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

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 88.63

Change

+1.23 (+1.41)%

Market Cap

USD 50.97B

Volume

5.16M

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: 2025-05-27 )

Largest Industry Peers for Capital Markets

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

+0.06 (+0.29%)

USD 78.43B
MS-PA Morgan Stanley

+0.21 (+0.96%)

USD 75.71B
GS-PD The Goldman Sachs Group Inc

+0.08 (+0.39%)

USD 75.38B
MS-PI Morgan Stanley

+0.05 (+0.20%)

USD 65.50B
MS-PF Morgan Stanley

+0.02 (+0.08%)

USD 65.17B
MS-PE Morgan Stanley

-0.01 (-0.04%)

USD 64.28B
MS-PK Morgan Stanley

+0.03 (+0.13%)

USD 61.76B
SCHW-PD The Charles Schwab Corporation

-0.03 (-0.12%)

USD 49.37B
NMR Nomura Holdings Inc ADR

-0.02 (-0.33%)

USD 17.91B
HLI Houlihan Lokey Inc

+0.88 (+0.51%)

USD 12.06B

ETFs Containing SCHW

BIDS 5.83 % 0.00 %

N/A

N/A
LHGG:AU Lakehouse Global Growth F.. 5.58 % 0.00 %

+0.03 (+1.09%)

N/A
BPAY BlackRock Future Financia.. 4.95 % 0.00 %

+0.02 (+1.09%)

USD 6.60M
EQTY Kovitz Core Equity ETF 4.80 % 0.00 %

-0.03 (1.09%)

USD 1.20B
GCIG 4.78 % 0.00 %

N/A

N/A
YALL God Bless America ETF 4.44 % 0.00 %

+0.13 (+1.09%)

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

-0.10 (1.09%)

N/A
OAKM Harris Oakmark ETF Trust 3.90 % 0.00 %

+0.06 (+1.09%)

USD 0.46B
DVND Touchstone ETF Trust - To.. 2.07 % 0.00 %

+0.11 (+1.09%)

USD 0.03B
TEQI T. Rowe Price Equity Inco.. 1.87 % 0.00 %

+0.27 (+1.09%)

USD 0.30B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

+0.28 (+1.09%)

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

+0.02 (+1.09%)

USD 1.17B
BOUT Innovator ETFs Trust - In.. 0.00 % 0.80 %

-0.12 (1.09%)

USD 0.01B
BNKD Bank of Montreal 0.00 % 0.00 %

-0.27 (1.09%)

N/A
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU Bank of Montreal 0.00 % 0.00 %

+0.10 (+1.09%)

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 %

+0.35 (+1.09%)

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

+0.09 (+1.09%)

USD 0.61B
VTRN 0.00 % 0.00 %

N/A

N/A
AGED:SW iShares Ageing Population.. 0.00 % 0.00 %

N/A

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 19.75% 100% F 92% A
Dividend Return 0.73% 21% F 30% F
Total Return 20.48% 100% F 92% A
Trailing 12 Months  
Capital Gain 25.20% 82% B 88% B+
Dividend Return 1.47% 17% F 30% F
Total Return 26.67% 82% B 87% B+
Trailing 5 Years  
Capital Gain 146.13% 65% D 86% B+
Dividend Return 12.39% 8% B- 33% F
Total Return 158.51% 65% D 85% B
Average Annual (5 Year Horizon)  
Capital Gain 16.20% 64% D 81% B-
Dividend Return 17.53% 64% D 80% B-
Total Return 1.33% 3% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 40.77% 30% F 20% F
Risk Adjusted Return 43.01% 45% F 60% 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 21% 26%
Price/Book Ratio 3.97 36% 22%
Price / Cash Flow Ratio 60.35 4% 4%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 14.12% 83% 74%
Return on Invested Capital 6.14% 69% 49%
Return on Assets 1.39% 61% 39%
Debt to Equity Ratio 46.28% 70% 62%

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 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.

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.

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.