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

COMMON STOCK | Capital Markets |

Last Closing

USD 70.25

Change

0.00 (0.00)%

Market Cap

USD 120.19B

Volume

18.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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

Largest Industry Peers for Capital Markets

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

N/A

USD 141.96B
GOS0:F GOLDMANN SACHS GROUP CDR

N/A

USD 136.02B
GOS:F The Goldman Sachs Group Inc

N/A

USD 134.36B
4M4:F Macquarie Group Limited

N/A

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

N/A

USD 33.85B
RJF:F Raymond James Financial Inc

N/A

USD 24.14B
7LI:F LPL Financial Holdings Inc

N/A

USD 18.85B
NSEA:F Nomura Holdings Inc

N/A

USD 16.48B
NSE:F Nomura Holdings Inc

N/A

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 70.74% 67% D+ 79% B-
Dividend Return 5.42% 13% F 21% F
Total Return 76.16% 50% F 68% D+
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:
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.

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.