SCHW The Charles Schwab Corporation - Fundamental Analysis
AI Analysis
Powered by advanced machine learning algorithms
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Rule-based valuation fallback.
- Insufficient data for clear positives.
Rule-based growth outlook.
- Revenue growth running at 26.6%.
- Earnings expanding at 77.5%.
Historical performance + price trend: Shares moved +114.3% over 5Y and +18.8% over 1Y.
- ROE sits at 17.0%.
- Healthy profit margin of 35.9%.
Balance sheet & liquidity snapshot.
- Insufficient data for clear positives.
- Current ratio 0.6 below 1.0.
Dividend policy fallback.
- Insufficient data for clear positives.
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for SCHW and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
SCHW
The Charles Schwab Corporation
Primary
|
+114.3% | +25.6% | +18.8% | +6.7% | +0.1% | -0.9% |
|
BX
Blackstone Inc.
Peer
|
+194.4% | +58.7% | -19.5% | -2.1% | -12.9% | -3.1% |
|
BLK
BlackRock, Inc.
Peer
|
+76.4% | +53.9% | +3.1% | +8.0% | -12.0% | -2.2% |
|
SPGI
S&P Global Inc.
Peer
|
+51.6% | +42.8% | -2.6% | -5.1% | +2.3% | -0.5% |
|
PGR
The Progressive Corporation
Peer
|
+159.1% | +88.5% | -10.8% | -21.2% | -0.6% | +3.6% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
SCHW
The Charles Schwab Corporation
|
BULLISH | $167.73B | 22.11 | 17.0% | 35.9% | $94.39 | |
|
BX
Blackstone Inc.
|
NEUTRAL | $170.2B | 40.64 | 26.5% | 21.2% | $141.44 | |
|
BLK
BlackRock, Inc.
|
BULLISH | $164.14B | 27.25 | 12.1% | 26.6% | $1057.94 | |
|
SPGI
S&P Global Inc.
|
BULLISH | $152.3B | 35.97 | 12.0% | 28.1% | $493.9 | |
|
PGR
The Progressive Corporation
|
NEUTRAL | $132.04B | 12.36 | 34.2% | 12.6% | $225.18 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-10 | WOOLWAY PAUL V | Officer | Gift | 1,089 | - |
| 2025-11-07 | CRAIG JONATHAN M | Officer | Option Exercise | 35,188 | $1,477,192 |
| 2025-11-07 | CRAIG JONATHAN M | Officer | Sale | 35,188 | $3,355,028 |
| 2025-10-29 | WOOLWAY PAUL V | Officer | Gift | 3,822 | - |
| 2025-10-29 | SCHWAB CHARLES R JR. | Chairman of the Board | Sale | 109,150 | $10,283,724 |
| 2025-10-24 | SCHWAB CHARLES R JR. | Chairman of the Board | Gift | 50,345 | - |
| 2025-10-02 | SCHWAB-POMERANTZ CAROLYN | Director | Sale | 24,000 | $2,221,193 |
| 2025-10-01 | WOOLWAY PAUL V | Officer | Sale | 3,205 | $299,111 |
| 2025-09-23 | ELLIS STEPHEN A | Director | Option Exercise | 2,105 | $60,098 |
| 2025-09-04 | SCHWAB-POMERANTZ CAROLYN | Director | Sale | 24,000 | $2,319,300 |
| 2025-09-02 | WOOLWAY PAUL V | Officer | Sale | 3,205 | $305,127 |
| 2025-08-28 | BEATTY JONATHAN S | Officer | Option Exercise | 6,144 | $285,020 |
| 2025-08-28 | BEATTY JONATHAN S | Officer | Sale | 9,440 | $915,114 |
| 2025-08-27 | MORGAN PETER J. III | General Counsel | Option Exercise | 50,016 | $3,167,010 |
| 2025-08-27 | MORGAN PETER J. III | General Counsel | Sale | 50,016 | $4,851,572 |
Wall Street Analysts
Professional analyst ratings and price targets