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Added to YB: 2026-04-20

Pitch date: 2026-04-17

SCHW [neutral]

The Charles Schwab Corporation

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

$160.4B

Pitch Price

N/A

Price Target

N/A

Dividend

1.39%

EV/EBITDA

N/A

P/E

18.35

EV/Sales

N/A

Sector

Capital Markets

Category

growth

Show full summary:
The Charles Schwab Corporation (SCHW) 1Q26 Earnings Review

SCHW (earnings): Q1 rev $6.48B (+16% YoY), record adj EPS $1.43 (+38% YoY) beat on 1% lower expenses. NIM compressed 2bps QoQ to 2.88% offsetting 2% AIEA growth. Record 9.9M DATs but rev/trade fell 12% QoQ on smaller trade sizes. Core NNA 4.7% (5.4% ex-one-time). Mgmt raised FY26 EPS above $5.70-$5.80 range (cons $5.95). Launching crypto & ETF monetization by YE. Risk: AI cash tools & competitive cash threats.

Read full article (8 min)