Charles Schwab Corp

Research Charles Schwab Corp (SCHW) on Bullrun: valuation model: 15.9% overvalued, market cap USD 167.11B, P/E 17.6, dividend yield 1.3%. Explore financials, valuation history, model signals, and stock context.

Key Metrics

Valuation Snapshot

Bullrun's latest valuation model marks Charles Schwab Corp as 15.9% overvalued; latest market cap is USD 167.11B; P/E is 17.6; dividend yield is 1.3%.

Peer valuation comparison

Latest P/E is 17.58x versus a Financial Services sector median of 13.39x (31.3% above).

Latest dividend yield is 1.27% versus a Financial Services sector median of 3.66% (65.3% below).

Five-year financial history

YearRevenueNet incomeFree cash flowGross marginDiluted EPSCashTotal debtEquity
FY2025USD 23.92BUSD 8.85MUSD 8.76Bn/a4.65USD 46.03BUSD 30.95BUSD 49.43B
FY2024USD 19.61BUSD 5.94MUSD 2.05Bn/a2.99USD 42.08BUSD 45.13BUSD 48.38B
FY2023USD 18.84BUSD 5.07MUSD 18.89Bn/a2.54USD 43.34BUSD 59.08BUSD 40.96B
FY2022USD 20.76BUSD 7.18MUSD 1.09Bn/a3.5USD 40.20BUSD 17.05BUSD 36.61B

Valuation history

YearSnapshot dateMarket capP/EDividend yieldAnnual dividend/share
20262026-10-09USD 167.11B17.61.3%1.23
20252025-12-31USD 175.67B21.41.1%1.08
20242024-12-31USD 135.53B24.81.4%1
20232023-12-29USD 125.39B22.91.5%1
20222022-12-30USD 155.42B25.31.0%0.84
20212021-12-31USD 159.22B29.70.9%0.72

Dividend history

Latest trailing dividend snapshot: annual dividend/share 1.23 USD, yield 1.3%.

YearDividends/share
FY20251.08 USD
FY20241 USD
FY20231 USD
FY20220.84 USD

About Charles Schwab Corp

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.

ETFs that hold Charles Schwab Corp

Charles Schwab Corp is one of the ten largest holdings of 9 ETFs that investors in Europe can buy. The 8 most traded of them:

ETFWeightTER
State Street SPDR S&P U.S. Financials Select Sector UCITS ETF2.21%0.15%
Xtrackers MSCI USA Financials UCITS ETF 1D2.25%0.12%
JPMorgan US Value Equity Active UCITS ETF1.52%0.50%
Invesco Global Buyback Achievers UCITS ETF3.06%0.39%
VanEck Morningstar Global Wide Moat UCITS ETF A USD2.18%0.52%
L&G S&P 100 Equal Weight $1.14%0.19%
VanEck Morningstar US Wide Moat UCITS ETF A Acc2.69%0.46%
US Value Active UCITS ETF EUR Hedged Accumulation1.52%0.49%

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Frequently asked questions

Is Charles Schwab Corp overvalued or undervalued?

Bullrun's valuation model currently marks Charles Schwab Corp as 15.9% overvalued.

What is Charles Schwab Corp's market cap?

Charles Schwab Corp's market capitalization is USD 167.11B.

What is Charles Schwab Corp's P/E ratio?

Charles Schwab Corp's price-to-earnings (P/E) ratio is 17.6.

Does Charles Schwab Corp pay a dividend?

Charles Schwab Corp has a dividend yield of 1.3%.

What does Charles Schwab Corp do?

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services.