The Charles Schwab (SCHW) Return on Equity (ROE)

Price: $73.51
Market Cap: $133.32B
Avg Volume: 11.33M
Country: US
Industry: Financial - Capital Markets
Sector: Financial Services
Beta: 0.978
52W Range: $61.01-84.5
Website: The Charles Schwab

Return on Equity (ROE) Summary

The Charles Schwab's ROE measures the return generated on shareholders' equity:

  • Annual: 12.28%
  • Quarterly: 5.11%
  • TTM: 14.01%

What is Return on Equity (ROE)?

Return on Equity measures a company's ability to generate profits from its shareholders' equity. It indicates how effectively the management is using the company’s assets to create profits. A higher ROE generally reflects well on the company’s management and its ability to generate profits without needing as much capital.

Related Metrics

Other important metrics to assess The Charles Schwab's profitability include:

  • ROIC (Return on Invested Capital) - measures how effectively the company uses its invested capital to generate profits:
    • Annual: 5.01%
    • Quarterly: 7.26%
    • TTM: 23.44%
  • ROA (Return on Assets) - measures the return generated on the company's assets:
    • Annual: 1.24%
    • Quarterly: 0.43%
    • TTM: 1.39%
  • Profit Margin - indicates the profitability of the company relative to its revenue:
    • Annual: 30.31%
    • Quarterly: 34.53%
    • TTM: 30.31%

These metrics provide insights into The Charles Schwab's profitability and efficiency in using its capital and assets to generate returns. Comparing these ratios with industry benchmarks can offer a deeper understanding of the company's performance.

Annual ROE

12.28%

Quarterly ROE

5.11%

TTM ROE

14.01%

The Charles Schwab Historical ROE
23.55%23.55%19.62%19.62%15.70%15.70%11.77%11.77%7.85%7.85%3.92%3.92%0.00%0.00%ROE20162016201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROIC
12.75%12.75%10.20%10.20%7.65%7.65%5.10%5.10%2.55%2.55%0.00%0.00%ROIC20162016201720172018201820192019202020202021202120222022202320232024202420252025
Historical ROA
1.30%1.30%1.04%1.04%0.78%0.78%0.52%0.52%0.26%0.26%0.00%0.00%ROA20162016201720172018201820192019202020202021202120222022202320232024202420252025

The Charles Schwab Historical Profitability Metrics

The table below shows various profitability metrics for each year, with the latest data available for the last fiscal year 2024.

Year ROE ROIC ROA Profit Margin
2024 12.28% 5.01% 1.24% 30.31%
2023 12.37% 4.28% 1.03% 26.90%
2022 19.62% 1.40% 1.30% 34.60%
2021 10.41% 0.70% 0.88% 31.61%
2020 5.88% 0.47% 0.60% 28.22%
2019 17.07% 1.34% 1.26% 34.55%
2018 16.97% 12.75% 1.18% 34.61%
2017 12.71% 6.16% 0.97% 27.31%
2016 11.50% 9.82% 0.85% 25.26%
2015 10.80% 8.92% 0.79% 22.72%

Related Metrics

Explore detailed financial metrics and analysis for SCHW.