Charles Schwab Corp., The (SCHW)

$72.93

+0.43

(+0.59%)

Market is closed - opens 7 PM, 19 Apr 2024
star icon

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 6 quarters, 5.5B → 4.45B (in $), with an average decrease of 4.1% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 6 quarters, 2.02B → 1.04B (in $), with an average decrease of 12.1% per quarter

Performance

  • $72.04
    $73.82
    $72.93
    downward going graph

    1.22%

    Downside

    Day's Volatility :2.41%

    Upside

    1.21%

    downward going graph
  • $44.85
    $73.88
    $72.93
    downward going graph

    38.5%

    Downside

    52 Weeks Volatility :39.29%

    Upside

    1.28%

    downward going graph

Returns

PeriodCharles Schwab Corp., TheSector (Financials)S&P500
3 Months
15.59%
6.3%
5.0%
6 Months
39.85%
19.8%
16.4%
1 Year
34.26%
19.0%
20.9%
3 Years
10.05%
12.1%
20.0%

Highlights

Market Capitalization
133.5B
Book Value
$23.23
Dividend Share
1.0
Dividend Yield
1.37%
Earnings Per Share (EPS)
2.39
PE Ratio
30.57
PEG Ratio
1.19
Wall Street Target Price
76.22
Profit Margin
26.14%
Operating Margin TTM
39.37%
Return On Assets TTM
0.96%
Return On Equity TTM
12.26%
Revenue TTM
18.5B
Revenue Per Share TTM
10.13
Quarterly Revenue Growth YOY
-7.3999999999999995%
Gross Profit TTM
20.2B
Diluted Eps TTM
2.39
Quarterly Earnings Growth YOY
-0.18
EPS Estimate Current Year
3.42
EPS Estimate Next Year
4.35
EPS Estimate Current Quarter
0.64
EPS Estimate Next Quarter
0.8

Analyst Recommendation

Buy
    80%Buy
    11%Hold
    7%Sell
Based on 26 Wall street analysts offering stock ratings for Charles Schwab Corp., The(by analysts ranked 0 to 5 stars)
Based on 26 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
21
21
22
Hold
3
3
4
Sell
2
2
2

Analyst Forecast

What analysts predicted

Upside of 4.51%

Current $72.93
Target $76.22

Company Financials

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%
FY23Y/Y Change
Revenue
25.5B
↑ 22.92%
Net Income
5.1B
↓ 29.46%
Net Profit Margin
19.85%
↓ 14.75%
Q3 FY22Q/Q Change
Revenue
5.5B
↑ 7.99%
Net Income
2.0B
↑ 12.66%
Net Profit Margin
36.73%
↑ 1.52%
Q4 FY22Q/Q Change
Revenue
5.5B
↓ 0.05%
Net Income
2.0B
↓ 2.57%
Net Profit Margin
35.8%
↓ 0.93%
Q1 FY23Q/Q Change
Revenue
5.1B
↓ 6.93%
Net Income
1.6B
↓ 18.55%
Net Profit Margin
31.33%
↓ 4.47%
Q2 FY23Q/Q Change
Revenue
4.7B
↓ 8.99%
Net Income
1.3B
↓ 19.28%
Net Profit Margin
27.79%
↓ 3.54%
Q3 FY23Q/Q Change
Revenue
4.6B
↓ 1.07%
Net Income
1.1B
↓ 13.06%
Net Profit Margin
24.42%
↓ 3.37%
Q4 FY23Q/Q Change
Revenue
4.5B
↓ 3.19%
Net Income
1.0B
↓ 7.11%
Net Profit Margin
23.44%
↓ 0.98%
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
↓ 1.27%
FY20Y/Y Change
Total Assets
549.0B
↑ 86.74%
Total Liabilities
492.9B
↑ 81.03%
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%
FY23Y/Y Change
Total Assets
495.6B
↓ 10.19%
Total Liabilities
454.6B
↓ 11.76%
Q3 FY22Q/Q Change
Total Assets
577.6B
↓ 9.41%
Total Liabilities
540.5B
↓ 8.86%
Q4 FY22Q/Q Change
Total Assets
551.8B
↓ 4.47%
Total Liabilities
515.2B
↓ 4.69%
Q1 FY23Q/Q Change
Total Assets
535.6B
↓ 2.94%
Total Liabilities
499.2B
↓ 3.1%
Q2 FY23Q/Q Change
Total Assets
511.5B
↓ 4.49%
Total Liabilities
474.4B
↓ 4.98%
Q3 FY23Q/Q Change
Total Assets
475.2B
↓ 7.1%
Total Liabilities
437.4B
↓ 7.79%
Q4 FY23Q/Q Change
Total Assets
495.6B
↑ 4.28%
Total Liabilities
454.6B
↑ 3.93%
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%
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%
Q2 FY23Q/Q Change
Operating Cash Flow
-5.2B
↓ 153.35%
Investing Cash Flow
18.2B
↑ 64.72%
Financing Cash Flow
-23.3B
↑ 130.53%
Q3 FY23Q/Q Change
Operating Cash Flow
-5.0B
↓ 3.93%
Investing Cash Flow
18.5B
↑ 2.01%
Financing Cash Flow
-27.7B
↑ 19.11%

Technicals Summary

Sell

Neutral

Buy

Charles Schwab Corp., The is currently in a favorable trading position ( BUY ) according to technical analysis indicators.

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Charles Schwab Corp., The
Charles Schwab Corp., The
7.57%
39.85%
34.26%
10.05%
59.17%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
1.2%
31.78%
28.9%
41.2%
99.03%
Morgan Stanley
Morgan Stanley
2.41%
20.3%
0.26%
12.56%
89.44%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
5.08%
33.76%
20.96%
17.73%
96.16%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
0.81%
23.41%
25.95%
41.34%
105.08%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Charles Schwab Corp., The
Charles Schwab Corp., The
30.57
30.57
1.19
3.42
0.12
0.01
0.01
23.23
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
37.85
37.85
2.58
6.56
0.22
0.02
0.0
33.48
Morgan Stanley
Morgan Stanley
17.21
17.21
3.06
6.41
0.09
0.01
0.04
55.5
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
15.45
15.45
3.14
34.86
0.08
0.01
0.03
318.23
Raymond James Financial, Inc.
Raymond James Financial, Inc.
15.25
15.25
1.34
9.73
0.17
0.02
0.01
51.33
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Charles Schwab Corp., The
Charles Schwab Corp., The
Buy
$133.5B
59.17%
30.57
26.14%
Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc.
Buy
$44.8B
99.03%
37.85
13.58%
Morgan Stanley
Morgan Stanley
Buy
$145.0B
89.44%
17.21
16.95%
Goldman Sachs Group, Inc., The
Goldman Sachs Group, Inc., The
Buy
$130.1B
96.16%
15.45
20.15%
Raymond James Financial, Inc.
Raymond James Financial, Inc.
Buy
$25.6B
105.08%
15.25
14.72%

Institutional Holdings

  • The Toronto-Dominion Bank

    12.37%
  • Vanguard Group Inc

    6.56%
  • BlackRock Inc

    5.21%
  • Dodge & Cox

    4.73%
  • T. Rowe Price Associates, Inc.

    3.80%
  • State Street Corporation

    3.36%

Corporate Announcements

  • Charles Schwab Corp., The Dividends March,2024

    In the quarter ending March,2024. Charles Schwab Corp., The has declared dividend of $0.25

    Read More

Company Information

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. 

Organization
Charles Schwab Corp., The
Employees
32600
CEO
Mr. Charles Robert Schwab
Industry
Finance

FAQs