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

EQUITY | Capital Markets | New York Stock Exchange

Last Closing

USD 74.26

Change

+0.84 (+1.14)%

Market Cap

USD 50.97B

Volume

8.85M

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: 2024-04-22 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
MS Morgan Stanley

+1.11 (+1.21%)

USD 151.21B
GS Goldman Sachs Group Inc

+5.62 (+1.32%)

USD 132.43B
GS-PA The Goldman Sachs Group Inc

+0.27 (+1.19%)

USD 82.59B
GS-PD The Goldman Sachs Group Inc

-0.03 (-0.13%)

USD 79.60B
MS-PA Morgan Stanley

+0.14 (+0.63%)

USD 78.52B
MS-PI Morgan Stanley

+0.09 (+0.36%)

USD 66.83B
MS-PK Morgan Stanley

+0.22 (+0.91%)

USD 65.89B
MS-PF Morgan Stanley

+0.04 (+0.16%)

USD 65.27B
GS-PK The Goldman Sachs Group Inc

N/A

USD 64.60B
MS-PE Morgan Stanley

+0.03 (+0.12%)

USD 64.13B

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 %

+0.42 (+0.08%)

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

+0.26 (+0.08%)

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

-0.13 (0.08%)

USD 1.89M
CFCV 3.89 % 0.00 %

N/A

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

+0.20 (+0.08%)

USD 1.08B
MOAT:AU VanEck Morningstar Wide M.. 2.57 % 0.00 %

-0.87 (0.08%)

USD 0.93B
MHOT:AU VanEck Morningstar Wide M.. 2.56 % 0.00 %

-0.32 (0.08%)

N/A
GOAT:AU VanEck Morningstar World .. 2.10 % 0.00 %

-0.16 (0.08%)

USD 0.04B
RSPF Invesco S&P 500 Equal Wei.. 1.46 % 0.00 %

+0.05 (+0.08%)

USD 0.28B
CHGX Change Finance Diversifie.. 1.15 % 0.64 %

+0.30 (+0.08%)

USD 0.12B
IAI iShares U.S. Broker-Deale.. 0.00 % 0.42 %

+1.09 (+0.08%)

USD 0.49B
IYF iShares U.S. Financials E.. 0.00 % 0.42 %

+0.45 (+0.08%)

USD 2.50B
KCE SPDR® S&P Capital Market.. 0.00 % 0.35 %

+1.39 (+0.08%)

USD 0.21B
MOAT 0.00 % 0.49 %

N/A

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

+0.10 (+0.08%)

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

-0.41 (0.08%)

USD 0.01B
BNKO 0.00 % 0.00 %

N/A

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

+0.62 (+0.08%)

USD 0.30B
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 %

+0.08 (+0.08%)

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

+0.14 (+0.08%)

USD 0.35B
VTRN 0.00 % 0.00 %

N/A

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

+0.13 (+0.08%)

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

+0.07 (+0.08%)

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 7.94% 79% B- 82% B
Dividend Return 0.36% 10% F 21% F
Total Return 8.30% 76% C+ 81% B-
Trailing 12 Months  
Capital Gain 39.80% 88% B+ 91% A-
Dividend Return 1.88% 13% F 28% F
Total Return 41.68% 88% B+ 90% A-
Trailing 5 Years  
Capital Gain 64.77% 47% F 80% B-
Dividend Return 8.96% 17% F 34% F
Total Return 73.73% 47% F 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 16.73% 67% D+ 82% B
Dividend Return 18.18% 64% D 81% B-
Total Return 1.45% 6% D- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 45.83% 24% F 22% F
Risk Adjusted Return 39.67% 52% F 64% D
Market Capitalization 50.97B 93% A 98% 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 4.13 41% 21%
Price / Cash Flow Ratio -31.44 100% 96%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity 13.07% 81% 68%
Return on Invested Capital 9.14% 56% 61%
Return on Assets 0.97% 59% 33%
Debt to Equity Ratio 63.58% 60% 52%

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.

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.

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.

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.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.