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

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 74.74

Change

-0.31 (-0.41)%

Market Cap

USD 50.97B

Volume

3.97M

Analyst Target

USD 38.83
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Charles Schwab Corp is a savings and loan holding company, which through its subsidiaries is engaged in securities brokerage, banking and related financial services. The Company operates in two segments namely Investor Services and Advisor Services.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-27 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
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
SCHW-PD The Charles Schwab Corporation

-0.01 (-0.04%)

USD 50.89B
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

BIDS 5.83 % 0.00 %

N/A

N/A
BPAY BlackRock Future Financia.. 5.06 % 0.00 %

-0.37 (0.23%)

USD 5.51M
GCIG 4.78 % 0.00 %

N/A

N/A
EQTY Kovitz Core Equity ETF 4.77 % 0.00 %

-0.28 (0.23%)

USD 1.18B
WBIL WBI BullBear Quality 3000.. 4.47 % 1.07 %

-0.33 (0.23%)

USD 0.04B
YALL God Bless America ETF 4.44 % 0.00 %

-0.54 (0.23%)

N/A
SPQH:XETRA Global X S&P 500® Quarte.. 4.36 % 0.00 %

+0.04 (+0.23%)

USD 8.00M
GABF Gabelli Financial Service.. 4.06 % 0.00 %

-2.41 (0.23%)

USD 0.04B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

-1.32 (0.23%)

N/A
PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

-0.11 (0.23%)

USD 1.04B
BNKD 0.00 % 0.00 %

N/A

N/A
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU 0.00 % 0.00 %

N/A

N/A
BNKZ 0.00 % 0.00 %

N/A

N/A
KNAB 0.00 % 0.00 %

N/A

N/A
TETF 0.00 % 0.64 %

N/A

N/A
CHGX Change Finance Diversifie.. 0.00 % 0.64 %

-0.39 (0.23%)

USD 0.15B
GOAT:AU VanEck Morningstar World .. 0.00 % 0.00 %

+0.29 (+0.23%)

USD 0.04B
AVSF American Century ETF Trus.. 0.00 % 0.00 %

-0.05 (0.23%)

USD 0.58B
CBLS Listed Funds Trust - Chan.. 0.00 % 0.00 %

-0.27 (0.23%)

USD 0.04B
VTRN 0.00 % 0.00 %

N/A

N/A
MUSI American Century Multisec.. 0.00 % 0.00 %

-0.10 (0.23%)

USD 0.18B
AGED:SW iShares Ageing Population.. 0.00 % 0.00 %

+0.11 (+0.23%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Capital Markets) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.63% 47% F 60% D-
Dividend Return 1.45% 7% C- 24% F
Total Return 10.09% 44% F 55% F
Trailing 12 Months  
Capital Gain 8.63% 47% F 60% D-
Dividend Return 1.45% 7% C- 24% F
Total Return 10.09% 44% F 55% F
Trailing 5 Years  
Capital Gain 54.61% 58% F 76% C+
Dividend Return 8.85% 5% F 26% F
Total Return 63.47% 58% F 75% C
Average Annual (5 Year Horizon)  
Capital Gain 21.45% 68% D+ 82% B
Dividend Return 22.82% 68% D+ 81% B-
Total Return 1.37% 3% F 34% F
Risk Return Profile  
Volatility (Standard Deviation) 45.17% 35% F 22% F
Risk Adjusted Return 50.52% 56% F 65% D
Market Capitalization 50.97B 100% F 98% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Capital Markets) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 31.00 30% 26%
Price/Book Ratio 3.58 38% 26%
Price / Cash Flow Ratio 6.88 27% 51%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 12.11% 79% 68%
Return on Invested Capital 9.88% 79% 67%
Return on Assets 1.09% 57% 35%
Debt to Equity Ratio 63.58% 63% 53%

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 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.

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.

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 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.

Low Dividend Growth

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