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

COMMON STOCK | Capital Markets |

Last Closing

USD 67.68

Change

-0.37 (-0.54)%

Market Cap

USD 123.69B

Volume

114.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-06-13 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
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GOS0:F GOLDMANN SACHS GROUP CDR

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GOS:F The Goldman Sachs Group Inc

+0.15 (+0.04%)

USD 133.63B
4M4:F Macquarie Group Limited

+1.66 (+1.42%)

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

-0.02 (-1.41%)

USD 32.74B
RJF:F Raymond James Financial Inc

-1.00 (-0.93%)

USD 22.39B
7KY:F Robinhood Markets Inc.

-0.15 (-0.69%)

USD 19.12B
7LI:F LPL Financial Holdings Inc

N/A

USD 19.07B
NSE:F Nomura Holdings Inc

-0.06 (-1.16%)

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 7.34% 58% F 61% D-
Dividend Return 0.79% 13% F 15% F
Total Return 8.14% 49% F 56% F
Trailing 12 Months  
Capital Gain 33.62% 69% C- 83% B
Dividend Return 1.97% 18% F 22% F
Total Return 35.60% 62% D 77% C+
Trailing 5 Years  
Capital Gain 80.46% 63% D 80% B-
Dividend Return 6.16% 13% F 23% F
Total Return 86.62% 49% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 19.43% 77% C+ 86% B+
Dividend Return 20.28% 69% C- 81% B-
Total Return 0.85% 32% F 35% F
Risk Return Profile  
Volatility (Standard Deviation) 44.43% 26% F 22% F
Risk Adjusted Return 45.64% 69% C- 71% C-
Market Capitalization 123.69B 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.