Charles Schwab Corporation (The — SCHW
| Close Price | Market Cap | P/E Ratio | Forward P/E Ratio | Implied Growth* | Implied Forward Growth* | Dividend | P/B Ratio |
|---|---|---|---|---|---|---|---|
| $101.92 | $185.01B | 23.9 | 17.8 | 13.2% | 10.1% | $1.08 1.1% | 4.3 |
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Revenue & Net Income
| Date | Revenue | Net Income | EPS | Revenue Change | Net Income Change | EPS Change | |
|---|---|---|---|---|---|---|---|
| 0 | 2020-12-31 | $11.7B | $3.3B | $2.13 | N/A | N/A | N/A |
| 1 | 2021-12-31 | $18.5B | $5.9B | $2.84 | 58.4% | 77.5% | 33.3% |
| 2 | 2022-12-31 | $20.8B | $7.2B | $3.52 | 12.1% | 22.7% | 23.9% |
| 3 | 2023-12-31 | $18.8B | $5.1B | $2.55 | -9.3% | -29.5% | -27.6% |
| 4 | 2024-12-31 | $19.6B | $5.9B | $3.00 | 4.1% | 17.3% | 17.6% |
| 5 | TTM 2025-03-31 | $14.9B | $4.6B | $3.30 | -24.2% | -22.9% | 10.0% |
| 6 | Average | 8.2% | 13.0% | 11.4% |
EPS
Forecasts
Y/Y % Change
SCHW Year-over-Year Growth
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Average | |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth (%) | 58.4% | 12.1% | -9.3% | 4.1% | 21.5% | 8.9% | 16.0% | |
| Revenue Analysts (#) | 0 | 0 | 0 | 0 | 0 | 8 | 8 | |
| EPS Growth (%) | 77.5% | 22.7% | -29.5% | 17.3% | 47.6% | 16.4% | 25.3% | |
| EPS Analysts (#) | 0 | 0 | 0 | 0 | 0 | 10 | 10 |
Expenses
| Year | Revenue ($) | Sales & Marketing ($) | G&A ($) | SG&A ($) | Facilities / D&A ($) | Personnel ($) |
|---|---|---|---|---|---|---|
| 2021 | $18.5B | $485.0M | $5.5B | $5.9B | $1.2B | $5.5B |
| 2022 | $20.8B | $419.0M | $5.9B | $6.4B | $1.2B | $5.9B |
| 2023 | $18.8B | $397.0M | $6.3B | $6.7B | $1.3B | $6.3B |
| 2024 | $19.6B | $397.0M | $6.0B | $6.4B | $1.4B | $6.0B |
| TTM | $22.9B | $406.0M | $6.4B | $6.8B | $1.4B | $6.4B |
| Year | Revenue Change (%) | Sales & Marketing Change (%) | G&A Change (%) | SG&A Change (%) | Facilities / D&A Change (%) | Personnel Change (%) |
|---|---|---|---|---|---|---|
| 2022 | 12.11 | -13.61 | 8.92 | 7.08 | 7.22 | 8.92 |
| 2023 | -9.27 | -5.25 | 6.38 | 5.62 | 7.21 | 6.38 |
| 2024 | 4.08 | 0.00 | -4.31 | -4.05 | 7.25 | -4.31 |
| TTM | 16.87 | 2.27 | 5.81 | 5.59 | -3.62 | 5.81 |
No unmapped expenses.
Balance Sheet
| Metric | Value | |
|---|---|---|
| 0 | Total Assets | $458,936M |
| 1 | Cash | $32,195M |
| 2 | Total Liabilities | $409,485M |
| 3 | Total Debt | $37,671M |
| 4 | Total Equity | $49,451M |
| 5 | Debt to Equity Ratio | 0.76 |
EPS & Dividend
Valuation
| Share Price | Treasury Yield | Estimates | Fair Value (P/E) | Fair Value (P/S) | Current P/S | Current P/E |
|---|---|---|---|---|---|---|
| $101.92 | 4.1% | Nicks Growth: 5% Nick's Expected Margin: 30% FINVIZ Growth: 27% |
Nicks: 11 Finviz: 80 |
Nick's: 3.268 | 8.1 | 23.9 |
| Basis | Year | Nicks Valuation | Nicks vs Share Price | Finviz Valuation | Finviz vs Share Price |
|---|---|---|---|---|---|
| $4.27 EPS | TTM | $46.52 | -54.4% | $339.82 | 233.4% |
| $4.83 EPS | 2025 | $52.62 | -48.4% | $384.38 | 277.1% |
| $5.62 EPS | 2026 | $61.22 | -39.9% | $447.25 | 338.8% |
Implied Growth
| Average | Median | Std Dev | Current | Percentile | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| TTM | Forward | TTM | Forward | TTM | Forward | TTM | Forward | TTM | Forward | |
| Timeframe | ||||||||||
| 1 Year | 13.59% | 13.22% | 13.72% | 13.58% | 1.00% | 1.22% | 13.18% | 10.06% | 33.3% | 4.0% |
| 3 Years | 13.59% | 13.22% | 13.72% | 13.58% | 1.00% | 1.22% | 13.18% | 10.06% | 33.3% | 4.0% |
| 5 Years | 13.59% | 13.22% | 13.72% | 13.58% | 1.00% | 1.22% | 13.18% | 10.06% | 33.3% | 4.0% |
| 10 Years | 13.59% | 13.22% | 13.72% | 13.58% | 1.00% | 1.22% | 13.18% | 10.06% | 33.3% | 4.0% |