Charles Schwab

Provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries.

Launch date

1973

Employees

Market cap

Net debt

-

Enterprise valuation

€122.1b (Public information from Jun 2024)

San Francisco California (HQ)

http://aboutschwab.com

https://twitter.com/charlesschwab https://www.facebook.com/charlesschwab https://www.linkedin.com/company/charles-schwab

Revenues, earnings & profits over time

USD	2020	2021	2022	2023	2024	2025	2026
Revenues	11.7b	18.5b	20.8b	18.8b	19.9b	22.8b	24.4b
% growth	9 %	58 %	12 %	(9 %)	6 %	14 %	7 %
EBITDA	5.3b	10.0b	11.6b	9.1b	11.4b	11.9b	13.5b
% EBITDA margin	46 %	54 %	56 %	49 %	57 %	52 %	55 %
Profit	3.3b	5.9b	7.2b	5.1b	5.7b	7.3b	8.2b
% profit margin	28 %	32 %	35 %	27 %	29 %	32 %	34 %
EV / revenue	4.2x	6.5x	7.4x	7.5x	6.9x	6.8x	6.3x
EV / EBITDA	9.2x	12.0x	13.2x	15.4x	12.0x	13.0x	11.3x

Date	Investors	Amount	Round
Sep 1987	N/A	N/A	IPO
Oct 2020	TD Ameritrade	N/A	Merger
Aug 2023*	Parthenon	$5.0m	Post IPO Equity
Dec 2023*	Tran Capital Management	$7.1m	Post IPO Equity
Total Funding		-

Tech stackLearn more about the technologies and tools that this company uses.

ACQUISITION May 2011

Wasmer Schroeder

ACQUISITION by Charles Schwab Feb 2020

The Family Wealth Alliance

ACQUISITION by Charles Schwab Jan 2023