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

COMMON STOCK | Capital Markets |

Last Closing

USD 68.86

Change

0.00 (0.00)%

Market Cap

USD 124.71B

Volume

1.00

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: 2024-06-16 )

Largest Industry Peers for Capital Markets

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

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USD 145.79B
GOS0:F GOLDMANN SACHS GROUP CDR

+0.40 (+2.76%)

USD 137.45B
GOS:F The Goldman Sachs Group Inc

+12.55 (+2.98%)

USD 136.40B
4M4:F Macquarie Group Limited

+2.34 (+1.90%)

USD 47.70B
CI9:F CITIC Securities Company Limit..

-0.03 (-2.17%)

USD 32.66B
RJF:F Raymond James Financial Inc

N/A

USD 22.39B
4T0:F Tradeweb Markets Inc

-1.50 (-1.52%)

USD 21.07B
7LI:F LPL Financial Holdings Inc

-2.00 (-0.77%)

USD 19.72B
7KY:F Robinhood Markets Inc.

+0.65 (+3.26%)

USD 19.12B
NSE:F Nomura Holdings Inc

+0.19 (+3.61%)

USD 16.18B

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 9.21% 64% D 66% D+
Dividend Return 0.79% 13% F 14% F
Total Return 10.01% 53% F 61% D-
Trailing 12 Months  
Capital Gain 37.72% 74% C 86% B+
Dividend Return 2.00% 18% F 21% F
Total Return 39.72% 71% C- 79% B-
Trailing 5 Years  
Capital Gain 89.70% 68% D+ 82% B
Dividend Return 6.36% 16% F 23% F
Total Return 96.06% 47% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 19.65% 77% C+ 86% B+
Dividend Return 20.51% 69% C- 81% B-
Total Return 0.86% 28% F 37% F
Risk Return Profile  
Volatility (Standard Deviation) 44.39% 26% F 22% F
Risk Adjusted Return 46.19% 67% D+ 71% C-
Market Capitalization 124.71B 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.