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

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 78.57

Change

-0.16 (-0.20)%

Market Cap

USD 50.97B

Volume

8.64M

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: 2025-03-20 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
GS-PA The Goldman Sachs Group Inc

-0.08 (-0.34%)

USD 86.15B
MS-PA Morgan Stanley

+0.01 (+0.05%)

USD 81.81B
GS-PD The Goldman Sachs Group Inc

-0.06 (-0.26%)

USD 80.66B
MS-PI Morgan Stanley

N/A

USD 67.58B
MS-PK Morgan Stanley

N/A

USD 66.54B
MS-PF Morgan Stanley

N/A

USD 65.68B
MS-PE Morgan Stanley

+0.01 (+0.04%)

USD 65.02B
SCHW-PD The Charles Schwab Corporation

-0.01 (-0.04%)

USD 50.91B
NMR Nomura Holdings Inc ADR

-0.05 (-0.76%)

USD 18.86B
JEF Jefferies Financial Group Inc

-0.12 (-0.20%)

USD 11.60B

ETFs Containing SCHW

BIDS 5.83 % 0.00 %

N/A

N/A
BPAY BlackRock Future Financia.. 5.03 % 0.00 %

-0.05 (-0.19%)

USD 6.03M
GCIG 4.78 % 0.00 %

N/A

N/A
EQTY Kovitz Core Equity ETF 4.48 % 0.00 %

-0.05 (-0.19%)

USD 1.19B
YALL God Bless America ETF 4.44 % 0.00 %

-0.09 (-0.19%)

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

+0.04 (+-0.19%)

N/A
OAKM Harris Oakmark ETF Trust 4.20 % 0.00 %

-0.05 (-0.19%)

USD 0.15B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

+0.36 (+-0.19%)

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

+0.07 (+-0.19%)

USD 1.11B
BNKD Bank of Montreal 0.00 % 0.00 %

-0.08 (-0.19%)

N/A
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU Bank of Montreal 0.00 % 0.00 %

-0.03 (-0.19%)

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
GOAT:AU VanEck Morningstar World .. 0.00 % 0.00 %

+0.05 (+-0.19%)

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

-0.01 (-0.19%)

USD 0.60B
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

-0.07 (-0.19%)

USD 0.30B
VTRN 0.00 % 0.00 %

N/A

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

-0.01 (-0.19%)

USD 0.19B
AGED:SW iShares Ageing Population.. 0.00 % 0.00 %

+0.05 (+-0.19%)

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 6.16% 97% N/A 80% B-
Dividend Return 0.36% 13% F 16% F
Total Return 6.53% 97% N/A 80% B-
Trailing 12 Months  
Capital Gain 9.35% 64% D 76% C+
Dividend Return 1.42% 14% F 28% F
Total Return 10.77% 64% D 72% C
Trailing 5 Years  
Capital Gain 155.51% 65% D 76% C+
Dividend Return 14.21% 4% F 28% F
Total Return 169.72% 62% D 75% C
Average Annual (5 Year Horizon)  
Capital Gain 20.95% 67% D+ 82% B
Dividend Return 22.32% 67% D+ 81% B-
Total Return 1.36% 3% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 44.85% 33% F 21% F
Risk Adjusted Return 49.76% 52% F 63% D
Market Capitalization 50.97B 100% F 99% 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 27% 30%
Price/Book Ratio 3.45 42% 26%
Price / Cash Flow Ratio 50.69 10% 5%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.30% 67% 72%
Return on Invested Capital 6.14% 48% 53%
Return on Assets 1.22% 56% 37%
Debt to Equity Ratio 46.28% 68% 64%

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:
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 Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

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.