SharesGrow 7-Criteria Score
All 7 criteria scored · valuation-related highlighted on this page
The Charles Schwab Corporation (SCHW) trades at a trailing P/E of 19.2, forward P/E of 16.5. Trailing earnings yield is 5.21%, forward earnings yield 6.07%. PEG 0.34 (Peter Lynch undervalued ≤1.0). Graham Number is $55.99.
Criteria proven by this page:
- VALUE (68/100, Pass) — P/E is below market average (19.2); PEG ≤ 1.0 — Peter Lynch undervalued (0.34); analyst target implies upside (+24.8%); earnings yield beats bond yields (5.21%).
- Forward P/E 16.5 (down from trailing 19.2) — analysts expect earnings to grow, which would improve the valuation.
- PEG Ratio 0.34 — below 1.0 suggests the stock is undervalued relative to its earnings growth rate (Peter Lynch criterion).
- Trailing Earnings Yield 5.21% — exceeds typical bond yields (~4.3%), making equity attractive vs fixed income. Forward yield improves to 6.07% as earnings recover.
- Analyst consensus target $122.78 (+24.8% upside) — significant upside potential according to Wall Street analysts.
Overall SharesGrow Score: 77/100 with 5/7 criteria passed.
SharesGrow 7-Criteria Score
✓
VALUE
68/100
Price-to-Earnings & upside
Proven by this page
~
HEALTH
67/100
Debt-to-Equity & liquidity
→ Health
Valuation Snapshot — SCHW
Valuation Multiples
P/E (TTM)19.2
Forward P/E16.5
PEG Ratio0.34
Forward PEG0.58
P/B Ratio3.44
P/S Ratio6.07
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 Yield5.21%
Forward Earnings Yield6.07%
Dividend Yield1.18%
Graham Number$55.99
SharesGrow IV$80.75 (-17.9%)
Analyst Target$122.78 (+24.8%)
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% |
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 |
$5.50 – $6.03 |
$26.47B |
$26.33B – $26.84B |
14 |
| 2027 |
$6.86 |
$5.53 – $7.52 |
$28.98B |
$26.71B – $30.45B |
14 |
| 2028 |
$7.91 |
$6.52 – $8.43 |
$31.51B |
$31.02B – $32.01B |
4 |
| 2029 |
$8.81 |
$8.30 – $9.20 |
$34.06B |
$32.52B – $35.21B |
2 |
| 2030 |
$9.65 |
$9.08 – $10.07 |
$36.07B |
$34.44B – $37.28B |
2 |
