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

COMMON STOCK | Capital Markets |

Last Closing

USD 68.36

Change

-0.13 (-0.19)%

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: 2024-07-05 )

Largest Industry Peers for Capital Markets

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

N/A

USD 151.54B
GOS:F The Goldman Sachs Group Inc

+0.95 (+0.21%)

USD 142.11B
GOS0:F GOLDMANN SACHS GROUP CDR

-0.20 (-1.29%)

USD 138.20B
4M4:F Macquarie Group Limited

-1.48 (-1.06%)

USD 55.08B
CI9:F CITIC Securities Company Limit..

+0.08 (+2.61%)

USD 45.22B
195H:F China Merchants Securities Co...

+0.18 (+8.82%)

USD 24.06B
4T0:F Tradeweb Markets Inc

+1.00 (+0.88%)

USD 23.68B
CIM:F China International Capital Co..

+0.20 (+10.00%)

USD 19.45B
9GF:F GF Securities Co. Ltd

-0.08 (-4.71%)

USD 16.17B
7LI:F LPL Financial Holdings Inc

+12.00 (+5.77%)

USD 15.93B

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 8.42% 58% F 64% D
Dividend Return 0.79% 12% F 12% F
Total Return 9.21% 47% F 58% F
Trailing 12 Months  
Capital Gain 33.65% 67% D+ 82% B
Dividend Return 1.96% 16% F 20% F
Total Return 35.60% 62% D 75% C
Trailing 5 Years  
Capital Gain 90.82% 69% C- 84% B
Dividend Return 6.45% 13% F 24% F
Total Return 97.26% 49% F 73% C
Average Annual (5 Year Horizon)  
Capital Gain 20.36% 76% C+ 86% B+
Dividend Return 21.22% 70% C- 81% B-
Total Return 0.86% 28% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 44.26% 27% F 23% F
Risk Adjusted Return 47.94% 66% 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.