As of 2025-05-12, the Intrinsic Value of Charles Schwab Corp (SCHW) is 35.84 USD. This Schwab valuation is based on the model Discounted Cash Flows (Growth Exit 10Y). With the current market price of 84.47 USD, the upside of Charles Schwab Corp is -57.6%.

The range of the Intrinsic Value is (48.09) - 2,346.71 USD.

Is Schwab undervalued or overvalued?

Based on its market price of 84.47 USD and our intrinsic valuation, Charles Schwab Corp (SCHW) is overvalued by 57.6%.

84.47 USD

Stock Price

35.84 USD

Intrinsic Value

Intrinsic Value Details

Schwab Intrinsic Value - Valuation Summary

	Range	Selected	Upside
a
DCF (Growth Exit 5Y)	(71.67) - 1,758.61	(8.20)	-109.7%
DCF (Growth Exit 10Y)	(48.09) - 2,346.71	35.84	-57.6%
DCF (EBITDA Exit 10Y)	(37.77) - 62.64	2.56	-97.0%
Peter Lynch Fair Value	55.13 - 55.13	55.13	-34.74%
P/E Multiples	63.06 - 90.81	79.37	-6.0%
EV/EBITDA Multiples	(75.81) - (26.43)	(51.57)	-161.1%
Dividend Discount Model - Stable	33.05 - 117.5	75.28	-10.9%
Dividend Discount Model - Multi Stages	46.36 - 130.02	68.56	-18.8%

Schwab Intrinsic Value - Peers Comparison

	Range	Selected	Upside
a
Interactive Brokers Group Inc	(10.12) - 58.73	6.97	-96.2%
Raymond James Financial Inc	15.72 - 6,868.36	252.74	73.9%
LPL Financial Holdings Inc	212.95 - 520.76	302.43	-16.1%
Houlihan Lokey Inc	101.74 - 620.33	165.04	-5.1%
Stifel Financial Corp	(43.07) - 1,404.73	121.14	32.6%
Evercore Inc	191.08 - 562.04	278.67	28.5%
Virtu Financial Inc	44.81 - 44.81	44.81	3.9%
Moelis & Co	55.6 - 128.63	75.87	38.0%
Lazard Ltd	32.15 - 90.31	48.67	14.4%
Canaccord Genuity Group Inc	22.84 - 37.43	28.34	218.7%

Schwab Intrinsic Value - Key Valuation Metrics

Market Cap (mil)	153,192
Beta	1.14
Outstanding shares (mil)	1,814
Enterprise Value (mil)	415,357

Market risk premium	5.1%
Cost of Equity	8.7%
Cost of Debt	8.2%
WACC	7.1%