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

COMMON STOCK | Capital Markets |

Last Closing

USD 68.25

Change

-0.16 (-0.23)%

Market Cap

USD 123.92B

Volume

600.00

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: 2024-07-01 )

Largest Industry Peers for Capital Markets

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

+0.32 (+0.35%)

USD 145.79B
GOS0:F GOLDMANN SACHS GROUP CDR

+0.50 (+3.47%)

USD 137.45B
GOS:F The Goldman Sachs Group Inc

+3.55 (+0.83%)

USD 136.40B
4M4:F Macquarie Group Limited

+2.42 (+1.94%)

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

-0.03 (-2.27%)

USD 32.66B
RJF:F Raymond James Financial Inc

-1.00 (-0.88%)

USD 23.52B
4T0:F Tradeweb Markets Inc

+0.50 (+0.51%)

USD 21.58B
7LI:F LPL Financial Holdings Inc

N/A

USD 19.72B
7KY:F Robinhood Markets Inc.

+0.18 (+0.84%)

USD 18.69B
NSEA:F Nomura Holdings Inc

+0.05 (+0.94%)

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 8.25% 59% D- 64% D
Dividend Return 0.79% 14% F 12% F
Total Return 9.04% 49% F 58% F
Trailing 12 Months  
Capital Gain 32.14% 70% C- 82% B
Dividend Return 1.94% 19% F 20% F
Total Return 34.08% 64% D 75% C
Trailing 5 Years  
Capital Gain 92.33% 69% C- 84% B
Dividend Return 6.51% 13% F 24% F
Total Return 98.84% 51% F 74% 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.