Is Charles Schwab expensive right now, measured only against its own past, and how efficiently does it make money? Updated weekly.
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Valuation and profitability
P/E (TTM)
17.6
Forward P/E
12.4
P/S
6.4
P/B
3.8
ROE
20.3%
Gross margin
97.5%
Net margin
38.8%
Dividend yield
1.32%
The latest P/E (2026.10.02) is 17.6, the 17th percentile of 109 readings since 1995 (0 is the cheapest in that history, 100 the dearest; past readings are taken at quarter-ends). Charles Schwab is compared only with its own past.
At the latest quarter-end: ROE 20.4% (2026.06.30).
As of 2026.10.03, updated weekly. Full profit, return, valuation and dividend charts are in the Financials stock view.
How to read this page
· Valuation ratios, margins and returns are computed from the company's filed quarterly and annual reports, on the same basis as the sector stock view, and updated weekly.
· The P/E percentile compares the company only with its own quarter-end record, never with other companies, and is not spliced with the current readings above.
· Raw data is not provided on this site.
· Data and information only; not investment advice; no buy or sell recommendations.