QuarterlyIQ Insights · SCHW

Price

Price, valuation, and the composite score on the same time axis. Scroll over the price chart to zoom.

Price

Daily closes. Earnings/event dots inline.

Close 2026-06-09

Daily closes. Scroll over the chart to zoom; click a range to reset.

EarningsMaterial event

What it's worth (estimated)

A consensus fair price across 8 valuation methods, at three horizons. Current price $88.77. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.

12-month· primaryfull

$72.78consensus

Range $54.85 – $84.04

vs price: +22% above

Method agreement 47/100 · 8 methods

No-growth: today's peer multiple on trailing earnings. The headline read.

3-yearfair

$89.60consensus

Range $82.31 – $175.95

vs price: -1% below

Method agreement 34/100 · 7 methods

Embeds projected growth. Leans optimistic by design. Upside context.

5-yearinexpensive

$137.74consensus

Range $97.28 – $270.48

vs price: -36% below

Method agreement 27/100 · 7 methods

Long-thesis check; widest uncertainty.

By method

Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.

Method	Horizon	Est. price	Multiple	Per-share input	EPS source	Conf.
Mgmt guidance	12M	$47.01	14.5	3.25	Mgmt	47
Peer P/B	12M	$57.47	2.0	28.10	TTM	47
Peer P/FCF	12M	$70.92	12.8	5.55	TTM	47
Peer P/E	12M	$74.64	14.5	5.16	TTM	47
Peer P/S	12M	$40.19	3.1	13.06	TTM	47
PEG	12M	$187.61	36.4	5.16	TTM	47
Own P/E history	12M	$109.99	21.3	5.16	TTM	47
triangulated	12M	$75.40	14.5	5.21	Triangulated	47
Mgmt guidance	3Y	$89.60	14.5	6.19	Mgmt(prov.)	34
Peer P/B	3Y	$77.84	2.0	38.07	Hist. CAGR(prov.)	34
Peer P/FCF	3Y	$86.77	12.8	6.79	Hist. CAGR(prov.)	34
Peer P/E	3Y	$142.26	14.5	9.84	Analyst	34
Peer P/S	3Y	$65.50	3.1	21.28	Analyst	34
PEG	3Y	$357.58	36.4	9.84	Analyst	34
Own P/E history	3Y	$209.64	21.3	9.84	Analyst	34
Mgmt guidance	5Y	$137.74	14.5	9.52	Mgmt(prov.)	27
Peer P/B	5Y	$95.30	2.0	46.60	Hist. CAGR(prov.)	27
Peer P/FCF	5Y	$99.26	12.8	7.77	Hist. CAGR(prov.)	27
Peer P/E	5Y	$218.69	14.5	15.12	Analyst	27
Peer P/S	5Y	$90.72	3.1	29.48	Analyst	27
PEG	5Y	$549.70	36.4	15.12	Analyst	27
Own P/E history	5Y	$322.27	21.3	15.12	Analyst	27

Composite score history

Daily snapshots of the composite. Zero is the dotted line. Above it leans positive.

60 snapshots

P/E history

Monthly trailing P/E with quartile reference lines.

71 monthly points available

Coming next

Composite score history currently shows a rolling 60-day window. We're extending it back through full coverage and adding a “consensus-then vs. actual-now” overlay (what our valuation estimate said on a past date versus where the price actually landed).

Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.