SCHW

$94.44+0.81 (+0.87%)

Market OpenAs of Mar 17, 5:03 PM UTC

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.

Historical Price

Price (Line)
50-Day SMA
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Peer Comparison

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Whystock Valuation Model

Calculated using a trailing P/E relative model adjusted by sector ROE and historical growth.
Current Price$94.44
Potential Upside
6.5%
Whystock Fair Value$100.53
Price
UndervaluedFair ValueOvervalued

Fundamentals

SectorFinancial Services
IndustryCapital Markets

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 St...

Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$167.81B
P/E Ratio
Priced for growth. Investors expect sustained double-digit expansion.
20.31
Beta
Defensive asset. Lower volatility than the S&P 500.
0.92
Div Yield
Strong income play. Yield provides a meaningful total return floor.
137.00%
ROIC
Elite ROE. Management converts capital into profit efficiently.
18.10%
Quick Ratio
Tight liquidity. Monitor cash flow carefully against debt.
0.63

Recent News

Zacks
Mar 16, 2026

SCHW Stock Up On Solid Q1 Revenue View, Higher February Client Assets

Charles Schwab gains 2% after forecasting about 16% Q1 2026 revenue growth on strong client engagement, while February client assets reach $12.22T.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Simply Wall St.
Mar 14, 2026

Should Schwab’s February Asset Surge and Revenue Outlook Upgrade Require Action From Charles Schwab (SCHW) Investors?

In February 2026, Charles Schwab reported core net new assets of US$32.50 billion (US$50.00 billion on an adjusted basis), 395,000 new brokerage accounts, and updated guidance pointing to an estimated first‑quarter revenue growth acceleration of about 16% year over year. This combination of strong asset gathering, rising client activity, and clearer revenue outlook is reinforcing Schwab’s position as a large-scale platform benefiting from engaged retail investors. We’ll now examine how...

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Barrons.com
Mar 13, 2026

Charles Schwab Expects First-Quarter Revenue Boost. Here’s Why.

The company provided new revenue guidance as part of its monthly activity report, which provides details about the new assets Schwab is bringing in.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Barrons.com
Mar 13, 2026

Week’s Best: Robinhood’s Venture Fund Starts Trading

Robinhood wants to make private investments more accessible to retail investors, and last Friday the company moved closer to that goal through the launch of its first fund, a publicly traded venture capital fund that invests in privately held companies. Robinhood Ventures Fund I which trades as RVI, is structured as a closed-end fund. Its initial offering was priced at $25, but shares quickly fell as low as $21 when they started trading.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
TheStreet
Mar 13, 2026

Charles Schwab CEO reveals surprising trend among Gen Z traders

The ongoing U.S.-Israel-Iran conflict is having direct repercussions on the market. But market volatility and global uncertainty don't appear to be rattling the new generation of investors. According to Charles Schwab CEO Rick Wurster, younger investors are reshaping how markets respond to ...

BEARISH
Negative press. News cycle fixated on risk factors or misses.