SWG:F:F-The Charles Schwab Corporation (EUR)

COMMON STOCK | Capital Markets |

Last Closing

USD 72.32

Change

+0.37 (+0.51)%

Market Cap

USD 127.32B

Volume

25.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-22 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
DWD:F Morgan Stanley

N/A

USD 144.74B
GOS0:F GOLDMANN SACHS GROUP CDR

N/A

USD 134.72B
GOS:F The Goldman Sachs Group Inc

N/A

USD 133.63B
4M4:F Macquarie Group Limited

N/A

USD 45.40B
CI9:F CITIC Securities Company Limit..

N/A

USD 32.74B
RJF:F Raymond James Financial Inc

N/A

USD 23.49B
7KY:F Robinhood Markets Inc.

N/A

USD 19.12B
7LI:F LPL Financial Holdings Inc

N/A

USD 19.07B
NSE:F Nomura Holdings Inc

N/A

USD 16.66B
NSEA:F Nomura Holdings Inc

N/A

USD 16.11B

ETFs Containing SWG:F

N/A

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.70% 65% D 73% C
Dividend Return 0.79% 29% F 19% F
Total Return 15.50% 60% D- 68% D+
Trailing 12 Months  
Capital Gain 48.32% 74% C 88% B+
Dividend Return 2.05% 17% F 21% F
Total Return 50.37% 71% C- 81% B-
Trailing 5 Years  
Capital Gain 89.72% 67% D+ 81% B-
Dividend Return 6.06% 16% F 23% F
Total Return 95.78% 47% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 18.72% 77% C+ 86% B+
Dividend Return 19.56% 69% C- 81% B-
Total Return 0.84% 31% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 44.53% 27% F 21% F
Risk Adjusted Return 43.92% 68% D+ 70% C-
Market Capitalization 127.32B 97% N/A 99% N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

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.