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

COMMON STOCK | Capital Markets |

Last Closing

USD 68.41

Change

0.00 (0.00)%

Market Cap

USD 123.92B

Volume

600.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-06-29 )

Largest Industry Peers for Capital Markets

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

+2.57 (+2.87%)

USD 145.79B
GOS0:F GOLDMANN SACHS GROUP CDR

+0.20 (+1.40%)

USD 137.45B
GOS:F The Goldman Sachs Group Inc

+3.85 (+0.91%)

USD 136.40B
4M4:F Macquarie Group Limited

-0.78 (-0.62%)

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

-0.01 (-0.75%)

USD 32.66B
RJF:F Raymond James Financial Inc

+1.00 (+0.88%)

USD 23.52B
4T0:F Tradeweb Markets Inc

-1.00 (-1.01%)

USD 21.58B
7LI:F LPL Financial Holdings Inc

N/A

USD 19.72B
7KY:F Robinhood Markets Inc.

+0.01 (+0.05%)

USD 18.69B
NSEA:F Nomura Holdings Inc

+0.20 (+3.88%)

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 8.50% 61% D- 65% D
Dividend Return 0.79% 16% F 12% F
Total Return 9.29% 51% F 59% D-
Trailing 12 Months  
Capital Gain 30.93% 67% D+ 81% B-
Dividend Return 1.91% 18% F 20% F
Total Return 32.84% 63% D 75% C
Trailing 5 Years  
Capital Gain 90.74% 69% C- 84% B
Dividend Return 6.44% 16% F 24% F
Total Return 97.18% 51% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 20.13% 77% C+ 86% B+
Dividend Return 20.99% 70% C- 81% B-
Total Return 0.86% 24% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 44.32% 27% F 23% F
Risk Adjusted Return 47.35% 67% D+ 71% C-
Market Capitalization 123.92B 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.