The Charles Schwab Corporation (SCHW) Investment Research Dashboard
About The Charles Schwab Corporation (SCHW) stock analysis
Get live SCHW stock price $107.83, comprehensive The Charles Schwab Corporation stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time SCHW stock data and investment insights.
Loading chart data...
The Charles Schwab Corporation (SCHW) Overview
The Charles Schwab Corporation (SCHW) is a publicly traded company in the Financial Services sector , specifically within the Financial - Capital Markets industry . As of the latest trading session, SCHW trades at $107.83 with a market capitalization of 187.53B . Over the past 52 weeks, SCHW has traded between $83.96 and $109.32 , with the current price positioned at approximately 94% of this r...
Key Takeaways
- Operates in the Financial Services sector (Financial - Capital Markets)
- Market cap: 187.53B
- Current price: $107.83
- 52-week range: $83.96 - $109.32
- P/E ratio: 20.46
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
The Charles Schwab Corporation (SCHW) stands as a prominent financial services enterprise, delivering a comprehensive suite of offerings that encompass wealth management, securities trading and brokerage, banking services, asset administration, custo...
Company Information
- CEO
- Richard Andrew Wurster
- Sector
- Financial Services
- Industry
- Financial - Capital Markets
- Employees
- 33700
Contact Information
- Website
- https://www.aboutschwab.com
- Address
- 3000 Schwab Way
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Market leader with 187.5 billion market capitalization
✓ Strong presence in the Financial Services sector with established market position
✓ Growth-oriented company with premium valuation (P/E: 20.5)
✓ Lower volatility stock (Beta: 0.75) may provide portfolio stability
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for The Charles Schwab Corporation shareholders
- ⚠Market volatility can significantly impact stock price, especially for mid-cap stocks
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for The Charles Schwab Corporation
- ⚠Investors should consider how The Charles Schwab Corporation fits within their overall portfolio allocation
Market Cap
187.53B
P/E Ratio (TTM)
20.46
Beta
0.75
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
Related Stocks
Compare SCHW with peer companies:
- Price
- $64.04+0.10% (1D)
- Market cap
- 454.47B
- Price
- $1,147.74+0.13% (1D)
- Market cap
- 177.89B
- Price
- $145.16-1.34% (1D)
- Market cap
- 114.36B
- Price
- $137.33+1.15% (1D)
- Market cap
- 235.51B
- Price
- $1,051.22+1.76% (1D)
- Market cap
- 310.12B
- Price
- $94.46+0.37% (1D)
- Market cap
- 84.93B
- Price
- $218.43+1.73% (1D)
- Market cap
- 344.53B
- Price
- $22.77+2.94% (1D)
- Market cap
- 256.77B
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
59/100 ⭐⭐⭐⭐
- Overall
- -1.3%
- NYSE
- -2.8%
- NASDAQ
- +0.2%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Energy | +1.3% | +6.0% | +3.6% | 19.1 | 99/100⭐⭐⭐⭐⭐ |
| Healthcare | -0.4% | +0.8% | +3.4% | 23.5 | 78/100⭐⭐⭐⭐⭐ |
| Financial Services | -1.3% | -1.8% | +3.2% | 19.2 | 59/100⭐⭐⭐⭐ |
| Consumer Defensive | -0.1% | -0.1% | +1.3% | 28.7 | 58/100⭐⭐⭐⭐ |
| Basic Materials | -0.2% | +0.0% | +0.3% | 25.4 | 53/100⭐⭐⭐ |
| Communication Services | -1.2% | -0.8% | +1.0% | 20.8 | 50/100⭐⭐⭐ |
| Consumer Cyclical | -0.1% | +1.0% | -1.0% | 45.4 | 44/100⭐⭐⭐ |
| Industrials | -0.4% | +1.7% | -1.2% | 31.5 | 43/100⭐⭐⭐ |
| Utilities | +1.4% | -0.2% | -7.0% | 24.0 | 30/100⭐⭐ |
| Technology | -0.5% | -0.6% | -2.2% | 43.8 | 21/100⭐ |
| Real Estate | -0.8% | -2.7% | -4.3% | 27.0 | 14/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-08-12.