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

PREFERRED STOCK | Capital Markets |

Last Closing

USD 25.15

Change

-0.16 (-0.63)%

Market Cap

USD 51.65B

Volume

0.13M

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: 2024-09-30 )

Largest Industry Peers for Capital Markets

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

+0.39 (+0.61%)

USD 118.14B
GS-PA The Goldman Sachs Group Inc

-0.43 (-1.84%)

USD 87.71B
MS-PA Morgan Stanley

-0.70 (-2.97%)

USD 82.47B
GS-PD The Goldman Sachs Group Inc

-0.42 (-1.84%)

USD 81.62B
MS-PK Morgan Stanley

-0.59 (-2.31%)

USD 69.97B
MS-PI Morgan Stanley

-0.46 (-1.79%)

USD 68.54B
MS-PF Morgan Stanley

-0.38 (-1.48%)

USD 66.25B
MS-PE Morgan Stanley

-0.50 (-1.94%)

USD 64.89B
NMR Nomura Holdings Inc ADR

-0.26 (-4.74%)

USD 16.49B
JEF Jefferies Financial Group Inc

+0.47 (+0.77%)

USD 12.75B

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 0.20% 8% B- 24% F
Dividend Return 4.45% 53% F 74% C
Total Return 4.65% 8% B- 31% F
Trailing 12 Months  
Capital Gain 4.79% 17% F 26% F
Dividend Return 6.20% 45% F 75% C
Total Return 10.99% 17% F 31% F
Trailing 5 Years  
Capital Gain -6.09% 30% F 38% F
Dividend Return 26.39% 74% C 79% B-
Total Return 20.31% 30% F 45% F
Average Annual (5 Year Horizon)  
Capital Gain -1.15% N/A N/A 30% F
Dividend Return 4.44% N/A N/A 45% F
Total Return 5.59% N/A N/A 84% B
Risk Return Profile  
Volatility (Standard Deviation) 3.25% N/A N/A 95% A
Risk Adjusted Return 136.71% N/A N/A 100% F
Market Capitalization 51.65B 58% F 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 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 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.

Negative cashflow

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