Charles Schwab - Public Comps and Valuation Multiples

Charles Schwab Overview

About Charles Schwab

Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. 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

32.1K+

Website

aboutschwab.com

Sectors

Investment Brokerage
Electronic Trading
Wealth Solutions
WealthTech
FinTech

Financials

LTM Revenue $22.7B

LTM EBITDA $12.7B

EV

$211B

Valuation Multiples

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Charles Schwab Financials

As of September 2025, Charles Schwab reported last 12-month revenue of $22.7B and EBITDA of $12.7B.

In the same period, Charles Schwab achieved $7.5B in LTM net income.

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Charles Schwab P&L

In the most recent fiscal year, Charles Schwab reported revenue of $19.6B.

Charles Schwab expects next 12-month revenue of XXX and NTM EBITDA of XXX

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	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Revenue	$22.7B	XXX	$19.6B	XXX	XXX	XXX
Gross Profit	n/a	XXX	n/a	XXX	XXX	XXX
Gross Margin	n/a	XXX	n/a	XXX	XXX	XXX
EBITDA	$12.7B	XXX	n/a	XXX	XXX	XXX
EBITDA Margin	56%	XXX	n/a	XXX	XXX	XXX
EBIT	$10.7B	XXX	n/a	XXX	XXX	XXX
EBIT Margin	47%	XXX	n/a	XXX	XXX	XXX
Net Profit	$7.5B	XXX	$5.9B	XXX	XXX	XXX
Net Margin	33%	XXX	30%	XXX	XXX	XXX
Net Debt	XXX	XXX	$3.0B	XXX	XXX	XXX

Financial data powered by Morningstar, Inc.

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Financial performance metrics for Charles Schwab including revenue, profitability, and margin analysis across different time periods. The company reported last twelve months revenue of $22.7B. EBITDA for the last twelve months was $12.7B.
Financial Metric	Last Twelve Months (LTM)	Next Twelve Months (NTM)	Most Recent Fiscal Year	Current Fiscal Year (2025)	Next Fiscal Year (2026)	Two Years Forward (2027)
Total Revenue	$22.7B	Analyst estimates available to subscribers	$19.6B	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Gross Profit	n/a	Analyst estimates available to subscribers	n/a	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Gross Profit Margin	n/a	Analyst estimates available to subscribers	NaN% gross profit margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBITDA (Earnings Before Interest, Taxes, Depreciation, Amortization)	$12.7B	Analyst estimates available to subscribers	n/a	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBITDA Margin	55.8% EBITDA margin	Analyst estimates available to subscribers	NaN% EBITDA margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBIT (Earnings Before Interest and Taxes)	$10.7B	Analyst estimates available to subscribers	n/a	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
EBIT Margin	47.2% EBIT margin	Analyst estimates available to subscribers	n/a	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Income (Net Profit)	$7.5B	Analyst estimates available to subscribers	$5.9B	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Profit Margin	33.2% net profit margin	Analyst estimates available to subscribers	30.3% net profit margin	Analyst estimates available to subscribers	Analyst estimates available to subscribers	Analyst estimates available to subscribers
Net Debt Position	Detailed debt information available to subscribers	Detailed debt information available to subscribers	$3.0B	Detailed debt information available to subscribers	Detailed debt information available to subscribers	Detailed debt information available to subscribers

Financial Performance Summary for Charles Schwab

This financial data table provides comprehensive performance metrics for Charles Schwab, a company based in United States of America. The metrics include revenue, profitability measures, and operational efficiency indicators across multiple time periods.

Recent Performance Highlights

Charles Schwab generated $22.7B in revenue over the last twelve months.
The company achieved $12.7B in EBITDA over the last twelve months.
Net income over the last twelve months reached $7.5B.

Fiscal Year Performance

In the most recent fiscal year, Charles Schwab reported $19.6B in total revenue.
The company maintained a gross profit margin of NaN% in the most recent fiscal year.
EBITDA margin for the fiscal year was NaN%.
Net profit margin reached 30.3% in the most recent fiscal year.

This financial data is sourced from Morningstar, Inc. and represents the most recent available information for Charles Schwab. Forward-looking estimates and detailed financial projections are available through our premium subscription service.

Charles Schwab Stock Performance

Charles Schwab has current market cap of $167B, and EV of $211B.

Market Cap Evolution

Charles Schwab Stock Data

As of October 13, 2025, Charles Schwab's stock price is $92.

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EV	Market Cap	Price 1D	Price 1M	Price 3M	Price 12M	EPS
$211B	$167B	XXX	XXX	XXX	XXX	$4.36

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Charles Schwab Valuation Multiples

Charles Schwab's trades at 10.8x EV/Revenue multiple, and n/a EV/EBITDA.

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Charles Schwab Financial Valuation Multiples

As of October 13, 2025, Charles Schwab has market cap of $167B and EV of $211B.

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 22.2x.

	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Market cap (current)	$167B	XXX	$167B	XXX	XXX	XXX
EV (current)	$211B	XXX	$211B	XXX	XXX	XXX
EV/Revenue	9.3x	XXX	10.8x	XXX	XXX	XXX
EV/EBITDA	16.7x	XXX	n/a	XXX	XXX	XXX
EV/EBIT	19.8x	XXX	n/a	XXX	XXX	XXX
EV/Gross Profit	n/a	XXX	n/a	XXX	XXX	XXX
P/E	22.2x	XXX	28.1x	XXX	XXX	XXX
EV/FCF	15.6x	XXX	103.1x	XXX	XXX	XXX

Valuation data powered by FactSet, Inc. and Morningstar, Inc.

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Charles Schwab Margins & Growth Rates

Charles Schwab's last 12 month revenue growth is 11%

Charles Schwab's revenue per employee in the last FY averaged $0.6M, while opex per employee averaged n/a for the same period.

Charles Schwab's rule of 40 is unknown (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).

Charles Schwab's rule of X is 84% (created by Bessemer, rule of X is another metric relevant for SaaS companies only, ~1.5x stronger vs. the traditional Rule of 40, counted as revenue growth rate multiplied by 2.5 plus EBITDA margin).

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Charles Schwab Operational Valuation Multiples

	LTM	NTM	Last FY	FY 2025	FY 2026	FY 2027
Revenue Growth	11%	XXX	14%	XXX	XXX	XXX
EBITDA Margin	56%	XXX	n/a	XXX	XXX	XXX
EBITDA Growth	13%	XXX	n/a	XXX	XXX	XXX
Rule of 40	n/a	XXX	n/a	XXX	XXX	XXX
Bessemer Rule of X	XXX	XXX	84%	XXX	XXX	XXX
Revenue per Employee	XXX	XXX	$0.6M	XXX	XXX	XXX
Opex per Employee	XXX	XXX	n/a	XXX	XXX	XXX
S&M Expenses to Revenue	XXX	XXX	2%	XXX	XXX	XXX
G&A Expenses to Revenue	XXX	XXX	n/a	XXX	XXX	XXX
R&D Expenses to Revenue	XXX	XXX	n/a	XXX	XXX	XXX
Opex to Revenue	XXX	XXX	n/a	XXX	XXX	XXX

Valuation data powered by FactSet, Inc. and Morningstar, Inc.

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