Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.
SCHWSector12 quartersMarket cap$158.15B$6.02BEnterprise value$140.24B$8.09BAvg daily $ volume$909.05M$69.62MDaily turnover0.6%0.9%
SCHWSector12 quartersRevenue CAGR 3y7.8%9.3%Revenue CAGR 5y10.4%7.4%Revenue growth YoY20.9%10.7%Revenue acceleration+5.1 pp−0.5 ppFCF growth YoY-37.2%13.9%FCF conversion106.9%111.5%Forward growth (HoM est.)14.3%10.6% SCHWSector12 quartersP/E (trailing)15.7×13.0×P/E (forward, HoM est.)13.7×11.9×P/E vs. sector1.1×1.0×PEG (HoM est.)0.961.33EV/Sales5.4×2.7×FCF yield7.7%7.4%Dividend yield1.3%2.0%Shareholder yield3.4%4.6%
SCHWSector12 quartersQuality checks passed53ROIC—15.0%Gross margin—61.0%Gross margin Δ 3y—+3.8 ppOperating margin—23.7%Operating margin Δ 3y—+2.0 ppShare count Δ 3y-5.2%-1.6%Stock compensation / revenue1.3%2.0%Accruals ratio-0.3%-0.5% SCHWSector12 quartersEfficiency ratio49.8%58.5%Net interest income / assets2.6%3.2%Credit cost0.0%0.2%Return on tangible equity33.0%14.6%Equity / assets9.7%13.4%Price / tangible book5.2×1.8× SCHWSector12 quartersDays to next report1513
SCHWSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$120.05M-$161.4KInstitutional ownership83.1%85.8%Institutional Δ QoQ+1.2 pp+0.8 ppConviction funds net buying—+0.0 ppActive managers net buying+0.9 pp−0.0 ppActive funds net buying−0.4 pp+0.0 ppDays to cover1.934.49Short % of shares out1.1%4.4%Short interest Δ−0.0 pp+0.1 pp