Full text
Earnings transcript
Read the complete earnings call transcript.
SCHW
The Charles Schwab Corporation
$93.77
1.41
(1.53%)
| Exchange: | NYSE |
| Market Cap: | 166.623B |
| Shares Outstanding: | 1.025B |
About The Company
| Sector: | Financial Services | |||||
| Industry: | Financial – Capital Markets | |||||
| CEO: | Richard Andrew Wurster | |||||
| Full Time Employees: | 32100 | |||||
| Address: |
| |||||
| Website: | https://www.schwab.com |
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
Click to read more…
Revenue Segmentation
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeCurrent Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Performance: SCHW has demonstrated consistent revenue growth as reflected in recent income statements, supported by strong gross profit margins and positive net income trends. This indicates a solid financial foundation and operational efficiency within the brokerage and wealth management sectors.
- Strong Market Position: As a leading player in the financial services industry, SCHW benefits from a large market capitalization and high average trading volume, signaling investor confidence and liquidity. The company’s established brand and extensive client base, as inferred from full-time employee numbers and sector positioning, further solidify its competitive edge.
- Positive Free Cash Flow: SCHW exhibits healthy free cash flow yields (as per key metrics TTM), suggesting the ability to fund operations, invest in growth initiatives, and return value to shareholders through dividends, which are consistent as indicated by the last dividend data.
Log in with Full Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates SCHW intrinsic value between $16.45 – $75.11 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about SCHW valuation
Is The Charles Schwab Corporation (SCHW) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for The Charles Schwab Corporation (SCHW) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is SCHW a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether SCHW trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is SCHW’s P/E ratio?
You can see SCHW’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for SCHW?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is SCHW a good long-term investment?
Whether SCHW fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
SCHW
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
1.53
Trading Metrics:
| Open: | 91.55 | Previous Close: | 92.36 | |
| Day Low: | 90.9 | Day High: | 94.02 | |
| Year Low: | 65.88 | Year High: | 107.5 | |
| Price Avg 50: | 96.84 | Price Avg 200: | 95.61 | |
| Volume: | 7.554M | Average Volume: | 10.786M |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's freeSCHW full analysis
Welcome to MARKETSNAP’s SWOT analysis for The Charles Schwab Corporation, or as most of you probably know it, simply Charles Schwab (ticker SCHW). If you’re a long-term investor looking to build wealth, you’ve likely come across this giant in the financial services space. Today, we’re diving deep into what makes Charles Schwab tick, breaking down its strengths, weaknesses, opportunities, and threats, while keeping an eye on what could drive this stock in the years ahead. Let’s unpack the latest data,…
