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

PREFERRED STOCK | Capital Markets |

Last Closing

USD 25.5

Change

-0.05 (-0.20)%

Market Cap

USD 51.63B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
SCHW Charles Schwab Corp

-0.28 (-0.44%)

USD 116.51B
GS-PA The Goldman Sachs Group Inc

-0.11 (-0.46%)

USD 86.08B
GS-PD The Goldman Sachs Group Inc

-0.19 (-0.82%)

USD 81.18B
MS-PA Morgan Stanley

+0.02 (+0.09%)

USD 81.16B
MS-PK Morgan Stanley

-0.14 (-0.54%)

USD 70.19B
MS-PI Morgan Stanley

-0.01 (-0.04%)

USD 67.98B
MS-PF Morgan Stanley

-0.07 (-0.27%)

USD 65.97B
MS-PE Morgan Stanley

-0.01 (-0.04%)

USD 64.92B
NMR Nomura Holdings Inc ADR

+0.04 (+0.75%)

USD 16.06B
JEF Jefferies Financial Group Inc

-0.05 (-0.08%)

USD 12.03B

ETFs Containing SCHW-PD

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 1.59% 16% F 31% F
Dividend Return 4.45% 76% C+ 76% C+
Total Return 6.04% 22% F 38% F
Trailing 12 Months  
Capital Gain 2.33% 13% F 26% F
Dividend Return 5.97% 52% F 75% C
Total Return 8.30% 13% F 31% F
Trailing 5 Years  
Capital Gain -4.00% 29% F 40% F
Dividend Return 26.61% 73% C 80% B-
Total Return 22.61% 38% F 47% F
Average Annual (5 Year Horizon)  
Capital Gain -1.22% 40% F 30% F
Dividend Return 4.37% 40% F 46% F
Total Return 5.58% 82% B 84% B
Risk Return Profile  
Volatility (Standard Deviation) 3.23% 100% F 95% A
Risk Adjusted Return 134.97% 100% F 100% F
Market Capitalization 51.63B 60% D- 96% N/A

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

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.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior Earnings Growth

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

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 earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.