Charles Schwab Corp
Research Charles Schwab Corp (SCHW) on Bullrun: valuation model: 13.8% overvalued, market cap USD 194.02B, P/E 20.4, dividend yield 1.1%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerSCHW
- ExchangeNYSE
- CountryUnited States
- SectorFinancial Services
- IndustryCapital Markets
- CurrencyUSD
- Valuation signal13.8% overvalued
- Market capUSD 194.02B
- P/E20.4
- Dividend yield1.1%
- Financial periodQ2 2026
- RevenueUSD 7.07B
- Net incomeUSD 2.80B
- Free cash flowUSD 4.12B
Valuation Snapshot
Bullrun's latest valuation model marks Charles Schwab Corp as 13.8% overvalued; latest market cap is USD 194.02B; P/E is 20.4; dividend yield is 1.1%.
Peer valuation comparison
Latest P/E is 20.42x versus a Financial Services sector median of 13.84x (47.6% above).
Latest dividend yield is 1.14% versus a Financial Services sector median of 3.86% (70.4% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 23.92B | USD 8.85M | USD 8.76B | n/a | 4.65 | USD 46.03B | USD 30.95B | USD 49.43B |
| FY2024 | USD 19.61B | USD 5.94M | USD 2.05B | n/a | 2.99 | USD 42.08B | USD 45.13B | USD 48.38B |
| FY2023 | USD 18.84B | USD 5.07M | USD 18.89B | n/a | 2.54 | USD 43.34B | USD 59.08B | USD 40.96B |
| FY2022 | USD 20.76B | USD 7.18M | USD 1.09B | n/a | 3.5 | USD 40.20B | USD 17.05B | USD 36.61B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-08-25 | USD 194.02B | 20.4 | 1.1% | 1.23 |
| 2025 | 2025-12-31 | USD 175.67B | 21.4 | 1.1% | 1.08 |
| 2024 | 2024-12-31 | USD 135.53B | 24.8 | 1.4% | 1 |
| 2023 | 2023-12-29 | USD 125.39B | 22.9 | 1.5% | 1 |
| 2022 | 2022-12-30 | USD 155.42B | 25.3 | 1.0% | 0.84 |
| 2021 | 2021-12-31 | USD 159.22B | 29.7 | 0.9% | 0.72 |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 1.23 USD, yield 1.1%.
| Year | Dividends/share |
|---|---|
| FY2025 | 1.08 USD |
| FY2024 | 1 USD |
| FY2023 | 1 USD |
| FY2022 | 0.84 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.
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Frequently asked questions
Is Charles Schwab Corp overvalued or undervalued?
Bullrun's valuation model currently marks Charles Schwab Corp as 13.8% overvalued.
What is Charles Schwab Corp's market cap?
Charles Schwab Corp's market capitalization is USD 194.02B.
What is Charles Schwab Corp's P/E ratio?
Charles Schwab Corp's price-to-earnings (P/E) ratio is 20.4.
Does Charles Schwab Corp pay a dividend?
Charles Schwab Corp has a dividend yield of 1.1%.
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.