Schwab Charles (SCHW) EBITDA Margin (2009 - 2026)
Schwab Charles (SCHW) posted quarterly EBITDA Margin of 61.8% for Q1 2026, down 82.0% year-over-year from 343.34% in Q1 2025, and down 2.4% on a QoQ basis from 63.32% in Q4 2025.
Schwab Charles (SCHW) EBITDA Margin (2009 - 2026) Analysis & Trends
Schwab Charles (SCHW) has reported EBITDA Margin for 18 consecutive years, with 61.8% the latest figure, recorded in 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 came in at 61.8% for Q1 2026 at Schwab Charles, down from 63.32% in the prior quarter.
- The five-year high for EBITDA Margin was 75.28% in Q2 2023, with the low at 42.27% in Q1 2022.
- Average EBITDA Margin over 5 years is 64.14%, with a median of 64.4% recorded in 2025.
- Across the five-year window, EBITDA Margin jumped 2737 bps in 2023 and tumbled 1135 bps in 2025, its largest moves.
- Year by year, EBITDA Margin stood at 62.03% in 2022, then gained by 9 bps to 67.89% in 2023, then gained by 0 bps to 68.02% in 2024, then fell by 7 bps to 63.32% in 2025, then decreased by 2 bps to 61.8% in 2026.
- According to Business Quant data, EBITDA Margin over the past three periods registered 61.8%, 63.32%, and 64.01% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.70 Bn | 197.17 Bn | - | 95.15% |
| 2 | Goldman Sachs | 309.79 Bn | -627.76 Bn | - | 136.81% |
| 3 | Schwab Charles | 167.21 Bn | 122.24 Bn | - | 61.80% |
| 4 | Futu Holdings | 111.36 Bn | 109.19 Bn | 733.58 Mn | 124.07% |
| 5 | Robinhood Markets | 97.69 Bn | 93.05 Bn | 960.00 Mn | 28.49% |
| 6 | LPL Financial Holdings | 23.49 Bn | 22.47 Bn | - | 11.84% |
| 7 | Tradeweb Markets | 21.59 Bn | 20.34 Bn | - | 47.66% |
| 8 | Circle Internet | 15.14 Bn | 13.62 Bn | 35.01 Mn | 110.52% |
| 9 | Iren | 14.46 Bn | 12.24 Bn | 144.76 Mn | -176.07% |
| 10 | Evercore | 13.30 Bn | 11.58 Bn | 1.38 Bn | 23.13% |
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% |