Charles Schwab Revenues And Revenue Growth From 2012 To 2016

This report provides the last five years revenues and revenue growth of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. Charles Schwab reported a revenue growth of 17.2% year-over-year during 2016. The revenues and the revenue growth correspond to the fiscal year ending in December.

Charles Schwab Revenues From 2012 To 2016

Here are the revenues and the revenue growth details of Charles Schwab during the last five years:

  • Charles Schwab generated a total of $4.9 billion revenues during 2012. Charles Schwab reported a revenue growth of 4.1% year-over-year during 2012.
  • Charles Schwab generated a total of $5.4 billion revenues during 2013. Charles Schwab reported a revenue growth of 11.3% year-over-year during 2013.
  • Charles Schwab generated a total of $6.1 billion revenues during 2014. Charles Schwab reported a revenue growth of 11.5% year-over-year during 2014.
  • Charles Schwab generated a total of $6.4 billion revenues during 2015. Charles Schwab reported a revenue growth of 5.3% year-over-year during 2015.
  • Charles Schwab generated a total of $7.5 billion revenues during 2016. Charles Schwab reported a revenue growth of 17.2% year-over-year during 2016.

Why Analyze Revenue Growth?

Revenue growth is the most commonly analyzed financial metric. Revenue Growth is the percent increase (or decrease) of a company's revenue between two time periods. It is computed by using the following formula: ((revenues during the time period two - revenues during the time period one) / revenues during the time period one)*100. If the time periods are two consecutive years, then the revenue growth is referred to as the annual revenue growth year-over-year. If the time periods are two consecutive quarters, then the revenue growth is referred to as the quarterly revenue growth quarter-over-quarter. If the time periods refer to the same quarter in the two consecutive years, then the revenue growth is referred to as quarterly revenue growth year-over-year. In case the time periods are two non-consecutive years, then the revenue CAGR (Commutative Annual Growth Rate) is computed.

Revenue growth analysis is important for a number of reasons. First, it helps in understanding how a business is performing. If the revenue growth rates are positive, it means the business is performing well and the revenues are increasing. If the revenue growth rates are negative, it means the revenues are declining and the company needs to take measures to increase them. If they don't, the company will continue to shrink. Second, a company's historical revenue growth analysis along with the market size and market share analysis helps in forecasting the future revenues of a company. Third, a comparison of a company's growth rates with its competitors helps in determining who is winning more business. A revenue growth higher than the industry average translates into increasing market share. Companies with very high revenue growth rates have the potential to be the industry disrupters.

Charles Schwab Ranking

With $7.5 billion revenues, Charles Schwab ranked number 370 in the R&P Research list of top-3000 public companies in the US by revenues during 2016. Each one of the top-3000 companies generated more than $50 million of annual revenues during 2016.

The top-20 companies in the US by revenues during 2016 were:

  1. Walmart ($482.1 billion)
  2. ExxonMobil ($226.1 billion)
  3. Berkshire Hathaway ($223.6 billion)
  4. Apple ($215.6 billion)
  5. McKesson ($190.9 billion)
  6. UnitedHealth Group ($184.8 billion)
  7. CVS Health ($177.5 billion)
  8. General Motors ($166.4 billion)
  9. AT&T ($163.8 billion)
  10. Ford Motor ($151.8 billion)
  11. AmerisourceBergen ($146.8 billion)
  12. Amazon ($136 billion)
  13. Verizon ($126 billion)
  14. General Electric ($123.7 billion)
  15. Cardinal Health ($121.5 billion)
  16. Costco ($118.7 billion)
  17. Walgreens Boots Alliance ($117.4 billion)
  18. Chevron ($114.5 billion)
  19. Kroger ($109.8 billion)
  20. Express Scripts Holding ($100.3 billion)

For the purpose of performance benchmarking of a company with a sector or industry average, R&P Research associates every company with one sector and one industry. An industry consists of companies with related/similar business models. A sector comprises of a group of related/similar industries. For high-level analysis purposes, related/similar sectors are grouped into sector groups.

For example, Healthcare sector group is comprised of Life Sciences sector and Healthcare Services sector. Life Sciences sector is comprised of following industries: Pharmaceuticals; Medical Devices; Biotechnology; Diagnostics & Scientific Instruments. Healthcare Services sector is comprised of following industries: Drug Stores, PBM and Distributors; Healthcare Payers; Healthcare Providers; Medical Software; Healthcare Research Services.

Charles Schwab is associated with Financials Sector Group, Financial Services Sector, and Investment Services Industry.

With $7.5 billion revenues, Charles Schwab ranked number 48 of all the companies in the US Financials sector group. There were a total of 705 public companies in the US Financials sector group that had revenues greater than $50 million during 2016.

The top-10 companies in the US Financials sector group by revenues during 2016 were:

  1. Berkshire Hathaway ($223.6 billion)
  2. JPMorgan Chase ($95.7 billion)
  3. Wells Fargo ($84.5 billion)
  4. Bank of America ($83.7 billion)
  5. Citigroup ($69.9 billion)
  6. MetLife ($63.5 billion)
  7. Prudential Financial ($58.8 billion)
  8. AIG ($52.4 billion)
  9. Allstate ($36.5 billion)
  10. Morgan Stanley ($34.6 billion)

Financials sector group is comprised of the following sectors: Banking; Insurance; Financial Services; Real Estate & REITs.

With $7.5 billion revenues, Charles Schwab ranked number 14 of all the companies in the US Financial Services sector. There were a total of 210 public companies in the US Financial Services sector that had revenues greater than $50 million during 2016.

The top-10 companies in the US Financial Services sector by revenues during 2016 were:

  1. Morgan Stanley ($34.6 billion)
  2. Goldman Sachs ($30.6 billion)
  3. American Express ($30.1 billion)
  4. Capital One Financial ($19 billion)
  5. Bank Of New York Mellon ($15.2 billion)
  6. Visa ($15.1 billion)
  7. INTL FCStone ($14.8 billion)
  8. Ameriprise Financial ($11.7 billion)
  9. First Data ($11.6 billion)
  10. BlackRock ($11.2 billion)

Financial Services sector is comprised of the following industries: Investment Services; Consumer Finance; Payment and Transaction Processing Services; Financial News, Research and Data. The definitions for each of the industries is as follows:

  • Investment Services industry includes investment banking companies, asset management companies, securities brokers and dealers, online brokers, and security/commodity exchanges.
  • Consumer Finance industry includes companies providing credit services and mortgage finance services.
  • Payment and Transaction Processing Services industry includes companies providing financial news, research, and data services.
  • Financial News, Research and Data industry includes companies providing payments and transaction processing services.

With $7.5 billion revenues, Charles Schwab ranked number 8 of all the companies in the US Investment Services industry. There were a total of 143 public companies in the US Investment Services industry that had revenues greater than $50 million during 2016.

The top-10 companies in the US Investment Services industry by revenues during 2016 were:

  1. Morgan Stanley ($34.6 billion)
  2. Goldman Sachs ($30.6 billion)
  3. Bank Of New York Mellon ($15.2 billion)
  4. INTL FCStone ($14.8 billion)
  5. Ameriprise Financial ($11.7 billion)
  6. BlackRock ($11.2 billion)
  7. State Street ($10.2 billion)
  8. Charles Schwab ($7.5 billion)
  9. Franklin Templeton Investments ($6.6 billion)
  10. Intercontinental Exchange ($6 billion)

Companies Segmentation

To identify and analyze high/low growth or most/least profitable similar-size companies in different sectors or industries, R&P research classifies all companies into different segments based upon their revenues, revenue growth, and net profit margins.

Based upon their annual revenues, the companies are classified into one of the following four segments:

  1. Mega companies, having revenues greater than $50 billion.
  2. Very Large companies, having revenues between $10 billion and $50 billion.
  3. Large companies, having revenues between $1 billion and $10 billion.
  4. Mid-size companies, having revenues between $50 million and $1 billion.

With $7.5 billion revenues, Charles Schwab was in the Large companies revenue segment during 2016. There were a total of 1097 companies in the Large companies revenue segment during 2016.

Based upon their annual revenue growth, the companies are classified into one of the following eight segments:

  1. Very High positive growth companies, having annual revenue growth greater than 50%.
  2. High positive growth companies, having annual revenue growth between 20% and 50%.
  3. Medium positive growth companies, having annual revenue growth between 5% and 20%.
  4. Low positive growth companies, having annual revenue growth between 0% and 5%.
  5. Low negative growth companies, having annual revenue growth between -5% and 0%.
  6. Medium negative growth companies, having annual revenue growth between -20% and -5%.
  7. High negative growth companies, having annual revenue growth between -50% and -20%.
  8. Very High negative growth companies, having annual revenue growth less than -50%.

With 17.2% revenue growth year-over-year, Charles Schwab was in the Medium positive revenue growth segment during 2016. There were a total of 876 companies in the Medium positive revenue growth segment during 2016. Of the US top-3000 companies, 1985 (nearly two-third of the total) had positive revenue growth and 1015 (nearly one-third of the total) had negative revenue growth during 2016.

Based upon their annual net profit margin, the companies are classified into one of the following eight segments:

  1. Very High positive margin companies, having net profit margin greater than 50%.
  2. High positive margin companies, having net profit margin between 20% and 50%.
  3. Medium positive margin companies, having net profit margin between 5% and 20%.
  4. Low positive margin companies, having net profit margin between 0% and 5%.
  5. Low negative margin companies, having net profit margin between -5% and 0%.
  6. Medium negative margin companies, having net profit margin between -20% and -5%.
  7. High negative margin companies, having net profit margin between -50% and -20%.
  8. Very High negative margin companies, having net profit margin less than -50%.

With a net margin of 25.3%, Charles Schwab was in the High positive net profit margin segment during 2016. There were a total of 397 companies in the High positive net profit margin segment during 2016. Of the US top-3000 companies, 2244 (nearly three-fourth of the total) had positive net profit margin and 756 (nearly one-fourth of the total) had negative net profit margin during 2016.

Company Business Summary

The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates through two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; and stock plan services, compliance solutions, and mutual fund clearing services, as well as engages in the off-platform sales business. The Advisor Services segment provides custodial, trading, and support services; and retirement and corporate brokerage retirement services. The company provides brokerage accounts with cash management capabilities; third-party mutual funds through the Mutual Fund Marketplace, including no-transaction fee mutual funds through the Mutual Fund OneSource service, which includes proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; exchange-traded funds (ETFs), including proprietary and third-party ETFs; and advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. It also offers banking products and services, including checking and savings accounts, certificates of deposit, first lien residential real estate mortgage loans, home equity loans and lines of credit, and Pledged Asset Lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, London, and Hong Kong. The Charles Schwab Corporation was founded in 1971 and is headquartered in San Francisco, California.

Data Source

The chart and the data on this page are sourced from the R&P Research Industry Intelligence Platform. The platform provides the key financial metrics for all the public companies in the United States. The platform empowers users to compare last five or 15 years financial data of a company with the other companies or the industry averages. This benchmarking exercise yields powerful insights that can drive better business decisions.


Industry Peers and Competitors of Charles Schwab

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Ameriprise Financial Inc with $12 billion revenues in the year 2016 was the number 5 Investment Services company. Read this report to know the top competitors of Ameriprise Financial and identify growth and cost optimization opportunities of Ameriprise Financial

BlackRock (BLK) Business Analysis – Analyze Historical Performance, Strategic Priorities, And...

BlackRock Inc. with $11 billion revenues in the year 2016 was the number 6 Investment Services company. Read this report to know the top competitors of BlackRock and identify growth and cost optimization opportunities of BlackRock

State Street (STT) Business Analysis – Analyze Historical Performance, Strategic Priorities,...

State Street Corp with $10 billion revenues in the year 2016 was the number 7 Investment Services company. Read this report to know the top competitors of State Street and identify growth and cost optimization opportunities of State Street

Franklin Templeton Investments (BEN) Business Analysis – Analyze Historical Performance, Strategic...

Franklin Resources Inc with $7 billion revenues in the year 2016 was the number 9 Investment Services company. Read this report to know the top competitors of Franklin Templeton Investments and identify growth and cost optimization opportunities of Franklin Templeton Investments

Intercontinental Exchange (ICE) Business Analysis – Analyze Historical Performance, Strategic Priorities,...

Intercontinental Exchange, Inc. with $6 billion revenues in the year 2016 was the number 10 Investment Services company. Read this report to know the top competitors of Intercontinental Exchange and identify growth and cost optimization opportunities of Intercontinental Exchange

Raymond James Financial (RJF) Business Analysis – Analyze Historical Performance, Strategic...

Raymond James Financial Inc with $5 billion revenues in the year 2016 was the number 11 Investment Services company. Read this report to know the top competitors of Raymond James Financial and identify growth and cost optimization opportunities of Raymond James Financial

Revenues Analysis

Charles Schwab (SCHW) Revenues And Revenue Growth From 2012 To 2016

This report provides the last five years revenues and revenue growth of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. Charles Schwab reported a revenue growth of 17.2% year-over-year during 2016. The revenues and the revenue growth correspond to the fiscal year ending in December.

Charles Schwab (SCHW) Revenues And Revenue Growth From 2002 To 2016

This report provides the last fifteen years revenues and revenue growth of Charles Schwab Corp (SCHW) from 2002 to 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. Charles Schwab reported a revenue growth of 17.2% year-over-year during 2016. The revenues and the revenue growth correspond to the fiscal year ending in December.

Charles Schwab (SCHW) Revenue Growth Comparison With Industry Growth From 2012...

This report provides a comparison of Charles Schwab Corp (SCHW) revenue growth with Investment Services industry growth during the last five years from 2012 to 2016. Charles Schwab reported a revenue growth of 17.2% year-over-year during 2016. The Investment Services industry growth was -6.5% year-over-year during 2016. Charles Schwab growth was faster than the industry during 2016.

Profit Analysis

Charles Schwab (SCHW) Net Profit And Net Margin From 2012 To...

This report provides the last five years net profit and net margin of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab reported a total net income of $1.9 billion during 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. Charles Schwab net profit margin was 25.3% during 2016. The net profit and the net profit margin correspond to the fiscal year ending in December.

Charles Schwab (SCHW) Net Profit And Net Margin From 2002 To...

This report provides the last fifteen years net profit and net margin of Charles Schwab Corp (SCHW) from 2002 to 2016. Charles Schwab reported a total net income of $1.9 billion during 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. Charles Schwab net profit margin was 25.3% during 2016. The net profit and the net profit margin correspond to the fiscal year ending in December.

Charles Schwab (SCHW) Net Profit Margin Comparison With Industry From 2012...

This report provides a comparison of Charles Schwab Corp (SCHW) net profit margin with Investment Services industry net profit margin during the last five years from 2012 to 2016. Charles Schwab reported a net profit margin of 25.3% during 2016. The Investment Services industry net profit margin was 17.8% during 2016. Charles Schwab was more profitable than the industry during 2016.

Cost & Expenses Analysis

Charles Schwab (SCHW) Cost of Sales (COGS) Analysis 2016

Cost of Sales (COGS) analysis for Charles Schwab is not available because either the company does not provide the data or we don't have it.

Charles Schwab (SCHW) Research & Development (R&D) Spending Analysis 2016

R&D spending analysis for Charles Schwab is not available because either the company does not provide the data or we don't have it.

Charles Schwab (SCHW) Sales, Marketing, General & Administrative (SG&A) Spending Analysis...

This report provides the last five years sales, marketing, general & administrative (SG&A) expenses of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab spent a total of $3.9 billion on sales, marketing, general, and administrative (SG&A) activities during 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. As a percentage of revenues, Charles Schwab spent 51.8% of its total revenues on SG&A activities during 2016. The SG&A spending numbers are for the fiscal year ending in December.

Working Capital Analysis

Charles Schwab (SCHW) Inventory Spending Analysis 2016

Inventory spending analysis for Charles Schwab is not available because either the company does not provide the data or we don't have it.

Charles Schwab (SCHW) Accounts Receivable (A/R) Analysis From 2012 To 2016

This report provides the last five years Accounts Receivable (A/R) analysis of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab invested a total of $17.9 billion on accounts receivable during 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. As a percentage of revenues, Charles Schwab invested 239.1% of its total revenues on accounts receivable during 2016. The accounts receivable numbers are for the fiscal year ending in December.

Charles Schwab (SCHW) Accounts Payable (A/P) Analysis From 2012 To 2016

This report provides the last five years Accounts Payable (A/P) analysis of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab invested a total of $38.3 billion on accounts payable during 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. As a percentage of revenues, Charles Schwab invested 512.2% of its total revenues on accounts payable activities during 2016. The accounts payable numbers are for the fiscal year ending in December.

Asset Management Analysis

Charles Schwab (SCHW) Property, Plant & Equipment (PP&E) Investment Analysis From...

This report provides the last five years property, plant & equipment (PP&E) investment analysis of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab invested a total of $1.3 billion on property, plant & equipment (PP&E) activities during 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. As a percentage of revenues, Charles Schwab invested 17.4% of its total revenues on PP&E activities during 2016. The PP&E investment numbers are for the fiscal year ending in December.

Charles Schwab (SCHW) Intangible Assets Analysis From 2012 To 2016

This report provides the last five years Intangible assets analysis of Charles Schwab Corp (SCHW) from 2012 to 2016. Charles Schwab invested a total of $1.4 billion on Intangible assets during 2016. Charles Schwab generated a total of $7.5 billion revenues during 2016. As a percentage of revenues, Charles Schwab invested 18.3% of its total revenues on intangible assets during 2016. The Intangible asset numbers are for the fiscal year ending in December.

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