The Charles Schwab Corporation SCHW
Composite 63/100; the shares have moved about 26% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 48/100 — a slight mark against it.
Growth ranks 81/100 — a strong point in its favour. Momentum ranks 71/100 — a moderate point in its favour. Quality ranks 67/100 — a moderate point in its favour.
Valuation ranks 48/100 — a slight mark against it.
What the company does The Charles Schwab Corporation (SCHW) provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services through its Investor Services and Advisor Services segments. It offers trading, cash management, mutual funds, ETFs, advisory solutions, mortgage loans, and trust services to retail and institutional clients.
Key financials SCHW reports ROE of 20.3%, ROA of 2.1%, and ROCE of 2.6%. Gross, operating, and net margins stand at 97.5%, 52.3%, and 38.8%, respectively. Revenue growth is 6.5%, while EPS growth is 53.8%. The company maintains a strong Piotroski F-Score of 8/9 and a debt/equity ratio of 1.51.
Stock health SCHW scores 61.2 overall on Sideravia, with strong quality (70.3) and growth (80.6) but weaker valuation (38.2) and income (47.5). Momentum is positive at 26.97% over 3 months. The stock is 5.66% below its 52-week high, with RSI(14) at 51.70, indicating neutral momentum.
Price vs fair value SCHW trades at a discount of 15.70% versus the analyst mean target of 125.00. - Recent crypto expansion (Solana, Avalanche, Chainlink) may drive client inflows (CryptoProwl, FX Empire). - New digital account API could attract fintech partnerships (Simply Wall St.). - Competitive pressure from Vanguard’s Altruist acquisition noted (Zacks, Investor’s Business Daily).
Looking forward Forward P/E of 16.61 and PEG of 0.80 suggest reasonable valuation relative to growth. Expansion into crypto and fintech APIs may support long-term revenue diversification. However, competitive dynamics in wealth management remain a watchpoint.
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Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.