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
DateValue
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%