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Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $10 trillion of client assets at the end of 2024. Nearly all of its revenue is from the United States.
1986
32.1K+
LTM Revenue $20.4B
LTM EBITDA $10.9B
$194B
Benchmark forward-looking revenue and EBITDA valuation multiples across generative AI, climate tech, semiconductors, online marketplaces, vertical SaaS and 220 more verticals.
Charles Schwab has a last 12-month revenue of $20.4B and a last 12-month EBITDA of $10.9B.
In the most recent fiscal year, Charles Schwab achieved revenue of $19.6B and an EBITDA of n/a.
Charles Schwab expects next 12-month revenue of XXX and NTM EBITDA of XXX
See Charles Schwab valuation multiples based on analyst estimates| FY 2023 | FY 2024 | FY 2025 | LTM | NTM | |
|---|---|---|---|---|---|
| Revenue | $18.8B | $19.6B | XXX | XXX | XXX |
| Gross Profit | n/a | n/a | XXX | XXX | XXX |
| Gross Margin | NaN% | NaN% | XXX | XXX | XXX |
| EBITDA | n/a | n/a | XXX | XXX | XXX |
| EBITDA Margin | NaN% | NaN% | XXX | XXX | XXX |
| Net Profit | $7.2B | $5.1B | XXX | XXX | XXX |
| Net Margin | 38% | 26% | XXX | XXX | XXX |
| Net Debt | n/a | $15.7B | XXX | XXX | XXX |
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As of April 14, 2025, Charles Schwab's stock price is $77.
Charles Schwab has current market cap of $140B, and EV of $194B.
See Charles Schwab trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $194B | $140B | XXX | XXX | XXX | XXX | $3.52 |
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Sign UpAs of April 14, 2025, Charles Schwab has market cap of $140B and EV of $194B.
Charles Schwab's trades at 9.5x LTM EV/Revenue multiple, and 17.7x LTM EBITDA.
Analysts estimate Charles Schwab's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See valuation multiples for Charles Schwab and 10K+ public comps| FY 2024 | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|
| EV | $194B | XXX | XXX | XXX |
| EV/Revenue | 9.9x | XXX | XXX | XXX |
| EV/EBITDA | n/a | XXX | XXX | XXX |
| P/E | 23.5x | XXX | XXX | XXX |
| P/E/Growth | 1.1x | XXX | XXX | XXX |
| EV/FCF | 94.7x | XXX | XXX | XXX |
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Access all public comps and forward-looking valuation multiples like EV/Revenue in 2025, based on equity research analyst estimates.
Sign UpCharles Schwab's NTM/LTM revenue growth is 13%
Charles Schwab's revenue per employee for the last fiscal year averaged $0.6M, while opex per employee averaged n/a for the same period.
Over next 12 months, Charles Schwab's ratio of sales and marketing spend to revenue is estimated to be XXX , while its R&D spend to revenue to be XXX .
Analysts estimate Charles Schwab's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
See operational valuation multiples for Charles Schwab and other 10K+ public comps| FY 2024 | NTM | FY 2025E | FY 2026E | FY 2027E | |
|---|---|---|---|---|---|
| Revenue Growth | 4% | XXX | XXX | XXX | XXX |
| EBITDA Margin | n/a | XXX | XXX | XXX | XXX |
| EBITDA Growth | n/a | XXX | XXX | XXX | XXX |
| Rule of 40 (SaaS-only) | n/a | XXX | XXX | XXX | XXX |
| Revenue per Employee | $0.6M | XXX | XXX | XXX | XXX |
| Opex per Employee | n/a | XXX | XXX | XXX | XXX |
| S&M Expenses to Revenue | 2% | XXX | XXX | XXX | XXX |
| G&A Expenses to Revenue | 31% | XXX | XXX | XXX | XXX |
| R&D Expenses to Revenue | n/a | XXX | XXX | XXX | XXX |
| Opex to Revenue | n/a | XXX | XXX | XXX | XXX |
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Benchmark public comps and private revenue and EBITDA valuation multiples across GRC software, cloud infrastructure, DevOps, online marketplaces and so much more!
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| 2025E | 2026E | 2027E | 2025E | 2026E | 2027E | |
| Bell Financial Group | XXX | XXX | XXX | XXX | XXX | XXX |
| SelfWealth | XXX | XXX | XXX | XXX | XXX | XXX |
| Choice International | XXX | XXX | XXX | XXX | XXX | XXX |
| Motilal Oswal | XXX | XXX | XXX | XXX | XXX | XXX |
| Share India | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc.
Charles Schwab acquired XXX companies to date.
Last acquisition by Charles Schwab was XXXXXXXX, XXXXX XXXXX XXXXXX . Charles Schwab acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX ).
See M&A valuation multiples| Acquired Company | EV | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXX | XXX | XXX | XXX |
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Sign Up| When was Charles Schwab founded? | Charles Schwab was founded in 1986. |
| Where is Charles Schwab headquartered? | Charles Schwab is headquartered in United States of America. |
| How many employees does Charles Schwab have? | As of today, Charles Schwab has 32.1K+ employees. |
| Who is the CEO of Charles Schwab? | Charles Schwab's CEO is Mr. Richard A. Wurster. |
| Is Charles Schwab publicy listed? | Yes, Charles Schwab is a public company listed on NYS. |
| What is the stock symbol of Charles Schwab? | Charles Schwab trades under SCHW ticker. |
| When did Charles Schwab go public? | Charles Schwab went public in 1987. |
| Who are competitors of Charles Schwab? | Similar companies to Charles Schwab include e.g. Bell Financial Group, SelfWealth, Choice International, Motilal Oswal. |
| What is the current market cap of Charles Schwab? | Charles Schwab's current market cap is $140B |
| What is the current revenue of Charles Schwab? | Charles Schwab's last 12-month revenue is $20.4B. |
| What is the current EBITDA of Charles Schwab? | Charles Schwab's last 12-month EBITDA is $10.9B. |
| What is the current EV/Revenue multiple of Charles Schwab? | Current revenue multiple of Charles Schwab is 9.5x. |
| What is the current EV/EBITDA multiple of Charles Schwab? | Current EBITDA multiple of Charles Schwab is 17.7x. |
| What is the current revenue growth of Charles Schwab? | Charles Schwab revenue growth between 2023 and 2024 was 4%. |
| Is Charles Schwab profitable? | Yes, Charles Schwab is EBITDA-positive (as of the last 12 months). |
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