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About the company
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, and banking and trust services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services, and retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds, advice solutions, alternative investments, banking and trust.
- Revenue in USD (TTM)25.64bn
- Net income in USD4.69bn
- Incorporated1986
- Employees32.10k
- LocationCharles Schwab Corp3000 Schwab WayWESTLAKE 76262United StatesUSA
- Phone+1 (817) 859-5000
- Fax+1 (415) 627-8538
- Websitehttps://www.schwab.com/
Peer analysis
- Key Information
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| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interactive Brokers Group, Inc. | 9.04bn | 698.00m | 81.00bn | 2.97k | 29.82 | 5.04 | 24.97 | 8.96 | 6.43 | 6.43 | 83.26 | 38.07 | 0.0672 | -- | 0.1746 | 3,082,197.00 | 2.36 | 1.76 | 78.31 | 68.72 | 49.85 | 64.32 | 35.16 | 43.18 | -- | -- | 0.5129 | 11.13 | 90.35 | 27.13 | 57.89 | 28.84 | 6.36 | 0.00 |
| Apollo Global Management Inc | 29.68bn | 5.56bn | 93.37bn | 4.88k | 17.82 | 5.67 | 10.16 | 3.15 | 9.26 | 9.26 | 49.58 | 31.57 | 0.0911 | -- | -- | 6,083,624.00 | 2.54 | 1.93 | -- | -- | -- | -- | 27.94 | 17.90 | -- | 8.39 | 0.2651 | 61.90 | 215.95 | 94.91 | 340.91 | -- | -- | -2.62 |
| Citigroup Inc | 145.05bn | 6.70bn | 130.40bn | 229.00k | 19.95 | 0.6766 | 11.34 | 1.65 | 3.46 | 3.45 | 40.83 | 110.55 | -- | -- | -- | -- | 0.3391 | 0.696 | -- | -- | -- | -- | 10.30 | 20.55 | -- | -- | -- | 29.74 | 79.09 | 13.47 | -43.64 | -13.89 | 11.77 | 6.20 |
| KKR & Co Inc | 24.10bn | 2.99bn | 139.92bn | 4.49k | 48.78 | 5.81 | 26.93 | 5.81 | 3.23 | 3.23 | 25.98 | 27.14 | 0.0742 | -- | 52.62 | 5,368,161.00 | 1.57 | 3.14 | 2.11 | 4.35 | 33.28 | 63.13 | 21.21 | 56.70 | -- | -- | 0.446 | 16.40 | 128.17 | 42.06 | 723.11 | 27.38 | 1.09 | 0.468 |
| Charles Schwab Corp | 25.64bn | 4.69bn | 147.81bn | 32.10k | 30.70 | 3.89 | 24.09 | 5.76 | 2.63 | 2.63 | 14.01 | 25.81 | 0.0545 | -- | 0.3576 | 777,030.30 | 1.09 | 1.02 | 5.52 | 8.60 | 73.07 | 88.77 | 20.07 | 27.68 | -- | -- | 0.8648 | 29.02 | 14.41 | 18.36 | -29.93 | 6.91 | 4.19 | 16.80 |
| BlackRock Inc | 19.36bn | 6.07bn | 159.22bn | 20.40k | 25.36 | 3.69 | 23.48 | 8.22 | 40.53 | 40.53 | 129.18 | 278.32 | 0.154 | -- | 4.68 | 977,828.30 | 5.04 | 3.52 | 5.35 | 3.68 | 81.41 | 81.52 | 32.75 | 31.09 | -- | -- | 0.2209 | 49.74 | -0.0783 | 4.70 | 6.26 | 5.03 | 11.02 | 10.72 |
| Goldman Sachs Group Inc | 123.08bn | 11.47bn | 187.12bn | 46.40k | 17.49 | 1.74 | 13.23 | 1.52 | 34.07 | 34.07 | 365.54 | 385.75 | 0.0745 | -- | 0.8613 | 2,716,910.00 | 0.7366 | 0.9347 | 2.14 | 2.32 | 36.28 | 60.78 | 9.89 | 16.79 | -- | -- | 0.9019 | 21.93 | 57.79 | 15.31 | -26.54 | -3.34 | -21.92 | 27.23 |
| Morgan Stanley | 105.18bn | 10.62bn | 217.47bn | 80.00k | 20.51 | 2.32 | 13.86 | 2.07 | 6.58 | 6.58 | 65.12 | 64.29 | 0.0867 | -- | 1.25 | 1,314,750.00 | 0.935 | 1.04 | 2.02 | 2.28 | 51.92 | 73.42 | 10.79 | 16.97 | -- | -- | 0.8757 | 35.66 | 45.89 | 13.89 | -19.07 | 0.7284 | 12.84 | 24.19 |
| Holder | Shares | % Held |
|---|---|---|
| TD Asset Management, Inc.as of 30 Sep 2024 | 185.97m | 10.46% |
| The Vanguard Group, Inc.as of 30 Sep 2024 | 120.75m | 6.79% |
| Dodge & Coxas of 30 Sep 2024 | 89.59m | 5.04% |
| T. Rowe Price Associates, Inc. (IM)as of 30 Sep 2024 | 85.47m | 4.81% |
| BlackRock Fund Advisorsas of 30 Sep 2024 | 66.87m | 3.76% |
| SSgA Funds Management, Inc.as of 30 Sep 2024 | 62.08m | 3.49% |
| JPMorgan Investment Management, Inc.as of 30 Sep 2024 | 33.21m | 1.87% |
| Geode Capital Management LLCas of 30 Sep 2024 | 30.14m | 1.70% |
| Massachusetts Financial Services Co.as of 30 Sep 2024 | 28.68m | 1.61% |
| Harris Associates LPas of 30 Sep 2024 | 28.23m | 1.59% |
