SCHW Relative Valuation
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. If the market price exceeds this fair value range, SCHW is overvalued; if below, it's undervalued.
Historical Valuation
Charles Schwab Corp (SCHW) is now in the Undervalued zone, suggesting that its current forward PE ratio of 17.50 is considered Undervalued compared with the five-year average of 19.48. The fair price of Charles Schwab Corp (SCHW) is between 104.45 to 127.31 according to relative valuation methord. Compared to the current price of 95.03 USD , Charles Schwab Corp is Undervalued By 9.02%.
Relative Value
Fair Zone
104.45-127.31
Current Price：95.03
9.02%
Undervalued
17.46
PE
1Y
3Y
5Y
Trailing
Forward
NaN
EV/EBITDA
Charles Schwab Corp. (SCHW) has a current EV/EBITDA of NaN. The 5-year average EV/EBITDA is NaN. The thresholds are as follows: Strongly Undervalued below NaN, Undervalued between NaN and NaN, Fairly Valued between NaN and NaN, Overvalued between NaN and NaN, and Strongly Overvalued above NaN. The current Forward EV/EBITDA of NaN falls within the range.
NaN
EV/EBIT
Charles Schwab Corp. (SCHW) has a current EV/EBIT of NaN. The 5-year average EV/EBIT is NaN. The thresholds are as follows: Strongly Undervalued below NaN, Undervalued between NaN and NaN, Fairly Valued between NaN and NaN, Overvalued between NaN and NaN, and Strongly Overvalued above NaN. The current Forward EV/EBIT of NaN falls within the range.
6.59
PS
Charles Schwab Corp. (SCHW) has a current PS of 6.59. The 5-year average PS is 6.50. The thresholds are as follows: Strongly Undervalued below 4.76, Undervalued between 4.76 and 5.63, Fairly Valued between 7.37 and 5.63, Overvalued between 7.37 and 8.24, and Strongly Overvalued above 8.24. The current Forward PS of 6.59 falls within the Historic Trend Line -Fairly Valued range.
0.00
P/OCF
Charles Schwab Corp. (SCHW) has a current P/OCF of 0.00. The 5-year average P/OCF is 56.33. The thresholds are as follows: Strongly Undervalued below -257.91, Undervalued between -257.91 and -100.79, Fairly Valued between 213.45 and -100.79, Overvalued between 213.45 and 370.58, and Strongly Overvalued above 370.58. The current Forward P/OCF of 0.00 falls within the Historic Trend Line -Fairly Valued range.
10.66
P/FCF
Charles Schwab Corp. (SCHW) has a current P/FCF of 10.66. The 5-year average P/FCF is 28.70. The thresholds are as follows: Strongly Undervalued below -98.27, Undervalued between -98.27 and -34.78, Fairly Valued between 92.19 and -34.78, Overvalued between 92.19 and 155.68, and Strongly Overvalued above 155.68. The current Forward P/FCF of 10.66 falls within the Historic Trend Line -Fairly Valued range.
Charles Schwab Corp (SCHW) has a current Price-to-Book (P/B) ratio of 3.99. Compared to its 3-year average P/B ratio of 3.92 , the current P/B ratio is approximately 1.89% higher. Relative to its 5-year average P/B ratio of 3.70, the current P/B ratio is about 8.03% higher. Charles Schwab Corp (SCHW) has a Forward Free Cash Flow (FCF) yield of approximately 0.00%. Compared to its 3-year average FCF yield of 6.51%, the current FCF yield is approximately -100.00% lower. Relative to its 5-year average FCF yield of 5.01% , the current FCF yield is about -100.00% lower.
3.98
P/B
Median3y
3.92
Median5y
3.70
-0.84
FCF Yield
Median3y
6.51
Median5y
5.01
Competitors Valuation Multiple
The average P/S ratio for SCHW's competitors is , providing a benchmark for relative valuation. Charles Schwab Corp Corp (SCHW) exhibits a P/S ratio of , which is NaN% above the industry average. Given its robust revenue growth of 7.45%, this premium appears unsustainable.
P/S
P/E
EV/EBITDA
EV/EBIT
P/S
Revenue Growth
Market Cap
Performance Decomposition
1Y
3Y
5Y
Market capitalization of SCHW increased by 28.40% over the past 1 year. The primary factor behind the change was an increase in Margin Expansion from 21.49 to 33.49.
The secondary factor is the Revenue Growth, contributed 7.45%to the performance.
Overall, the performance of SCHW in the past 1 year is driven by Margin Expansion. Which is more sustainable.
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FAQ
Is Charles Schwab Corp (SCHW) currently overvalued or undervalued?
What is Charles Schwab Corp (SCHW) fair value?
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What is the current P/B ratio for Charles Schwab Corp (SCHW) as of Dec 05 2025?
What is the current FCF Yield for Charles Schwab Corp (SCHW) as of Dec 05 2025?
What is the current Forward P/E ratio for Charles Schwab Corp (SCHW) as of Dec 05 2025?