Schwab Charles (SCHW-PJ) EBITDA Margin (2009 - 2026)
Schwab Charles (SCHW-PJ) recorded quarterly EBITDA Margin of 61.8% in Q1 2026, down 2.4% quarter-over-quarter from 63.32% in Q4 2025, and down 82.0% on a YoY basis from 343.34% in Q1 2025.
Schwab Charles (SCHW-PJ) EBITDA Margin (2009 - 2026) Analysis & Trends
Schwab Charles' EBITDA Margin history runs 18 years deep, the most recent figure standing at 61.8% for Q1 2026.
- In Q1 2026, EBITDA Margin fell 82.0% year-over-year to 61.8%; the TTM figure through Mar 2026 stood at 63.35% (down 548.0% YoY), while the FY2025 annual figure was 63.6%, down 824.0% from the prior year.
- EBITDA Margin was 61.8% for Q1 2026 at Schwab Charles, down from 63.32% in the prior quarter.
- In the past five years, EBITDA Margin ranged from a high of 75.28% in Q2 2023 to a low of 42.27% in Q1 2022.
- Historically, EBITDA Margin has averaged 64.14% across 5 years, with a median of 64.4% in 2025.
- The sharpest annual moves came in 2023 and 2025: EBITDA Margin jumped 2737 bps in 2023, then slumped 1135 bps in 2025.
- A 5-year view of EBITDA Margin shows it stood at 62.03% in 2022, then grew by 9 bps to 67.89% in 2023, then grew by 0 bps to 68.02% in 2024, then slipped by 7 bps to 63.32% in 2025, then declined 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 | SOL Strategies | 94,425.84 Bn | 94,425.84 Bn | - | - |
| 2 | Morgan Stanley | 349.82 Bn | 216.29 Bn | - | 95.15% |
| 3 | Goldman Sachs | 333.85 Bn | -603.70 Bn | - | 136.81% |
| 4 | Schwab Charles | 160.31 Bn | 115.33 Bn | - | 61.80% |
| 5 | Robinhood Markets | 97.28 Bn | 92.64 Bn | 960.00 Mn | 28.49% |
| 6 | Interactive Brokers | 42.79 Bn | 53.38 Bn | - | 14.74% |
| 7 | LPL Financial Holdings | 23.54 Bn | 22.51 Bn | - | 11.84% |
| 8 | Tradeweb Markets | 21.20 Bn | 19.96 Bn | - | 47.66% |
| 9 | Iren | 19.97 Bn | 17.75 Bn | 144.76 Mn | -176.07% |
| 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% |