Schwab Charles (SCHW) EBITDA Margin (2009 - 2026)
Schwab Charles (SCHW) posted quarterly EBITDA Margin of 108.73% for Q1 2026, up 4611.0% year-over-year from 2.31% in Q1 2025, and up 71.72% quarter-over-quarter from 63.32% in Q4 2025.
Schwab Charles (SCHW) EBITDA Margin (2009 - 2026) Analysis & Trends
Schwab Charles' EBITDA Margin history runs 18 years deep, the most recent figure standing at 108.73% for Q1 2026.
- In Q1 2026, EBITDA Margin rose 4611.0% year-over-year to 108.73%; the TTM figure through Mar 2026 stood at 105.91% (up 3709.0% YoY), while the FY2025 annual figure was 64.09%, down 938.0% from the prior year.
- EBITDA Margin for Q1 2026 stood at 108.73%, up from 63.32% in the prior quarter.
- The five-year high for EBITDA Margin was 133.26% in Q2 2025, with the low at 42.64% in Q1 2022.
- The 5-year median for EBITDA Margin is 68.91% (2023), against an average of 75.23%.
- Peak annual rise in EBITDA Margin reached 6064 bps in 2025, while the deepest fall reached 1660 bps in 2025.
- Schwab Charles' EBITDA Margin stood at 72.42% in 2022, then declined by 6 bps to 67.89% in 2023, then climbed by 0 bps to 68.02% in 2024, then decreased by 7 bps to 63.32% in 2025, then soared by 72 bps to 108.73% in 2026.
- Business Quant data shows SCHW's EBITDA Margin at 108.73% in Q1 2026, 63.32% in Q4 2025, and 120.85% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 95.89% |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 131.07% |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 108.73% |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | 149.71% |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 35.93% |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | -161.28% |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | 139.66% |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 15.00% |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - | 43.88% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 108.73% |
| Dec 31, 2025 | 63.32% |
| Sep 30, 2025 | 120.85% |
| Jun 30, 2025 | 133.26% |
| Mar 31, 2025 | 62.62% |
| Dec 31, 2024 | 68.02% |
| Sep 30, 2024 | 73.20% |
| Jun 30, 2024 | 72.62% |
| Mar 31, 2024 | 79.22% |
| Dec 31, 2023 | 67.89% |
| Sep 30, 2023 | 68.91% |
| Jun 30, 2023 | 75.28% |
| Mar 31, 2023 | 65.60% |
| Dec 31, 2022 | 72.42% |
| Sep 30, 2022 | 56.51% |
| Jun 30, 2022 | 47.91% |
| Mar 31, 2022 | 42.64% |
| Dec 31, 2021 | 54.18% |
| Sep 30, 2021 | 46.70% |
| Jun 30, 2021 | 40.65% |