Charles Schwab Corp (SCHW) Buy, Sell or Hold

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Charles Schwab Corp (SCHW)

110.15

-2.12 (1.89%)

as of Aug 26, 2026, 7:37:07 pm Market Open.

49 watching

Investor Insights

Aug 25, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Experts generally view Charles Schwab Corp (SCHW) positively, noting that it trades at a relatively attractive valuation, especially compared to its peers in the financial services sector. Despite recent fluctuations attributed to AI concerns, many believe the stock is undervalued at a PE ratio of 16x, indicating potential for price appreciation. Additionally, the company is well-managed and expected to continue performing strongly, suggesting resilience amidst market volatility. Upcoming earnings reports are anticipated with optimism, with some experts predicting that Schwab will benefit from generational wealth transfers. Overall, while it is a high-beta stock that could react strongly to market movements, the potential for significant returns adds to its appeal in the current environment.

Consensus

Positive

Valuation

Undervalued

Similar

BUY

It's too early to bottom-fish the regional banks. But the contagion has hit related sectors and stocks like Schwab, which has plunged from $76 below $52 though has bounced past $54. It's doing worse than the regional bank sector. Schwab got lumped unfairly with the regionals. Investors are nervous with a company that most of its investments in securities rather than loans. Schwab has 60% of their interest earnings assets in securities. Another concern is their $14 billion in unrealized losses in agency mortgage-backed securities, which is only a real worry if Schwab must sell its bonds in a pinch rather than holding them to maturity. Buy this dip. They can tap many sources of capital to stay liquid. They should have $100 billion in cash flow this year from regular business and can raise another $8 billion a month in selling certificates of deposit. Trading at 13x earnings now, a steep discount from its normal 19x. There's a ton of insider buying from the CEO and other execs. Net interest margin spreads can tighten, though. Earnings estimates have recently fallen. Bottom line: There's no crisis in Schwab.

DON'T BUY

SVB fall-out

He models $43.16, 16% lower than today. Wait. This will fall to book value at $29. It will bounce like crazy given the macro environment, not their fundamentals.

BUY

Great balance sheet, can grow and strong reputation. Doesn't think it will be taken out, though some do.

BUY

Trades at a low 16x PE. It's a w winner among brokerages, a space where many have closed down. It's an organic growth story. The PE can sustain itself. Lots of asset growth and momentum.

BUY

Trades at a low 16x PE. It's a w winner among brokerages, a space where many have closed down. It's an organic growth story. The PE can sustain itself. Lots of asset growth and momentum.

BUY

They make little in trading commissions, but make money in financial services for individuals and financial institutions. Trades at 15x earnings. Cheap. Overall better than, say, Robinhood.

BUY

She holds a lot of banks and financials, though diversified. Schwab will continue to grow as more financial advisors retire. Similarly, Blackrock offers a complex and deep set of solutions. They can grow even in current market headwinds.

BUY

Transaction volumes are high this year during market volatility, so she's been rewarded by that with Schwab.

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Unspecified

It is wealth management only and therefore at the mercy of interest rates and the equity market so business is more challenging. It needs stable interest rates, stability in the fixed income market and an advancing equity market.

BUY

Retails investors who are pre- and current retirement will be tailwinds for Schwab. Will also benefit from the yield spread. Financial services as a whole will improve. She's bullish banks.

WEAK BUY

He likes Schwab, but MS' PE is half and he prefers that.

HOLD

The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.

DON'T BUY

It has a massive deposit base and when interest rates were rising it was doing well. Now that interest rates have stabilized, things have changed. The trading multiple has dropped, making more reasonably priced. He would still stay away at this point.

PAST TOP PICK

(A Top Pick Jan 31/18, Down 14%) Even if you look at a turn in rates, themes have an interruption. This one was 2-4 months long. We had that last fall. He would buy it here, or IAI-N. It is a great entry point.

BUY ON WEAKNESS

He likes the financial sector and thinks this company is overvalued; his model price is $37.77. As interest rates move up earnings should be improving, but he feels the value is running ahead of itself right now. He would buy on weakness.

Showing 31 to 45 of 63 entries

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