Schwab (Charles) (SCHW) Earnings: November Core Net New Assets Surge 40% YoY to $40.4B

Schwab (Charles) on Smartkarma

Top independent analysts on Smartkarma have recently published insightful research on Schwab (Charles), showcasing a bullish sentiment towards the company. In a primer titled “Schwab (Charles) (SCHW US) – Sep 2025″ by αSK, analysts highlight the factors driving Schwab’s wide moat in the financial services sector. The company’s strong brand, massive scale, and operational efficiency provide a significant competitive edge, with a diversified business model offering stability amid market fluctuations.

The research report also emphasizes Schwab’s impressive growth trajectory and capital generation, with a projected 25% EPS CAGR through 2027. Analysts estimate the company will accumulate around $20 billion in excess capital by 2027, enabling strategic initiatives and enhancing shareholder returns. Despite navigating challenges such as interest rate sensitivity and fierce competition, Schwab remains well-positioned for growth, backed by its market leadership and commitment to technological innovation.

A look at Schwab (Charles) Smart Scores

Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma

Based on the Smartkarma Smart Scores, Charles Schwab is poised for long-term success. With a solid Growth score of 4 and a top-notch Resilience score of 5, the company shows strong potential for future expansion and the ability to weather economic uncertainties. Coupled with a Value score of 3, indicating a reasonable valuation, Schwab presents an attractive investment opportunity. Although its Dividend score is at 2, the higher scores in other areas suggest a focus on growth rather than dividend payouts. The Momentum score of 3 further supports the company’s upward trajectory in the market.

The Charles Schwab Corporation, a provider of diverse financial services, stands out as a reliable choice for individual investors and institutions alike. Offering securities brokerage, banking, and related financial services, Schwab caters to a wide range of clients in the United States, Puerto Rico, and the United Kingdom. With its impressive Smart Karma scores in Growth and Resilience, investors can expect Charles Schwab to continue its successful track record and demonstrate stability in the long run.

Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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