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.

	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25	TTM Q1 '25
Profitability
Net margin	144.6%+28.8pp	138.3%+28.1pp	131.6%+24.8pp	123.2%+13.7pp	115.8%-0.5pp
Returns
Return on equity	69.8%+18.3pp	64.9%+15.2pp	60.1%+10.6pp	55.1%+1.8pp	51.5%-6.7pp
Efficiency
Asset turnover	0.2×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×	0.2×0.0×
Leverage
Debt-to-equity	2.1×-0.3×	2.3×0.0×	2.3×-0.3×	2.4×-0.3×	2.4×-0.4×
Per Share
Book value per share	$109.83+6.4%	$108.91+9.7%	$107.96+13.4%	$106.44+18.0%	$103.26+19.3%
Valuation
Market capitalization	$677.8B+27.8%	$655.09B+25.9%	$613.04B+20.1%	$558.21B+13.5%	$530.4B+15.1%
Price / earnings	80.9×-14.5×	85.3×-15.6×	88×-14.8×	90×-6.5×	95.3×+11.6×
Price / sales	29.1×+1.7×	29.4×+1.8×	28.9×+1.5×	27.7×+1.6×	27.4×+3.6×
Price / book	13.7×+2.5×	13.3×+1.8×	12.5×+0.7×	11.5×-0.4×	11.2×-0.4×
Dividend yield	5.5%-1.4pp	5.7%-1.3pp	6.1%-1.0pp	6.7%-0.8pp	6.9%-1.0pp

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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.