Added to YB: 2025-10-21
Pitch date: 2025-10-17
SCHW [neutral]
The Charles Schwab Corporation
+1.43%
current return
Author Info
The Diversified Fins Analyst is a former sellside & buyside equities analyst focused on diversified financials (exchanges, online brokers, trading companies, etc.). 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
$93.93
Price Target
N/A
Dividend
1.19%
EV/EBITDA
N/A
P/E
21.26
EV/Sales
N/A
Sector
Capital Markets
Category
value
The Charles Schwab Corporation (SCHW) 3Q25 Earnings Review
SCHW (earnings update): Record Q3 revenue $6.1B (+27% YOY), EPS $1.31 (+70% YOY) beating street 5%. NIM expanded 78bps YOY to 2.86%, NNA $138B (+5.1% annualized vs 3.2% prior). Reduced supplemental funding $13B, mgmt guides ~$4.75 EPS vs July $4.55-4.65. Trades 18x NTM EPS vs peers despite adding NNA equivalent to 45% of HOOD.
Read full article (3 min)