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The Charles Schwab Corporation (SCHW) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

The Charles Schwab Corporation

SCHWMarket cap $167BPrice $96.8

Country🇺🇸United States

SectorFinancials

IndustryCapital Markets

Operates one of America's largest discount brokerages, managing $8 trillion in client assets through zero-commission trading and investment services. Revolutionized retail investing by eliminating trading fees, forcing the entire industry to follow suit.

In Bastion Portfolios?

52W Return+4%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+18%8

Rev CAGR (3y)+13%8

Rev CAGR (5y)+10%7

Earnings Forecast

EPS Growth Y+1+39%9

EPS Growth Y+2+17%8

EPS Growth Y+3+11%7

Quality

Margins

EBIT Margin0%8

Net Income Margin39%10

Free Cash Flow Margin41%10

Debt

Net Debt/EBITDAna–

Efficiency

ROE22%8

ROA2%4

Earnings Stability77

GEAR+VERY STRONG91

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)146

P/E Ratio (Forward 3y)117

P/BV3.84

EV Multiples

EV/EBITDA Fwd06

EV/EBIT Fwd06

Yield

Free Cash Flow Yield0.0%6

Dividend Yield1.3%4

Momentum

Short term

1 month return-11%2

3 month return-5%5

YTD return-2%4

Mid term

Price vs 52wHigh85%6

1 year return+4%5

Long term

3 year return+96%7

5 year return+35%5

Risk Shield

Price Risk

Beta0.85

Volatility25%8

Free Cash Flow

Free Cash Flow Margin41%10

Free Cash Flow Yield0.0%6

Quality

ROCE18%4

Earnings Stability77

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

SCHWThe Charles Schwab

Revenue FY25$23.9B

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+18%8

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+10%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+39%9

EPS growth, FY27E+17%8

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 5%/yr over the last 3 years and is set to grow 13%/yr from here.

The runway holds up: revenue is set to grow 10%/yr over five years.7/10

Earnings are set to grow in step with sales (EPS about 17%/yr vs revenue 13%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE41 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return-5%5

YTD return-2%4

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return+4%5

3-year return+96%7

5-year return+35%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+96% over three years and +35% over five), roughly average for the market.

It's up 4% over the past year, but 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-5%) and so far this year (-2%).

WEAKNESSES

The stock is underperforming over the past month (-11%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Charles Schwab. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SCHWThe Charles Schwab

Revenue FY25$23.9B

GROWTH RATING↗

STRONG74 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+18%8

Revenue, next 3Y, CAGR+13%8

Revenue, next 5Y, CAGR+10%7

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+39%9

EPS growth, FY27E+17%8

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 74% of companies worldwide.

Revenue is set to grow 13%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 5%/yr over the last 3 years and is set to grow 13%/yr from here.

The runway holds up: revenue is set to grow 10%/yr over five years.7/10

Earnings are set to grow in step with sales (EPS about 17%/yr vs revenue 13%/yr).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE41 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-11%2

3-month return-5%5

YTD return-2%4

MID & LONG-TERM▾SCORE

% of 52-week high85%6

1-year return+4%5

3-year return+96%7

5-year return+35%5

MOMENTUM ASSESSMENT

STRENGTHS

None flagged.

WATCH

Average long-term results. Multi-year returns are middling (+96% over three years and +35% over five), roughly average for the market.

It's up 4% over the past year, but 15% below its 52-week high. That is a touch ahead of the market.

Returns sit at the market level over three months (-5%) and so far this year (-2%).

WEAKNESSES

The stock is underperforming over the past month (-11%).

BOTTOM LINE

Mixed Momentum

Horizons disagree or sit near the middle of the pack. Momentum investors may want a clearer trend before sizing up. The one thing to watch: the stock is underperforming over the past month.

04Value

Are you paying a fair price for it?

Stop guessing on Charles Schwab. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community