Last 48 quarters of trend data · Financial Services · Investment Banks & Brokerages
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 14.90 | 15.08 | 14.98 | 17.15 | 18.78 | 18.94 | 21.12 | 19.77 | 19.68 | 22.82 | 27.91 | 26.60 | 33.73 | 24.51 | 22.14 | 15.78 | 21.46 | 18.15 | 18.16 | 31.46 | 27.66 |
| — | -20.4% | -29.1% | -13.2% | -4.6% | -17.0% | -24.3% | -25.7% | -41.6% | -6.9% | +26.1% | +68.6% | +57.2% | +35.0% | +22.0% | -49.8% | -22.4% | -26.2% | -41.2% | +40.9% | +18.9% | |
| P/S Ratio | 5.70 | 5.91 | 5.08 | 6.35 | 7.01 | 7.05 | 7.10 | 6.37 | 6.37 | 6.13 | 7.20 | 6.98 | 7.05 | 5.44 | 5.55 | 4.71 | 7.09 | 6.19 | 5.90 | 8.59 | 8.49 |
| — | -16.2% | -28.5% | -0.3% | +9.9% | +14.9% | -1.4% | -8.8% | -9.6% | +12.6% | +29.7% | +48.0% | -0.6% | -12.1% | -5.9% | -45.1% | -16.5% | -18.1% | -22.5% | +31.4% | +86.4% | |
| P/B Ratio | 3.29 | 3.30 | 3.22 | 3.34 | 3.59 | 3.50 | 3.36 | 2.88 | 2.81 | 2.52 | 3.07 | 3.12 | 3.07 | 2.65 | 2.78 | 2.65 | 4.26 | 3.68 | 2.70 | 3.34 | 2.84 |
| — | -5.9% | -4.3% | +16.1% | +27.9% | +39.1% | +9.3% | -7.8% | -8.5% | -5.2% | +10.4% | +17.6% | -27.9% | -27.8% | +3.0% | -20.5% | +49.8% | +52.8% | +12.5% | +50.5% | +109.4% | |
| P/FCF | 18.16 | — | — | 5.72 | — | 109.98 | 13.63 | 5.71 | — | 1.57 | — | — | 1.57 | — | — | 2.51 | — | 3.86 | — | 14.56 | 7.51 |
| — | — | — | +0.1% | — | +6921.3% | — | — | — | — | — | — | — | — | — | -82.8% | — | -81.7% | — | — | +416.6% | |
| EV / EBITDA | 9.50 | 10.49 | 9.10 | 10.84 | 11.56 | 12.64 | 13.65 | 13.16 | 13.06 | 15.85 | 19.75 | 18.09 | 22.65 | 19.11 | 15.76 | 12.39 | 13.20 | 9.27 | 7.56 | 11.15 | 13.00 |
| — | -17.0% | -33.3% | -17.6% | -11.5% | -20.2% | -30.9% | -27.2% | -42.3% | -17.1% | +25.3% | +46.0% | +71.6% | +106.3% | +108.6% | +11.1% | +1.5% | -32.5% | -53.3% | +4.9% | +84.6% | |
| EV / EBIT | 12.57 | 11.43 | 9.95 | 11.97 | 12.77 | 14.06 | 15.32 | 15.02 | 15.07 | 18.95 | 23.85 | 21.69 | 29.63 | 23.72 | 18.79 | 14.22 | 14.78 | 10.37 | 8.60 | 13.00 | 14.92 |
| — | -18.7% | -35.1% | -20.3% | -15.2% | -25.8% | -35.8% | -30.7% | -49.1% | -20.1% | +26.9% | +52.5% | +100.4% | +128.7% | +118.6% | +9.4% | -0.9% | -34.0% | -54.5% | +6.9% | +78.4% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 100.0% | 100.0% | 89.5% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% |
| — | 0.0% | -10.5% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Operating Margin | 47.9% | 52.7% | 46.4% | 49.2% | 50.2% | 49.2% | 47.9% | 43.8% | 43.3% | 38.0% | 37.2% | 37.9% | 26.8% | 30.0% | 36.3% | 41.2% | 47.3% | 48.7% | 44.6% | 39.4% | 43.0% |
| — | +7.0% | -3.1% | +12.2% | +16.0% | +29.6% | +28.6% | +15.7% | +61.5% | +26.6% | +2.6% | -8.1% | -43.3% | -38.3% | -18.7% | +4.8% | +10.0% | +10.6% | +17.6% | -5.3% | +21.6% | |
| Net Margin | 37.0% | 40.5% | 35.4% | 38.2% | 38.8% | 38.4% | 36.3% | 34.1% | 34.5% | 29.0% | 28.4% | 28.7% | 23.4% | 24.4% | 27.8% | 31.3% | 35.8% | 36.7% | 35.2% | 30.0% | 33.6% |
| — | +5.4% | -2.5% | +12.2% | +12.4% | +32.3% | +27.9% | +18.8% | +47.3% | +18.9% | +2.2% | -8.4% | -34.5% | -33.5% | -21.1% | +4.4% | +6.7% | +10.0% | +26.0% | -4.7% | +23.5% |
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 18.1% | 5.7% | 5.6% | 5.0% | 5.0% | 4.8% | 4.3% | 3.9% | 3.8% | 3.1% | 3.1% | 3.3% | 2.7% | 3.0% | 3.5% | 4.4% | 5.3% | 5.0% | 3.9% | 2.7% | 2.8% |
| — | +20.3% | +31.5% | +28.8% | +29.3% | +54.5% | +39.3% | +19.4% | +45.0% | +2.9% | -12.4% | -25.6% | -50.3% | -39.4% | -9.1% | +63.6% | +92.3% | +86.5% | +73.0% | +1.1% | +7.0% | |
| ROA | 1.8% | 0.6% | 0.6% | 0.5% | 0.5% | 0.5% | 0.5% | 0.4% | 0.4% | 0.3% | 0.3% | 0.3% | 0.2% | 0.2% | 0.2% | 0.3% | 0.3% | 0.3% | 0.3% | 0.2% | 0.2% |
| — | +9.7% | +20.1% | +24.4% | +32.2% | +66.0% | +59.0% | +43.0% | +80.3% | +34.9% | +17.4% | -4.0% | -38.1% | -31.4% | -9.1% | +41.8% | +40.6% | +28.8% | +22.4% | -22.0% | +5.8% | |
| ROIC | 9.9% | 3.2% | 3.3% | 2.9% | 3.0% | 2.8% | 2.4% | 2.0% | 1.8% | 1.4% | 1.3% | 1.4% | 0.9% | 1.0% | 1.2% | 1.7% | 2.9% | 3.2% | 2.4% | 1.8% | 1.9% |
| — | +15.0% | +36.6% | +46.1% | +72.2% | +103.5% | +80.4% | +47.6% | +98.6% | +37.6% | +13.2% | -20.9% | -69.8% | -69.2% | -51.7% | -3.6% | +54.6% | +69.5% | +45.7% | -11.5% | -6.8% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.63 | 0.78 | 0.74 | 0.67 | 0.63 | 0.56 | 0.76 | 0.81 | 0.93 | 1.18 | 1.29 | 1.30 | 1.44 | 1.70 | 1.92 | 2.00 | 1.03 | 0.58 | 0.50 | 0.54 | 0.42 |
| — | +39.3% | -2.4% | -16.9% | -32.9% | -52.6% | -41.1% | -38.2% | -35.3% | -30.6% | -32.6% | -34.8% | +39.4% | +194.7% | +280.4% | +268.4% | +144.9% | +46.9% | +30.5% | +49.4% | +73.7% | |
| Debt / EBITDA | 2.41 | 9.72 | 9.25 | 9.36 | 8.81 | 8.21 | 11.97 | 14.23 | 16.97 | 25.25 | 26.95 | 25.64 | 37.82 | 37.39 | 35.37 | 30.01 | 13.02 | 7.12 | 8.68 | 12.18 | 10.24 |
| — | +18.4% | -22.7% | -34.2% | -48.1% | -67.5% | -55.6% | -44.5% | -55.1% | -32.4% | -23.8% | -14.6% | +190.6% | +424.8% | +307.4% | +146.3% | +27.2% | -27.1% | -21.5% | +35.3% | +31.6% | |
| Current Ratio | 0.53 | 13.81 | 15.17 | 12.41 | 0.53 | 0.50 | 0.49 | 0.52 | 0.54 | 0.54 | 0.52 | 0.52 | 0.54 | 0.53 | 0.53 | 0.53 | 0.52 | 0.69 | 0.71 | 0.73 | 0.93 |
| — | +2678.0% | +2975.0% | +2302.1% | -2.3% | -7.7% | -4.9% | -1.4% | +0.1% | +1.3% | -1.8% | -1.0% | +3.4% | -22.6% | -25.6% | -27.7% | -43.4% | -26.8% | -25.1% | -22.8% | -0.4% | |
| Quick Ratio | 0.53 | 13.81 | 15.17 | 12.41 | 0.53 | 0.50 | 0.49 | 0.52 | 0.54 | 0.54 | 0.52 | 0.52 | 0.54 | 0.53 | 0.53 | 0.53 | 0.52 | 0.69 | 0.71 | 0.73 | 0.93 |
| — | +2678.0% | +2975.0% | +2302.1% | -2.3% | -7.7% | -4.9% | -1.4% | +0.1% | +1.3% | -1.8% | -1.0% | +3.4% | -22.6% | -25.6% | -27.7% | -43.4% | -26.8% | -25.1% | -22.8% | -0.4% | |
| Interest Coverage | 3.05 | 3.79 | 5.96 | 3.90 | 3.82 | 3.33 | 2.90 | 2.34 | 1.74 | 1.08 | 1.05 | 1.06 | 0.65 | 0.77 | 0.93 | 1.69 | 3.21 | 6.23 | 13.54 | 13.52 | 16.06 |
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Includes 30+ ratios · 48 years · Updated daily
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Quick answers to the most common questions about buying SCHW stock.
The Charles Schwab Corporation's current P/E is 14.9x. The average P/E over the last 4 quarters is 16.5x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
The Charles Schwab Corporation's current operating margin is 47.9%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking The Charles Schwab Corporation's business trajectory between earnings reports.