Schwab Charles (SCHW-PJ) Enterprise Value (2009 - 2026)

Schwab Charles (SCHW-PJ) posted quarterly Enterprise Value of -$45.0 billion for Q1 2026, down 28.47% year-over-year from -$62.9 billion in Q1 2025, and up 2.29% on a QoQ basis from -$46.0 billion in Q4 2025.

Schwab Charles (SCHW-PJ) Enterprise Value (2009 - 2026) Analysis & Trends

Schwab Charles (SCHW-PJ) has reported Enterprise Value for 18 consecutive years, with -$45.0 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Enterprise Value fell 28.47% year-over-year to -$45.0 billion; the TTM figure through Mar 2026 stood at -$45.0 billion (down 28.47% YoY), while the FY2025 annual figure was -$46.0 billion, down 9.38% from the prior year.
  • Enterprise Value came in at -$45.0 billion for Q1 2026 at Schwab Charles, up from -$46.0 billion in the prior quarter.
  • The five-year high for Enterprise Value was -$25.4 billion in Q2 2024, with the low at -$91.1 billion in Q1 2022.
  • Average Enterprise Value over 5 years is -$43.4 billion, with a median of -$42.1 billion recorded in 2024.
  • Across the five-year window, Enterprise Value sank 112.78% in 2022 and surged 46.8% in 2024, its largest moves.
  • Year by year, Enterprise Value stood at -$40.2 billion in 2022, then declined by 7.82% to -$43.3 billion in 2023, then gained by 2.89% to -$42.1 billion in 2024, then retreated by 9.38% to -$46.0 billion in 2025, then grew by 2.29% to -$45.0 billion in 2026.
  • According to Business Quant data, Enterprise Value over the past three periods registered -$45.0 billion, -$46.0 billion, and -$30.6 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Enterprise Value (Qtr)
1 Morgan Stanley 330.70 Bn 197.17 Bn - -133.53 Bn
2 Goldman Sachs 309.79 Bn -627.76 Bn - -937.55 Bn
3 Schwab Charles 167.21 Bn 122.24 Bn - -44.98 Bn
4 Futu Holdings 111.36 Bn 109.19 Bn 733.58 Mn -2.16 Bn
5 Robinhood Markets 97.69 Bn 93.05 Bn 960.00 Mn -4.64 Bn
6 LPL Financial Holdings 23.49 Bn 22.47 Bn - -1.02 Bn
7 Tradeweb Markets 21.59 Bn 20.34 Bn - -1.25 Bn
8 Circle Internet 15.14 Bn 13.62 Bn 35.01 Mn -1.52 Bn
9 Iren 14.46 Bn 12.24 Bn 144.76 Mn -2.21 Bn
10 Schwab Charles - - - -44.98 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 -44.98 Bn
Dec 31, 2025 -46.03 Bn
Sep 30, 2025 -30.57 Bn
Jun 30, 2025 -32.20 Bn
Mar 31, 2025 -35.01 Bn
Dec 31, 2024 -42.08 Bn
Sep 30, 2024 -34.85 Bn
Jun 30, 2024 -25.35 Bn
Mar 31, 2024 -31.75 Bn
Dec 31, 2023 -43.34 Bn
Sep 30, 2023 -33.25 Bn
Jun 30, 2023 -47.65 Bn
Mar 31, 2023 -49.16 Bn
Dec 31, 2022 -40.20 Bn
Sep 30, 2022 -46.49 Bn
Jun 30, 2022 -64.55 Bn
Mar 31, 2022 -91.13 Bn
Dec 31, 2021 -62.98 Bn
Sep 30, 2021 -34.32 Bn
Jun 30, 2021 -30.34 Bn