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Charles Schwab Valuation Multiples
Discover revenue and EBITDA valuation multiples for Charles Schwab and similar public comparables like Robinhood, CITIC Securities, Coinbase, Guotai Junan International and more.
Charles Schwab Overview
About Charles Schwab
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. While best known for its retail brokerage offering, Schwab generates the lion’s share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Founded
1986
HQ
Employees
33.0K
Website
Financials (LTM)
EV
$202B
Charles Schwab Financials
Charles Schwab reported last 12-month revenue of $25B and EBITDA of $14B.
In the same LTM period, Charles Schwab generated $14B in EBITDA and $9B in net income.
Revenue (LTM)
Charles Schwab P&L
In the most recent fiscal year, Charles Schwab reported revenue of $24B and EBITDA of $14B.
Charles Schwab expects next 12-month revenue of XXX and NTM EBITDA of XXX
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue | $25B | XXX | $24B | XXX | XXX | XXX |
| EBITDA | $14B | XXX | $14B | XXX | XXX | XXX |
| EBITDA Margin | 57% | XXX | 57% | XXX | XXX | XXX |
| EBIT Margin | 50% | XXX | 50% | XXX | XXX | XXX |
| Net Profit | $9B | XXX | $9B | XXX | XXX | XXX |
| Net Margin | 36% | XXX | 37% | XXX | XXX | XXX |
Financial data powered by Morningstar, Inc.
Charles Schwab Stock Performance
Charles Schwab has current market cap of $165B, and enterprise value of $202B.
Market Cap Evolution
Charles Schwab's stock price is $94.80.
| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $202B | $165B | 0.0% | XXX | XXX | XXX | $5.09 |
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Start Free TrialCharles Schwab Valuation Multiples
Charles Schwab trades at 8.2x EV/Revenue multiple, and 14.3x EV/EBITDA.
EV / Revenue (LTM)
Charles Schwab Financial Valuation Multiples
As of April 12, 2026, Charles Schwab has market cap of $165B and EV of $202B.
Equity research analysts estimate Charles Schwab's 2025E EV/Revenue multiple at XXX and 2025E EV/EBITDA multiple at XXX
Charles Schwab has a P/E ratio of 18.5x.
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Market cap (current) | $165B | XXX | $165B | XXX | XXX | XXX |
| EV (current) | $202B | XXX | $202B | XXX | XXX | XXX |
| EV/Revenue | 8.2x | XXX | 8.5x | XXX | XXX | XXX |
| EV/EBITDA | 14.3x | XXX | 14.8x | XXX | XXX | XXX |
| EV/EBIT | 16.3x | XXX | 17.1x | XXX | XXX | XXX |
| P/E | 18.5x | XXX | 18.6x | XXX | XXX | XXX |
| EV/FCF | 12.5x | XXX | 13.1x | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Verified Charles Schwab Valuation Multiples
Access all public comps and forward-looking valuation multiples like EV/Revenue in 2027, based on consensus analyst estimates. Powered by FactSet and Morningstar.
Charles Schwab Margins & Growth Rates
Charles Schwab's revenue in the last 12 month grew by 11%.
Charles Schwab's revenue per employee in the last FY averaged $0.7M, while opex per employee averaged $0.4M for the same period.
Charles Schwab's rule of 40 is 70% (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Charles Schwab's rule of X is 87% (created by Bessemer, rule of X is another metric to measure SaaS companies, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).
Charles Schwab Operational Valuation Multiples
| LTM | NTM | Last FY | FY 2026 | FY 2027 | FY 2028 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 11% | XXX | 11% | XXX | XXX | XXX |
| EBITDA Margin | 57% | XXX | 57% | XXX | XXX | XXX |
| EBITDA Growth | 13% | XXX | 14% | XXX | XXX | XXX |
| Rule of 40 | — | XXX | 70% | XXX | XXX | XXX |
| Bessemer Rule of X | — | XXX | 87% | XXX | XXX | XXX |
| Revenue per Employee | — | XXX | $0.7M | XXX | XXX | XXX |
| Opex per Employee | — | XXX | $0.4M | XXX | XXX | XXX |
| S&M Expenses to Revenue | 2% | XXX | 2% | XXX | XXX | XXX |
| G&A Expenses to Revenue | — | XXX | 27% | XXX | XXX | XXX |
| Opex to Revenue | 51% | XXX | 52% | XXX | XXX | XXX |
Valuation data powered by FactSet, Inc. and Morningstar, Inc.
Charles Schwab Public Comps
See public comps and valuation multiples for other Investment Brokerage and Online Brokers comps.
| EV/Revenue | EV/EBITDA | |||||
|---|---|---|---|---|---|---|
| LTM | 2026E | 2027E | LTM | 2026E | 2027E | |
| Charles Schwab | XXX | XXX | XXX | XXX | XXX | XXX |
| Robinhood | XXX | XXX | XXX | XXX | XXX | XXX |
| CITIC Securities | XXX | XXX | XXX | XXX | XXX | XXX |
| Coinbase | XXX | XXX | XXX | XXX | XXX | XXX |
| Guotai Junan International | XXX | XXX | XXX | XXX | XXX | XXX |
| Guotai Haitong Securities | 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 M&A Activity
Charles Schwab acquired XXX companies to date.
Last acquisition by Charles Schwab was on XXXXXXXX, XXXXX. Charles Schwab acquired XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Acquisitions by Charles Schwab
| Acquired Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialCharles Schwab Investment Activity
Charles Schwab invested in XXX companies to date.
Charles Schwab made its latest investment on XXXXXXXX, XXXXX. Charles Schwab invested in XXXXXXXX for XXX (EV/Revenue multiple of XXX).
Latest Investments by Charles Schwab
| Company | Valuation | EV/Revenue | EV/EBITDA |
|---|---|---|---|
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
| XXXXXXXXXXXX | XXX | XXX | XXX |
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Start Free TrialAbout Charles Schwab
| When was Charles Schwab founded? | Charles Schwab was founded in 1986. |
| Where is Charles Schwab headquartered? | Charles Schwab is headquartered in United States. |
| How many employees does Charles Schwab have? | As of today, Charles Schwab has over 33K employees. |
| Who is the CEO of Charles Schwab? | Charles Schwab's CEO is Richard A. Wurster. |
| Is Charles Schwab publicly listed? | Yes, Charles Schwab is a public company listed on NYSE. |
| 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? | Charles Schwab main competitors are Robinhood, CITIC Securities, Coinbase, Guotai Junan International. |
| What is the current market cap of Charles Schwab? | Charles Schwab's current market cap is $165B. |
| What is the current revenue of Charles Schwab? | Charles Schwab's last 12 months revenue is $25B. |
| What is the current revenue growth of Charles Schwab? | Charles Schwab revenue growth (NTM/LTM) is 11%. |
| What is the current EV/Revenue multiple of Charles Schwab? | Current revenue multiple of Charles Schwab is 8.2x. |
| Is Charles Schwab profitable? | Yes, Charles Schwab is EBITDA-positive (as of the last 12 months). |
| What is the current EBITDA of Charles Schwab? | Charles Schwab's last 12 months EBITDA is $14B. |
| What is Charles Schwab's EBITDA margin? | Charles Schwab's last 12 months EBITDA margin is 57%. |
| What is the current EV/EBITDA multiple of Charles Schwab? | Current EBITDA multiple of Charles Schwab is 14.3x. |
| What is the current FCF of Charles Schwab? | Charles Schwab's last 12 months FCF is $16B. |
| What is Charles Schwab's FCF margin? | Charles Schwab's last 12 months FCF margin is 66%. |
| What is the current EV/FCF multiple of Charles Schwab? | Current FCF multiple of Charles Schwab is 12.5x. |
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