Where do Charles Schwab Corporation's ratios come from?

Every ratio is computed from Charles Schwab Corporation's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Profitability
Net margin	38%+6.3pp	37%+6.7pp	35.9%+8.5pp	33.7%+7.4pp	31.7%+5.6pp
Returns
Return on equity	19.1%+5.0pp	18.1%+4.8pp	17%+4.9pp	15.6%+3.6pp	14.1%+1.9pp
Efficiency
Asset turnover	0.1×0.0×	0×0.0×	0×0.0×	0×0.0×	0×0.0×
Leverage
Debt-to-equity	0.4×-0.2×	0.6×0.0×	0.4×-0.1×	0.6×+0.1×	0.6×+0.1×
Per Share
Book value per share	$28.10+3.4%	$27.32+3.6%	$27.27+5.9%	$27.14+13.3%	$27.17+17.3%
Valuation
Market capitalization	$164.67B+16.0%	$177.53B+31.0%	$173.3B+46.3%	$162.29B+20.7%	$141.97B+7.5%
Price / earnings	17.5×-4.4×	20.1×-2.7×	21×-2.0×	22.3×-5.4×	21.9×-5.5×
Price / sales	6.6×-0.3×	7.4×+0.5×	7.6×+1.2×	7.5×+0.2×	6.9×-0.2×
Price / book	3.3×+0.5×	3.6×+0.8×	3.5×+1.0×	3.3×+0.2×	2.9×-0.2×
Dividend yield	1.4%-0.2pp	1.3%-0.4pp	1.4%-0.6pp	1.4%-0.2pp	1.6%-0.1pp

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Where do Charles Schwab Corporation's ratios come from?: Every ratio is computed from Charles Schwab Corporation's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.