Charles Schwab Corp (SCHW) Buy, Sell or Hold

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Charles Schwab Corp (SCHW)

88.00

+1.41 (1.63%)

as of Jun 4, 2026, 8:00:00 pm Market Open.

47 watching

Investor Insights

Jun 4, 2026, 12:00 am

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

Charles Schwab Corp (SCHW) is attracting attention as a strong investment choice ahead of its upcoming earnings report. Experts highlight its commendable management and resilience amidst market fluctuations, noting its average PE ratio at 16x, suggesting it as potentially undervalued. The stock's performance may benefit from the significant wealth transfer occurring between generations, positioning it favorably for future growth. However, it carries a high beta, resulting in amplified market responses — it could rise significantly in bullish conditions but could also drop sharply in bearish scenarios. Some analysts caution about the presence of short sellers at the open, advising potential investors to proceed carefully and consider market dynamics before making purchases.

Consensus

Positive

Valuation

Undervalued

Similar

Vanguard,VTI

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.

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.

TOP PICK

He likes the financial sector. This company has used technology to make the customer experience better. Over 40% of their earnings come from simple net interest margins on deposits. Asset management fees account for another 40% and it grew by 56% per year. This company is able to drop prices, but still increase earnings. Yield 0.7%. (Analysts’ price target is $60.78 )

TOP PICK

He really likes financials. This is a play on a resurgent private client investor. Their new assets last year grew 58%. 40% of earnings come from net interest margin, the money they make holding cash for their clients, and they are a clear winner for rising rates. They get 40% from asset management. As client assets grow, their fees grow. As new money comes in, their fees grow. They were the 1st to start a big Robo advisor in the US. This is a growth company that benefits in a number of different ways. Dividend yield of 0.8%. (Analysts' price target is $61.33.)

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Charles Schwab Corp (SCHW)