Charles Schwab Buy Hold or Sell Recommendation

SCHW -- USA Stock  

USD 40.91  0.30  0.74%

Given the investment horizon of 30 days, and your above average risk tolerance our recommendation regarding The Charles Schwab Corporation is '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 positions. The advice algorithm takes into account all of Charles Schwab available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from SCHW buy-and-hold prospective. Also please take a look at Charles Schwab Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Execute Advice
Sell Charles SchwabBuy Charles Schwab

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

For the selected time horizon The Charles Schwab Corporation has a risk adjusted performance of (0.1), jensen alpha of (0.24), total risk alpha of (0.17), sortino ratio of 0.0 and treynor ratio of (1.58)
Charles Schwab buy, hold, or sell suggestion module can be used to check and cross-verify current buy, hold, or sell recommendation provided by analysts analyzing the organization potential to grow using all of fundamental, technical, data market data available at the time. To make sure Charles Schwab is not overpriced, please confirm all Charles Schwab fundamentals including its Price to Book, Short Ratio, Five Year Return, as well as the relationship between Cash per Share and Total Asset . Given that Charles Schwab has Price to Earning of 16.68X, we suggest you validate The Charles Schwab Corporation market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Charles Schwab Trading Alerts and Improvement Suggestions

Charles Schwab generates negative expected return over the last 30 days
The company currently holds 8.94B in liabilities with Debt to Equity (D/E) ratio of 41.3 indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Charles Schwab has Current Ratio of 0.34 indicating that it has a negative working capital and may not be able to pay financial obligations when they are due.
Over 81.0% of Charles Schwab shares are owned by institutional investors

Charles Schwab current analysts recommendations

Target Median Price50.00
Target Mean Price50.87
Recommendation Mean2.20
Target High Price63.00
Number Of Analyst Opinions15
Target Low Price42.00

Charles Schwab Returns Distribution Density

Mean Return0.23Value At Risk3.19
Potential Upside2.23Standard Deviation1.72
 Return Density 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares90.4 M3.9 B
Blackrock IncCommon Shares83.9 M3.6 B
Price T Rowe Associates IncCommon Shares77.9 M3.3 B
Dodge CoxCommon Shares76.4 M3.3 B
State Street CorpCommon Shares54 M2.3 B
Fmr LlcCommon Shares41.8 M1.8 B
Primecap Management CoCommon Shares31.5 M1.3 B

Charles Schwab Greeks

Alpha over DOW
Beta against DOW=0.15
Overall volatility
Information ratio =0.12

Charles Schwab Volatility Alert

The Charles Schwab Corporation exhibits very low volatility with skewness of 0.17 and kurtosis of 2.16. However, we advise investors to further study The Charles Schwab Corporation technical indicators to make sure all market info is available and is reliable.
 Better Than Average     
 Worse Than Average Compare Charles Schwab to competition

Charles Schwab Fundamental Vs Peers

FundamentalsCharles SchwabPeer Average
Return On Equity18.01% (0.31)%
Return On Asset1.39% (0.14)%
Profit Margin35.27% (1.27)%
Current Valuation22.41B16.62B
Shares Outstanding1.34B571.82M
Shares Owned by Insiders11.25% 10.09%
Shares Owned by Institutions81.15% 39.21%
Number of Shares Shorted12.51M4.71M
Price to Earning16.68X28.72X
Price to Book3.06X9.51X
Price to Sales5.52X11.42X
Gross Profit9.89B27.38B
Net Income3.51B570.98M
Cash and Equivalents47B2.7B
Cash per Share35.21X5.01X
Total Debt8.94B5.32B
Debt to Equity41.30% 48.70%
Current Ratio0.35X2.16X
Book Value Per Share14.11X1.93K
Cash Flow from Operations9.61B971.22M
Short Ratio1.98X4.00X
Earnings Per Share2.59X3.12X
Price to Earnings To Growth1.17X4.89X
Number of Employees20K18.84K
Market Capitalization57.69B19.03B
Total Asset39.7B29.47B
Retained Earnings12.65B9.33B
Working Capital(115.27B)1.48B
Current Asset50B9.34B
Current Liabilities165.28B7.9B
Z Score1.28.72
   Charles Schwab exotic insider transaction detected [view details]