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

COMMON STOCK | Capital Markets |

Last Closing

USD 73.85

Change

+5.10 (+7.42)%

Market Cap

USD 119.23B

Volume

N/A

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: 2024-11-12 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
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4M4:F Macquarie Group Limited

-3.26 (-2.30%)

USD 53.81B
CI9:F CITIC Securities Company Limit..

+0.04 (+1.43%)

USD 49.49B
4T0:F Tradeweb Markets Inc

N/A

USD 26.30B
195H:F China Merchants Securities Co...

-0.01 (-0.53%)

USD 23.12B
153A:F GUOTAI JUNAN SEC. H YC1

N/A

USD 22.54B
206G:F HUATEI SECS.CO GDR S/10

N/A

USD 18.89B
206H:F Huatai Securities Co. Ltd

-0.09 (-5.08%)

USD 18.89B

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 17.13% 43% F 68% D+
Dividend Return -6.65% 100% F 47% F
Total Return 10.48% 36% F 61% D-
Trailing 12 Months  
Capital Gain 47.11% 59% D- 82% B
Dividend Return -8.35% 100% F 44% F
Total Return 38.76% 52% F 77% C+
Trailing 5 Years  
Capital Gain 90.41% 58% F 81% B-
Dividend Return -7.01% 100% F 78% C+
Total Return 83.40% 55% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 22.75% 74% C 85% B
Dividend Return 23.59% 69% C- 79% B-
Total Return 0.83% 24% F 31% F
Risk Return Profile  
Volatility (Standard Deviation) 43.23% 30% F 26% F
Risk Adjusted Return 54.55% 65% D 71% C-
Market Capitalization 119.23B 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.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector