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

COMMON STOCK | Capital Markets |

Last Closing

USD 68.67

Change

+0.42 (+0.62)%

Market Cap

USD 123.92B

Volume

165.00

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: 2024-07-02 )

Largest Industry Peers for Capital Markets

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

+0.69 (+0.75%)

USD 145.79B
GOS0:F GOLDMANN SACHS GROUP CDR

+0.10 (+0.67%)

USD 137.45B
GOS:F The Goldman Sachs Group Inc

-0.25 (-0.06%)

USD 136.40B
4M4:F Macquarie Group Limited

-0.66 (-0.52%)

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

-0.01 (-0.78%)

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

-4.00 (-1.53%)

USD 19.72B
7KY:F Robinhood Markets Inc.

-0.49 (-2.31%)

USD 18.69B
NSEA:F Nomura Holdings Inc

N/A

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 8.91% 59% D- 66% D+
Dividend Return 0.79% 14% F 12% F
Total Return 9.71% 49% F 60% D-
Trailing 12 Months  
Capital Gain 29.57% 67% D+ 81% B-
Dividend Return 1.89% 19% F 19% F
Total Return 31.45% 61% D- 74% C
Trailing 5 Years  
Capital Gain 92.11% 69% C- 84% B
Dividend Return 6.46% 13% F 24% F
Total Return 98.57% 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.