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| Date | Value |
|---|---|
| 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 |