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

COMMON STOCK | Capital Markets |

Last Closing

USD 69.05

Change

-3.71 (-5.10)%

Market Cap

USD 131.00B

Volume

100.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict
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Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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SWG:F
Relative Returns (From:    To: 2025-04-03 )

Largest Industry Peers for Capital Markets

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CI9:F CITIC Securities Company Limit..

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4M4:F Macquarie Group Limited

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153A:F GUOTAI JUNAN SEC. H YC1

-0.02 (-1.69%)

USD 32.91B
4T0:F Tradeweb Markets Inc

+2.00 (+1.74%)

USD 29.62B
7LI:F LPL Financial Holdings Inc

-8.00 (-2.88%)

USD 22.82B
206H:F Huatai Securities Co. Ltd

-0.03 (-2.42%)

USD 19.15B
195H:F China Merchants Securities Co...

-0.06 (-4.41%)

USD 18.68B

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 -3.06% 64% D 55% F
Dividend Return 0.36% 26% F 16% F
Total Return -2.70% 66% D+ 55% F
Trailing 12 Months  
Capital Gain 4.54% 41% F 63% D
Dividend Return 1.52% 13% F 15% F
Total Return 6.07% 36% F 57% F
Trailing 5 Years  
Capital Gain 116.93% 52% F 74% C
Dividend Return 13.69% 10% F 19% F
Total Return 130.62% 27% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 23.24% 66% D+ 84% B
Dividend Return 23.99% 58% F 77% C+
Total Return 0.74% 16% F 23% F
Risk Return Profile  
Volatility (Standard Deviation) 41.93% 47% F 30% F
Risk Adjusted Return 57.21% 64% D 69% C-
Market Capitalization 131.00B 97% N/A 98% N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

Analyst Rating

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:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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.

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 Earnings Growth

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