Schwab Charles (SCHW-PJ) EBITDA Margin (2009 - 2026)
Schwab Charles' quarterly EBITDA Margin came in at 61.8% in Q1 2026, down 82.0% year-on-year from 343.34% in Q1 2025, and down 2.4% quarter-over-quarter from 63.32% in Q4 2025.
Schwab Charles has reported EBITDA Margin for 18 years, with the latest figure at 61.8% in Q1 2026.
- For the quarter ending Q1 2026, EBITDA Margin fell 82.0% year-over-year to 61.8%; the trailing twelve-month figure through Mar 2026 stood at 63.35% (down 548.0% YoY), and the FY2025 full-year result was 63.6%, down 824.0% from the prior year.
- EBITDA Margin for Q1 2026 stood at 61.8%, down from 63.32% in the prior quarter.
- The five-year high for EBITDA Margin was 75.28% in Q2 2023, with the low at 42.27% in Q1 2022.
- Average EBITDA Margin over 5 years is 64.14%, with a median of 64.4% recorded in 2025.
- Year-over-year, EBITDA Margin soared 2737 bps in 2023 and slumped 1135 bps in 2025.
- Tracing SCHW-PJ's EBITDA Margin over 5 years: stood at 62.03% in 2022, then increased by 9 bps to 67.89% in 2023, then increased by 0 bps to 68.02% in 2024, then dropped by 7 bps to 63.32% in 2025, then fell by 2 bps to 61.8% in 2026.
- The last three EBITDA Margin figures came in at 61.8% (Q1 2026), 63.32% (Q4 2025), and 64.01% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 95.15% |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 136.81% |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 61.80% |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 28.49% |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 14.74% |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 110.52% |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 11.84% |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | -176.07% |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 47.66% |
| 10 | Schwab Charles | - | - | - | 61.80% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 61.80% |
| Dec 31, 2025 | 63.32% |
| Sep 30, 2025 | 64.01% |
| Jun 30, 2025 | 64.40% |
| Mar 31, 2025 | 62.62% |
| Dec 31, 2024 | 68.02% |
| Sep 30, 2024 | 73.20% |
| Jun 30, 2024 | 72.62% |
| Mar 31, 2024 | 73.97% |
| Dec 31, 2023 | 67.89% |
| Sep 30, 2023 | 68.91% |
| Jun 30, 2023 | 75.28% |
| Mar 31, 2023 | 65.60% |
| Dec 31, 2022 | 62.03% |
| Sep 30, 2022 | 56.51% |
| Jun 30, 2022 | 47.91% |
| Mar 31, 2022 | 42.27% |
| Dec 31, 2021 | 45.69% |
| Sep 30, 2021 | 46.70% |
| Jun 30, 2021 | 40.65% |
| Mar 31, 2021 | 43.78% |
| Dec 31, 2020 | 37.64% |
| Sep 30, 2020 | 39.95% |
| Jun 30, 2020 | 40.20% |
| Mar 31, 2020 | 45.20% |
| Dec 31, 2019 | 49.12% |
| Sep 30, 2019 | 55.22% |
| Jun 30, 2019 | 57.96% |
| Mar 31, 2019 | 58.06% |
| Dec 31, 2018 | 56.13% |
| Sep 30, 2018 | 56.11% |
| Jun 30, 2018 | 52.86% |
| Mar 31, 2018 | 48.37% |
| Dec 31, 2017 | 47.81% |
| Sep 30, 2017 | 47.99% |
| Jun 30, 2017 | 46.15% |
| Mar 31, 2017 | 43.15% |
| Dec 31, 2016 | 44.07% |
| Sep 30, 2016 | 43.89% |
| Jun 30, 2016 | 41.68% |
| Mar 31, 2016 | 39.29% |
| Dec 31, 2015 | 40.27% |
| Sep 30, 2015 | 38.63% |
| Jun 30, 2015 | 38.31% |
| Mar 31, 2015 | 33.62% |
| Dec 31, 2014 | 37.20% |
| Sep 30, 2014 | 35.14% |
| Jun 30, 2014 | 37.01% |
| Mar 31, 2014 | 37.08% |
| Dec 31, 2013 | 36.52% |
| Sep 30, 2013 | 35.62% |
| Jun 30, 2013 | 32.76% |
| Mar 31, 2013 | 27.83% |
| Dec 31, 2012 | 31.11% |
| Sep 30, 2012 | 33.44% |
| Jun 30, 2012 | 36.71% |
| Mar 31, 2012 | 29.52% |
| Dec 31, 2011 | 26.33% |
| Sep 30, 2011 | 34.21% |
| Jun 30, 2011 | 36.22% |
| Mar 31, 2011 | 36.37% |
| Dec 31, 2010 | 24.58% |
| Sep 30, 2010 | 23.89% |
| Jun 30, 2010 | 35.46% |
| Mar 31, 2010 | 6.54% |
| Dec 31, 2009 | 29.21% |
| Sep 30, 2009 | 37.78% |
| Jun 30, 2009 | 36.31% |
| Mar 31, 2009 | 35.55% |