The Charles Schwab Corporation (SCHW)
The Charles Schwab Corporation, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally.
Scored against other Financial Services stocks, not a fixed scale.
The quick read
The Charles Schwab reads as neutral right now, with no clear lean either way.
- What's working
- Sales and profits grew faster over the past year than at most other financial companies.
- Worth watching
- Its price has been falling, trading below its recent averages.
Analyst price target
~12-month · 22 analystsPublished targets from Wall Street analysts (public data) — what analysts expect over roughly a year. This is not a StockGlow forecast and not a recommendation. Analyst targets are frequently wrong.
About The Charles Schwab Corporation
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services…
- Sector
- Financial Services
- Industry
- Capital Markets
- Employees
- 33,900
- Headquarters
- Westlake, TX
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What’s behind the score
Valuation
P/E 15.7 — lower than 45% of Financial Services peers
P/B 3.1 — lower than 35% of Financial Services peers
P/S 5.9 — lower than 32% of Financial Services peers
EV/Revenue 4.8 — lower than 38% of Financial Services peers
PEG 0.8 — lower than 79% of Financial Services peers
Profitability & quality
Operating margin 52.7% — higher than 88% of Financial Services peers
Net margin 39.3% — higher than 88% of Financial Services peers
ROE 21.1% — higher than 66% of Financial Services peers
ROA 2.2% — higher than 53% of Financial Services peers
Financial health
Debt/equity 0.8 — lower than 35% of Financial Services peers
Current ratio 0.67 — higher than 25% of Financial Services peers
Quick ratio 0.67 — higher than 54% of Financial Services peers
Cash/debt 1.71 — higher than 97% of Financial Services peers
Growth
Revenue growth 16.9% YoY — higher than 82% of Financial Services peers
Earnings growth 28.6% YoY — higher than 72% of Financial Services peers
Ownership & investor activity
Payout ratio 21.5% — typical for Financial Services peers
Net insider selling, -0.6% of insider shares
Institutions net sold, -10.9% of shares held
Insiders hold 6.2% of shares outstanding
1.2% of float sold short
Momentum
Below its 50- & 200-day averages
26% of the way from its 52-week low to high