The Charles Schwab Corporation (SCHW) Valuation
Historical valuation analysis based on 1279 data points (2021-09-14 to 2026-10-16)
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial...
The Charles Schwab Corporation (SCHW) currently trades at a P/E ratio of 15.75 (historical range: 11.82–33.50, median: 22.01), placing it at the 9th percentile — cheap relative to its history, P/S ratio of 6.11 (range: 4.11–10.07, 18th percentile — cheap relative to its history), EV/EBITDA of 14.83 (range: 6.02–22.90, 43th percentile).
The Charles Schwab Corporation trades well below its historical valuation range across most metrics.
Historical Valuation Metrics
| Metric | Current | Median | %ile | Assessment |
|---|---|---|---|---|
| P/E Ratio | 15.75 | 22.01 | 9th | cheap relative to its history |
| P/S Ratio | 6.11 | 7.24 | 18th | cheap relative to its history |
| EV/EBITDA | 14.83 | 15.45 | 43th | near its historical average |
| FCF Yield | 6.78% | 6.27% | 58th | near its historical average |
The Charles Schwab Corporation (SCHW) Valuation & P/E History
The Charles Schwab Corporation (SCHW) is a US-listed stock operating in the Financial Services sector, specifically the Security Brokers, Dealers & Flotation Companies industry currently trading at $92.00 with a market capitalization of $159.1 billion. This page provides historical valuation analysis for SCHW based on 1279 data points covering 2021-09-14 to 2026-10-16. The P/E ratio of 15.75 is below the historical median of 22.01, placing SCHW at the 9th percentile of its valuation range. The P/S ratio of 6.11 compares to a median of 7.24.
SCHW Valuation Metrics & Historical Range
The valuation table above shows The Charles Schwab Corporation's current and historical valuation multiples, including P/E ratio, P/S ratio, EV/EBITDA, FCF yield, and dividend yield. Each metric is compared to its own historical range to determine whether SCHW is currently trading above or below its typical valuation levels.
- P/E ratio: Price-to-earnings measures how much investors pay per dollar of earnings. A P/E above the historical median suggests SCHW is expensively valued; below the median suggests it is cheap.
- P/S ratio: Price-to-sales is useful for companies with volatile or negative earnings. Lower P/S relative to history may indicate value.
- EV/EBITDA: Enterprise value to EBITDA adjusts for debt and cash, providing a capital-structure-neutral valuation measure for The Charles Schwab Corporation.
- FCF yield: Free cash flow yield shows the cash return relative to market price. Higher yields may indicate undervaluation.
Is SCHW Overvalued or Undervalued?
The Charles Schwab Corporation trades well below its historical valuation range across most metrics. The overall valuation percentile of 23 combines P/E, P/S, and EV/EBITDA percentiles into a single measure of how expensive SCHW is relative to its own history. A percentile below 25 suggests the stock may be undervalued, while a percentile above 75 suggests it may be overvalued.
However, valuation is only one factor in investment decisions. A stock can remain "overvalued" for years if growth accelerates, or "undervalued" if the business deteriorates. Always combine valuation analysis with financial statement analysis and the full SCHW analysis page for a complete picture.
Valuation data is computed from historical price and fundamental data via Polygon.io and Finnhub.SCHW trades on NYSE. This page is for informational purposes only and is not financial advice.