Charles Schwab Financial Ratios
NYSE: SCHWFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Charles Schwab ratio analysis
Charles Schwab earned a net margin of 37.0% in FY 2025, up from 30.3% a year earlier. Return on equity reached 17.9%, meaning Charles Schwab generated 0.18 dollars of profit for every dollar of shareholders' equity. Debt-to-equity stood at 0.49 versus 0.46 the year before.
At the end of FY 2025, SCHW traded at 21.8 times earnings; across the 10 fiscal years shown, its year-end P/E ranged from 17.3 to 31.9, with a median of 25.0. Valuation ratios use the closing share price on each fiscal year-end date and diluted shares from the income statement; profitability and leverage ratios use reported annual figures. Current valuation multiples are on the statistics page.
Summary generated from market data by MetaCap's automated system. Methodology
Charles Schwab financial ratios (annual)
| Ratio | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 | FY 2017 | FY 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| P/E ratio (at fiscal year end) | 21.84 | 24.90 | 27.09 | 23.79 | 29.72 | 25.02 | 17.61 | 17.32 | 31.91 | 30.13 |
| Price / sales | 7.66 | 6.94 | 6.66 | 7.56 | 8.57 | 6.48 | 5.75 | 5.65 | 7.98 | 6.99 |
| Price / book | 3.71 | 2.81 | 3.06 | 4.29 | 2.82 | 1.35 | 2.83 | 2.77 | 3.71 | 3.18 |
| Net margin | 37.0% | 30.3% | 26.9% | 34.6% | 31.6% | 28.2% | 34.5% | 34.6% | 27.3% | 25.3% |
| Free cash flow margin | 36.6% | 10.5% | 100.3% | 5.2% | 6.5% | 53.2% | 80.4% | 117.3% | -14.4% | 43.6% |
| Return on equity (ROE) | 17.9% | 12.3% | 12.4% | 19.6% | 10.4% | 5.9% | 17.0% | 17.0% | 12.7% | 11.5% |
| Return on assets (ROA) | 1.8% | 1.2% | 1.0% | 1.3% | 0.9% | 0.6% | 1.3% | 1.2% | 1.0% | 0.8% |
| Debt / equity | 0.49 | 0.46 | 0.64 | 1.03 | 0.42 | 0.24 | 0.34 | 0.33 | 1.07 | 0.18 |
| Revenue growth | 22.0% | 4.1% | -9.3% | 12.1% | 58.4% | 9.0% | 5.8% | 17.6% | 15.2% | 17.2% |
| EPS growth | 55.5% | 17.7% | -27.4% | 23.7% | 33.5% | -20.6% | 9.0% | 52.2% | 22.9% | 27.2% |