SCHW

The Charles Schwab Corporation

Financial ServicesCapital MarketsNASDAQ

$87.35

-$2.96 (-3.38%)today

Conviction

0/ 10

Fair Value$118.84

Upside+36.05%

Signal0

Market Cap$168.9B

52W Range$67.60–$107.50

Next EarningsApr 16

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$65.00

Current Price$94.66

Upside / Down-31.3%

P(Undervalued)1.3%

P(20%+ Up)0.0%

P(15%+ Down)89.0%

Fair Value Distribution — percentile bands

1.3% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

19.9%/yr

±5.4% · revenue growth to justify current price

FCF-Based Reverse DCF

3.4%/yr

±2.8% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Quick Take

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.

Trailing P/E19.9x

Forward P/E13.6x

P/S6.8x

EPS (TTM)$4.65

Analyst Target$118.84

Analyst Upside36.1%

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Bull Case

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Bear Case

No analysis yet

Research Feed

sec_10kFeb 28

Conviction: unchanged

SCHW FY2025 10-K: Record Revenue, NII Recovery, Cash Sorting Fully Reversed

Charles Schwab delivered record FY2025 results: revenue of $23.9B (+22% YoY), Q4 net income $2.5B ($1.33 EPS). The defining thesis is the full reversal of the 2022-2023 cash sorting headwind. With $11...