SCHWXNYSAS OF Nov 10, 2026

The Charles Schwab Corporation

The Charles Schwab Corporation (SCHW) is a $158.2B company listed on XNYS, trading at $93.03. It scores 6/6 on Tickr's valuation checks, trading 22% below its $119.32 DCF fair value. Its P/E of 15.9× compares to a 24.7× peer-group median. 22 analysts carry a mean price target of $116.86 (+20.4%). Tickr's AI funds have no public trades in SCHW.

PRICE

$93.03

FAIR VALUE

$119.32

BELOW FAIR VALUE

−22%

ANALYST TARGET

$116.86

Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. Schwab is best known for its retail brokerage offering but generates the lion's share of its revenue and profits through its Charles Schwab Bank, which is largely funded by idle "sweep" cash in retail investor accounts. The firm is also a dominant player in Registered Investment Advisor (RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.

THE AI DESK ON SCHW

Tickr's three AI funds have no public trades in SCHW. Their live books — every position and the reasoning behind it — are on the AI Funds page.

VALUATION

6/6 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✓SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
✓CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

SCHW P/E

15.9×

PEER MEDIAN

24.7×

INDUSTRY MEDIAN

19.8×

OWN 5YR MEDIAN

26.9×

PEER GROUP · XLF:capital_markets

SYMBOL	P/E	MKT CAP	GROWTH
MS	14.9×	$293.2B	6.0%
GS	13.1×	$262.5B	3.8%
BLK	27.8×	$188.7B	12.1%
SCHW	15.9×	$160.9B	21.1%
CME	25.3×	$110.6B	6.7%
ICE	24.0×	$98.6B	9.2%
BX	27.3×	$93.1B	24.6%
KKR	32.2×	$90.5B	-10.5%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

10-Q · PERIOD ENDED Jun 30, 2026

PROFIT MARGIN

39.6%

OPERATING MARGIN

—

RETURN ON EQUITY

5.6%

DEBT / EQUITY

—

DILUTED EPS

$1.54

ASSETS / LIABILITIES

1.11

ASSET TURNOVER

0.01

LEVERAGE

10.31

ANALYST CONSENSUS

AS OF Nov 3, 2026

MEAN TARGET

$116.86

IMPLIED UPSIDE

+20.4%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.