| Metric | Value | Detail |
|---|---|---|
| Revenue | $23.9B | +22.0% YoY |
| Net income | $8.9B | 37.0% margin |
| Gross margin | n/a | No gross profit line in the SEC data |
| Operating margin | n/a | No operating income line in the SEC data |
| Return on equity | 18% | Net income / equity |
| Return on assets | 2% | Net income / assets |
| Revenue growth (YoY) | +22.0% | FY2024 to FY2025 |
| Revenue 3-yr CAGR | +4.8% | Compound annual |
| Diluted EPS | $4.65 | FY2025 |
| Debt-to-equity | 0.45 | Long-term debt / equity |
| Current ratio | n/a | Not reported: no current assets / liabilities split |
| Cash & equivalents | $69.7B | Balance sheet |
| Total assets | $491.0B | FY2025 year-end |
| Shareholders’ equity | $49.4B | FY2025 year-end |
| Share price | $96.95 | Delayed · 2026-10-02 |
| Market cap | $167.7B | Price × shares outstanding |
| P/E ratio | 18.9 | Market cap / net income |
| P/S ratio | 7.0 | Market cap / revenue |
| Dividend yield | 1.11% | Dividend / price |
Stock fundamentals · FY2025 · SEC 10-K data
SCHWAB CHARLES CORP (SCHW) stock fundamentals
SCHWAB CHARLES CORP (SCHW) reported $23.9B in revenue and $8.9B in net income in fiscal 2025, a 37.0% net margin, per its latest SEC 10-K filing. It carries a market capitalization of about $167.7B at a delayed share price. It scores 64/100 on WealthyBud's Investor Score, ranking #22 of 103 covered companies. Score is research, not investment advice.
Revenue (FY2025)
$23.9B
▲ +22.0% YoY
Net income
$8.9B
37.0% net margin
Market cap
$167.7B
Price $96.95 · delayed
P/E ratio
18.9
Price / earnings
Return on equity
18%
Net income / equity
Investor Score
64/100
#22 of 103 covered
SCHWAB CHARLES CORP fundamentals at a glance
The table summarizes SCHWAB CHARLES CORP's key financial figures for fiscal 2025 — revenue, profitability, returns, growth and balance-sheet strength — each taken from the company's SEC 10-K filing.
How profitable is SCHWAB CHARLES CORP?
SCHWAB CHARLES CORP posted a 37.0% net margin in fiscal 2025, turning $23.9B of revenue into $8.9B of net income. Its return on equity was 18% and its return on assets 2%.
Is SCHWAB CHARLES CORP growing?
SCHWAB CHARLES CORP's revenue changed +22.0% in fiscal 2025 and compounded at +4.8% a year over three years, reaching $23.9B. Diluted earnings per share were $4.65 for the year.
| Fiscal year | Revenue | Growth |
|---|---|---|
| 2021 | $18.5B | First year shown |
| 2022 | $20.8B | +12.1% |
| 2023 | $18.8B | -9.3% |
| 2024 | $19.6B | +4.1% |
| 2025 | $23.9B | +22.0% |
How is SCHWAB CHARLES CORP valued?
SCHWAB CHARLES CORP carries a market capitalization of $167.7B at a delayed share price of $96.95. It trades at 18.9 times earnings and 7.0 times sales. Its dividend yield is 1.11%. Its Value subscore is 47/100 across the covered universe.
How financially healthy is SCHWAB CHARLES CORP?
SCHWAB CHARLES CORP ended fiscal 2025 with $69.7B in cash, a debt-to-equity ratio of 0.45 and a current ratio that is not reported because the balance sheet does not split current assets and liabilities. Lower leverage and a current ratio above 1.0 signal a stronger balance sheet.
What is SCHWAB CHARLES CORP's Investor Score?
SCHWAB CHARLES CORP scores 64/100 on WealthyBud's Investor Score, #22 of 103 covered companies as of 2026-10-02. The score blends growth, profitability, returns on capital, balance-sheet strength and value into one percentile. It is a research opinion, not investment advice.
Investor Score
64/100
#22 of 103 covered companies
Subscores are percentile ranks (0–100) across the 103 covered companies, computed from the SEC fundamentals and delayed market price cited on this page. Data-derived opinion, not investment advice.
SCHWAB CHARLES CORP (SCHW) stock FAQ
How much revenue does SCHWAB CHARLES CORP make?
SCHWAB CHARLES CORP (SCHW) reported $23.9B in revenue in fiscal 2025, +22.0% versus the prior year, according to its SEC 10-K filing. Its revenue compounded at +4.8% a year over three years.
Is SCHWAB CHARLES CORP profitable?
Yes. SCHWAB CHARLES CORP earned $8.9B in net income in fiscal 2025, a 37.0% net margin. Its return on equity was 18% and its return on assets 2%. These figures come from its latest 10-K.
How fast is SCHWAB CHARLES CORP growing?
SCHWAB CHARLES CORP's revenue changed +22.0% year over year in fiscal 2025 and compounded at +4.8% a year over three years. Growth is one of five inputs to its WealthyBud Investor Score, scored 75/100 versus the covered universe.
What is SCHWAB CHARLES CORP's market cap and P/E ratio?
SCHWAB CHARLES CORP has a market capitalization of $167.7B at a delayed share price of $96.95. It trades at 18.9 times earnings and 7.0 times sales. Its dividend yield is 1.11%. Prices are delayed and illustrative.
What is SCHWAB CHARLES CORP's WealthyBud Investor Score?
SCHWAB CHARLES CORP scores 64/100, ranking #22 of 103 covered companies as of 2026-10-02. The score is a percentile blend of growth (75), profitability (95), returns on capital (25), balance-sheet strength (65) and value (47). It is a research opinion, not investment advice.
Where does this SCHWAB CHARLES CORP financial data come from?
Fundamentals come from SCHWAB CHARLES CORP's annual report (Form 10-K) filed with the SEC, via the public-domain EDGAR database. The share price used for market cap, P/E and yield is a delayed end-of-day quote, shown as illustrative; a production site would use a licensed real-time market-data feed.
Fundamentals are drawn from SCHWAB CHARLES CORP’s FY2025 Form 10-K filed with the
SEC (EDGAR, public domain), retrieved 2026-10-02. Share price is a delayed end-of-day quote; market cap, P/E, P/S
and dividend yield are illustrative and not real-time. The Investor Score is a data-derived research opinion.
Not investment advice.
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