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SCHWNYSE/financials

The Charles Schwab Corporation

$102.38Down-0,74 (-0,72%)
Research reviewed: 2026年7月12日 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

The Charles Schwab Corporation operates in Investment Banking and Brokerage within the financials sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Открытие
103,51
Максимум
103,97
Минимум
102,11
Капитализация
178,05 млрд
P/E
20.35
Максимум за 52 недели
--
Дивиденд
1.240%
Квартальный дивиденд
--

3-month price context

直近3か月の推移を表示し、フル調査ワークスペースに進む前に短期構造を把握できます。

Investment thesis

Base case
New accounts and client assets can expand the long-term revenue base. The base case remains conditional on rate sensitivity staying manageable.
Bull case
New accounts and client assets can expand the long-term revenue base. A healthier deposit mix can improve balance-sheet earnings and funding stability. Advisory adoption and client activity can diversify revenue beyond cash spreads.
Bear case
Rate changes and client cash sorting can pressure net interest revenue. Securities valuation and funding mismatches can constrain financial flexibility. Low-cost rivals can pressure advisory, trading and asset-management economics.
Thesis invalidation
Reassess the thesis if rate changes and client cash sorting can pressure net interest revenue.

Key catalysts

  • Core asset gathering

    New accounts and client assets can expand the long-term revenue base.

  • Cash monetization

    A healthier deposit mix can improve balance-sheet earnings and funding stability.

  • Wealth engagement

    Advisory adoption and client activity can diversify revenue beyond cash spreads.

Principal risks

  • Rate sensitivity

    Rate changes and client cash sorting can pressure net interest revenue.

  • Balance-sheet duration

    Securities valuation and funding mismatches can constrain financial flexibility.

  • Pricing competition

    Low-cost rivals can pressure advisory, trading and asset-management economics.

Latest earnings research

Q1 2026

Schwab reported record first-quarter operating performance as new accounts, core net new assets and engagement across wealth, trading and lending remained strong.

Valuation interpretation

  • A durable re-rating requires asset gathering and wealth fees to reduce dependence on spread income.
  • Balance-sheet normalization should be weighed against rate and client-cash behavior.

Peer research

GSMSBAC

Recent news

Motley Fool · позавчера

Which Is the Better Small-Cap ETF, Schwab's SCHA or iShares' IJR?

24/7 Wall St. · 3 дня назад

Uber and DoorDash Drivers Think They Have No 401(k). The IRS Lets Them Build a $72,000 One but Almost Nobody Does

Zacks · 3 дня назад

Top Analyst Reports for SpaceX, Meta Platforms & Boeing

Zacks · 3 дня назад

What Makes Charles Schwab (SCHW) a New Strong Buy Stock

The Wall Street Journal · 4 дня назад

How an Appeals Court Sent Trump's Charles Schwab Account Into Overdrive

The Wall Street Journal · 4 дня назад

How Charles Schwab Turbocharged Trump’s Stock-Trading Frenzy

Data and research sources

Research updated: 2026年7月12日 00:00 UTC
3 verified sources
Client Growth & Engagement Drive Record Schwab 1Q ResultsThe Charles Schwab Corporation · earningsVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/16 0:00:00

Open original source
The Charles Schwab Corporation Investor RelationsThe Charles Schwab Corporation · companyVerified

Fetched: 2026/7/12 0:00:00 UTC

Open original source
The Charles Schwab Corporation SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 2026/7/12 0:00:00 UTC

Published: 2026/4/16 0:00:00

Open original source

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