SCHW
Charles Schwab
PEG ratio, current and historical analysis
- Stocks
- Financial Services
- NYSE: SCHW
- PEG Ratio
As of Jul 31, 2026, SCHW's PEG ratio of 0.39 reflects its valuation relative to its growth. This value reflects a P/E ratio of 20.8 measured against EPS growth of 53.3%. When compared to the trailing four-quarter average of 0.38, SCHW's PEG ratio shows a 2.6% increase.
SCHW PEG ratio history
Charles Schwab's ten years historical PEG ratio has an average of 0.87. Compared to historical data, SCHW's 0.39 PEG ratio represents a decrease of 55%. SCHW reached its maximum PEG ratio of 1.99 during the Dec 2019 quarter over the past ten years. The Dec 2018 quarter had the bottom reading at 0.33, indicating the most optimal growth-adjusted valuation.
Charles Schwab PEG ratio by year
| Year | PEG ratio | PE ratio | Growth YoY |
|---|---|---|---|
| 2025 | 0.38 | 21.39 | 55.7% |
| 2024 | 1.4 | 24.67 | 17.6% |
| 2023 | N/A | 26.98 | -27.6% |
| 2022 | 0.99 | 23.65 | 23.9% |
| 2021 | 0.89 | 29.61 | 33.3% |
| 2020 | N/A | 24.9 | -20.8% |
| 2019 | 1.99 | 17.68 | 8.9% |
| 2018 | 0.33 | 16.81 | 51.5% |
| 2017 | 1.34 | 31.52 | 23.5% |
| 2016 | 1.11 | 29.9 | 26.9% |
| 2015 | 3.81 | 31.66 | 8.3% |
| 2014 | 1.36 | 31.45 | 23.1% |
| 2013 | 2.56 | 33.33 | 13% |
| 2012 | N/A | 20.81 | -1.4% |
| 2011 | 0.19 | 16.09 | 84.2% |
Charles Schwab PEG ratio by quarter (TTM)
| Year | PEG ratio | PE ratio | Growth YoY |
|---|---|---|---|
| Mar 2026 | 0.35 | 18.57 | 53.3% |
| Dec 2025 | 0.38 | 21.39 | 55.7% |
| Sep 2025 | 0.34 | 22.31 | 66.5% |
| Jun 2025 | 0.45 | 24.46 | 54.1% |
| Mar 2025 | 0.63 | 23.72 | 37.5% |
| Dec 2024 | 1.4 | 24.67 | 17.6% |
| Sep 2024 | N/A | 25.22 | -14.9% |
| Jun 2024 | N/A | 30.45 | -30.1% |
| Mar 2024 | N/A | 30.14 | -35% |
| Dec 2023 | N/A | 26.98 | -27.6% |
| Sep 2023 | N/A | 18.18 | -8.8% |
| Jun 2023 | 1.22 | 16.38 | 13.4% |
| Mar 2023 | 0.43 | 14.2 | 33.2% |
| Dec 2022 | 0.99 | 23.65 | 23.9% |
| Sep 2022 | 0.87 | 21.71 | 24.9% |
SCHW average PEG ratio chart
SCHW's PEG ratio today is below the 3, 5 and 10-year averages.
PEG comparison
Charles Schwab's PEG of 0.39 is below the Financial Services sector, the industry and its peers average. Compared to its Financial Services sector average of 0.48, Charles Schwab's PEG is 19% lower.
SCHW EPS growth
SCHW Price vs fair value
SCHW PEG vs peers
Compared to its peers, SCHW's PEG ratio is under BAC's and MS's but above SF's. At 0.39, Charles Schwab's PEG ratio stands lower than the peer group average of 0.71.
| Stock name | PEG ratio | Market cap |
|---|---|---|
| SF Stifel Financial Corp | 0.33 | $12.82B |
| SCHW Charles Schwab Corp | 0.39 | $184.1B |
| BAC Bank Of America Corp | 0.52 | $436.77B |
| MS Morgan Stanley | 0.65 | $332.95B |
| IBKR Interactive Brokers Group Inc | 1.34 | $39.08B |
| RJF Raymond James Financial Inc | 11.76 | $34.63B |
Frequently asked questions
What is Charles Schwab's PEG ratio?
Based on Jul 31, 2026 data, SCHW carries a PEG ratio of 0.39.
What is the 3-year average PEG ratio for Charles Schwab (SCHW)?
SCHW's 3-year PEG ratio average stands at 0.59.
What is the 5-year average PEG ratio for Charles Schwab (SCHW)?
SCHW's 5-year PEG ratio average stands at 0.81.
What is the highest PEG ratio for SCHW?
In the last ten years, SCHW's peak PEG ratio of 1.99 was recorded in the Dec 2019 quarter.
How does the current PEG ratio for SCHW compare to its historical average?
Currently, SCHW's PEG ratio is 55% lower than its 10-year historical average.
Why is Charles Schwab's PEG ratio so low?
Strong earnings growth relative to valuation produces SCHW's low PEG ratio of 0.39.
How is SCHW's PEG ratio calculated (Charles Schwab PEG ratio formula)?
PEG equals PE divided by EPS growth (YoY TTM). As of Jul 31, 2026, Charles Schwab has a P/E ratio of 20.8. Earnings grew at 53.3% over the TTM period ending Mar 2026. Applying the formula, this produces a price to earnings growth ratio of 0.39. PEG RATIO(0.39) = PE RATIO(20.8) / EPS GROWTH(53.3%)
All PEG ratio stats are based on quarterly TTM periods, unless otherwise specified.