As of Jun 23, 2026, SCHW's PEG ratio of 0.35 reflects its valuation relative to its growth. This value reflects a P/E ratio of 18.41 measured against EPS growth of 53.3%. When compared to the trailing four-quarter average of 0.38, SCHW's PEG ratio shows a 8% decrease.
Schwab Charles's ten years historical PEG ratio has an average of 0.87. Compared to historical data, SCHW's 0.35 PEG ratio represents a decrease of 60%. 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.
| 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% |
| 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's PEG ratio today is below the 3, 5 and 10-year averages.
Schwab Charles's PEG of 0.35 is below the Financial Services sector, the industry and its peers average. Compared to its Financial Services sector average of 0.47, Schwab Charles's PEG is 26% lower.
Compared to its peers, SCHW's PEG ratio is under BAC's and MS's but above SF's. At 0.35, Schwab Charles's PEG ratio stands lower than the peer group average of 0.78.
| Stock name | PEG ratio | Market cap |
|---|---|---|
| SF Stifel Financial Corp | 0.29 | $11.28B |
| SCHW Schwab Charles Corp | 0.35 | $162.04B |
| BAC Bank Of America Corp | 0.68 | $410.96B |
| MS Morgan Stanley | 0.69 | $356.51B |
| IBKR Interactive Brokers Group Inc | 1.45 | $42.19B |
| RJF Raymond James Financial Inc | 10.42 | $30.68B |
Based on Jun 23, 2026 data, SCHW carries a PEG ratio of 0.35.
SCHW's 3-year PEG ratio average stands at 0.68.
SCHW's 5-year PEG ratio average stands at 0.81.
In the last ten years, SCHW's peak PEG ratio of 1.99 was recorded in the Dec 2019 quarter.
Currently, SCHW's PEG ratio is 60% lower than its 10-year historical average.
Strong earnings growth relative to valuation produces SCHW's low PEG ratio of 0.35.
PEG equals PE divided by EPS growth (YoY TTM). As of Jun 23, 2026, Schwab Charles has a P/E ratio of 18.41. Earnings grew at 53.3% over the TTM period ending Mar 2026. Applying the formula, this produces a price to earnings growth ratio of 0.35. PEG RATIO(0.35) = PE RATIO(18.41) / EPS GROWTH(53.3%)
All PEG ratio stats are based on quarterly TTM periods, unless otherwise specified.