The Charles Schwab Corporation (SCHW) fair value analysis
S&P 500 · Updated 2026-09-07
The Charles Schwab Corporation is a financial services company that provides brokerage services, banking products, and investment advisory services to individual investors, institutional clients, and financial advisors. The company operates primarily in the United States through its various business divisions and platforms.
Forward Fair Value verdict
UndervaluedBased on TickrTrends' weekly Forward Fair Value model, SCHW is trading at more than a 25% discount to estimated fair value.
SCHW currently ranks #21 of 165 Financial Services stocks by discount to Forward Fair Value. It has screened as Undervalued for 3 consecutive weekly runs.
- Last price
- $109.29
- Sector
- Financial Services
- 12-month range
- $88.74–$108.28
Derived indicators
Coarse bands from TickrTrends' weekly models; exact figures are part of the full report.
- Quality grade
- C
- Momentum grade
- A
- Leverage
- Moderate
- Margin trend
- Expanding
- Revenue growth
- Modest
- RSI zone
- Neutral
- 52-week position
- The top quarter of its range
- DCF cross-check
- Undervalued
What our data shows for SCHW
- Our model validated 17 trailing price-to-earnings windows for SCHW, built from quarterly earnings records.
- Shares are trading in the upper third of their 12-month price range of $88.74–$108.28.
- The 14-day relative strength index sits at a neutral 52.
- 4 of the last 12 weekly snapshots showed positive price momentum.
The exact numbers are one step away
- The precise Forward Fair Value dollar figure for SCHW
- Exact discount / premium to today's price
- The normalized historical P/E behind the estimate, and how many quarters support it
- Forward EPS input and fiscal-year basis
- Screeners and rankings across the full S&P 500 and Nasdaq universes
How Forward Fair Value works
TickrTrends computes a Forward Fair Value for every covered stock each week: a conservatively normalized historical price-to-earnings multiple is applied to the analyst-consensus earnings estimate for the next full fiscal year. Every input window is validated for continuity and every result is screened for plausibility before publication.
What people are saying
Follow the SCHW conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-09-07 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-08-31 — TickrTrends initiated weekly Forward Fair Value coverage of this stock.
Frequently asked questions
Is SCHW stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-09-07), SCHW is trading at more than a 25% discount to estimated fair value and screens as undervalued. The exact fair value and discount are available to subscribers.
What is SCHW's TickrTrends verdict?
SCHW's current verdict is Undervalued, refreshed with every weekly Forward Fair Value run.
How does SCHW compare to other Financial Services stocks?
SCHW ranks #21 of 165 Financial Services stocks in TickrTrends' coverage when sorted by discount to Forward Fair Value.
Is SCHW overbought or oversold?
SCHW's 14-day RSI is in neutral territory - neither overbought nor oversold.
More in Financial Services
Head-to-head comparisons
SCHW vs AJG · SCHW vs AON · SCHW vs BX · SCHW vs MA · SCHW vs MCO