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

PREFERRED STOCK | Capital Markets |

Last Closing

USD 25

Change

-0.04 (-0.16)%

Market Cap

USD 50.89B

Volume

0.03M

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: 2024-12-26 )

Largest Industry Peers for Capital Markets

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

-0.31 (-0.41%)

USD 134.77B
GS-PA The Goldman Sachs Group Inc

-0.41 (-1.78%)

USD 85.46B
MS-PA Morgan Stanley

+0.01 (+0.04%)

USD 85.25B
GS-PD The Goldman Sachs Group Inc

-0.18 (-0.79%)

USD 81.41B
MS-PI Morgan Stanley

-0.01 (-0.04%)

USD 67.44B
MS-PK Morgan Stanley

-0.06 (-0.24%)

USD 67.36B
MS-PF Morgan Stanley

-0.02 (-0.08%)

USD 65.81B
MS-PE Morgan Stanley

-0.02 (-0.08%)

USD 64.74B
NMR Nomura Holdings Inc ADR

N/A

USD 16.93B
JEF Jefferies Financial Group Inc

-0.95 (-1.19%)

USD 15.66B

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 -0.40% 24% F 36% F
Dividend Return 5.93% 55% F 75% C
Total Return 5.53% 24% F 43% F
Trailing 12 Months  
Capital Gain -0.75% 18% F 36% F
Dividend Return 5.91% 55% F 75% C
Total Return 5.15% 18% F 42% F
Trailing 5 Years  
Capital Gain -6.12% 29% F 42% F
Dividend Return 27.94% 68% D+ 79% B-
Total Return 21.82% 29% F 49% F
Average Annual (5 Year Horizon)  
Capital Gain -0.71% 36% F 28% F
Dividend Return 4.83% 42% F 43% F
Total Return 5.54% 87% B+ 86% B+
Risk Return Profile  
Volatility (Standard Deviation) 3.39% 100% F 96% N/A
Risk Adjusted Return 142.43% 100% F 100% F
Market Capitalization 50.89B 62% 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 capital utilization

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

Positive cash flow

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

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 on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

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.