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The Charles Schwab Corporation SCHW-PD NYSE

NYSE • Financial Services • Financial - Capital Markets • US • USD

SharesGrow Score
76/100
4/7 Pass
SharesGrow Intrinsic Value
$69.21
+178.2%
SharesGrow 7-Criteria Score All 7 criteria scored · valuation-related highlighted on this page

The Charles Schwab Corporation (SCHW-PD) trades at a trailing P/E of 19.3, forward P/E of 4.2. Trailing earnings yield is 5.18%, forward earnings yield 24.04%. PEG 0.35 (Peter Lynch undervalued ≤1.0). Graham Number is $55.99.

Criteria proven by this page:

  • VALUE (65/100, Pass) — P/E is below market average (19.3); PEG ≤ 1.0 — Peter Lynch undervalued (0.35); earnings yield beats bond yields (5.18%).
  • Forward P/E 4.2 (down from trailing 19.3) — analysts expect earnings to grow, which would improve the valuation.
  • PEG Ratio 0.35 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
  • Trailing Earnings Yield 5.18% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 24.04% as earnings recover.

Overall SharesGrow Score: 76/100 with 4/7 criteria passed.

SharesGrow 7-Criteria Score
76/100
SG Score
View full scorecard →
VALUE
65/100
Price-to-Earnings & upside
Proven by this page
~
FUTURE
55/100
Analyst consensus
→ Forecast
PAST
100/100
→ Income
~
HEALTH
67/100
Debt-to-Equity & liquidity
→ Health
~
MOAT
69/100
→ Income
GROWTH
73/100
→ Income
INCOME
100/100
→ Income

Valuation Snapshot — SCHW-PD

Valuation Multiples
P/E (TTM)19.3
Forward P/E4.2
PEG Ratio0.35
Forward PEG0.15
P/B Ratio3.46
P/S Ratio6.10
EV/EBITDA15.0
Per Share Data
EPS (TTM)$5.00
Forward EPS (Est.)$5.97
Book Value / Share$27.89
Revenue / Share$15.62
FCF / Share$4.95
Yields & Fair Value
Earnings Yield5.18%
Forward Earnings Yield24.04%
Dividend Yield1.17%
Graham Number$55.99
SharesGrow IV$69.21 (+178.2%)

Historical Valuation

Year P/E (TTM) PEG Ratio P/B Ratio P/S Ratio Dividend Yield
2016 27.7 1.03 3.18 6.83 0.93%
2017 29.2 1.24 3.71 7.68 0.86%
2018 16.0 0.31 2.71 5.09 1.41%
2019 16.8 1.89 2.87 5.29 1.70%
2020 23.0 -1.10 1.35 6.26 1.69%
2021 27.1 0.81 2.82 8.35 1.15%
2022 21.8 0.91 4.29 7.04 1.34%
2023 24.8 -0.90 3.06 4.92 1.81%
2024 22.8 1.29 2.80 5.20 1.68%
2025 20.0 0.36 3.58 6.40 1.32%

EPS: Actual vs Estimates

P/E Ratio & Earnings Yield

Earnings Per Share (EPS) History

Year EPS (Diluted) Revenue Net Income Net Margin
2016 $1.31 $7.48B $1.89B 25.3%
2017 $1.61 $8.62B $2.35B 27.3%
2018 $2.45 $10.13B $3.51B 34.6%
2019 $2.67 $10.72B $3.7B 34.5%
2020 $2.12 $11.69B $3.3B 28.2%
2021 $2.83 $8.03B $5.86B 72.9%
2022 $3.50 $22.31B $7.18B 32.2%
2023 $2.54 $25.52B $5.07B 19.9%
2024 $2.99 $26B $5.94B 22.9%
2025 $4.66 $27.68B $8.85B 32%

Analyst Estimates

Year EPS (Avg) EPS Range Revenue (Avg) Revenue Range Analysts
2026 $5.88 $5.52 – $6.14 $26.47B $26.21B – $26.98B 1
2027 $6.86 $6.44 – $7.16 $28.98B $26.65B – $30.39B 1
2028 $7.91 $7.42 – $8.26 $31.51B $30.04B – $32.59B 1
2029 $8.81 $8.27 – $9.20 $34.06B $32.47B – $35.23B 1
2030 $9.65 $9.06 – $10.08 $36.07B $34.39B – $37.31B 1
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