SCHW The Charles Schwab Corporation
NYSE · Financials · Security Brokers, Dealers & Flotation Companies · Market cap $167.2B · $96.70 on 2026-10-02
Below Sticker (fails quality screen)Tier CFiscal-year data · FY2025
Price moves
1 week-2%
1 month-12%
3 months-0%
6 months3%
YTD-3%
1 year3%
Off 52w high-16%
52w range$84–$115
Price and total return
PriceTotal return (dividends reinvested)
Show year-end values
| Year | Price | Dividend-adjusted |
|---|---|---|
| 2016 | $39.47 | $34.80 |
| 2017 | $51.37 | $45.64 |
| 2018 | $41.53 | $37.23 |
| 2019 | $47.56 | $43.32 |
| 2020 | $53.04 | $49.20 |
| 2021 | $84.10 | $78.84 |
| 2022 | $83.26 | $78.92 |
| 2023 | $68.80 | $66.32 |
| 2024 | $74.01 | $72.40 |
| 2025 | $99.91 | $98.93 |
| 2026-10-02 (latest) | $96.70 | $96.70 |
Dividend-adjusted values are back-adjusted to today's price: the gap to the price column is the value of dividends reinvested since then.
Ten Cap
$51
$51
Buy (MOS)
$56
$56
Payback Time
$79
$79
Sticker
$112
$112
Price
$97
$97
Valuation
| Buy (MOS) 50% of Sticker | $55.89 | -42% |
|---|---|---|
| Ten Cap 10× owner earnings − net debt | $50.67 | -48% |
| Payback Time 8-year FCF payback | $79.13 | -18% |
| Sticker Rule #1 intrinsic value | $111.78 | 16% |
| Methods agree price under how many of Ten Cap, Payback, MOS | 0 of 3 | |
| Windage growth g | 14.8% | |
| P/E · 10y median | 20.8× | 24.5× |
| EPS FY2025 | $4.65 | |
| FCF yield | 5.2% | |
| Dividend (TTM) · yield | $1.23 | 1.3% |
| Dividend growth 5y, per year | 11.3% | |
| Total return per year, dividends reinvested · 5y · 10y | 7.1% | 11.1% |
| Revenue · net income last FY | $23.9B | $9M |
Big Five 9/15 tests ≥10%
| 10y | 5y | 1y | |
|---|---|---|---|
| ROIC | 5% | 0% | 0% |
| Sales growth | 14% | 15% | 22% |
| EPS growth | 16% | 17% | 56% |
| BVPS growth | 10% | -7% | 4% |
| OCF growth | 22% | 6% | 249% |
| Debt payoff (yrs of FCF) | 2.5 |
Events
Event scan (8-Ks, insider buys, 13Ds) runs for stocks that pass the quality screen.
Discussed on InvestED 1 episode
- 242 · FREE Trades?! Our First Contest!Phil argues that the internet has democratised investing tools and trades, uses Schwab's $26 billion deal for TD Ameritrade as a case study in why companies merge, and sets a listener contest to guess the price.
Radar news and filings, judged against the event rules
Held by: Markel (Tom Gayner) 1.0% of 13F as of 2026-06-30. 13Fs lag up to 45 days and show names, not decisions.
Research
- Rule #1 weekly scout, 4 Oct 2026 2026-10-04