Charles Schwab Corp. (SCHW)$90.15
Research Snapshot
Static fundamentals, valuation context, and investor signals for Charles Schwab Corp. (SCHW).
Valuation
12.0x
EV/FCF, 8.3% FCF yield
Quality
0.0%
ROIC, 36.6% FCF margin
Growth
15.4%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, N/A current ratio
Superinvestors
11
Top: Ruane Cunniff (7.3%)
Strengths to research
- Revenue compounded at 15.4% over five years.
- Free cash flow margin is healthy at 36.6%.
- Debt/equity looks manageable at 0.0x.
- 11 tracked superinvestors report a position.
Watchouts
No major valuation, balance sheet, or growth watchouts were detected by the static screen.
Quality Scorecard
Build-time composite score for SCHW.
Peer Comparison
Target stock against 5 market-cap comparable peers.
| SCHW Target | Charles Schwab Corp. | $151.4B | 19.4x | 12.0x | 0.0% | 15.4% | 36.6% | N/A | N/A | N/A |
| GS | Goldman Sachs Group | $173.9B | 19.4x | -0.2x | 13.7% | N/A | N/A | N/A | N/A | N/A |
| MS | Morgan Stanley | $192.2B | 19.7x | -23.6x | 3.7% | N/A | N/A | N/A | N/A | N/A |
| IBKR | Interactive Brokers Group Inc. | $75.9B | 36.6x | 4.5x | 81.2% | 13.6% | 648.0% | N/A | N/A | N/A |
| TW | Tradeweb Markets Inc. | $31.5B | 28.1x | 26.1x | 12.5% | 18.1% | 54.9% | N/A | -2.5x | N/A |
| LPLA | LPL Financial Holdings Inc. | $26.7B | 26.2x | -33.5x | 6.8% | 23.7% | -5.8% | N/A | N/A | N/A |
Financial Charts
No financial data available for SCHW (annual).
11 superinvestors own SCHW
Current quarter ownership and quarter-over-quarter share changes.
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | 75,002,881 | $7.0B | 3.88% | 0.0% |
| Bill Nygren Oakmark Select Fund | 21,812,476 | $2.0B | 2.74% | 0.0% |
| Viking Global Investors Viking Global Investors | 14,664,954 | $1.4B | 3.86% | 0.0% |
| Ruane Cunniff Sequoia Fund | 4,714,780 | $443M | 7.35% | 0.0% |
| Yacktman Asset Management Yacktman Asset Management | 3,904,856 | $367M | 4.89% | 0.0% |
| Francois Rochon Giverny Capital | 1,536,206 | $144M | 5.29% | 0.0% |
| Thomas Gayner Markel Group | 1,383,800 | $130M | 1.09% | 0.0% |
| John Rogers Ariel Appreciation Fund | 402,927 | $38M | 0.42% | 0.0% |
| Christopher Davis Davis Advisors | 310,982 | $29M | 0.13% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 247,732 | $23M | 0.24% | 0.0% |
| Greenhaven Associates Greenhaven Associates | 12,500 | $1M | 0.02% | 0.0% |