| SECTOR | INDUSTRY |
| Financials | Capital Markets |
A+ Stock Grade Summary:
| VALUE: |
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| GROWTH: |
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| MOMENTUM: |
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| EPS REVISIONS: |
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| QUALITY: |
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Rosalio Madrigal
Michael Rose
Rosalio Madrigal
Michael Rose
Michael Rose
| Share Statistics | SCHW | Industry Median |
Percentile (All Stocks) |
|
| Market Cap (Mil) | $183,026.6 | $2,836.7 | 98% |
|
| Shares Out (Mil) | 1,752.0 | 74.1 | 97% |
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| Institutional Ownership | 98.7% | 79.1% | 81% |
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| Float (Mil) | 1,635.4 | 69.7 | 94% |
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| Beta | 0.76 | 0.94 | 44% |
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| Avg Daily Volume (000s) | 8,798 | 445 | 96% |
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| Price Change (52-week) |
6.8% | 72.7% | 51% |
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| Growth | SCHW | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 15.4% | 7.7% | 74% |
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| Net Income (5yr) | 21.8% | 8.9% | 76% |
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| EPS (5yr) | 17.0% | 9.6% | 62 |
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| Dividends (5yr) | 8.4% | 1.3% | 81% |
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| Cash Flow (5yr) | (33.3%) | 0.9% | 16% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 17 | 20 | 20 | |
| Current EPS | $1.671 | $6.490 | $7.831 | |
| Month Ago EPS | $1.580 | $6.185 | $7.312 | |
| # Rev Up | 1 | 0 | 1 | |
| # Rev Down | 0 | 1 | 0 | |
| Three Months Ago EPS | $1.529 | $6.023 | $6.988 | |
| Year/Year Chg | 22.0% | 39.6% | 91.5% | |
| Financials | SCHW | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $24,804 | $871 | 93% |
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| Net Income (TTM) (Mil) | $9,422 | $85 | 99% |
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| EPS (TTM) | $5.049 | $1.000 | 87% |
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| Operating Cash Flow (TTM) (Mil) | $10,294 | $64 | 98% |
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| Net Cash Flow (TTM) (Mil) | $11,299 | $25 | 99% |
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| Long-Term Debt (Q1) (Mil) | $17,969 | $209 | 95% |
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| Enterprise Value (Q1) (Mil) | na | $1,297 | na |
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| Valuation | SCHW | Industry Median |
Percentile (All Stocks) |
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| P/B | 4.31 | 2.69 | 75% |
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| P/E | 20.9 | 19.1 | 53% |
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| Dividend Yield | 1.2% | 0.9% | 69% |
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| PEG (5yr hist) | 1.2 | 1.4 | 52% |
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| Ratios | SCHW | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 97.5% | 75.0% | 96% |
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| Net Margin | 38.8% | 15.8% | 94% |
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| ROA | 2.0% | 2.1% | 56% |
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| ROE | 22.8% | 13.4% | 83% |
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| Liabilities to Assets | 90.0% | 59.1% | 86% |
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| F-Score | 9 | 5 | 99% |
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Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 7.4% |
| +/- S&P 500: | -0.1 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors
