SCHW:NYE-Charles Schwab Corporation (The)

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 37.61

Change

+0.29 (+0.78)%

Market Cap

USD 50.97B

Volume

4.95M

Analyst Target

USD 46.00
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: 2019-08-21 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
MS Morgan Stanley

+0.40 (+0.44%)

USD 151.21B
GS Goldman Sachs Group Inc

+0.89 (+0.22%)

USD 132.43B
GS-PA The Goldman Sachs Group Inc

+0.02 (+0.09%)

USD 85.76B
MS-PA Morgan Stanley

+0.01 (+0.05%)

USD 81.76B
GS-PD The Goldman Sachs Group Inc

-0.04 (-0.18%)

USD 80.94B
MS-PI Morgan Stanley

-0.04 (-0.16%)

USD 67.20B
MS-PK Morgan Stanley

+0.04 (+0.17%)

USD 66.92B
MS-PF Morgan Stanley

N/A

USD 65.66B
GS-PK The Goldman Sachs Group Inc

N/A

USD 65.53B
MS-PE Morgan Stanley

N/A

USD 64.66B

ETFs Containing SCHW

BIDS 5.83 % 0.00 %

N/A

N/A
GCIG 4.78 % 0.00 %

N/A

N/A
GABF Gabelli Financial Service.. 4.74 % 0.00 %

+0.39 (+0%)

USD 0.01B
YALL God Bless America ETF 4.40 % 0.00 %

-0.20 (0%)

USD 0.07B
SPQH:XETRA Global X S&P 500® Quarte.. 4.36 % 0.00 %

-0.10 (0%)

USD 1.89M
CFCV 3.89 % 0.00 %

N/A

N/A
EQTY Kovitz Core Equity ETF 3.66 % 0.00 %

-0.06 (0%)

USD 1.04B
MOAT:AU VanEck Morningstar Wide M.. 2.57 % 0.00 %

-1.31 (0%)

USD 0.93B
GOAT:AU VanEck Morningstar World .. 2.10 % 0.00 %

-0.33 (0%)

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

+0.52 (+0%)

USD 0.49B
MOAT 0.00 % 0.49 %

N/A

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

+0.02 (+0%)

USD 0.84B
BNKD MicroSectors US Big Banks.. 0.00 % 0.00 %

-0.31 (0%)

USD 0.01B
BNKO 0.00 % 0.00 %

N/A

N/A
BNKU MicroSectors US Big Banks.. 0.00 % 0.00 %

+1.32 (+0%)

USD 0.26B
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
2B77:XETRA iShares Ageing Population.. 0.00 % 0.00 %

-0.02 (0%)

USD 0.50B
AVSF American Century ETF Trus.. 0.00 % 0.00 %

+0.02 (+0%)

USD 0.30B
VTRN 0.00 % 0.00 %

N/A

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

+0.05 (+0%)

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

-0.06 (0%)

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 -9.44% 18% F 16% F
Dividend Return 1.23% 45% F 36% F
Total Return -8.21% 18% F 16% F
Trailing 12 Months  
Capital Gain -25.03% 41% F 19% F
Dividend Return 1.28% 40% F 23% F
Total Return -23.76% 41% F 18% F
Trailing 5 Years  
Capital Gain 32.29% 61% D- 75% C
Dividend Return 6.26% 17% F 22% F
Total Return 38.55% 61% D- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 13.29% 65% D 86% B+
Dividend Return 14.14% 57% F 84% B
Total Return 0.85% 27% F 19% F
Risk Return Profile  
Volatility (Standard Deviation) 25.63% 52% F 25% F
Risk Adjusted Return 55.15% 57% F 66% D+
Market Capitalization 50.97B 82% B 88% B+

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% 66%
Price/Book Ratio 2.64 28% 31%
Price / Cash Flow Ratio 3.92 79% 72%
Price/Free Cash Flow Ratio 3.08 36% 71%
Management Effectiveness  
Return on Equity 18.15% 74% 83%
Return on Invested Capital 10.65% 72% 74%
Return on Assets 1.40% 51% 29%
Debt to Equity Ratio 38.18% 76% 72%

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:
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.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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.

Positive free cash flow

The company had positive total free 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.

Superior Dividend Growth

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

What to not like:
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.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.