SCHW - Charles Schwab Corporation
A financial services giant democratizing investing through commission-free trading, banking, and wealth management, serving over 35 million active brokerage accounts.
Finlify Score
49.6 / 100
Data Quality
PARTIAL
Penalty
-1.0
Sector
Financials
Close Price
$90.95
-0.16%
52W Range
$83.96 - $107.50
Market Cap
$151.9B
-0.2%Compared to previous day
2026 Q1 Revenue
$3.3B
+5.5%Changes from last reporting quarter
2026 Q1 EPS
$1.00
Diluted shares
Analyst Rating
28 analysts in latest ratings feed
RSI
54.6
40-70 moderate
2Y Range Position
64%
-15.4% from high / +49.1% from low
Beta
0.78
Relative to market benchmark
MACD
0.48
MACD line -0.25 / signal line -0.73
Fundamental Trend
Growth 75.0Financial Health
Quality 55.8Data Quality
PARTIALValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
HOLD49.6 / 100
Score History
Finlify Score and component trend
Financial Statements
Calendar year view. Figures are estimates only. For official figures, refer to the company website.
| 2026 Q1 | 2025 Q4 | 2025 Q3 | 2025 Q2 | |
|---|---|---|---|---|
| Revenue | $3.3B+5.5% | $3.2B+2.6% | $3.1B+1.8% | $3.0B+4.7% |
| Gross Profit | - | - | - | - |
| Operating Income | - | - | - | - |
| Net Income | $2.5B+0.8% | $2.5B+4.3% | $2.4B+10.9% | $2.1B+11.4% |
Columns use the calendar quarter of each reported period end date. QoQ is shown for adjacent company reporting quarters only.
AI Signal
Generated Jun 16, 2026
The Finlify signal for Charles Schwab Corp (SCHW) on 2026-06-12 is HOLD, with a Finlify Score of 51.1 out of 100. This score appears to reflect a balanced outlook, influenced by a data quality deduction of -1.0 due to partial data coverage.
Technical
The Relative Strength score of 31.0/100 suggests that SCHW may have underperformed some peers, while the Accumulation / Volume score of 51.5/100 indicates a more neutral trend in buying and selling pressure. The asset's RSI(14) at 55.5 appears to be in a moderate range, and recent performance shows a 20-day return of 1.9% but a 60-day return of -2.3%.
Fundamentals
Finlify's Fundamental Trend score of 75.0/100 suggests a positive trajectory in the company's underlying financial performance, complemented by a Financial Quality score of 55.8/100. Valuation metrics show a P/E ratio of 17.9x, P/B of 3.6x, and P/S of 5.7x, which may indicate a moderate valuation for a financial services company with a Beta of 0.8 and a Dividend Yield of 1.44%.
Macro Context
The current macro environment, characterized by a 10Y Treasury Yield of 4.5% and a 2Y Treasury Yield of 4.0%, resulting in a positive yield spread of 0.4%, could potentially benefit financial institutions like Charles Schwab. Inflation metrics, with CPI YoY at 4.3% and Core CPI YoY at 3.0%, along with an unemployment rate of 4.3%, suggest a somewhat stable but inflationary economic backdrop.
Key Risks
- Partial data quality, including the use of an EPS proxy, introduces a -1.0 deduction to the Finlify Score, which may limit the comprehensiveness of the analysis.
- The relatively low Relative Strength score of 31.0/100 suggests that SCHW may be underperforming compared to its peers over the evaluated period.
- The asset's current price is 15.0% below its 52-week high, which could indicate recent downward price pressure or a lack of strong upward momentum.