Price
$507.50-9.99%1Y
1M+1.91%1Y-9.99%
Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.
Smart Score
Top tier9/10
Value71
Quality97
Momentum24
Growth41
P/E (TTM)11.0
Market Cap$42.02B
1Y Return-9.99%
5Y Return+95.74%
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $6.26B (+5.30%)
●Investment Advice Advisory grew +18.61% YoY●Distribution Service Brokerage Cash -27.78% YoY
SegmentLatestQoQYoY
- Investment Advice$2.94B+4.73%+13.14%
- Investment Advice Advisory$1.80B+7.99%+18.61%
- Distribution Service$563.0M+4.45%+7.85%
- Distribution Service Insurance And Annuity$260.0M-2.99%+7.00%
- Distribution Service Mutual Funds$237.0M+4.41%+10.75%
- Distribution Service Other Products$141.0M+11.90%+17.50%
- Investment Advice Financial Planning$115.0M-4.17%+4.55%
- Investment Advice Transaction And Other$99.0M-2.94%+5.32%
- Product And Service Other$78.0M+16.42%+13.04%
- Distribution Service Brokerage Cash$26.0M+23.81%-27.78%
- Investment Advice Institutional$0.00--
- Investment Advice Model Delivery$0.00--
- Investment Advice Retail Customer$0.00--