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
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)