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The Charles Schwab Corporation is a capital markets business based in the US. The Charles Schwab Corporation shares (SCHW) are listed on the NYSE and all prices are listed in US Dollars. The Charles Schwab Corporation employs 21,800 staff and has a trailing 12-month revenue of around USD$10.4 billion.
Since the stock market crash in March caused by coronavirus, The Charles Schwab Corporation's share price has had significant negative movement.
Its last market close was USD$35.24, which is 23.71% down on its pre-crash value of USD$46.19 and 25.86% up on the lowest point reached during the March crash when the shares fell as low as USD$28.
If you had bought USD$1,000 worth of The Charles Schwab Corporation shares at the start of February 2020, those shares would have been worth USD$623.87 at the bottom of the March crash, and if you held on to them, then as of the last market close they'd be worth USD$771.40.
|Latest market close||USD$35.24|
|52-week range||USD$28 - USD$50.97|
|50-day moving average||USD$35.035|
|200-day moving average||USD$34.8986|
|Wall St. target price||USD$38.83|
|Dividend yield||USD$0.72 (2%)|
|Earnings per share (TTM)||USD$2.39|
The value of any investment can go up or down depending on news, trends and market conditions. We are not investment advisers, so do your own due diligence to understand the risks before you invest.
The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.
This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.
|1 week (2020-09-11)||N/A|
|1 month (2020-08-18)||N/A|
|3 months (2020-06-22)||-3.24%|
|6 months (2020-03-20)||14.60%|
|1 year (2019-09-18)||N/A|
|2 years (2018-09-18)||N/A|
|3 years (2017-09-18)||N/A|
|5 years (2015-09-18)||N/A|
Valuing The Charles Schwab Corporation stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of The Charles Schwab Corporation's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
The Charles Schwab Corporation's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 15x. In other words, The Charles Schwab Corporation shares trade at around 15x recent earnings.
That's relatively low compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The low P/E ratio could mean that investors are pessimistic about the outlook for the shares or simply that they're under-valued.
The Charles Schwab Corporation's "price/earnings-to-growth ratio" can be calculated by dividing its P/E ratio by its growth – to give 2.1721. A low ratio can be interpreted as meaning the shares offer better value, while a higher ratio can be interpreted as meaning the shares offer worse value.
The PEG ratio provides a broader view than just the P/E ratio, as it gives more insight into The Charles Schwab Corporation's future profitability. By accounting for growth, it could also help you if you're comparing the share prices of multiple high-growth companies.
|Revenue TTM||USD$10.4 billion|
|Operating margin TTM||41.84%|
|Gross profit TTM||USD$10.5 billion|
|Return on assets TTM||0.97%|
|Return on equity TTM||12.54%|
|Market capitalisation||USD$44.6 billion|
TTM: trailing 12 months
There are currently 80.5 million The Charles Schwab Corporation shares held short by investors – that's known as The Charles Schwab Corporation's "short interest". This figure is 2.4% up from 78.6 million last month.
There are a few different ways that this level of interest in shorting The Charles Schwab Corporation shares can be evaluated.
The Charles Schwab Corporation's "short interest ratio" (SIR) is the quantity of The Charles Schwab Corporation shares currently shorted divided by the average quantity of The Charles Schwab Corporation shares traded daily (recently around 8.0 million). The Charles Schwab Corporation's SIR currently stands at 10.01. In other words for every 100,000 The Charles Schwab Corporation shares traded daily on the market, roughly 10010 shares are currently held short.
However The Charles Schwab Corporation's short interest can also be evaluated against the total number of The Charles Schwab Corporation shares, or, against the total number of tradable The Charles Schwab Corporation shares (the shares that aren't held by "insiders" or major long-term shareholders – also known as the "float"). In this case The Charles Schwab Corporation's short interest could be expressed as 0.06% of the outstanding shares (for every 100,000 The Charles Schwab Corporation shares in existence, roughly 60 shares are currently held short) or 0.0697% of the tradable shares (for every 100,000 tradable The Charles Schwab Corporation shares, roughly 70 shares are currently held short).
A SIR above 10% would generally be considered pretty high, pointing to a potentially pessimistic outlook for the share price and a discouraging interest in betting against The Charles Schwab Corporation.
Find out more about how you can short The Charles Schwab Corporation stock.
Environmental, social and governance (known as ESG) criteria are a set of three factors used to measure the sustainability and social impact of companies like The Charles Schwab Corporation.
When it comes to ESG scores, lower is better, and lower scores are generally associated with lower risk for would-be investors.
Total ESG risk: 24.14
Socially conscious investors use ESG scores to screen how an investment aligns with their worldview, and The Charles Schwab Corporation's overall score of 24.14 (as at 08/01/2020) is nothing to write home about – landing it in it in the 42nd percentile of companies rated in the same sector.
ESG scores are increasingly used to estimate the level of risk a company like The Charles Schwab Corporation is exposed to within the areas of "environmental" (carbon footprint, resource use etc.), "social" (health and safety, human rights etc.), and "governance" (anti-corruption, tax transparency etc.).
Environmental score: 1.41/100
Social score: 10.31/100
Governance score: 11.93/100
Controversy score: 1/5
ESG scores also evaluate any incidences of controversy that a company has been involved in. The Charles Schwab Corporation scored a 1 out of 5 for controversy – the highest score possible, reflecting that The Charles Schwab Corporation has managed to keep its nose clean.
|Total ESG score||24.14|
|Total ESG percentile||42.16|
|Level of controversy||1|
Dividend payout ratio: 29.29% of net profits
Recently The Charles Schwab Corporation has paid out, on average, around 29.29% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 2% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), The Charles Schwab Corporation shareholders could enjoy a 2% return on their shares, in the form of dividend payments. In The Charles Schwab Corporation's case, that would currently equate to about $0.72 per share.
While The Charles Schwab Corporation's payout ratio might seem fairly standard, it's worth remembering that The Charles Schwab Corporation may be investing much of the rest of its net profits in future growth.
The Charles Schwab Corporation's most recent dividend payout was on 28 August 2020. The latest dividend was paid out to all shareholders who bought their shares by 6 August 2020 (the "ex-dividend date").
The Charles Schwab Corporation's shares were split on a 3:2 basis on 31 May 2000. So if you had owned 2 shares the day before before the split, the next day you'd have owned 3 shares. This wouldn't directly have changed the overall worth of your The Charles Schwab Corporation shares – just the quantity. However, indirectly, the new 33.3% lower share price could have impacted the market appetite for The Charles Schwab Corporation shares which in turn could have impacted The Charles Schwab Corporation's share price.
Over the last 12 months, The Charles Schwab Corporation's shares have ranged in value from as little as $28 up to $50.97. A popular way to gauge a stock's volatility is its "beta".
Beta is a measure of a share's volatility in relation to the market. The market (NYSE average) beta is 1, while The Charles Schwab Corporation's is 1.1717. This would suggest that The Charles Schwab Corporation's shares are a little bit more volatile than the average for this exchange and represent, relatively-speaking, a slightly higher risk (but potentially also market-beating returns).
The Charles Schwab Corporation, through its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates through two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor, retirement plan, and mutual fund clearing services. The Advisor Services segment offers custodial, trading, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with cash management capabilities; third-party mutual funds, as well as proprietary mutual funds, plus mutual fund trading, and clearing services to broker-dealers; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, certificates of deposit, first lien residential real estate mortgage loans, home equity loans and lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. The company serves individuals and institutional clients in the United States, the Commonwealth of Puerto Rico, the United Kingdom, Hong Kong, Singapore, and Australia. The Charles Schwab Corporation was founded in 1971 and is headquartered in San Francisco, California.
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