SCHW:NYE-Charles Schwab Corporation (The) (USD)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 63.39

Change

0.00 (0.00)%

Market Cap

USD 50.97B

Volume

0.01B

Analyst Target

USD 38.83
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Charles Schwab Corp is a savings and loan holding company, which through its subsidiaries is engaged in securities brokerage, banking and related financial services. The Company operates in two segments namely Investor Services and Advisor Services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-03 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
GS-PA The Goldman Sachs Group Inc

N/A

USD 85.39B
GS-PD The Goldman Sachs Group Inc

N/A

USD 80.87B
MS-PA Morgan Stanley

N/A

USD 79.65B
MS-PK Morgan Stanley

N/A

USD 68.61B
MS-PI Morgan Stanley

N/A

USD 67.36B
MS-PF Morgan Stanley

N/A

USD 65.53B
MS-PE Morgan Stanley

N/A

USD 64.34B
SCHW-PD The Charles Schwab Corporation

N/A

USD 51.19B
NMR Nomura Holdings Inc ADR

N/A

USD 17.30B
JEF Jefferies Financial Group Inc

N/A

USD 11.53B

ETFs Containing SCHW

BNKD MicroSectors US Big Banks.. 10.00 % 0.00 %

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USD 9.27M
BNKU MicroSectors US Big Banks.. 10.00 % 0.00 %

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BIDS 5.83 % 0.00 %

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GCIG 4.78 % 0.00 %

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YALL God Bless America ETF 4.44 % 0.00 %

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EQTY Kovitz Core Equity ETF 4.40 % 0.00 %

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USD 1.08B
SPQH:XETRA Global X S&P 500® Quarte.. 4.36 % 0.00 %

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USD 0.13B
BPAY BlackRock Future Financia.. 4.31 % 0.00 %

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USD 4.99M
GABF Gabelli Financial Service.. 3.80 % 0.00 %

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USD 0.02B
AIEQ Amplify ETF Trust 3.77 % 0.75 %

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USD 0.11B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

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PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

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USD 0.94B
BNKO 0.00 % 0.00 %

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BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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TETF 0.00 % 0.64 %

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2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

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USD 0.50B
GOAT:AU VanEck Morningstar World .. 0.00 % 0.00 %

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USD 0.04B
AVSF American Century ETF Trus.. 0.00 % 0.00 %

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USD 0.40B
VTRN 0.00 % 0.00 %

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MUSI American Century Multisec.. 0.00 % 0.00 %

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USD 0.19B
AGED:SW iShares Ageing Population.. 0.00 % 0.00 %

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Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -7.86% 6% D- 19% F
Dividend Return 0.73% 10% F 20% F
Total Return -7.14% 6% D- 18% F
Trailing 12 Months  
Capital Gain -2.36% 6% D- 26% F
Dividend Return 1.54% 7% C- 24% F
Total Return -0.82% 6% D- 24% F
Trailing 5 Years  
Capital Gain 63.21% 60% D- 77% C+
Dividend Return 10.61% 14% F 38% F
Total Return 73.82% 60% D- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 20.28% 71% C- 84% B
Dividend Return 21.73% 68% D+ 83% B
Total Return 1.46% 6% D- 34% F
Risk Return Profile  
Volatility (Standard Deviation) 45.24% 24% F 20% F
Risk Adjusted Return 48.05% 62% D 67% D+
Market Capitalization 50.97B 100% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 31.00 27% 27%
Price/Book Ratio 4.03 33% 21%
Price / Cash Flow Ratio -29.18 100% 95%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 12.26% 77% 68%
Return on Invested Capital 9.14% 58% 65%
Return on Assets 0.96% 54% 35%
Debt to Equity Ratio 63.58% 59% 52%

Annual Financials (USD)

Quarterly Financials (USD)

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:
Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

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.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

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.