
Profit Margin31.99%
Debt/Eq0.63
Current Ratio0.53
Quick Ratio0.53
Revenue 5Y12.87%

Investment DNA

How strong this company looks for long-term investors

82
out of 100
Business Quality
Margins, moat, returns
90/100
Financial Strength
Debt, cash, stability
38/100
Growth Potential
Revenue and expansion
95/100
Price Attractiveness
Cheap or expensive today
67/100
Why this score▼
Stable or improving margins · 32.0%Positive revenue growth · 11.6%Positive free cash flow · 4.95Consistent free cash flow · 5/5Reasonable earnings multiple · 20Manageable debt level · 0.63

Analyst view

Analyst sentiment and price target

Analyst sentiment
No vote count available
Bullish
0
Hold
0
Bearish
0
Price Target
2026-06-30
Low
$105.00
Mean
$121.89
Median
$125.00
High
$137.00

Company Overview

IPO: 3/24/2021
Industry: Financial - Capital Markets
P/B i: 3.58
Debt / Equity i: 0.63
Operating Margin: 41.41%
Net Margin: 31.99%
ROE i: -
ROIC: -

Financial Health

Score8 / 20
Debt / Equity: 0.63
Current Ratio: 0.53
Quick Ratio: 0.53
Status: Moderate

Warnings

  • Weak Liquidity
  • Weak quick ratio

Insider Transactions

Recent executive and insider activity

Ellis Stephen A
Transaction: 06/23/2026
SELL
Change
-2,258
Price
$25.11
Filing
06/25/2026
Type
SELL
Ellis Stephen A
Transaction: 06/23/2026
BUY
Change
+2,258
Price
$25.11
Filing
06/25/2026
Type
BUY
Verdeschi Michael D
Transaction: 06/03/2026
SELL
Change
-6,519
Price
$87.42
Filing
06/04/2026
Type
SELL