Historical Valuation
Charles Schwab Corp (SCHW) is now in the Undervalued zone, suggesting that its current forward PE ratio of 18.55 is considered Undervalued compared with the five-year average of 19.47. The fair price of Charles Schwab Corp (SCHW) is between 103.57 to 126.63 according to relative valuation methord. Compared to the current price of 101.34 USD , Charles Schwab Corp is Undervalued By 2.15%.
Relative Value
Fair Zone
103.57-126.63
Current Price：101.34
2.15%
Undervalued
P/E
EV/EBITDA
EV/EBIT
P/S
P/OCF
P/FCF
1Y
3Y
5Y
Trailing
Forward
Charles Schwab Corp (SCHW) has a current Price-to-Book (P/B) ratio of 4.26. Compared to its 3-year average P/B ratio of 3.87 , the current P/B ratio is approximately 10.12% higher. Relative to its 5-year average P/B ratio of 3.73, the current P/B ratio is about 14.27% higher. Charles Schwab Corp (SCHW) has a Forward Free Cash Flow (FCF) yield of approximately -0.77%. Compared to its 3-year average FCF yield of 6.36%, the current FCF yield is approximately -112.17% lower. Relative to its 5-year average FCF yield of 5.02% , the current FCF yield is about -115.41% lower.
P/B
Median3y
3.87
Median5y
3.73
FCF Yield
Median3y
6.36
Median5y
5.02
Competitors Valuation Multiple
AI Analysis for SCHW
The average P/S ratio for SCHW competitors is 9.68, providing a benchmark for relative valuation. Charles Schwab Corp Corp (SCHW.N) exhibits a P/S ratio of 7.12, which is -26.45% above the industry average. Given its robust revenue growth of 7.45%, this premium appears unsustainable.
Performance Decomposition
AI Analysis for SCHW
1Y
3Y
5Y
Market capitalization of SCHW increased by 0.00% over the past 1 year. The primary factor behind the change was an decrease in Unknown from 0.00 to 0.00.
The secondary factor is the Unknown, contributed 0.00%to the performance.
Overall, the performance of SCHW in the past 1 year is driven by Unknown.
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Frequently Asked Questions
Is SCHW currently overvalued or undervalued?
Charles Schwab Corp (SCHW) is now in the Undervalued zone, suggesting that its current forward PE ratio of 18.55 is considered Undervalued compared with the five-year average of 19.47. The fair price of Charles Schwab Corp (SCHW) is between 103.57 to 126.63 according to relative valuation methord. Compared to the current price of 101.34 USD , Charles Schwab Corp is Undervalued By 2.15% .
What is Charles Schwab Corp (SCHW) fair value?
SCHW's fair value is calculated using relative valuation, based on historical P/E and P/S ranges and their premiums/discounts relative to a competitor average , adjusted by weights. The fair price of Charles Schwab Corp (SCHW) is between 103.57 to 126.63 according to relative valuation methord.
How does SCHW's valuation metrics compare to the industry average?
The average P/S ratio for SCHW's competitors is 9.68, providing a benchmark for relative valuation. Charles Schwab Corp Corp (SCHW) exhibits a P/S ratio of 7.12, which is -26.45% above the industry average. Given its robust revenue growth of 7.45%, this premium appears unsustainable.
What is the current P/B ratio for Charles Schwab Corp (SCHW) as of Jan 09 2026?
As of Jan 09 2026, Charles Schwab Corp (SCHW) has a P/B ratio of 4.26. This indicates that the market values SCHW at 4.26 times its book value.
What is the current FCF Yield for Charles Schwab Corp (SCHW) as of Jan 09 2026?
As of Jan 09 2026, Charles Schwab Corp (SCHW) has a FCF Yield of -0.77%. This means that for every dollar of Charles Schwab Corp’s market capitalization, the company generates -0.77 cents in free cash flow.
What is the current Forward P/E ratio for Charles Schwab Corp (SCHW) as of Jan 09 2026?
As of Jan 09 2026, Charles Schwab Corp (SCHW) has a Forward P/E ratio of 18.55. This means the market is willing to pay $18.55 for every dollar of Charles Schwab Corp’s expected earnings over the next 12 months.
What is the current Forward P/S ratio for Charles Schwab Corp (SCHW) as of Jan 09 2026?
As of Jan 09 2026, Charles Schwab Corp (SCHW) has a Forward P/S ratio of 7.12. This means the market is valuing SCHW at $7.12 for every dollar of expected revenue over the next 12 months.