Charles Schwab Corporation (SCHW) is a investment banking & brokerage company in the Financials sector. Listed on the NASDAQ, Charles Schwab Corporation is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $89.27.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $89.27 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 10.35% |
| Risk / Std Dev (Annualized) | 32.22% |
| Sharpe Ratio (rf=4.5%) | 0.18 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Investment Banking & Brokerage
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 10.35% with an annualized volatility of 32.22%. The Sharpe ratio of 0.18 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 155.25B |
| Enterprise Value | 125.0B |
| Trailing P/E | 17.75 |
| Forward P/E | 12.37 |
| Price to Book | 3.65 |
| Price to Sales | 6.26 |
| EV/Revenue | 5.04 |
| Profitability | | | Profit Margin | 37.99% | | Operating Margin | 49.35% | | ROE | 19.08% | | ROA | 1.97% |
| Growth | | | Revenue Growth | 15.8% | | Earnings Growth | 38.6% |
| Dividend | | | Dividend Yield | 143.0% | | Payout Ratio | 22.47% | | 5Y Avg Yield | 125.0% |
| Financial Health | | | Total Revenue | 24.8B | | Total Debt | 59.46B | | Total Cash | 96.47B | | Operating Cash Flow | 10.29B |
| Price & Technical | | | 52W High | $107.5$ | | 52W Low | $83.96$ | | 50-Day Avg | $91.23$ | | 200-Day Avg | $94.91$ | | Beta | 0.77 | | Shares Outstanding | 1.74B | | Float Shares | 1.64B | | Insider Holdings | 6.17% | | Institutional Holdings | 84.48% | | Short Ratio | 0.0 | | Short % of Float | 0.0% |
| Analyst Targets | | | Target High | $137.0$ | | Target Low | $84.0$ | | Target Mean | $115.85$ | | Target Median | $118.0$ | | # of Analysts | 20 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.