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Charles Schwab is a capital markets business based in the US. Charles Schwab shares (SCHW) are listed on the NYSE and all prices are listed in US Dollars. Charles Schwab employs 35,300 staff and has a trailing 12-month revenue of around $20.8 billion.
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| Latest market close | $78.05 |
|---|---|
| 52-week range | $59.00 - $95.17 |
| 50-day moving average | $80.62 |
| 200-day moving average | $72.55 |
| Wall St. target price | $96.00 |
| PE ratio | 22.6429 |
| Dividend yield | $0.84 (1.13%) |
| Earnings per share (TTM) | $3.50 |
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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.
Historical closes compared with the close of $78.05 from 2023-01-26
| 1 week (2023-01-20) | 1.32% |
|---|---|
| 1 month (2022-12-27) | -5.07% |
| 3 months (2022-10-28) | -2.67% |
| 6 months (2022-07-28) | 15.29% |
| 1 year (2022-01-28) | -12.21% |
|---|---|
| 2 years (2021-01-28) | 45.24% |
| 3 years (2020-01-28) | 68.57% |
| 5 years (2018-01-26) | 43.82% |
Valuing Charles Schwab stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Charles Schwab's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
Charles Schwab's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 23x. In other words, Charles Schwab shares trade at around 23x 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.
Charles Schwab's "price/earnings-to-growth ratio" can be calculated by dividing its P/E ratio by its growth – to give 0.8144. 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 Charles Schwab'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 | $20.8 billion |
|---|---|
| Operating margin TTM | 47.05% |
| Gross profit TTM | $20.2 billion |
| Return on assets TTM | 1.15% |
| Return on equity TTM | 15.4% |
| Profit margin | 34.6% |
| Book value | $14.26 |
| Market capitalisation | $147.9 billion |
TTM: trailing 12 months
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 Charles Schwab.
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: 20.29
Socially conscious investors use ESG scores to screen how an investment aligns with their worldview, and Charles Schwab's overall score of 20.29 (as at 12/31/2018) is pretty good – landing it in it in the 35th percentile of companies rated in the same sector.
ESG scores are increasingly used to estimate the level of risk a company like Charles Schwab 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: 1.61/100
Social score: 8.8/100
Governance score: 8.38/100
Controversy score: 1/5
ESG scores also evaluate any incidences of controversy that a company has been involved in. Charles Schwab scored a 1 out of 5 for controversy – the highest score possible, reflecting that Charles Schwab has managed to keep its nose clean.
Charles Schwab Corp was last rated for ESG on: 2019-01-01.
| Total ESG score | 20.29 |
|---|---|
| Total ESG percentile | 35.08 |
| Environmental score | 1.61 |
| Social score | 8.8 |
| Governance score | 8.38 |
| Level of controversy | 1 |
Dividend payout ratio: 17.54% of net profits
Recently Charles Schwab has paid out, on average, around 17.54% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 1.13% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Charles Schwab shareholders could enjoy a 1.13% return on their shares, in the form of dividend payments. In Charles Schwab's case, that would currently equate to about $0.84 per share.
While Charles Schwab's payout ratio might seem low, this can signify that Charles Schwab is investing more in its future growth.
Charles Schwab's most recent dividend payout was on 24 November 2022. The latest dividend was paid out to all shareholders who bought their shares by 8 November 2022 (the "ex-dividend date").
Charles Schwab's shares were split on a 3:2 basis on 30 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 Charles Schwab shares – just the quantity. However, indirectly, the new 33.3% lower share price could have impacted the market appetite for Charles Schwab shares which in turn could have impacted Charles Schwab's share price.
Over the last 12 months, Charles Schwab's shares have ranged in value from as little as $58.997 up to $95.172. 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 Charles Schwab's is 0.9714. This would suggest that Charles Schwab's shares are less volatile than average (for this exchange).
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, 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 and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; 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, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services.
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