Charles Schwab Corporation
SCHW
$106.54
-0.31%
The Charles Schwab Corporation is a leading financial services firm providing brokerage, banking, asset management, custody, and wealth management services to individual investors and registered investment advisors (RIAs). As one of the largest retail-oriented financial services companies in the US, with $11.9 trillion in client assets, Schwab holds a dominant position in RIA custody with over 40% market share, distinguishing it as a scale-driven platform. The current investor narrative centers on the company's ability to grow revenue and earnings amid a high-interest-rate environment, which boosts net interest income, while also navigating competitive pressures from fintech disruptors and regulatory changes that could reshape the brokerage landscape.…
SCHW
Charles Schwab Corporation
$106.54
Related headlines
SCHW 12-Month Price Forecast
Wall Street consensus
Most Wall Street analysts maintain a constructive view on Charles Schwab Corporation's 12-month outlook, with a consensus price target around $124.95 and implied upside of +17.3% versus the current price.
Average Target
$124.95
0 analysts
Implied Upside
+17.3%
vs. current price
Analyst Count
—
covering this stock
Price Range
$91 - $145
Analyst target range
Schwab is covered by 20 analysts, with a consensus recommendation of 'buy' and a mean recommendation score of 1.73 (where 1 is strong buy and 5 is sell). The average target price is $124.95, implying an upside of 14.3% from the current price of $109.29. The distribution leans bullish, with no sell ratings and a majority of buy/overweight ratings, indicating strong positive sentiment among analysts.
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SCHW Technical Analysis
SCHW is in a clear uptrend, with the stock price at $109.29 as of September 4, 2026, reflecting a 1-year gain of 11.94%. The stock is trading near the upper end of its 52-week range, at approximately 95.4% of the range (calculated as (109.29 - 83.96) / (114.53 - 83.96) = 0.954), indicating strong momentum and bullish sentiment. This positioning near the 52-week high of $114.53 suggests the market is rewarding the stock, but it also raises the risk of overextension if buying pressure wanes.
Beta
0.75
0.75x market volatility
Max Drawdown
-20.4%
Largest decline past year
52-Week Range
$84-$115
Price range past year
Annual Return
+13.7%
Cumulative gain past year
| Period | SCHW Return | S&P 500 |
|---|---|---|
| 1m | -1.3% | -1.4% |
| 3m | +20.1% | +3.3% |
| 6m | +14.5% | +15.1% |
| 1y | +13.7% | +17.2% |
| ytd | +4.9% | +11.8% |
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SCHW Fundamental Analysis
Schwab's revenue trajectory is robust, with Q1 2026 revenue of $7.30 billion, up 9.77% year-over-year from $6.65 billion in Q1 2025. The multi-quarter trend shows consistent growth, with revenue rising from $6.55 billion in Q3 2024 to $7.30 billion in Q1 2026, indicating accelerating growth. The company's two main segments, Investor Services and Advisor Services, generated $9.919 billion and $2.552 billion in revenue respectively (likely annual figures), with Investor Services being the primary growth driver, benefiting from higher interest rates and increased client assets.
Quarterly Revenue
$7.3B
2026-03
Revenue YoY Growth
+9.8%
YoY Comparison
Gross Margin
88.8%
Latest Quarter
Free Cash Flow
$9.7B
Last 12 Months
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Analysis: Is SCHW Overvalued?
Given that Schwab is highly profitable, with net income of $2.479 billion in Q1 2026, the PE ratio is the most appropriate valuation metric. The trailing PE is 21.35x, while the forward PE is 14.00x, implying that the market expects significant earnings growth, which is supported by the PEG ratio of 0.38. The gap between trailing and forward PE suggests that analysts anticipate a substantial increase in earnings, likely driven by continued net interest income expansion and cost discipline.
PE
21.3x
Latest Quarter
vs. Historical
Low-End
5-Year PE Range 16x~34x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
12.6x
Enterprise Value Multiple