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.
For the selected time horizon The Charles Schwab Corporation has a risk adjusted performance of 0.0496, jensen alpha of 0.0537, total risk alpha of 0.1052, sortino ratio of 0.0496 and treynor ratio of 0.2326Macroaxis buy, hold, or sell recommendation tool can be used to complement Charles Schwab buy or sell advice provided by experts. It analyzes the organization potential to grow against your specific risk preferences and investment horizon. 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 20.20X, 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 Thematic Classifications
Top FinTechA collection of large financial service, investment, and banking companies
The Charles Schwab Corporation currently demonstrates below average downside deviation of 2.02. It has Information Ratio of 0.05 and Jensen Alpha of 0.05. However, we do advice investors to further question The Charles Schwab Corporation expected returns to make sure all indicators are consistent with the current outlook about its relatively low value at risk.
The company currently holds 6.85B in liabilities with Debt to Equity (D/E) ratio of 32.8 indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Charles Schwab has Current Ratio of 0.29 indicating that it has a negative working capital and may not be able to pay financial obligations when they are due.
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. Please also try Pair Correlation module to compare performance and examine historical correlation between any two equity instruments.