SCHW:NYE-Charles Schwab Corporation (The) (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 78.9

Change

+0.24 (+0.31)%

Market Cap

USD 50.97B

Volume

6.07M

Analyst Target

USD 38.83
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Charles Schwab Corp is a savings and loan holding company, which through its subsidiaries is engaged in securities brokerage, banking and related financial services. The Company operates in two segments namely Investor Services and Advisor Services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-21 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
MS Morgan Stanley

+0.29 (+0.30%)

USD 155.09B
GS Goldman Sachs Group Inc

+0.11 (+0.02%)

USD 143.26B
GS-PA The Goldman Sachs Group Inc

+0.08 (+0.34%)

USD 85.50B
MS-PA Morgan Stanley

+0.01 (+0.04%)

USD 81.38B
GS-PD The Goldman Sachs Group Inc

+0.08 (+0.34%)

USD 81.02B
MS-PI Morgan Stanley

-0.02 (-0.08%)

USD 67.15B
MS-PK Morgan Stanley

-0.03 (-0.12%)

USD 67.01B
MS-PF Morgan Stanley

-0.03 (-0.12%)

USD 65.84B
MS-PE Morgan Stanley

+0.01 (+0.06%)

USD 64.86B
GS-PK The Goldman Sachs Group Inc

N/A

USD 64.75B

ETFs Containing SCHW

IAI iShares U.S. Broker-Deale.. 7.23 % 0.42 %

-0.11 (0.33%)

USD 1.12B
BIDS 5.83 % 0.00 %

N/A

N/A
GCIG 4.78 % 0.00 %

N/A

N/A
YALL God Bless America ETF 4.54 % 0.00 %

-0.11 (0.33%)

USD 0.07B
EQTY Kovitz Core Equity ETF 4.40 % 0.00 %

-0.03 (0.33%)

USD 1.08B
SPQH:XETRA Global X S&P 500® Quarte.. 4.36 % 0.00 %

+0.07 (+0.33%)

USD 0.05B
CFCV 4.02 % 0.00 %

N/A

N/A
BPAY BlackRock Future Financia.. 3.95 % 0.00 %

-0.28 (0.33%)

USD 4.99M
GABF Gabelli Financial Service.. 3.80 % 0.00 %

-0.24 (0.33%)

USD 0.01B
MHOT:AU VanEck Morningstar Wide M.. 2.78 % 0.00 %

-1.13 (0.33%)

N/A
MOAT:AU VanEck Morningstar Wide M.. 2.77 % 0.00 %

-0.15 (0.33%)

USD 0.88B
MOAT 2.74 % 0.49 %

N/A

N/A
MOTV:LSE VanEck Morningstar US Wid.. 2.73 % 0.00 %

+0.05 (+0.33%)

USD 0.04B
WMOT:XETRA VanEck Morningstar US Wid.. 2.70 % 0.00 %

+0.04 (+0.33%)

USD 0.04B
GOAT:AU VanEck Morningstar World .. 2.24 % 0.00 %

-0.02 (0.33%)

USD 0.04B
RSPF Invesco S&P 500 Equal Wei.. 1.53 % 0.00 %

-0.38 (0.33%)

USD 0.28B
JAVA JPMorgan Active Value ETF 1.48 % 0.00 %

-0.31 (0.33%)

USD 1.19B
PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

-0.04 (0.33%)

USD 0.89B
BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

+0.33 (+0.33%)

USD 0.01B
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

-0.58 (0.33%)

USD 0.30B
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
TETF 0.00 % 0.64 %

N/A

N/A
2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

-0.01 (0.33%)

USD 0.50B
AVSF American Century ETF Trus.. 0.00 % 0.00 %

-0.03 (0.33%)

USD 0.36B
VTRN 0.00 % 0.00 %

N/A

N/A
MUSI American Century Multisec.. 0.00 % 0.00 %

-0.06 (0.33%)

USD 0.19B
AGED:SW iShares Ageing Population.. 0.00 % 0.00 %

-0.10 (0.33%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.68% 76% C+ 83% B
Dividend Return 0.73% 29% F 35% F
Total Return 15.41% 76% C+ 82% B
Trailing 12 Months  
Capital Gain 49.46% 76% C+ 91% A-
Dividend Return 1.89% 13% F 27% F
Total Return 51.35% 76% C+ 90% A-
Trailing 5 Years  
Capital Gain 85.47% 44% F 81% B-
Dividend Return 9.69% 23% F 35% F
Total Return 95.16% 44% F 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 18.11% 67% D+ 82% B
Dividend Return 19.57% 64% D 82% B
Total Return 1.45% 6% D- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 45.76% 24% F 21% F
Risk Adjusted Return 42.77% 55% F 65% D
Market Capitalization 50.97B 93% A 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 31.00 16% 20%
Price/Book Ratio 4.03 44% 22%
Price / Cash Flow Ratio -34.47 100% 96%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 12.26% 73% 66%
Return on Invested Capital 9.14% 55% 62%
Return on Assets 0.96% 55% 32%
Debt to Equity Ratio 63.58% 61% 52%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.