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.

	FY'25	FY'24	FY'23	FY'22
Profitability
Net margin	37%+6.7pp	30.3%+3.4pp	26.9%-7.7pp	34.6%+3.0pp
Returns
Return on equity	18.1%+4.8pp	13.3%+0.2pp	13.1%-2.4pp	15.5%+5.0pp
Return on assets	1.8%+0.6pp	1.2%+0.3pp	1%-0.2pp	1.2%+0.2pp
Efficiency
Asset turnover	0×0.0×	0×0.0×	0×0.0×	0×0.0×
Leverage
Debt-to-equity	0.6×0.0×	0.6×-0.2×	0.8×-0.2×	1.1×+0.6×
Debt-to-assets	0.1×0.0×	0.1×0.0×	0.1×0.0×	0.1×0.0×
Per Share
Book value per share	$27.32+3.6%	$26.38+17.9%	$22.37+15.7%	$19.33-34.8%
Valuation
Market capitalization	$177.53B+31.0%	$135.48B+8.0%	$125.42B-19.2%	$155.2B-2.6%
Enterprise value	$137.92B+39.0%	$99.26B+17.3%	$84.61B-37.5%	$135.42B+49.2%
Price / earnings	20.1×-2.7×	22.8×-2.0×	24.8×+3.1×	21.6×-5.6×
Price / sales	7.4×+0.5×	6.9×+0.3×	6.7×-0.8×	7.5×-1.1×
Price / book	3.6×+0.8×	2.8×-0.3×	3.1×-1.2×	4.2×+1.4×
EV / sales	5.8×+0.7×	5.1×+0.6×	4.5×-2.0×	6.5×+1.6×
Earnings yield	5%+0.6pp	4.4%+0.3pp	4%-0.6pp	4.6%+1.0pp
Dividend yield	1.3%-0.4pp	1.7%-0.1pp	1.8%+0.5pp	1.4%+0.2pp
PEG ratio	0.4×-0.9×	1.3×—	——	1×+0.6×

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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.