Mulya.ai
Ticker
SCHW
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?9.2%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.138
Beta (levered) ?1.302
Terminal OM% ?45.0%
Segment conc. ?79% dominant
Terminal growth ?4.1%
Bond rating ?A- · 1.45%
ROIC option ?Opt 2 · 13.1%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

SCHW · The Charles Schwab Corporation

$93.772026-05-17
Sector: Financial Services; Industry: Financial - Capital Markets; Sub-Industry: Investment Banking & Brokerage

Intrinsic Value Range Comparison · Mulya.ai

Bull
$135
+44.1% vs market
Base · active
$89
-4.9% vs market
Bear
$79
-16.0% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $79
Base $89
Market $94
Median $122
Bull $135
Market Price $94
Mulya.ai Base $89
Analysts Median $122
Mulya.ai IV range ($79 · $135)
Analysts Range ($105 · $148)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$19.0B40.6%24.1%$5.9B−$7.7B−$1.8B7.0%0.0%−$373.1B$3.29
2022.Q4$22.3B17.4%42.1%23.5%$7.2B−$8.3B−$1.1B8.1%0.0%−$113.6B$4.04
2023.Q4$25.5B14.4%25.0%20.6%$5.1B$12.4B$17.5B7.8%0.0%−$49.3B$2.85
2024.Q4$26.0B1.9%29.6%22.8%$5.9B−$5.4B$546MM8.5%0.0%−$31.2B$3.34
2025.Q4$27.7B6.4%43.3%22.8%$9.3B−$2.2B$7.1B8.3%38.0%$79.9B$4.9813.9
italics below = DCF projection · 10yr Rev CAGR: 5.1%
2026.Q4$26.5B+-4.3%57.1%22.5%$11.7B$0MM$11.7B9.2%$10.7B14.7%$79.9B$6.5914.2
2027.Q4$29.0B+9.5%57.1%22.2%$12.9B$0MM$12.9B9.1%$10.8B16.1%$79.9B$7.2413.0
2028.Q4$31.5B+8.7%57.1%21.9%$14.0B$0MM$14.0B9.1%$10.8B17.6%$79.9B$7.9011.9
2029.Q4$34.1B+8.1%57.1%21.6%$15.2B$0MM$15.2B9.0%$10.8B19.1%$79.9B$8.5710.9
2030.Q4$36.1B+5.9%57.1%21.4%$16.2B−$18.9B−$2.7B8.9%−$1.8B18.1%$98.8B$9.1110.3
Term. Yr+$47.5B4.1%45.0%20.0%$17.1B−$5.4B$11.8B8.6%$111.2B13.1%
Active scenario IV: $89 (-4.9% vs market)