A large-scale business, with exceptional profitability valued in line with the market.
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions.
Comprehensive financial statement data for deep analysis
| Metric | Dec 21 | Dec 22 | Dec 23 | Dec 24 | Dec 25 |
|---|---|---|---|---|---|
| Return on Equity | - | - | - | - | - |
| Return on Invested Capital | - | - | - | - | - |
| Gross Margin | 97.5% | 93.1%↓4.5% | 73.8%↓20.7% | 75.4%↑2.2% | 80.3%↑6.5% |
| Operating Margin | 40.6% | 42.1%↑3.7% | 25.0%↓40.6% | 29.6%↑18.4% | 49.4%↑67.0% |
| Net Margin | 30.8% | 32.2%↑4.5% | 19.9%↓38.3% | 22.9%↑15.1% | 32.0%↑40.0% |
| Earnings Yield | - | - | - | - | - |