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

COMMON STOCK | Capital Markets |

Last Closing

USD 70.25

Change

+1.04 (+1.50)%

Market Cap

USD 120.19B

Volume

18.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-03 )

Largest Industry Peers for Capital Markets

Symbol Name Price(Change) Market Cap
DWD:F Morgan Stanley

-0.32 (-0.35%)

USD 141.96B
GOS0:F GOLDMANN SACHS GROUP CDR

N/A

USD 136.02B
GOS:F The Goldman Sachs Group Inc

+3.90 (+0.91%)

USD 134.36B
4M4:F Macquarie Group Limited

-1.40 (-1.19%)

USD 43.39B
CI9:F CITIC Securities Company Limit..

+0.02 (+1.33%)

USD 33.85B
RJF:F Raymond James Financial Inc

N/A

USD 24.14B
7LI:F LPL Financial Holdings Inc

+2.00 (+0.82%)

USD 18.85B
NSEA:F Nomura Holdings Inc

-0.05 (-0.95%)

USD 16.48B
NSE:F Nomura Holdings Inc

-0.05 (-1.01%)

USD 15.75B
206G:F HUATEI SECS.CO GDR S/10

N/A

USD 15.35B

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 11.42% 64% D 73% C
Dividend Return 0.40% 14% F 11% F
Total Return 11.82% 59% D- 68% D+
Trailing 12 Months  
Capital Gain 56.88% 82% B 90% A-
Dividend Return 2.23% 22% F 23% F
Total Return 59.11% 79% B- 85% B
Trailing 5 Years  
Capital Gain 71.03% 69% C- 80% B-
Dividend Return 5.43% 13% F 21% F
Total Return 76.46% 50% F 69% C-
Average Annual (5 Year Horizon)  
Capital Gain 17.99% 78% C+ 86% B+
Dividend Return 18.82% 71% C- 81% B-
Total Return 0.84% 32% F 30% F
Risk Return Profile  
Volatility (Standard Deviation) 44.51% 26% F 21% F
Risk Adjusted Return 42.29% 68% D+ 70% C-
Market Capitalization 120.19B 97% N/A 99% N/A

Annual Financials (EUR)

Quarterly Financials (EUR)

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.

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.