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SCHW The Charles Schwab Corporation

Financial Services

88.05 Close 10/30
Since 2024-12-02 +10.6%
Open
89.71
High
89.71
Low
87.37
Prev close
89.47
Volume
11.4M
Amplitude
2.62%
P/E
15.0
P/B
3.0
Revenue YoY (TTM)
+14.7%
52W 83.96 114.53

Is The Charles Schwab Corporation a buy? Fundamentals and valuation first

As of 2026-10-30

Quality: Good, Growth: Good, Risk / liquidity: Strong; Valuation: Pricey.

Valuation Pricey TTM P/E is Fair, but Price / book is Pricey.
TTM P/E 15.03 41th percentile Fair
Price / book 2.96 71th percentile Pricey
Free-cash-flow yield (%) 2.43 56th percentile Good
US Stock Backtest in Python: Price-to-Book Ratio StrategyQuality Factor Investing: A US Quality Value Backtest
Quality Good Operating margin, TTM is Top; FCF margin, TTM is Good.
ROE, TTM (%) 20.71 83th percentile Top
Operating margin, TTM (%) 44.34 90th percentile Top
FCF margin, TTM (%) 11.89 65th percentile Good
Quality Factor Investing: A US Quality Value Backtest
Growth Good All 2 indicators are Good.
Revenue growth, TTM YoY (%) 14.71 68th percentile Good
Diluted EPS growth, TTM YoY (%) 37.24 74th percentile Good
Momentum Neutral All 2 indicators are Average.
60-day return (%) -17.98 30th percentile Average
240-day return (%) -5.79 45th percentile Average
Momentum Trading Strategy: A 12-1 Momentum Backtest
Risk / liquidity Strong 20-day dollar volume is Top; 60-day annualized volatility is Good.
20-day dollar volume 798,617,020 98th percentile Top
60-day annualized volatility (%) 23.03 25th percentile Good
Factor Investing Explained: 10 Classic Factors in US Stocks

The Charles Schwab Corporation (SCHW) today

1 quant signals active · As of 2026-10-30

Win rate and excess are historical post-trigger stats vs the market. Click a signal for its full definition and samples; history does not predict future results.

FinLab Studio

From The Charles Schwab Corporation to every stock like it

AI finds several complementary traits of The Charles Schwab Corporation across different dimensions, combines them into a multifactor strategy, and backtests it against the market.

Screen stocks like The Charles Schwab Corporation

The Charles Schwab Corporation (SCHW) peers and tracking

Watchlist

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The Charles Schwab Corporation (SCHW) quant signal backtests

Signals active now

Each active condition is tested against this stock’s own history and benchmarked versus the S&P 500.

Filed revenue acceleration

Active · now 14.71%

TTM revenue growth is at least 10% and improved versus the prior filed quarter; event date is the SEC filing date.

12 historical occurrences (since 2018-05-09)

Average forward return after Filed revenue acceleration

20-day: Win 36.4%, Sample 11, Median -1.71%, Excess -4.73%, Beat mkt rate 36.4%

60-day: Win 30%, Sample 10, Median -5.56%, Excess -4.24%, Beat mkt rate 30%

120-day: Win 30%, Sample 10, Median -5.56%, Excess -6.53%, Beat mkt rate 30%

120 days after: historical avg -5.39%

20-day -4.61%
60-day -3.02%
120-day -5.39%
20-day
60-day
120-day
Win
36.4%
30%
30%
Sample
11
10
10
Median
-1.71%
-5.56%
-5.56%
Excess
-4.73%
-4.24%
-6.53%
Beat mkt rate
36.4%
30%
30%

Over 10 occurrences, 120-day forward avg declined 5.39%, lagged the market by 6.53 pts; win rate 30%.

Valuation regime and forward returns

Daily TTM P/E is converted into an expanding own-history percentile, then grouped into five valuation regimes. Forward returns use adjusted prices over the next 240 trading days.

PE percentile bandSample days240-day avg returnMedianWin rateAvg excess (vs index)
0-20 You are here262+71.5% +84.8% 100% +38.5%
20-40 189+20.8% +13.3% 66.7% -1.6%
40-60 450+8.3% +4.5% 56.4% -7.8%
60-80 302+17.6% +13.1% 78.1% +10.2%
80-100 240+4.8% -2.1% 45.4% +6.3%

Quarterly EPS is aligned by SEC filing date before it is forward-filled to daily prices. The expanding percentile uses only information available up to each day.

Current TTM P/E is about 15.03, placing it in the 9.5 own-history percentile, inside the 0-20 bucket.

More history: Valuation × momentum analogs, Market-wide momentum baseline, Signals not active now

Valuation × momentum analogs

Each historical day is grouped by own-history P/E tercile and 60-day momentum direction, then tested for the next 120-trading-day adjusted return.

Valuation
Momentum
Cheap (own-history bottom third)
Middle
Expensive (own-history top third)
60-day momentum up
+32.5%
Win rate 87.1% Excess +19.2%
140d
+3.1%
Win rate 58.9% Excess -6.4%
491d
+3.5%
Win rate 67.1% Excess +1.3%
389d
60-day momentum down
Now
+21.8%
Win rate 87.5% Excess +7.1%
273d
+14.8%
Win rate 73.8% Excess +11%
240d
+24.7%
Win rate 100% Excess +24%
30d

Currently in “Cheap (own-history bottom third) × 60-day momentum down”: across 273 historical days, 120-day forward avg gained 21.8%, win rate 87.5%, beat the market by 7.1%.

Days = trading days in this bucket; returns use adjusted prices, ex-costs. 60-day momentum: direction of this stock's price over the past 60 trading days.

Market-wide momentum baseline

Across 99,493 liquid US common-stock samples, top-quintile 6-month momentum was followed by an average 60-trading-day return of +6.42%, a 58.4% positive-return rate, and +3.08 percentage points of average excess return versus the S&P 500.

Baseline: weekly samples since 2016 where a liquid US common stock ranked in the top quintile by 126-trading-day momentum. Forward return is 60 trading days; excess return is versus S&P 500 (^GSPC).

Signals not active now

Inactive signals still show the stock-specific historical forward-return distribution for context.

52-week adjusted-price high

Pending

Adjusted close first reaches a 252-trading-day high; repeated hits within 20 days count once.

23 times historically; 60-day forward avg +2.78%, win rate 56.5%, beating the market by -0.01 pts on average.

Top-quintile 6-month momentum

Pending

The stock ranks in the top 20% of the liquid US common-stock universe by 126-day adjusted return.

Momentum Trading Strategy: A 12-1 Momentum Backtest

22 times historically; 60-day forward avg -0.14%, win rate 54.5%, beating the market by -3.92 pts on average.

EPS surprise beat

Pending

Reported EPS beat consensus estimate by at least 5%; event date is the earnings-surprise timestamp.

PEAD: Post-Earnings Announcement Drift Backtest

6 times historically; 60-day forward avg +2.72%, win rate 50%, beating the market by +5.17 pts on average.

Method and limits

  • Returns use us_price:adj_close, adjusted for splits and dividends where available.
  • Excess returns use world_index:^GSPC as the S&P 500 benchmark proxy.
  • Quarterly fundamentals are aligned to SEC filing dates before daily valuation studies.
  • The promoted universe starts from active NYSE/NASDAQ common stocks, then applies price and dollar-volume gates.
  • Snapshot-only tables such as analyst consensus, DCF, us_ratios, and us_key_metrics are intentionally excluded from historical evidence.
  • Overlapping event windows are descriptive distributions, not independent samples.

This page is for historical data analysis and education only. It is not investment advice. Backtests and historical return distributions do not predict future performance; evaluate risk independently before trading.