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
64.8 / 100
Data Quality
FULL
Penalty
0.0
Sector
Financials
Close Price
$107.25
-0.07%
52W Range
$83.96 - $114.53
Market Cap
$189.9B
-0.1%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
30 analysts in latest ratings feed
RSI
35.8
<40 oversold
2Y Range Position
86%
-6.4% from high / +72.0% from low
Beta
0.75
Relative to market benchmark
MACD
-0.74
MACD line 0.38 / signal line 1.12
Fundamental Trend
Growth 75.5Financial Health
Quality 55.8Data Quality
FULLValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
WATCH64.8 / 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 Aug 1, 2026
The Finlify signal for SCHW is HOLD, with an overall score of 53.5/100, suggesting a balanced outlook influenced by strong fundamental trends but relatively weaker accumulation and moderate relative strength.
Technical
The Relative Strength score of 47.8/100 appears moderate, while the Accumulation / Volume score of 25.4/100 indicates relatively weaker buying pressure. The asset has shown positive recent performance, with an 8.9% return over 20 days and a 14.0% return over 60 days, and its RSI(14) at 63.6 suggests it is approaching overbought territory, though still within range, being only -2.7% from its 52-week high.
Fundamentals
The Fundamental Trend score of 75.5/100 suggests a positive trajectory in underlying business performance, complemented by a Financial Quality score of 55.8/100. Valuation metrics show a P/E ratio of 20.7x, a P/B of 3.6x, and a P/S of 6.6x. With a Beta of 0.8, the asset appears to exhibit lower volatility compared to the broader market, and it offers a dividend yield of 1.23%.
Macro Context
The macro environment, characterized by a 10Y Treasury Yield of 4.7% and a 2Y Treasury Yield of 4.2%, resulting in a positive yield spread of 0.5%, may present a favorable interest rate environment for financial services firms like SCHW. Inflation metrics such as CPI YoY at 3.7% and Core CPI YoY at 2.8% suggest persistent, albeit moderating, inflationary pressures, while an unemployment rate of 4.2% indicates a relatively stable labor market.
Key Risks
- The Accumulation / Volume score of 25.4/100 suggests a potential lack of strong buying interest, which could limit upward momentum.
- An RSI(14) of 63.6, combined with being only -2.7% from its 52-week high, may indicate the asset is nearing a short-term peak or could be susceptible to a pullback.
- While the yield spread is positive, future shifts in interest rate expectations or the yield curve could impact the profitability of financial institutions.