Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Schwab Charles Corp

SCHW · NYSE · Security Brokers, Dealers & Flotation Companies

Fundamental quality

ATTRACTIVE

80

out of 100

Breakdown by area

I.GrowthEPS: 11.8% · Revenue: 5.6%
56
II.ProfitabilityNet margin: 38% · ROE: 19.1%
88
III.Financial healthFCF: 39.2%
95

Source: SEC EDGAR · TTM through 31/03/2026

Reading the numbers

On average over recent years, earnings per share grew 11.8% a year and revenue advanced 5.6% a year.

On profitability, Schwab Charles Corp shows a net margin of 38%, an ROE of 19.1%.

Its financial health shows a free cash flow margin of 39.2%.

Adding up growth, profitability and financial strength, the traffic light gives SCHW a fundamental quality of 80 out of 100. To also know whether it's cheap or expensive, the price is missing: enter it in the tool and you'll get the valuation verdict (P/E against its sector).

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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