Charles Schwab Corp., The

Charles Schwab Corp., The (SCHW)

$52.69

-1.15

(-2.14%)

Market is closed - opens 7 PM, 01 Jun 2023
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Charles Schwab Corporation Common Stock is a brokerage and financial services company that provides a range of investment services to individual and institutional clients.

Insights on Charles Schwab Corp., The

  • Decreasing Revenue

    Revenue is down for the last 3 quarters, 5.5B → 5.11B (in $), with an average decrease of 3.5% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 2 quarters, 1.96B → 1.60B (in $), with an average decrease of 18.6% per quarter

  • Vs IBKR

    In the last 1 year, Interactive Brokers Group Inc - Class A has given 28.3% return, outperforming this stock by 51.5%

  • Vs RJF

    In the last 3 years, Raymond James Financial, Inc. has given 86.4% return, outperforming this stock by 36.5%

Performance

  • $52.50
    $53.55
    $52.69
    downward going graph

    0.36%

    Downside

    Day's Volatility :1.96%

    Upside

    1.61%

    downward going graph
  • $44.76
    $85.91
    $52.69
    downward going graph

    15.05%

    Downside

    52 Weeks Volatility :47.9%

    Upside

    38.67%

    downward going graph

Returns

PeriodCharles Schwab Corp., TheSector (Financials)S&P500
3 Months
-30.9%
-10.1%
5.9%
6 Months
-34.77%
-11.6%
3.1%
1 Year
-23.2%
-9.5%
1.8%
3 Years
47.47%
37.1%
38.1%

Highlights

Market Capitalization
97.7B
Book Value
$14.93
Dividend Share
0.89
Dividend Yield
1.86%
Earnings Per Share (EPS)
3.66
PE Ratio
14.66
PEG Ratio
0.81
Wall Street Target Price
66.71
Profit Margin
34.82%
Operating Margin TTM
47.36%
Return On Assets TTM
1.21%
Return On Equity TTM
17.49%
Revenue TTM
21.2B
Revenue Per Share TTM
11.34
Quarterly Revenue Growth YOY
9.5%
Gross Profit TTM
20.2B
Diluted Eps TTM
3.66
Quarterly Earnings Growth YOY
0.24
EPS Estimate Current Year
3.31
EPS Estimate Next Year
4.18
EPS Estimate Current Quarter
0.9
EPS Estimate Next Quarter
0.85

Analyst Recommendation

Buy
    71%Buy
    21%Hold
    7%Sell
Based on 28 Wall street analysts offering stock ratings for Charles Schwab Corp., The(by analysts ranked 0 to 5 stars)
Based on 28 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
20
20
19
Hold
6
7
7
Sell
2
1
1

Analyst Forecast

What analysts predicted

Upside of 26.61%

Current $52.69
Target $66.71

Company Financials

FY17Y/Y Change
Revenue
8.6B
↑ 15.32%
Net Income
2.4B
↑ 24.62%
Net Profit Margin
27.31%
↑ 2.03%
FY18Y/Y Change
Revenue
10.1B
↑ 17.57%
Net Income
3.5B
↑ 48.98%
Net Profit Margin
34.61%
↑ 7.3%
FY19Y/Y Change
Revenue
10.7B
↑ 5.81%
Net Income
3.7B
↑ 5.62%
Net Profit Margin
34.55%
↓ 0.06%
FY20Y/Y Change
Revenue
11.7B
↑ 9.05%
Net Income
3.3B
↓ 10.93%
Net Profit Margin
28.22%
↓ 6.33%
FY21Y/Y Change
Revenue
18.5B
↑ 58.41%
Net Income
5.9B
↑ 77.48%
Net Profit Margin
31.61%
↑ 3.39%
FY22Y/Y Change
Revenue
20.8B
↑ 12.11%
Net Income
7.2B
↑ 22.68%
Net Profit Margin
34.6%
↑ 2.99%
Q4 FY21Q/Q Change
Revenue
4.7B
↑ 3.02%
Net Income
1.6B
↑ 3.54%
Net Profit Margin
33.56%
↑ 0.17%
Q1 FY22Q/Q Change
Revenue
4.7B
↓ 0.76%
Net Income
1.4B
↓ 11.27%
Net Profit Margin
30.01%
↓ 3.55%
Q2 FY22Q/Q Change
Revenue
5.1B
↑ 9.01%
Net Income
1.8B
↑ 27.89%
Net Profit Margin
35.21%
↑ 5.2%
Q3 FY22Q/Q Change
Revenue
5.5B
↑ 7.99%
Net Income
1.9B
↑ 5.08%
Net Profit Margin
34.25%
↓ 0.96%
Q4 FY22Q/Q Change
Revenue
5.5B
↓ 0.05%
Net Income
2.0B
↑ 4.46%
Net Profit Margin
35.8%
↑ 1.55%
Q1 FY23Q/Q Change
Revenue
5.1B
↓ 6.93%
Net Income
1.6B
↓ 18.55%
Net Profit Margin
31.33%
↓ 4.47%
FY17Y/Y Change
Total Assets
243.3B
↑ 8.9%
Total Liabilities
224.7B
↑ 8.59%
FY18Y/Y Change
Total Assets
296.5B
↑ 21.87%
Total Liabilities
275.8B
↑ 22.72%
FY19Y/Y Change
Total Assets
294.0B
↓ 0.84%
Total Liabilities
272.3B
↓ 1.29%
FY20Y/Y Change
Total Assets
549.0B
↑ 86.73%
Total Liabilities
492.9B
↑ 81.06%
FY21Y/Y Change
Total Assets
667.3B
↑ 21.54%
Total Liabilities
611.0B
↑ 23.95%
FY22Y/Y Change
Total Assets
551.8B
↓ 17.31%
Total Liabilities
515.2B
↓ 15.69%
Q4 FY21Q/Q Change
Total Assets
667.3B
↑ 9.83%
Total Liabilities
611.0B
↑ 11.07%
Q1 FY22Q/Q Change
Total Assets
681.0B
↑ 2.05%
Total Liabilities
632.9B
↑ 3.57%
Q2 FY22Q/Q Change
Total Assets
637.6B
↓ 6.37%
Total Liabilities
593.0B
↓ 6.29%
Q3 FY22Q/Q Change
Total Assets
577.6B
↓ 9.41%
Total Liabilities
540.5B
↓ 8.86%
FY17Y/Y Change
Operating Cash Flow
1.3B
↓ 52.55%
Investing Cash Flow
-20.5B
↓ 47.2%
Financing Cash Flow
22.6B
↓ 35.36%
FY18Y/Y Change
Operating Cash Flow
12.5B
↑ 886.22%
Investing Cash Flow
-40.6B
↑ 98.09%
Financing Cash Flow
47.2B
↑ 108.71%
FY19Y/Y Change
Operating Cash Flow
9.3B
↓ 25.14%
Investing Cash Flow
12.0B
↓ 129.5%
Financing Cash Flow
-13.9B
↓ 129.55%
FY20Y/Y Change
Operating Cash Flow
6.9B
↓ 26.52%
Investing Cash Flow
-125.9B
↓ 1151.91%
Financing Cash Flow
144.0B
↓ 1132.94%
FY21Y/Y Change
Operating Cash Flow
2.1B
↓ 69.09%
Investing Cash Flow
-75.7B
↓ 39.88%
Financing Cash Flow
96.3B
↓ 33.1%
FY22Y/Y Change
Operating Cash Flow
2.1B
↓ 2.88%
Investing Cash Flow
32.0B
↓ 142.36%
Financing Cash Flow
-68.7B
↓ 171.35%
Q4 FY21Q/Q Change
Operating Cash Flow
5.6B
↑ 210.69%
Investing Cash Flow
-21.7B
↓ 5.48%
Financing Cash Flow
49.3B
↑ 85.95%
Q1 FY22Q/Q Change
Operating Cash Flow
3.1B
↓ 45.86%
Investing Cash Flow
-3.6B
↓ 83.21%
Financing Cash Flow
24.6B
↓ 50.07%
Q2 FY22Q/Q Change
Operating Cash Flow
-7.9B
↓ 360.17%
Investing Cash Flow
2.4B
↓ 165.62%
Financing Cash Flow
-28.0B
↓ 213.69%
Q3 FY22Q/Q Change
Operating Cash Flow
9.1B
↓ 213.99%
Investing Cash Flow
21.8B
↑ 810.46%
Financing Cash Flow
-49.4B
↑ 76.54%
Q4 FY22Q/Q Change
Operating Cash Flow
-2.1B
↓ 123.27%
Investing Cash Flow
11.5B
↓ 46.97%
Financing Cash Flow
-16.0B
↓ 67.69%
Q1 FY23Q/Q Change
Operating Cash Flow
9.8B
↓ 564.02%
Investing Cash Flow
11.0B
↓ 4.43%
Financing Cash Flow
-10.1B
↓ 36.74%

Technicals Summary

Sell

Neutral

Buy

Charles Schwab Corp., The is currently not in a favorable trading position ( SELL ) according to technical analysis indicators.

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Charles Schwab Corp., The
Charles Schwab Corp., The
3.92%
-34.77%
-23.2%
47.47%
-3.2%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
2.28%
-1.69%
28.27%
84.91%
8.46%
Morgan Stanley
Morgan Stanley
-5.13%
-10.37%
-3.16%
86.62%
66.37%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
-2.86%
-14.33%
1.22%
65.47%
46.46%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
4.79%
-19.54%
-4.5%
98.19%
46.12%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Charles Schwab Corp., The
Charles Schwab Corp., The
14.66
14.66
0.81
3.31
0.17
0.01
0.02
14.93
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
27.61
27.61
1.81
5.76
0.19
0.02
0.01
29.14
Morgan Stanley
Morgan Stanley
14.39
14.39
49.29
6.54
0.1
0.01
0.04
55.13
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
11.82
11.82
1.25
32.35
0.09
0.01
0.03
304.98
Raymond James Financial, Inc.
Raymond James Financial, Inc.
12.26
12.26
1.14
8.87
0.18
0.02
0.02
46.67
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Charles Schwab Corp., The
Charles Schwab Corp., The
Buy
$97.7B
-3.2%
14.66
34.82%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
Buy
$32.7B
8.46%
27.61
12.78%
Morgan Stanley
Morgan Stanley
Buy
$140.1B
66.37%
14.39
19.54%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
Buy
$110.4B
46.46%
11.82
23.63%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
Buy
$19.7B
46.12%
12.26
15.23%

Institutional Holdings

  • The Toronto-Dominion Bank

    12.42%
  • Vanguard Group Inc

    7.00%
  • BlackRock Inc

    5.87%
  • Wellington Management Company LLP

    4.39%
  • Dodge & Cox

    4.31%
  • State Street Corporation

    3.30%

Corporate Announcements

  • Charles Schwab Corp., The Dividends March,2023

    In the quarter ending March,2023. Charles Schwab Corp., The has declared dividend of $0.25

    Read More

Company Information

Charles Schwab believes in the power of investing to help individuals create a better tomorrow. The company has a history of challenging the status quo in its industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing its clients' goals with passion and integrity.

Organization
Charles Schwab Corp., The
Employees
36000
CEO
Mr. Walter William Bettinger II
Industry
Finance

FAQs