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

COMMON STOCK | Capital Markets |

Last Closing

USD 67.52

Change

-0.14 (-0.21)%

Market Cap

USD 124.71B

Volume

63.00

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: 2024-06-19 )

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195H:F China Merchants Securities Co...

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153A:F GUOTAI JUNAN SEC. H YC1

N/A

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NSEA:F Nomura Holdings Inc

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206G:F HUATEI SECS.CO GDR S/10

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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 7.09% 54% F 62% D
Dividend Return 0.79% 16% F 13% F
Total Return 7.88% 46% F 57% F
Trailing 12 Months  
Capital Gain 37.40% 73% C 85% B
Dividend Return 2.04% 18% F 21% F
Total Return 39.44% 66% D+ 78% C+
Trailing 5 Years  
Capital Gain 91.65% 69% C- 83% B
Dividend Return 6.56% 13% F 25% F
Total Return 98.21% 49% F 73% 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.