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

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 84.01

Change

+1.18 (+1.42)%

Market Cap

USD 50.97B

Volume

7.64M

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: 2025-05-07 )

Largest Industry Peers for Capital Markets

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

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GS-PD The Goldman Sachs Group Inc

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USD 78.07B
MS-PA Morgan Stanley

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USD 78.03B
MS-PI Morgan Stanley

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USD 64.86B
MS-PF Morgan Stanley

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USD 64.75B
MS-PE Morgan Stanley

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USD 63.82B
MS-PK Morgan Stanley

N/A

USD 62.03B
SCHW-PD The Charles Schwab Corporation

N/A

USD 49.85B
NMR Nomura Holdings Inc ADR

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USD 16.47B
HLI Houlihan Lokey Inc

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USD 10.75B

ETFs Containing SCHW

BIDS 5.83 % 0.00 %

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BPAY BlackRock Future Financia.. 5.00 % 0.00 %

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USD 5.58M
EQTY Kovitz Core Equity ETF 4.80 % 0.00 %

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USD 1.10B
GCIG 4.78 % 0.00 %

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YALL God Bless America ETF 4.44 % 0.00 %

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

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OAKM Harris Oakmark ETF Trust 3.90 % 0.00 %

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USD 0.46B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

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PREF Principal Spectrum Prefer.. 0.00 % 0.55 %

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USD 1.14B
BNKD Bank of Montreal 0.00 % 0.00 %

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BNKO 0.00 % 0.00 %

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BNKU Bank of Montreal 0.00 % 0.00 %

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BNKZ 0.00 % 0.00 %

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KNAB 0.00 % 0.00 %

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TETF 0.00 % 0.64 %

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

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

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

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USD 0.28B
VTRN 0.00 % 0.00 %

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AGED:SW iShares Ageing Population.. 0.00 % 0.00 %

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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 13.51% 100% F 91% A-
Dividend Return 0.36% 8% B- 14% F
Total Return 13.88% 100% F 91% A-
Trailing 12 Months  
Capital Gain 9.96% 76% C+ 77% C+
Dividend Return 1.34% 14% F 27% F
Total Return 11.30% 76% C+ 74% C
Trailing 5 Years  
Capital Gain 130.10% 62% D 83% B
Dividend Return 11.48% 4% F 28% F
Total Return 141.58% 62% D 82% B
Average Annual (5 Year Horizon)  
Capital Gain 17.62% 67% D+ 81% B-
Dividend Return 18.96% 64% D 81% B-
Total Return 1.34% 3% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 42.34% 30% F 20% F
Risk Adjusted Return 44.78% 45% F 61% 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 23% 26%
Price/Book Ratio 3.42 33% 24%
Price / Cash Flow Ratio 52.34 10% 4%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.30% 70% 72%
Return on Invested Capital 6.14% 44% 49%
Return on Assets 1.22% 59% 37%
Debt to Equity Ratio 46.28% 68% 63%

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.

Superior Dividend Growth

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.