Research desk · SCHW-PD · NYSE

SEC financials, peer compare, and chart. Scores open the matching desk. Research only — not advice.

SCHWAB CHARLES CORP · Security Brokers, Dealers & Flotation Companies

SCHWAB CHARLES CORP financial statements, chart, and peer compare from SEC filings.

SCHWAB CHARLES CORP (SCHW-PD) operates in Security Brokers, Dealers & Flotation Companies.

Market cap
$41.25B
P/E
4.91
P/B
0.82
Profit margin
36.79%
ROE
17.89%
NI CAGR 5Y
21.82%

Related Financials stocks: SCHW stock financials · APO stock financials · KKR stock financials · IBKR stock financials · ICE stock financials

See Financials moving on the anomaly desk

misprise.com
Strong (73–84) TTM Updated October 19, 2026 2:09 am ← Screener
Primary research · 02

SCHW-PD financial statements

Each Compare name is its own block of years. Filing lines are SEC reports; P/E and price sit on that name’s TTM column only.

Primary research · 03

SCHW-PD stock peer compare

Each bar is that name’s percent vs its last TTM, on one zero line. Zero is unchanged. This ticker is the black bar.

Focus chart

Zero is unchanged vs last TTM. Every name is a percent for the metric you pick.

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SCHW-PD stock peer headlines

Yahoo Finance RSS for SCHW-PD and the names in Compare.

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SCHW-PD stock price chart

Overlays follow the Compare table.

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SCHW-PD stock — research snapshot

Screen strengths and watchouts for SCHW-PD stock from the latest Misprise snapshot.

Strengths

  • Operating margin 61.5% — solid operating leverage.
  • Profit margin 36.8% — durable bottom-line quality.
  • FCF margin 74.2% — cash conversion looks healthy.
  • Revenue CAGR 5Y 15.4% — durable top-line compound.
  • EPS CAGR 5Y 17.1% — earnings compounding.

Watchouts

  • ROA 1.7% — muted asset returns.
  • Rev CAGR 5Y 15.4%
  • Rev CAGR 3Y 4.8%
  • EPS CAGR 5Y 17.1%
  • EPS CAGR 3Y 9.9%
  • FCF CAGR 5Y 7.1%
  • FCF CAGR 3Y 100.6%
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SCHW-PD stock FAQs

Short answers for SCHW-PD stock — statements, sector, and how this page is meant to be used.

What is SCHW-PD stock?

SCHWAB CHARLES CORP (SCHW-PD) operates in Security Brokers, Dealers & Flotation Companies. SCHW-PD stock sits in Financials (Security Brokers, Dealers & Flotation Companies), listed on NYSE.

Where can I find SCHWAB CHARLES CORP financial statements?

SCHWAB CHARLES CORP financial statements — income statement, balance sheet, and cash flow — are on this SCHW-PD stock page, parsed from SEC 10-K and 10-Q filings. Use Annual or Quarterly, then the statement tabs. Research only.

What happened to SCHW-PD stock?

This page is a research snapshot of SCHWAB CHARLES CORP (SCHW-PD) from the latest SEC filings in the Misprise database as of TTM. It is not a news feed or a delisting notice. Open the financial statements, chart, and peer compare below, then read the filings. Research only — not financial advice.

Does this page show the SCHW-PD stock price?

The live chart on this SCHW-PD stock page is the same TradingView chart as the screener. Statement tables use SEC filings. Any price or multiple on the TTM column is a market snapshot from the last seed, not a real-time quote. Research only.

What sector is SCHW-PD stock in?

SCHWAB CHARLES CORP is classified in Security Brokers, Dealers & Flotation Companies, inside the Financials sector, and trades on NYSE. This page is a research snapshot, not a full company profile.

How do I read SCHW-PD financial statements?

Start with this ticker’s block (TTM, then its fiscal years or quarters). Each Compare name is a separate block of its own periods — not mixed by year. A blank is a period we do not have, not a zero. Research only — not a buy or sell.

Where does the SCHW-PD statement data come from?

Income, balance sheet, and cash-flow lines are parsed from SEC company filings (10-K / 10-Q and 20-F). TTM is the last four reported quarters added together, not a separate filing. P/E, forward P/E, price, and market cap are a market quote at last seed — trailing P/E from the quote when available, otherwise last price divided by TTM EPS. They are not 10-K line items and appear on the TTM column only. Research only — not financial advice.

Where can I find the SCHW-PD income statement, balance sheet, and cash flow?

On this SCHW-PD stock page, open Financial statements and use the Income, Balance sheet, and Cash flow tabs. Growth and valuation sit under More. Filing figures are from SEC reports; valuation multiples are the market snapshot described above.

What is the Misprise Score for SCHW-PD stock?

SCHW-PD stock currently scores 82/100 (Strong (73–84)). SCHWAB CHARLES CORP looks like a strong quantitative candidate: durable growth and quality inputs stand out versus the wider universe. The score is a screen of quality, growth, and balance-sheet inputs — not a price target. Compare it in the Misprise screener; it is not a separate score page.

How is the SCHW-PD comparison winner decided?

Lead and Tie follow the number printed on each factor row, not a blended category score. Growth, quality, score, current ratio, and coverage: the higher figure leads. Value multiples (P/E, PEG, P/B, P/S) and debt ratios: the lower figure leads. Tie appears only when those printed numbers match. The header winner is whoever takes more of those five rows. CAGR uses the 5-year horizon and drops to 3-year only when both names report it. Research only — not a buy or sell.

What is the Anomaly Score on this SCHW-PD page?

Anomaly Score is how unusual a filing pattern is versus this company’s own history and its industry — not the same as Misprise Score. A high anomaly with a weak Misprise Score is often a noisy name. Open the anomaly detector to see the flag. Research only — not financial advice.

What does the green grant dot mean on SCHW-PD stock?

A green circle next to the title means this ticker appears in the Misprise grants calendar with a recent federal award (USASpending / SAM). Tap the dot for date, agency, and amount when available. It is a research flag only — not a buy or sell signal.

Is SCHW-PD stock a buy?

No recommendation either way. This SCHW-PD stock page organizes statements, ratios, and peers so you can do your own work. It is educational only — not advice to buy or sell SCHWAB CHARLES CORP.