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

COMMON STOCK | Capital Markets |

Last Closing

USD 68.17

Change

-0.11 (-0.16)%

Market Cap

USD 124.71B

Volume

82.00

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: 2024-06-24 )

Largest Industry Peers for Capital Markets

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

-1.89 (-2.07%)

USD 145.79B
GOS0:F GOLDMANN SACHS GROUP CDR

-0.10 (-0.68%)

USD 137.45B
GOS:F The Goldman Sachs Group Inc

-9.65 (-2.26%)

USD 136.40B
4M4:F Macquarie Group Limited

+0.28 (+0.22%)

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

-0.02 (-1.47%)

USD 32.66B
RJF:F Raymond James Financial Inc

N/A

USD 22.39B
4T0:F Tradeweb Markets Inc

+2.00 (+2.06%)

USD 21.07B
7LI:F LPL Financial Holdings Inc

N/A

USD 19.72B
7KY:F Robinhood Markets Inc.

+0.14 (+0.67%)

USD 18.69B
NSEA:F Nomura Holdings Inc

-0.15 (-2.83%)

USD 16.19B

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 8.12% 61% D- 64% D
Dividend Return 0.79% 16% F 13% F
Total Return 8.91% 51% F 58% F
Trailing 12 Months  
Capital Gain 40.33% 73% C 85% B
Dividend Return 2.06% 18% F 22% F
Total Return 42.38% 68% D+ 78% C+
Trailing 5 Years  
Capital Gain 97.94% 69% C- 84% B
Dividend Return 6.71% 13% F 25% F
Total Return 104.65% 49% F 74% C
Average Annual (5 Year Horizon)  
Capital Gain 19.87% 77% C+ 86% B+
Dividend Return 20.73% 70% C- 81% B-
Total Return 0.86% 26% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 44.37% 26% F 22% F
Risk Adjusted Return 46.72% 68% 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.