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

COMMON STOCK | Capital Markets |

Last Closing

USD 66.71

Change

0.00 (0.00)%

Market Cap

USD 133.50B

Volume

122.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-26 )

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 22.39B
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 16.18B
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 5.80% 56% F 57% F
Dividend Return 0.79% 26% F 19% F
Total Return 6.60% 51% F 53% F
Trailing 12 Months  
Capital Gain 33.15% 62% D 80% B-
Dividend Return 2.00% 17% F 20% F
Total Return 35.15% 58% F 74% C
Trailing 5 Years  
Capital Gain 72.42% 64% D 77% C+
Dividend Return 5.97% 16% F 22% F
Total Return 78.39% 44% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 19.03% 77% C+ 86% B+
Dividend Return 19.88% 69% C- 81% B-
Total Return 0.85% 31% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 44.49% 27% F 22% F
Risk Adjusted Return 44.69% 68% D+ 71% C-
Market Capitalization 133.50B 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.