SCHW:NYE-Charles Schwab Corporation (The)

EQUITY | Brokers & Exchanges | New York Stock Exchange

Last Closing Price

USD 46.92

Change

+0.22 (+0.47)%

Market Cap

USD 63.36B

Volume

7.78M

Average Target Price

USD 56.00 (19.36%)
Average Analyst Rating

Verdict

STA 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: 2019-01-17 )

Largest Industry Peers for Brokers & Exchanges

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MSCI MSCI Inc

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NMR Nomura Holdings Inc ADR Americ..

+0.11 (+2.70%)

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ETFs Containing SCHW

IAI iShares U.S. Broker-Deale.. 8.81 % 0.43 %

-0.10 (-0.17%)

USD 0.22B
TETF ETF Industry Exposure & F.. 6.32 % 0.64 %

+0.04 (+0.24%)

USD 2.59M
EQRR ProShares Equities for Ri.. 3.35 % 0.35 %

+0.05 (+0.12%)

USD 6.12M
KCE SPDR S&P Capital Markets 2.06 % 0.35 %

+0.07 (+0.13%)

USD 0.04B

Market Performance

  Market Performance vs.
Industry/Classification (Brokers & Exchanges)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 12.98% 86% B 84% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.98% 86% B 84% B
Trailing 12 Months  
Capital Gain -16.35% 24% F 32% F
Dividend Return 0.82% 10% F 12% F
Total Return -15.53% 18% F 28% F
Trailing 5 Years  
Capital Gain 75.27% 84% B 90% A-
Dividend Return 5.42% 8% F 17% F
Total Return 80.69% 78% C+ 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 18.72% 92% A- 91% A-
Dividend Return 19.55% 88% B+ 90% A-
Total Return 0.83% 9% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 21.96% 33% F 31% F
Risk Adjusted Return 89.04% 53% F 79% C+
Market Capitalization 50.97B 95% A 97% A+

Key Financial Ratios

  Ratio vs. Industry/Classification
(Brokers & Exchanges)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.14 30% F 29% F
Price/Book Ratio 3.67 28% F 19% F
Price / Cash Flow Ratio 4.60 20% F 25% F
Price/Free Cash Flow Ratio 21.72 24% F 25% F
Management Effectiveness  
Return on Equity 16.09% 74% C 74% C
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.24% 57% F 37% F
Debt to Equity Ratio 54.00% 76% C 59% F

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:
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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

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.

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.

What to not like:
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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

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 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.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.