The Charles Schwab Corporation

SCHW Financial Capital Markets

The Charles Schwab Corporation’s revenue for fiscal 2025 (year ended December 2025) was $23.9 billion, up 22.0% from fiscal 2024. In the quarter to September 2026, revenue grew 16.9%, EPS grew 33.5%, free cash flow grew 35.0% and total debt rose 12.2%, each against the same quarter a year earlier. Member of the S&P 500; dividend growth for ten consecutive years; insiders bought in the last twelve months.

91.96 2.20 −2.34%
Market cap
$162.8B
P/E
15.5×
Fwd P/E
15.1×
Dividend yield
1.34%
F-score
8/9
Altman Z
n/a
Beneish M
n/a
Dividend safety
n/a

The Charles Schwab Corporation (SCHW) Return on equity

Alert me on Return on equity

The Charles Schwab Corporation's return on equity over the twelve months to 30 September 2026 was 0.00%, down 20.6 percentage points from fiscal 2025 (20.6%). Over the past ten years it has ranged from 9.05% (fiscal 2020) to 20.6% (fiscal 2025) — the current reading is the highest in ten years. That is in line with the Capital Markets industry median of 0.00% and below the Financial sector median of 8.89%.

Return on equity, annual

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Annual newest first

Period Return on equity Change (points)
FY2025 20.6% 5.13
FY2024 15.4% (0.41)
FY2023 15.9% (2.28)
FY2022 18.1% 6.80
FY2021 11.3% 2.28
FY2020 9.05% (10.10)
FY2019 19.2% (0.66)
FY2018 19.8% 4.96
FY2017 14.9% 1.20
FY2016 13.7% 1.72

Against its own ten years

Low 9.05% High 20.6%
Ten-year median 15.4%
Current reading's percentile 100

Return on equity against peers

Company Return on equity
HOOD Robinhood Markets, Inc. compare 23.5%
LPLA LPL Financial Holdings Inc. compare 18.6%
CRCL Circle Internet Group, Inc. compare 15.4%
TW Tradeweb Markets Inc. compare 12.8%
NMR Nomura Holdings Inc ADR compare 11.8%
IBKR Interactive Brokers Group, Inc. compare 5.52%
SCHW The Charles Schwab Corporation 0.00%
MS Morgan Stanley compare 0.00%
GS The Goldman Sachs Group, Inc. compare 0.00%
Capital Markets industry median 0.00%
Financial sector median 8.89%
Market median 1.35%

What Return on equity is

ROE shows how much profit a company earns for its shareholders on the equity they have in the business.

Annual: Net Income Allotted to Shareholders ÷ Average Common Equity; TTM: Net Income Allotted to Shareholders ÷ Average Common Equity (latest quarter)

The full definition of Return on equity →

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