The Charles Schwab Corporation (SCHW) Fair Value & Analysis
Financial Services · US · Market cap $153B
The Charles Schwab Corporation
SCHW · US
Fair value as of: Jun 26, 2026
From 26 valuation models · updated 6 days ago
Share price +10.7% over the past month.
Price vs Fair Value (12 months)
12‑month range $78.70 – $98.17 · fair‑value band $29.84 – $49.73 · the $89.44 price screens above the $39.79 fair value. As of Jun 26, 2026.
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The Charles Schwab Corporation (SCHW) currently trades at $89.44, while our model-based Fair Value estimate is $39.79 — implying the stock looks roughly 55.5% overvalued today. We read business quality at 66/100 (solid quality), in the Financial Services sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).
Over the trailing twelve months, The Charles Schwab Corporation generated revenue of $24.8B at a net margin of 38.0%. Revenue grew 15.8% year over year. It earns a return on equity of 19.1%. The balance sheet holds a net cash position of $15.1B. Fundamentals as of Jun 26, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 26, 2026. TTM = trailing twelve months.
About the company
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. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings …
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
The Charles Schwab Corporation reported revenue of $27.7B in FY2025 versus $19.0B in FY2021, a compound +9.9%/yr. Reported net income was $8.9B in FY2025, compounding +10.9%/yr from FY2021.
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Recent news
- Is Charles Schwab (SCHW) One of the Best Long Term Stocks to Buy According to Hedge Funds?
- The Case for Staying Invested Even When the Market Feels Uncertain
- Americans Need $1.6 Million to Retire. The Median 55-Year-Old Has $205,341.
- SCHW vs. HOOD: Which Stock Is the Better Value Option?
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.