Interactive Brokers Group, Inc. (IBKR)
Similar size · 0.90x market cap
Capital markets & wealth management
YouTube · Q1 2026 · 2026-04-22
SCHW · NYSE
Charles Schwab Corporation
Capital Markets · United States
USD 98.750.8% daily changeQuote 2026-10-06 · USD
- Market cap (USD)
- US$170.77B
- Trailing P/E
- 17.99x
- Forward P/E
- 12.53x
- Quarterly revenue growth
- 20.9%
- Trailing net margin
- 38.8%
- Indicated dividend yield
- 1.3%
Snapshot 2026-10-06 · Latest financial period 2026-06-30 · Yahoo Finance. Quotes may be delayed; reporting periods can differ.
Next earnings: 2026-10-15 (provider estimate, not issuer-confirmed).
Company background
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including money market funds, and certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It provides digital and software based trading platforms; research tools, and multichannel support, real-time market data, options trading; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas.
Company websiteQ1 2026
Go beyond the headline.
Comparable businesses
SCHW peer comparison
Same business group first, then company size. Preferred market cap: 0.5–2x; extended range: one-third–3x. Outside that range, industry benchmarks are labeled separately and excluded from peer medians.
| Metric | SCHWThe Charles Schwab CorporationSnapshot 2026-10-06Financial period: 2026-06-30 | IBKRInteractive Brokers Group, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | GSThe Goldman Sachs Group, Inc.Snapshot 2026-10-06Financial period: 2026-06-30 | Peer medianSimilar-size peers only |
|---|---|---|---|---|
| Market capMarket value, converted to USD | US$170.77B | US$153.31B | US$262.78B | US$208.05Bn=2 |
| Forward P/EProvider forward earnings estimate | 12.53x | 27.83x | 12.44x | 20.13xn=2 |
| EV / EBITDAEnterprise value / trailing EBITDA | — | — | — | — |
| Revenue growthLatest quarter vs prior-year quarter | 20.9% | 26.3% | 42.5% | 34.4%n=2 |
| Operating marginLatest reported quarter | 52.3% | 76.5% | 42.2% | 59.4%n=2 |
| Free cash flow yieldTrailing cash flow / market cap | — | — | — | — |
| Net debt / EBITDANet debt / trailing EBITDA | — | — | — | — |
| Debt / equityTotal debt / positive book equity | 1.51x | 2.06x | 7.25x | 4.66xn=2 |
| Trailing P/ETrailing twelve-month earnings | 17.99x | 35.71x | 13.94x | 24.82xn=2 |
| Price / bookPrice / positive book equity per share | 3.88x | 6.87x | 2.49x | 4.68xn=2 |
| EV / salesEnterprise value / trailing revenue | 5.96x | — | 0.37x | — |
| Earnings growthLatest quarter vs prior-year quarter | 42.6% | 35.3% | 92.3% | 63.8%n=2 |
| Gross marginTrailing twelve months | 97.5% | 93.0% | 82.1% | 87.6%n=2 |
| Net marginTrailing twelve months | 38.8% | 16.5% | 31.0% | 23.8%n=2 |
| Return on equityProvider trailing return; positive equity only | 20.3% | 24.0% | 16.9% | 20.5%n=2 |
| Free cash flow marginTrailing free cash flow / revenue | — | — | — | — |
| Dividend yieldIndicated annual dividend / price | 1.3% | 0.4% | 2.2% | 1.3%n=2 |
| Earnings payoutProvider trailing dividend payout | 21.5% | 13.0% | 26.2% | 19.6%n=2 |
| Current ratioCurrent assets / current liabilities | 0.66x | 1.09x | 1.56x | 1.33xn=2 |
| BetaProvider historical market sensitivity | 0.78 | 1.37 | 1.28 | 1.33n=2 |
YouTube · Q1 2026 · 2026-04-22
The Goldman Sachs Group, Inc. (GS)
Similar size · 1.54x market cap
Capital markets & wealth management
YouTube · Q1 2026 · 2026-04-18
Comparison methodology & limitations
Reviewed operating groups override broad sector classifications. Other companies are matched only within a sufficiently specific provider industry. Business mix, geography and accounting standards can still differ. Market caps are converted to USD using exchange rates captured during the snapshot refresh. Financial ratios that would mix currencies are omitted. Snapshots must be at most 14 days old and no more than seven days apart for automatic selection.
Peer medians require at least two valid similar-size peers for each metric. Negative earnings, nonpositive equity, missing data and irrelevant bank ratios are not presented as attractive valuations. A higher or lower number is not automatically a better investment. Financial statement periods are not calendar-aligned across companies.
Reported performance
Financial trends
Periods are grouped by their ending calendar year or quarter, not identical fiscal calendars. Exact period-end dates appear in tooltips and reported figures. When reporting currencies differ and a recent captured FX rate is available, money and EPS are normalized to USD for comparison. This is not a historical FX restatement. Gaps are not estimated.
Financial statements load separately from the research page.
Source: . Window ends at the latest available reporting period.
Revenue
Reported figures
Financial data & calculation notes
Standalone charts use the stated reporting currency. When a chart comparison spans currencies, money and EPS can be normalized to USD using a recent captured FX snapshot; this is for comparison only, not a historical FX restatement. Stock-based compensation is noncash. Free cash flow is operating cash flow less capital spending, which may include capitalized software. Missing metrics are not estimated or assumed to be zero. Banking and insurance ratios require industry-specific interpretation. Latest restatements may differ from figures in older episodes.
Market context
Valuation & price history
Adjusted closing price
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Price figures
Earnings-multiple scenario
Illustrative price = your earnings-per-share assumption × your P/E assumption. This is not a price target or a complete valuation model.
Starting assumptions, when available, use provider forward estimates as of 2026-10-06. Negative earnings require a different valuation method. This calculation omits balance-sheet, dilution and execution risks.
THE RESEARCH RECORD
Research history for SCHW
Q1 20262026-04-18
SCHW Stock: Margins Hit 86% — Q1 2026 Earnings Analysis
Presentation · 2026-04-18 · YouTube
Deep Dive2026-04-18
Q4 20252026-04-13
Charged Alpha | Charles Schwab Corporation (SCHW) | Q4 2025 Earnings Deep Dive -- Ep. 117
Presentation · 2026-04-13 · YouTube