Added to YB: 2025-07-25
Pitch date: 2025-07-22
SCHW [neutral]
The Charles Schwab Corporation
+1.66%
current return
Author Info
Cosmic Capital is a former equity analyst at billion dollar long-only funds which outperformed their benchmarks by 4-5% annually who shares research on the world's best companies. Sign up for the newsletter.
Company Info
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.
Market Cap
$161.2B
Pitch Price
$95.07
Price Target
N/A
Dividend
1.19%
EV/EBITDA
N/A
P/E
21.26
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Schwab Stock Analysis and Thesis Review
SCHW (earnings update): Strong Q2 earnings & raised guidance reversed 2024 concerns around cash balances, NIMs (now 2.65% vs 2%), TD integration. Q2: +5% accounts, +25% rev, +56% EPS. Long-term growth from NNA (5-7% target), market gains driving net interest income & fees (77% of rev). Scale = 11bps cost-to-serve advantage vs competitors.
Read full article (8 min)