SCHW:NYE-Charles Schwab Corporation (The)

EQUITY | Brokers & Exchanges | New York Stock Exchange

Last Closing Price

USD 41.01

Change

-1.35 (-3.19)%

Market Cap

USD 54.75B

Volume

0.01B

Average Target Price

USD 49.70 (+21.19%)
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: 2019-06-14 )

Largest Industry Peers for Brokers & Exchanges

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MMC Marsh & McLennan Companies Inc..

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AON Aon plc Class A (UK)

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MCO Moody's Corporation

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TRI Thomson Reuters Corp

+0.19 (+0.29%)

USD 32.57B
MSCI MSCI Inc

+0.96 (+0.41%)

USD 19.97B
AJG Arthur J. Gallagher & Co.

+0.58 (+0.67%)

USD 16.25B

ETFs Containing SCHW

Symbol Name Weight Mer Price(Change) Market Cap
TETF ETF Industry Exposure & F.. 5.39 % 0.64 %

-0.02 (-0.11%)

USD 5.53M
IAI iShares U.S. Broker-Deale.. 4.12 % 0.43 %

-0.11 (-0.18%)

USD 0.23B
EQRR ProShares Equities for Ri.. 3.20 % 0.35 %

-0.42 (-1.05%)

USD 3.97M

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 -1.25% 17% F 16% F
Dividend Return 0.82% 27% F 31% F
Total Return -0.43% 15% F 16% F
Trailing 12 Months  
Capital Gain -27.56% 17% F 14% F
Dividend Return 1.06% 14% F 16% F
Total Return -26.50% 17% F 14% F
Trailing 5 Years  
Capital Gain 57.67% 70% C- 84% B
Dividend Return 6.42% 8% F 21% F
Total Return 64.09% 68% D+ 83% B
Average Annual (5 Year Horizon)  
Capital Gain 15.51% 83% B 89% B+
Dividend Return 16.34% 79% C+ 87% B+
Total Return 0.84% 9% F 18% F
Risk Return Profile  
Volatility (Standard Deviation) 24.44% 29% F 25% F
Risk Adjusted Return 66.87% 42% F 71% C-
Market Capitalization 50.97B 93% A 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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 15.71 40% F 43% F
Price/Book Ratio 3.06 36% F 24% F
Price / Cash Flow Ratio 1.12 64% D 74% C
Price/Free Cash Flow Ratio 4.67 53% F 67% D+
Management Effectiveness  
Return on Equity 23.95% 73% C 87% B+
Return on Invested Capital N/A N/A N/A N/A N/A
Return on Assets 1.78% 56% F 45% F
Debt to Equity Ratio 25.75% 91% A- 80% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

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 Revenue Growth

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

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

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.