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4.67%Return on Equity CAGR 10YRS
VS
Market
72
Sector
76
Industry
35
History
88
$ 101.18Close
$ 69.06 - $ 101.41 52-Week Range
Ticker Information

Ticker

SCHW

Company Name

SCHWAB CHARLES CORP

Sector

Financial Services

Industry

Capital Markets

Exchange

NYSE

SCHWAB CHARLES CORP - Return on Equity CAGR 10YRS Chart Analysis (TTM)

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SCHW - ROE CAGR 10YRS Historical data
DateReturn on Equity CAGR 10YRS
9/30/20254.67%
6/30/20253.06%
3/31/20251.83%
12/31/20240.58%
9/30/2024-0.76%
6/30/2024-0.68%
3/31/2024-0.15%
12/31/20231.55%
9/30/20235.04%
6/30/20236.93%
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Key Performance Insights, Last 5 Years

  • SCHWAB CHARLES CORP's latest trailing twelve months (TTM) ROE CAGR 10YRS stands at 4.67%.
  • Over the past 5 years, SCHWAB CHARLES CORP's average ROE CAGR 10YRS has been 1.63%.
  • The median ROE CAGR 10YRS for SCHWAB CHARLES CORP during this period was 1.32%
  • SCHWAB CHARLES CORP reached its highest ROE CAGR 10YRS over the past 5 years at 7.66%.
  • The lowest ROE CAGR 10YRS recorded by SCHWAB CHARLES CORP in the same timeframe -4.66%

SCHWAB CHARLES CORP's ROE CAGR 10YRS vs. competitors

We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue

ROE CAGR 10YRS Benchmarks
CompanyROE CAGR 10YRS
BLK : BLACKROCK INC -0.65%COF : CAPITAL ONE FINANCIAL CORP -19.48%SPGI : S&P GLOBAL INC 3.05%LPLA : LPL FINANCIAL HOLDINGS INC -1.97%HOOD : ROBINHOOD MARKETS INC -PNC : PNC FINANCIAL SERVICES GROUP INC 1.92%BMO : BANK OF MONTREAL -1.13%CM : CANADIAN IMPERIAL BANK OF COMMERCE -2.7%RJF : RAYMOND JAMES FINANCIAL INC 4.37%MMC : MARSH & MCLENNAN COMPANIES INC 1.15%

Similar metrics to ROE CAGR 10YRS:

Definition of Return on Equity CAGR 10YRS

[Calculation] The compound annual growth rate over the past 10 years, applied to the following metric: Return on Equity.

(=) ROE CAGR 10YRS ROE CAGR 10YRS for SCHWAB CHARLES CORP is calculated as follows:
(=) ROE CAGR 10YRS [ 4.67% ]

SCHW - Return on Equity CAGR 10YRS, Last 5 years

-4.66%

Minimum

Mar 31, 2021

7.66%

Maximum

Mar 31, 2023

1.63%

Average

1.32%

Median

ROE CAGR 10YRS Benchmark Analysis

 The chart above depicts the distribution of ROE CAGR 10YRS for companies in the Total Stock Market. The average ROE CAGR 10YRS of the companies is 0.29% with a standard deviation of 8.39%.
The following table provides additional summary stats:
ROE CAGR 10YRS in the Market:
filtered constituents1.27K
min-24.73%
max25.42%
average0.29%
median0.43%
std8.39%