Added to YB: 2026-01-23
Pitch date: 2026-01-22
SCHW [neutral]
The Charles Schwab Corporation
-9.15%
current return
Author Info
The Diversified Fins Analyst is a former sellside & buyside equities analyst focused on diversified financials (exchanges, online brokers, trading companies, etc.). Sign up for the newsletter.
Company Info
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.
Market Cap
$169.5B
Pitch Price
$103.32
Price Target
N/A
Dividend
1.34%
EV/EBITDA
N/A
P/E
20.51
EV/Sales
N/A
Sector
Capital Markets
Category
N/A
The Charles Schwab Corporation (SCHW) 4Q25 Earnings Review
SCHW (earnings): Record Q4 revenue $6.3B (+19% YoY) but missed street by 1%; expenses heavy at $3.0B. EPS $1.39 inline via $2.7B buybacks. NNA growth accelerated to 5.7% annualized. 2026 outlook: 9.5-10.5% revenue growth, EPS $5.70-5.80, pre-tax margins ~52%. NIM to stay 2.85-2.95% despite Fed cuts.
Read full article (6 min)