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%+1.0pp	37%+1.1pp	35.9%+2.3pp	33.7%+2.0pp	31.7%+1.4pp
Returns
Return on equity	19.1%+1.0pp	18.1%+1.1pp	17%+1.5pp	15.6%+1.5pp	14.1%+0.8pp
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×+0.2×	0.4×-0.2×	0.6×0.0×	0.6×0.0×
Per Share
Book value per share	$28.10+2.9%	$27.32+0.2%	$27.27+0.5%	$27.14-0.1%	$27.17+3.0%
Valuation
Market capitalization	$164.67B-7.2%	$177.53B+2.4%	$173.3B+6.8%	$162.29B+14.3%	$141.97B+4.8%
Price / earnings	17.5×-2.6×	20.1×-1.0×	21×-1.2×	22.3×+0.4×	21.9×-0.9×
Price / sales	6.6×-0.8×	7.4×-0.1×	7.6×+0.1×	7.5×+0.6×	6.9×0.0×
Price / book	3.3×-0.2×	3.6×+0.1×	3.5×+0.2×	3.3×+0.4×	2.9×+0.1×
Dividend yield	1.4%+0.1pp	1.3%0.0pp	1.4%-0.1pp	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.