AlphaStocks
5.6
Consider Buy

SCHWAB CHARLES CORP (SCHW)

Financials / Investment Banking & Brokerage

S&P 500

$92.40

Middle of the pack. No strong signal either way.

Consider Buy

Score based on 5 of 5 models — high confidence

#38out of 92 in Financials

Is SCHWAB CHARLES CORP a Good Investment in 2026?

SCHWAB CHARLES CORP (SCHW) scores 5.6 out of 10 on AlphaStocks' composite model, earning a Consider Buy rating. The Piotroski model rates SCHWAB CHARLES CORP as Strong (8/9). However, the Greenblatt Magic Formula model rates it Caution — Bottom half (rank 67%). SCHWAB CHARLES CORP currently trades below its estimated fair value of $95, suggesting potential upside. SCHWAB CHARLES CORP ranks #38 out of 92 stocks in the Financials sector.

This summary is algorithmically generated and is not financial advice.

Key Metrics

P/E18.9ROE17.9Market Cap167BDiv Yield1.4

Estimated Fair Value

$95.153% below

Trading near estimated fair value.

Model-based estimate, not a price target.

5-Model Analysis

Each model evaluates this stock from a different angle. Combined, they form the composite score above.

Piotroski

Strong

8/9

Buffett

Strong

Business quality & competitive moat

Graham

Neutral

Significantly above fair value

Lynch

Attractive

High PEG — growth premium · Slow Grower

Greenblatt

Caution

Bottom half (rank 67%)

Frequently Asked Questions

Is SCHWAB CHARLES CORP (SCHW) a good investment?
Based on AlphaStocks' composite analysis, SCHWAB CHARLES CORP (SCHW) scores 5.6 out of 10, earning a Consider Buy rating. This is a middle-of-the-pack score with no strong signal either way. Trading near estimated fair value.
What is SCHWAB CHARLES CORP's Piotroski F-Score?
SCHWAB CHARLES CORP's Piotroski F-Score status is Strong. The raw score is 8/9. The Piotroski F-Score evaluates financial health using 9 fundamental signals including profitability, leverage, and operating efficiency.
Is SCHW overvalued or undervalued?
Based on AlphaStocks' model-based fair value estimate of $95, SCHW appears undervalued. The stock currently trades 3% below its estimated fair value. Trading near estimated fair value.
How does SCHW compare to other Financials stocks?
SCHWAB CHARLES CORP ranks #38 out of 92 stocks in the Financials sector, placing it in the top 41% of its sector by composite score. This is an above-average position relative to sector peers.
What do investment models say about SCHW?
AlphaStocks evaluates SCHW using five proven investment models. Piotroski: Strong; Buffett: Strong; Graham: Neutral; Lynch: Attractive; Greenblatt Magic Formula: Caution. These models are combined into a single composite score of 5.6/10.

Similar Stocks

BFHECPGJHG

Compare SCHW with

SCHW vs BFHSCHW vs ECPGSCHW vs JHG

Scores are algorithm-generated research tools, not investment recommendations. Past performance does not guarantee future results. Always do your own due diligence. Full disclaimer