US Equities Analysis

SCHW — Charles Schwab Corporation

Research evidence pack

Source-backed valuation visuals

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 49.35%
Profit Margins 37.99%
Return on Equity 19.08%
Return on Assets 1.97%
Free Float 1.64B
Dividend Yield 1.43%
Short Int % Utilisation 0.0%

2.2 Growth

Metric Value
Revenue Growth 15.8%
EBITDA N/A (Ratio)
Enterprise Value 125.0B
EV/Revenue 5.04

Revenue growth of 15.8% indicates steady, moderate expansion.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.)* 20.68%
Risk / Std Dev (Ann.)* 25.01%
1-Year Price Return* 16.72%

Latest Market Data (as of 2026-08-14, US Eastern time):

Metric Value
Last Price $111.09
52-Week Range $83.96 – $111.18
Observation Count 250 trading days

The return and risk statistics use daily adjusted closes from the retrieved one-year series and annualise daily moments using 252 trading days. The last price is the latest regular-market price reported for the stated date. Source: Yahoo Finance market data.

2.5 FCFF DCF Valuation

FCFF DCF exception: FCFF DCF is not the primary valuation method for financial institutions or REITs. This post deliberately does not publish a mechanical enterprise value or implied per-share value on an unsuitable basis.

Available valuation input Value
Last market price $111.80
Market capitalisation $193.34B
Revenue $23.92B
EBIT NM
Reported free cash flow $8.76B
FCF yield 4.53%
Net debt / EBITDA NM

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — FCFF DCF suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — FCFF DCF suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:48:23.381360 UTC; latest reported fiscal period: 2025-12-31 00:00:00. Financial institutions and REITs require sector-specific methods rather than a mechanical FCFF DCF. This is research and analysis only, not personalized financial advice.

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