Revenue segments as reported by the company.

Net interest revenue

Asset management and administration fees

Trading revenue

Bank deposit account fees

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Professional services

Occupancy and equipment

Advertising and market development

Communications

Depreciation and amortization

Amortization of acquired intangible assets

Regulatory fees and assessments

Other OpEx

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Charles Schwab

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Charles Schwab "beat earnings" on both the top and bottom lines this morning. Earnings weren't quite as strong as they looked at first, however.

Why Charles Schwab Stock Just Dropped 9%

Charles Schwab shares fell 6% after disappointing earnings, as it is struggling with declining client cash utilization. The company's core business shows solid growth, with higher equity markets driving AUM growth and favorable asset flows. Despite asset growth, cash balances continue to decline, impacting net interest income, and this pressure will continue to weigh on earnings growth.

Charles Schwab: Cash Headwinds Persist In Q2 (Downgrade)

Shares of The Charles Schwab Corporation (NYSE: SCHW) plunged over 9% today following the release of its Q2 earnings report. The financial services giant reported a mixed bag of results, with some metrics exceeding expectations while others fell short, raising questions about the company's future trajectory in a highly competitive environment.

Charles Schwab shares plunge 9% after Q2 earnings: Time to buy or sell?

Charles Schwab (SCHW) shares tumbled in intraday trading Tuesday after Chief Executive Officer (CEO) Walt Bettinger warned that the financial services company plans to downsize in order to maintain profitability.

Charles Schwab Stock Sinks as CEO Says Firm Will Get 'Smaller'

The Charles Schwab Corporation (NYSE:SCHW ) Q2 2024 Results Conference Call July 16, 2024 8:30 AM ET Company Participants Jeff Edwards - Head of Investor Relations Walt Bettinger - Co-Chairman and Chief Executive Officer Rick Wurster - President Peter Crawford - Chief Financial Officer Conference Call Participants Brian Bedell - Deutsche Bank Ken Worthington - JPMorgan Kyle Voigt - KBW Dan Fannon - Jefferies Steven Chubak - Wolfe Research Brennan Hawken - UBS Benjamin Budish - Barclays Alex Blostein - Goldman Sachs Bill Katz - TD Cowen Michael Cyprys - Morgan Stanley Chris Allen - Citi Devin Ryan - Citizens JMP Jeff Edwards Good morning, everyone, and welcome to the Schwab 2024 Summer Business Update. This is Jeff Edwards, Head of Investor Relations; and I'm joined today by our Co-Chairman and CEO, Walt Bettinger; President, Rick Wurster; and CFO, Peter Crawford.

The Charles Schwab Corporation (SCHW) Q2 2024 Earnings Call Transcript

Morgan Stanley

Bank earnings are flooding in, with Morgan Stanley (NYSE:MS) and Charles Schwab Corporation (NYSE:SCHW) among the latest to report second-quarter results.

Options Traders Target 2 Bank Stocks After Earnings

Modest revenue growth driven by solid asset management business supports Schwab's (SCHW) Q2 earnings amid subdued interest income and trading performances.

Schwab's (SCHW) Q2 Earnings & Revenues Meet, Shares Slide

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $0.73 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.75 per share a year ago.

The Charles Schwab Corporation (SCHW) Meets Q2 Earnings Estimates

Charles Schwab Shocks Wall Street With Interest Revenue Falling 6%; Client Assets Hit $9.4 Trillion

Charles Schwab's second-quarter profit fell 2% as the brokerage paid out more interest on client deposits and its own borrowings, sending its shares down 7.1% on Tuesday.

Brokerage Charles Schwab's profit falls on weaker interest income

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation reported net income for the second quarter totaling $1.3 billion, or $.66 diluted earnings per common share.

Schwab Reports Second Quarter Results

Charles Schwab (NYSE: SCHW) stock gained 10% YTD, as compared to an 18% rise in the S&P500 index. In sharp contrast, Charles Schwab's peer BlackRock (NYSE: BLK) is up only 3% YTD.

Charles Schwab Stock Is Trailing S&P500 By 8% YTD, What To Expect From Q2 Results?

Despite higher client activity, Schwab's (SCHW) trading performance is not expected to have been significantly impressive in the second quarter of 2024 because of low volatility.

Low Market Volatility to Hurt Schwab's (SCHW) Q2 Earnings

Charles Schwab (SCHW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Charles Schwab Corporation (SCHW) to Report Q2 Results: Wall Street Expects Earnings Growth

Charles Schwab Corp.'s stock has drawn an upgrade to outperform from market perform by Keefe, Bruyette & Woods, which cited the financial company's “long-run earnings power” and favorable shifts in its balance sheet.

Why Schwab's stock is getting new respect from Wall Street analysts

Bank of America

Citigroup

JPMorgan Chase & Co

LPL Financial Hlds

Raymond James

State Street

Wells Fargo

JPMorgan Chase & Co. on Monday drew a downgrade to peer perform while Bank of America Corp. was highlighted as a top pick at Wolfe Research before the big banks deliver profit updates in the coming days.

JPMorgan downgraded on valuation, while Bank of America shines as top pick: analyst

Cintas Corp

Deere & Company

Stryker

U.S. stocks did amazingly well in the first half this year and the second half is unlikely to be any different, says Christopher Carey – portfolio manager at Carnegie Investment Counsel. Following are the top four undervalued stocks that he expects will be the hidden gems in the back half of 2024.

These 4 undervalued stocks could be hidden gems of H2 2024

Ally Financial

American Express

Bank of New York Mellon

Citizens Financial Group

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First Citizens BancShares

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Goldman Sachs

Huntington Bancshares

M&T Bank

PNC Financial Services

SPDR S&P 500 ETF Trust

Truist Financial

U.S. Bancorp

With another round of Federal Reserve stress tests in the books, many large U.S. banks have already announced dividend increases. Analysts at Jefferies compiled the data in a report sent to clients early Monday.

This is how much the largest 20 U.S. banks raised dividends after stress tests

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it received the results of the Federal Reserve's 2024 Comprehensive Capital Analysis and Review (CCAR).

Charles Schwab Discloses Results of the Federal Reserve's 2024 Comprehensive Capital Analysis and Review

The financial services sector in 2024 is poised for growth, driven by robust economic fundamentals and technological advancements. As one of the largest contributors to the U.S. economy, this sector generates significant revenue and employment.

The 3 Smartest Financial Services Stocks to Buy With $10K Right Now

Schwab (SCHW) posts a substantial rise in core net new assets balance in May 2024. The company also reiterates Q2 revenue guidance.

Schwab (SCHW) May Net New Assets Up, Q2 Revenue View Affirmed

On Thursday, a number of Schwab users reported seeing inaccurate stock data on the platform. Schwab has sent out a notice to users warning about the issue, saying it's currently working to resolve it.

Schwab users are seeing inaccurate stock data on the investing platform

WESTLAKE, Texas--(BUSINESS WIRE)--More than 60% of Americans feel they are in a better position to achieve their financial goals than the generations that came before them, according to Schwab's eighth annual Modern Wealth Survey, an examination of how Americans think about saving, spending, investing and wealth. This optimism is most pronounced among Boomers, with 66% believing they are more or as likely as older generations to reach their goals. However, every generation surveyed showed a sim.

2024 Schwab Modern Wealth Survey Shows Increasing Financial Confidence From Generation to Generation and Younger Americans Investing at an Earlier Age

Charles Schwab stock (NYSE: SCHW) has gained 8% YTD as compared to the 12% rise in the S&P500 index over the same period. In sharp contrast, Charles Schwab's peer Goldman Sachs (NYSE: GS) is up 20% since the beginning of 2024.

Charles Schwab Stock Is Up 8% YTD, Where Is It Headed?

Charles Schwab reports positive earnings, exceeding analyst expectations, indicating a potential turnaround and future growth. Schwab's well-defined corporate strategy, including low-cost leadership, educational resources, and strong brand reputation, positions it well for continued growth and market share gains. Initiating coverage with a cautious buy based on Schwab's healthy financials, potential benefit from lower interest rates. However, near-term volatility is possible due to Fed meetings and earnings report.

Charles Schwab: Riding The Wave Of Interest Rates - Cautious Buy (Technical Analysis)

News for Charles Schwab Stock (SCHW)