The Charles Schwab Corp.

United States of America Country flag United States of America
Sector: Investment Services
Ticker: SCHW
Factsheet Factsheet

Market multiple valuation of The Charles Schwab Corp. ( SCHW | USA)

The most common multiple used in the valuation of stocks is the P/Earnings NTM multiple (Price to Earnings). P/E relates the current share price with the market expectations in terms of Earnings Per Share. This multiple is used to compare a company's market value with its earnings. A company with a high P/Earnings NTM is considered to be overvalued; a company with a low P/Earnings NTM is considered to be undervalued.
The P/Earnings NTM ratio of The Charles Schwab Corp. is significantly higher than the median of its peer group: around 13.00. The company valuation of The Charles Schwab Corp. according to these metrics is way above the market valuation of its peer group.
The P/Earnings NTM ratio of The Charles Schwab Corp. is significantly higher than the average of its sector (Investment Services): 15.41. The company valuation of The Charles Schwab Corp. according to these metrics is way above the market valuation of its sector.
The P/Earnings NTM ratio of The Charles Schwab Corp. is significantly higher than its historical 5-year average: 9.3. The (current) company valuation of The Charles Schwab Corp. is therefore way above its valuation average over the last five years.

Valuation
P/BookP/Earnings (e) 2025P/Earnings NTM
The Charles Schwab Corp.Free trialFree trialFree trial
International PeersFree trialFree trialFree trial
Investment Services1.1016.0615.41
DJIA5.3918.5617.71
United States of America1.1411.4911.60
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Beta (Ref: DJIA)
Levered betaUnlevered beta
1-Year1.21N/A
2-Year1.55N/A
3-Year1.44N/A
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Stock Perf excl. Dividends (in USD)
SCHWDJIARel. Perf.
Year-to-Date14.1%-3.0%17.2%
1-Week1.6%-0.2%1.8%
1-Month12.2%1.6%10.7%
1-Year12.0%4.7%7.2%
3-Year31.7%27.9%3.8%
5-Year131.4%69.5%61.8%
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International Peers - The Charles Schwab Corp.
Company NameCtryMarket
Cap.
last (mUSD)
The Charles Schwab Corp...USA4 299
International Peers Median1.15
BGC Partners Inc.USAN/A
State Street Corporatio...USA27 598
Raymond James Financial...USA30 135
Stifel Financial Corp.USA9 321
Swissquote Group Holdin...CHE-0.00
GPRV Analysis
Created with Highcharts 4.1.70/102/104/106/108/1010/10
The Charles Schwab C...
Intl. Peers
U.S Patents No. 7,882,001 & 8,082,201
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Total Revenue Chart
Created with Highcharts 4.1.7Millions USD201920202021202220232024 (e)2025 (e)2026 (e)2027 (e)0k10k20k30k
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Quotes Chart

1-Year Rebased Stock Chart

  • The Charles Schwab Corp.
  • DJIA
Created with Highcharts 4.1.7Jan '25Sep '24May '25-30%-20%-10%0%10%20%
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Did you know ?

On the Infront Analytics platform, there are two ways to identify the listed peers which most closely resemble a private firm:
- with Peer Tracker if you already know a listed peer.
Peer Tracker is a patented technology tool for building peer groups using industry classifications. The degree of similarity between two companies is calculated comparing their sector footprints and measured using comparability scores.
- with Market Screener if you have no listed peer in mind.
Market Screener is a dedicated interface for screening companies using multiple criteria, identifying peers, searching for comparable companies in a specific business sector.

About Market Multiples

Many methods can be used to value a company. In reality, business valuation is often a combination of these different approaches. One of the most widely used quantitative methods is the market multiples method. The market valuation is utilized generally as a primary market input, to provide an objective starting point for the valuation. Put simply, this method multiplies the sales or profits of a business by an industry averaged multiplier to calculate the Market Value of the business.
Current multiples include:
- Historical multiples based on standardized financials for the last completed fiscal period: Last, Last Twelve Months (LTM);
- Forward multiples based on consensus estimates for the current fiscal period and next ones: Next Twelve Months (NTM), FY0, FY1.
Current multiples based on per-share metrics (such as earnings per share or book value per share) are calculated using the last closing price, while current multiples based on company-level metrics (such as net sales, EBIT or EBITDA) are calculated using the current market cap or EV (Enterprise Value).