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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 and business 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 to independent registered investment advisors (RIAs), independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds (ETFs), managed investing solutions, alternative investments, banking, and trust.
- Revenue in USD (TTM)26.20bn
- Net income in USD6.02bn
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apollo Global Management Inc | 22.14bn | 3.37bn | 89.18bn | 5.11k | 27.60 | 5.37 | 13.52 | 4.03 | 5.65 | 5.65 | 36.62 | 31.51 | 0.0607 | -- | -- | 4,333,399.00 | 1.52 | 1.72 | -- | -- | -- | -- | 25.06 | 19.43 | -- | 14.60 | 0.2967 | 45.31 | -22.81 | 52.06 | -10.47 | 39.94 | -- | -2.09 |
| Interactive Brokers Group, Inc. | 9.54bn | 793.00m | 100.45bn | 3.03k | 32.75 | 5.75 | 27.37 | 10.54 | 1.81 | 1.81 | 21.82 | 10.33 | 0.0658 | -- | 0.1597 | 3,180,454.00 | 2.47 | 1.94 | 82.00 | 74.02 | 51.83 | 59.42 | 37.50 | 40.80 | -- | -- | 0.4916 | 10.90 | 20.58 | 29.85 | 25.83 | 36.21 | -7.91 | 20.11 |
| KKR & Co Inc | 16.48bn | 2.19bn | 131.46bn | 4.83k | 63.99 | 5.26 | 28.77 | 7.98 | 2.31 | 2.31 | 17.73 | 30.93 | 0.0463 | -- | 33.48 | 3,408,997.00 | 1.26 | 2.39 | 1.70 | 3.25 | 41.20 | 51.01 | 27.29 | 41.34 | -- | -- | 0.4202 | 17.65 | 51.25 | 38.20 | -16.42 | 9.30 | -6.17 | 6.65 |
| Charles Schwab Corp | 26.20bn | 6.02bn | 169.16bn | 32.10k | 27.67 | 4.19 | 22.72 | 6.46 | 3.37 | 3.37 | 14.32 | 27.26 | 0.0562 | -- | 0.3298 | 816,230.50 | 1.39 | 1.03 | 9.52 | 8.56 | 78.11 | 85.21 | 24.77 | 26.06 | -- | -- | 0.8525 | 30.50 | 1.87 | 17.15 | 17.83 | 9.21 | -2.62 | 8.02 |
| Citigroup Inc | 141.03bn | 12.90bn | 171.37bn | 230.00k | 13.76 | 0.8705 | 13.58 | 2.06 | 6.76 | 6.76 | 43.28 | 115.82 | -- | -- | -- | -- | 0.569 | 0.6114 | -- | -- | -- | -- | 17.20 | 18.44 | -- | -- | -- | 32.58 | 7.85 | 13.44 | 45.97 | -8.81 | 4.03 | 2.57 |
| BlackRock Inc | 21.57bn | 6.40bn | 180.65bn | 22.60k | 26.72 | -- | 25.18 | 8.37 | 41.37 | 41.37 | 139.29 | -- | -- | -- | -- | 1,022,417.00 | -- | 3.96 | -- | 4.16 | 81.32 | 81.49 | 30.28 | 31.26 | -- | -- | -- | 49.97 | 14.27 | 7.02 | 15.76 | 7.31 | 0.0786 | 9.10 |
| Blackstone Inc | 12.83bn | 2.54bn | 209.27bn | 4.90k | 52.18 | 15.95 | 40.39 | 16.31 | 3.31 | 3.31 | 16.67 | 10.81 | 0.3021 | -- | 61.03 | 2,621,368.00 | 11.89 | 13.55 | 26.49 | 29.52 | -- | -- | 39.36 | 43.64 | -- | 22.16 | 0.3854 | 98.45 | 64.90 | 12.51 | 99.62 | 6.26 | 0.3718 | 15.16 |
| Goldman Sachs Group Inc | 126.58bn | 14.76bn | 216.58bn | 45.90k | 15.55 | 1.75 | 12.74 | 1.71 | 45.38 | 45.38 | 388.85 | 404.12 | 0.0736 | -- | 0.7814 | 2,722,194.00 | 0.9052 | 0.9247 | 2.51 | 2.42 | 38.58 | 53.44 | 12.29 | 15.32 | -- | -- | 0.9008 | 23.57 | 17.00 | 18.23 | 71.05 | 11.36 | -24.36 | 22.61 |
| Morgan Stanley | 113.02bn | 14.14bn | 225.16bn | 80.39k | 15.96 | -- | 15.39 | 1.99 | 8.83 | 8.83 | 70.53 | -- | -- | -- | -- | 1,412,725.00 | -- | 1.05 | -- | 2.33 | 54.42 | 68.05 | 13.18 | 15.72 | -- | -- | -- | 39.27 | 11.53 | 14.79 | 50.06 | 8.50 | 13.65 | 22.25 |
| Holder | Shares | % Held |
|---|---|---|
| The Vanguard Group, Inc.as of 31 Mar 2025 | 140.56m | 7.75% |
| Dodge & Coxas of 31 Mar 2025 | 88.75m | 4.90% |
| T. Rowe Price Associates, Inc. (IM)as of 31 Mar 2025 | 79.29m | 4.37% |
| BlackRock Fund Advisorsas of 31 Mar 2025 | 78.19m | 4.31% |
| SSgA Funds Management, Inc.as of 31 Mar 2025 | 71.93m | 3.97% |
| JPMorgan Investment Management, Inc.as of 31 Mar 2025 | 36.57m | 2.02% |
| Geode Capital Management LLCas of 31 Mar 2025 | 36.34m | 2.01% |
| Harris Associates LPas of 31 Mar 2025 | 27.61m | 1.52% |
| Fidelity Management & Research Co. LLCas of 31 Mar 2025 | 23.51m | 1.30% |
| Fisher Asset Management LLCas of 31 Mar 2025 | 21.17m | 1.17% |
