Charles Schwab Corp
The Charles Schwab Corporation is a leading provider of financial services, with 37.4 million active brokerage accounts, 5.6 million workplace plan participant accounts, 2.1 million banking accounts, and $10.35 trillion in client assets as of May 31, 2025. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, https://www.sipc.org ), and its affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent, fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products.
Holds 2.9x more cash than debt — a strong balance sheet.
Current Price
$93.77
+1.53%GoodMoat Value
$127.85
36.3% undervaluedCharles Schwab Corp (SCHW) Growth Projection
Charles Schwab Corp — Growth Projection
SCHW · NYSE · Financial Services
GoodMoat Target
“At nearly 20 times earnings, Schwab's valuation offers little margin of safety despite its solid fundamentals in the competitive brokerage landscape.”
— In the voice of Graham
What is the Growth Projection?
Project future earnings using analyst estimates and historical growth rates. Model 5-year earnings trajectories.
Key Metrics
Market Cap
$166.62B
P/E Ratio
19.80
Forward P/E
—
EPS
$4.65
PEG Ratio
0.47
Book Value
$27.81
Dividend Yield
1.40%
Profit Margin
37.01%
ROE
17.91%
Growth Projection — Data
Pre-loaded data for SCHW:
Charles Schwab Corp (SCHW) Growth Projection
Project future earnings using analyst estimates and historical growth rates. Model 5-year earnings trajectories.
Charles Schwab Corp is a Financial Services company in the Capital Markets industry, listed on NYSE. Current stock price: $93.77. Market capitalization: $166.62B. EPS: $4.65. P/E ratio: 19.80.
GoodMoat Fair Value target: $127.85. The stock appears 36.3% undervalued based on our blended model.
Use GoodMoat's Growth Projection alongside other valuation tools including DCF Calculator, Reverse DCF, Fair Value models, and Quality Score to build a comprehensive investment thesis for Charles Schwab Corp (SCHW). All tools are free to use and powered by real-time financial data.