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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.
1986
32.1K+
LTM Revenue $20.8B
LTM EBITDA $11.2B
$209B
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 $20.8B and a last 12-month EBITDA of $11.2B.
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| LTM | NTM | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|
| Revenue | $20.8B | XXX | XXX | XXX | XXX |
| Gross Profit | $20.8B | XXX | XXX | XXX | XXX |
| Gross Margin | 100% | XXX | XXX | XXX | XXX |
| EBITDA | $11.2B | XXX | XXX | XXX | XXX |
| EBITDA Margin | 54% | XXX | XXX | XXX | XXX |
| EBIT | $9.3B | XXX | XXX | XXX | XXX |
| EBIT Margin | 45% | XXX | XXX | XXX | XXX |
| Net Profit | $6.3B | XXX | XXX | XXX | XXX |
| Net Margin | 30% | XXX | XXX | XXX | XXX |
| Net Debt | $3.0B | XXX | XXX | XXX | XXX |
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As of May 30, 2025, Charles Schwab's stock price is $88.
Charles Schwab has current market cap of $159B, and EV of $209B.
See Charles Schwab trading valuation data| EV | Market Cap | Price 1D | Price 1M | Price 3M | Price 12M | EPS |
|---|---|---|---|---|---|---|
| $209B | $159B | XXX | XXX | XXX | XXX | $3.68 |
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Start Free TrialAs of May 30, 2025, Charles Schwab has market cap of $159B and EV of $209B.
Charles Schwab's trades at 10.0x EV/LTM Revenue multiple, and 18.6x EV/LTM EBITDA.
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 25.2x.
See valuation multiples for Charles Schwab and 10K+ public comps| LTM | NTM | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|
| Market cap (current) | $159B | XXX | XXX | XXX | XXX |
| EV (current) | $209B | XXX | XXX | XXX | XXX |
| EV/Revenue | 10.0x | XXX | XXX | XXX | XXX |
| EV/EBITDA | 18.6x | XXX | XXX | XXX | XXX |
| EV/EBIT | 22.4x | XXX | XXX | XXX | XXX |
| EV/Gross Profit | 10.0x | XXX | XXX | XXX | XXX |
| P/E | 25.2x | XXX | XXX | XXX | XXX |
| EV/FCF | 26.5x | XXX | 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.
Start Free TrialCharles Schwab's last 12 month revenue growth is 13%
Charles Schwab's revenue per employee for the last 12 months averaged $0.6M, while opex per employee averaged n/a for the same period.
Charles Schwab's rule of 40 is n/a (metric relevant for SaaS companies only, counted as combined revenue growth rate and EBITDA margin).
Charles Schwab's rule of X is 86% (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).
See operational valuation multiples for Charles Schwab and other 10K+ public comps| LTM | NTM | FY 2025 | FY 2026 | FY 2027 | |
|---|---|---|---|---|---|
| Revenue Growth | 13% | XXX | XXX | XXX | XXX |
| EBITDA Margin | 54% | XXX | XXX | XXX | XXX |
| EBITDA Growth | 16% | XXX | XXX | XXX | XXX |
| Rule of 40 | n/a | XXX | XXX | XXX | XXX |
| Bessemer Rule of X | 86% | 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 | n/a | 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 |
| Cairo Mezz | XXX | XXX | XXX | XXX | XXX | XXX |
| Choice International | XXX | XXX | XXX | XXX | XXX | XXX |
| Motilal Oswal | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
| XXXXXXXX | XXX | XXX | XXX | XXX | XXX | XXX |
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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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Start Free Trial| 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, Cairo Mezz, Choice International. |
| What is the current market cap of Charles Schwab? | Charles Schwab's current market cap is $159B |
| What is the current revenue of Charles Schwab? | Charles Schwab's last 12 months revenue is $20.8B. |
| What is the current revenue growth of Charles Schwab? | Charles Schwab revenue growth (NTM/LTM) is 13%. |
| What is the current EV/Revenue multiple of Charles Schwab? | Current revenue multiple of Charles Schwab is 10.0x. |
| 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 $11.2B. |
| What is Charles Schwab's EBITDA margin? | Charles Schwab's last 12 months EBITDA margin is 54%. |
| What is the current EV/EBITDA multiple of Charles Schwab? | Current EBITDA multiple of Charles Schwab is 18.6x. |
| What is the current FCF of Charles Schwab? | Charles Schwab's last 12 months FCF is $7.9B. |
| What is Charles Schwab's FCF margin? | Charles Schwab's last 12 months FCF margin is 38%. |
| What is the current EV/FCF multiple of Charles Schwab? | Current FCF multiple of Charles Schwab is 26.5x. |
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