Schwab Charles (SCHW) EBITDA Margin (2009 - 2026)
Schwab Charles (SCHW) recorded EBITDA Margin of 67.85% in Q2 2026, down 2.42 percentage points from 70.26% a year earlier but up 0.91 percentage points from the prior quarter.
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Analysis
Schwab Charles (SCHW) EBITDA Margin (2009 - 2026) Analysis & Trends
On a TTM basis, Schwab Charles' EBITDA Margin came in at 68.20% as of Jun 30, 2026, down 5.10 percentage points year-over-year; for FY2025, it was 69.29%, down 9.87 percentage points from FY2024.
- Annual EBITDA Margin has a five-year change of +23.77 percentage points (FY2020 to FY2025).
- Across earlier years, EBITDA Margin came in at 79.16% in FY2024 (+2.71 pp), 76.45% in FY2023 (+17.78 pp), 58.67% in FY2022 (+8.17 pp) and 50.50% in FY2021 (+4.98 pp).
- Quarterly EBITDA Margin has ranged from 48.78% in Q1 2022 to 82.26% in Q2 2023 over the past five years.
- On a year-over-year basis, EBITDA Margin has declined for seven consecutive quarters, with an average year-over-year change of -5.16 percentage points over the last eight quarters.
- Peak year-over-year performance for EBITDA Margin in the last five years was a gain of 28.20 percentage points in Q2 2023, against a drop of 12.70 percentage points in Q1 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at 66.94% (Q1 2026), 68.58% (Q4 2025) and 69.54% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBITDA Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 881.30 Bn | 881.30 Bn | - | 95.81% |
| 2 | Bank Of America | 354.90 Bn | -2,021.17 Bn | - | 95.10% |
| 3 | Hsbc Holdings | 311.39 Bn | -1,517.77 Bn | - | - |
| 4 | Morgan Stanley | 282.15 Bn | -226.95 Bn | - | 101.52% |
| 5 | Royal Bank Of Canada | 281.68 Bn | -548.32 Bn | - | 139.87% |
| 6 | Goldman Sachs | 255.22 Bn | -3,301.89 Bn | - | 133.57% |
| 7 | Mitsubishi Ufj Financial | 249.82 Bn | -82.42 Bn | 10.89 Bn | - |
| 8 | Wells Fargo & Company | 249.49 Bn | 251.62 Bn | - | 92.35% |
| 9 | Toronto Dominion Bank | 210.53 Bn | -465.35 Bn | - | 9.75% |
| 10 | Schwab Charles | 156.64 Bn | -5.51 Bn | - | 67.85% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 67.85% |
| Mar 31, 2026 | 66.94% |
| Dec 31, 2025 | 68.58% |
| Sep 30, 2025 | 69.54% |
| Jun 30, 2025 | 70.26% |
| Mar 31, 2025 | 68.82% |
| Dec 31, 2024 | 74.67% |
| Sep 30, 2024 | 80.65% |
| Jun 30, 2024 | 80.34% |
| Mar 31, 2024 | 81.52% |
| Dec 31, 2023 | 76.14% |
| Sep 30, 2023 | 76.14% |
| Jun 30, 2023 | 82.26% |
| Mar 31, 2023 | 71.70% |
| Dec 31, 2022 | 67.71% |
| Sep 30, 2022 | 62.31% |
| Jun 30, 2022 | 54.05% |
| Mar 31, 2022 | 48.78% |
| Dec 31, 2021 | 52.04% |
| Sep 30, 2021 | 53.11% |
API Access
Schwab Charles EBITDA Margin API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=ebitda-margin&ticker=SCHW&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebitda-margin", "ticker": "SCHW", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=ebitda-margin&ticker=SCHW&period=max&api_key=YOUR_API_KEY");
const data = await res.json();