Nama's AI scorecard currently rates Charles Schwab Strong Buy (9.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.

What is SCHW's P/E ratio?

Charles Schwab trades at a trailing price-to-earnings ratio of 14.9.

When does SCHW report earnings?

Charles Schwab's next scheduled report is on Jan 21, 2027. Analysts expect EPS of $1.72.

What is the SCHW price target?

The median analyst price target from 22 analysts is $118.50, with a range of $82.00 – $147.00.

Is SCHW Shariah compliant?

Nama's AAOIFI-style screen reads Charles Schwab as Not Shariah Compliant. At least one of the three ratios or the industry test failed.

Does SCHW pay a dividend?

Yes — Charles Schwab's dividend yield is 1.4%.

Nama Insights

Charles Schwab (SCHW)

Financial Services · Capital Markets · NYSE

S&P 500

Charles Schwab (SCHW) is a Financial Services company in the Capital Markets industry. It has a market capitalization of $158.22B and a trailing price-to-earnings ratio of 14.9. Over the most recent reported fiscal year, revenue grew 22.0%. Nama's AI scorecard rates it Strong Buy, 9.1 out of 10. On 12-month momentum it ranks in the middle band of its market.

AI scorecard

Strong Buy · 9.1/10

The top band of the Fundamental Verdict (8.6–10). As of Nov 7, 2026.

Momentum

Middle · +1.5% over 12 months ex. last

Middle fifth of its market on the past year's move.

Shariah screen

Not Shariah Compliant

At least one of the three ratios or the industry test failed.

Off its high

-20.1%

How far the last close sits under the highest price of the past five years.

Market cap	$158.22B
Trailing P/E	14.9
Price / book	3.1
Price / sales	5.8
FCF yield	—
Dividend yield	1.4%
Gross margin	97.5%
Operating margin	52.7%
Net margin	39.3%
Revenue growth (YoY)	+22.0%
Revenue growth (3-yr annual)	+4.8%
EPS growth (YoY)	+50.1%
FCF/share growth (YoY)	—
Beta	0.8
Exchange	NYSE
Sector	Financial Services
Industry	Capital Markets

SCHW earnings

Next report: Jan 21, 2027 (Q4 2026, EPS estimate $1.72). Beat the EPS estimate in 3 of 4 recent quarters.

Quarter	Reported	EPS	Estimate	Surprise	Revenue
Q3 2026	Oct 15, 2026	$1.69	$1.66	+1.8%	—
Q2 2026	Jul 21, 2026	$1.62	$1.55	+4.5%	$7.07B
Q1 2026	Apr 16, 2026	$1.43	$1.40	+2.1%	$6.48B
Q4 2025	Jan 21, 2026	$1.39	$1.39	+0.0%	$6.34B

SCHW analyst price target

Median target $118.50 from 22 analysts, ranging $82.00 – $147.00.

Capital Markets peers

Ticker	Company	Market cap	P/E
MS	Morgan Stanley	$283.95B	14.4
GS	Goldman Sachs Group	$249.73B	12.4
IBKR	Interactive Brokers Group	$129.18B	29.1
HOOD	Robinhood Markets	$72.86B	34.7
TW	Tradeweb Markets	$27.59B	32.4
NMR	Nomura	$27.53B	10.7
LPLA	LPL Financial	$23.01B	13.1
CRCL	Circle Internet Group	$17.41B	37.9

Explore live SCHW data on Nama Insights →

Recent Congressional trades

Charles Schwab trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member	Chamber	Trade	Amount	Disclosed
Alan Armstrong	Senate	Buy	$1,001 - $15,000	Jul 21, 2026
Alan Armstrong	Senate	Buy	$1,001 - $15,000	Jul 21, 2026
Julie Johnson	House	Sell	$1,001 - $15,000	Jan 15, 2026
Dan Newhouse	House	Buy	$1,001 - $15,000	Jan 15, 2026
Gilbert Cisneros	House	Sell	$1,001 - $15,000	Jan 12, 2026
Julie Johnson	House	Sell	$1,001 - $15,000	Dec 11, 2025
Valerie Hoyle	House	Sell	$1,001 - $15,000	Oct 10, 2025
Sheri Biggs	House	Sell	$15,001 - $50,000	Oct 5, 2025
Julie Johnson	House	Sell	$1,001 - $15,000	Sep 11, 2025
Lisa McClain	House	Sell	$1,001 - $15,000	Aug 13, 2025
Lisa McClain	House	Buy	$1,001 - $15,000	Aug 13, 2025
Richard W. Allen	House	Buy	$15,001 - $50,000	Aug 11, 2025

SCHW FAQ

Is SCHW a buy?: Nama's AI scorecard currently rates Charles Schwab Strong Buy (9.1 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is SCHW's P/E ratio?: Charles Schwab trades at a trailing price-to-earnings ratio of 14.9.
When does SCHW report earnings?: Charles Schwab's next scheduled report is on Jan 21, 2027. Analysts expect EPS of $1.72.
What is the SCHW price target?: The median analyst price target from 22 analysts is $118.50, with a range of $82.00 – $147.00.
Is SCHW Shariah compliant?: Nama's AAOIFI-style screen reads Charles Schwab as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does SCHW pay a dividend?: Yes — Charles Schwab's dividend yield is 1.4%.