Values as of: 2024-09-19
PREFERRED STOCK | Capital Markets |
Last Closing
USD 25.61Change
+0.10 (+0.39)%Market Cap
USD 65.97BVolume
0.05MAnalyst Target
N/AVerdict
Verdict
Currency: USD
Country : USA
| Symbol | Name | Price(Change) | Market Cap |
|---|---|---|---|
| SCHW | Charles Schwab Corp |
N/A |
USD 134.72B |
| GS-PA | The Goldman Sachs Group Inc |
N/A |
USD 88.82B |
| MS-PA | Morgan Stanley |
N/A |
USD 83.66B |
| GS-PD | The Goldman Sachs Group Inc |
N/A |
USD 82.75B |
| MS-PK | Morgan Stanley |
N/A |
USD 68.91B |
| MS-PI | Morgan Stanley |
N/A |
USD 67.98B |
| MS-PE | Morgan Stanley |
N/A |
USD 64.20B |
| SCHW-PD | The Charles Schwab Corporation |
N/A |
USD 51.80B |
| NMR | Nomura Holdings Inc ADR |
N/A |
USD 15.19B |
| JEF | Jefferies Financial Group Inc |
N/A |
USD 14.81B |
N/A
| 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 | 2.36% | 16% | F | 32% | F | ||
| Dividend Return | 3.47% | 59% | D- | 66% | D+ | ||
| Total Return | 5.83% | 9% | A- | 35% | F | ||
| Trailing 12 Months | |||||||
| Capital Gain | 1.03% | 6% | D- | 22% | F | ||
| Dividend Return | 6.82% | 79% | B- | 80% | B- | ||
| Total Return | 7.84% | 6% | D- | 28% | F | ||
| Trailing 5 Years | |||||||
| Capital Gain | -9.31% | 17% | F | 33% | F | ||
| Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
| Total Return | -9.31% | 17% | F | 20% | F | ||
| Average Annual (5 Year Horizon) | |||||||
| Capital Gain | -2.12% | 31% | F | 27% | F | ||
| Dividend Return | 3.87% | 37% | F | 44% | F | ||
| Total Return | 5.98% | 91% | A- | 85% | B | ||
| Risk Return Profile | |||||||
| Volatility (Standard Deviation) | 5.40% | 94% | A | 90% | A- | ||
| Risk Adjusted Return | 71.70% | 77% | C+ | 86% | B+ | ||
| Market Capitalization | 65.97B | 70% | C- | 97% | N/A | ||
| 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.
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.
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.
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.
The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.
The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.
The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.
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.
The company had negative total cash flow in the most recent four quarters.
This stock has shown below median earnings growth in the previous 5 years compared to its sector
This stock has shown below median revenue growth in the previous 5 years compared to its sector
This stock has shown below median dividend growth in the previous 5 years compared to its sector.
