The Charles Schwab Preferred Stock Buy Hold or Sell Recommendation
| SCHW-PD Preferred Stock | USD 25.09 0.23 0.93% |
Assuming the 90 days trading horizon and your above-average risk tolerance, our recommendation regarding The Charles Schwab is 'Cautious Hold'. Macroaxis provides Charles Schwab buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SCHW-PD positions. The advice algorithm takes into account all of Charles Schwab's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Charles Schwab's buy or sell advice are summarized below:
Real Value 25.06 | Hype Value 25.09 | Market Value 25.09 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell The Charles Schwab given historical horizon and risk tolerance towards Charles Schwab. When Macroaxis issues a 'buy' or 'sell' recommendation for The Charles Schwab, the advice is generated through an automated system that utilizes algorithms and statistical models.
Charles |
Execute Charles Schwab Buy or Sell Advice
The Charles recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on The Charles Schwab. Macroaxis does not own or have any residual interests in The Charles Schwab or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Charles Schwab's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Insignificant | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Charles Schwab Trading Alerts and Improvement Suggestions
| The company has accumulated 18.91 B in total debt with debt to equity ratio (D/E) of 34.7, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Charles Schwab has a current ratio of 0.31, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Charles Schwab until it has trouble settling it off, either with new capital or with free cash flow. So, Charles Schwab's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Charles Schwab sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Charles to invest in growth at high rates of return. When we think about Charles Schwab's use of debt, we should always consider it together with cash and equity. |
Charles Schwab Returns Distribution Density
The distribution of Charles Schwab's historical returns is an attempt to chart the uncertainty of Charles Schwab's future price movements. The chart of the probability distribution of Charles Schwab daily returns describes the distribution of returns around its average expected value. We use The Charles Schwab price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Charles Schwab returns is essential to provide solid investment advice for Charles Schwab.
| Mean Return | 0 | Value At Risk | -0.36 | Potential Upside | 0.52 | Standard Deviation | 0.29 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Charles Schwab historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Charles Schwab Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Charles Schwab or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Charles Schwab's price will be affected by overall preferred stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Charles preferred stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.01 | |
β | Beta against NYSE Composite | 0.08 | |
σ | Overall volatility | 0.30 | |
Ir | Information ratio | -0.3 |
Charles Schwab Volatility Alert
The Charles Schwab exhibits very low volatility with skewness of -0.24 and kurtosis of 2.92. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Charles Schwab's preferred stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Charles Schwab's preferred stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Charles Schwab Fundamentals Vs Peers
Comparing Charles Schwab's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Charles Schwab's direct or indirect competition across all of the common fundamentals between Charles Schwab and the related equities. This way, we can detect undervalued stocks with similar characteristics as Charles Schwab or determine the preferred stocks which would be an excellent addition to an existing portfolio. Peer analysis of Charles Schwab's fundamental indicators could also be used in its relative valuation, which is a method of valuing Charles Schwab by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Charles Schwab to competition |
| Fundamentals | Charles Schwab | Peer Average |
| Return On Equity | 0.15 | -0.31 |
| Return On Asset | 0.0115 | -0.14 |
| Profit Margin | 0.35 % | (1.27) % |
| Operating Margin | 0.47 % | (5.51) % |
| Current Valuation | (5.54 B) | 16.62 B |
| Shares Outstanding | 1.35 B | 571.82 M |
| Shares Owned By Institutions | 24.07 % | 39.21 % |
| Number Of Shares Shorted | 68.45 K | 4.71 M |
| Price To Earning | 10.15 X | 28.72 X |
| Price To Sales | 2.53 X | 11.42 X |
| Revenue | 20.76 B | 9.43 B |
| Gross Profit | 20.17 B | 27.38 B |
| EBITDA | 9.35 B | 3.9 B |
| Net Income | 7.18 B | 570.98 M |
| Cash And Equivalents | 38.3 B | 2.7 B |
| Cash Per Share | 28.84 X | 5.01 X |
| Total Debt | 18.91 B | 5.32 B |
| Debt To Equity | 34.70 % | 48.70 % |
| Current Ratio | 0.32 X | 2.16 X |
| Book Value Per Share | 14.26 X | 1.93 K |
| Cash Flow From Operations | 2.12 B | 971.22 M |
| Short Ratio | 1.22 X | 4.00 X |
| Earnings Per Share | 2.77 X | 3.12 X |
| Number Of Employees | 35.3 K | 18.84 K |
| Beta | 0.93 | -0.15 |
| Market Capitalization | 50.82 B | 19.03 B |
| Total Asset | 667.27 B | 29.47 B |
| Z Score | 1.2 | 8.72 |
| Annual Yield | 0.06 % | |
| Net Asset | 667.27 B | |
| Last Dividend Paid | 0.84 |
Charles Schwab Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Charles . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 370.65 | |||
| Daily Balance Of Power | 0.8214 | |||
| Rate Of Daily Change | 1.01 | |||
| Day Median Price | 24.96 | |||
| Day Typical Price | 25.0 | |||
| Price Action Indicator | 0.24 | |||
| Period Momentum Indicator | 0.23 |
About Charles Schwab Buy or Sell Advice
When is the right time to buy or sell The Charles Schwab? Buying financial instruments such as Charles Preferred Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Charles Schwab in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Charles Schwab Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Companies Directory module to evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals.
Complementary Tools for Charles Preferred Stock analysis
When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.
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