NYSE · Financial · Capital Markets · USA
Charles Schwab Corp is a large cap company (market value between $10 billion and $200 billion) in the Capital Markets industry.
Charles Schwab Corp is a savings and loan holding company offering investment advisory, brokerage, and banking services to individuals and institutions. Through its Investor Services and Advisor Services segments, the company provides retail clients and registered investment advisors with trading accounts, mutual funds, ETFs, managed portfolios, and trust services.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Charles Schwab Corp stock.
Overvalued: intrinsic value $66.94 per share, market price $89.58, margin of safety -33.8% (as of 2026-10-19).
Book value at 2.50x, the multiple a 21.1% return on equity justifies, blended with earnings, values the shares at $66.94; the price of $89.58 is 34% above that value.
Leak Score: 69/100 on 10 of 12 signals (Faint Leak).
17 more funds hold it; the full list is part of the paid plan.
17 more in this industry show a wider margin of safety.
SCHW is overvalued (as of the 2026-10-19 close). Book value at 2.50x, the multiple a 21.1% return on equity justifies, blended with earnings, values the shares at $66.94; the price of $89.58 is 34% above that value.
$66.94 per share (as of the 2026-10-19 close), against a market price of $89.58. That is a margin of safety of -33.8%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price needs roughly the return the bank already earns. Return on equity the price needs: 24.6%. Return on equity it earns: 21.1%.
69 out of 100, which we rate "Faint Leak", on 10 of 12 value investing signals.