Charles Schwab Buy Hold or Sell Recommendation

SCHW -- USA Stock  

USD 47.47  0.51  0.01%

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 0.0496, jensen alpha of 0.0537, total risk alpha of 0.1052, sortino ratio of 0.0496 and treynor ratio of 0.2326
Macroaxis 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 FinTech IdeaTop FinTech
A collection of large financial service, investment, and banking companies

Charles Schwab Returns Distribution Density

Mean Return0.05Value At Risk3.13
Potential Upside4.22Standard Deviation2.11
 Return Density 

Institutional Investors

Security TypeSharesValue
Uss Investment Management LtdCommon Shares4 M165.4 M
Gateway Investment Advisers LlcCommon Shares867.6 K36 M
Retirement Systems Of AlabamaCommon Shares554.5 K23 M
Qci Asset Management IncCommon Shares334.5 K13.9 M
Dnb Asset Management AsCommon Shares299.1 K12.4 M
Horan Capital ManagementCommon Shares297.7 K12.4 M
Gulf International Bank Uk LtdCommon Shares283.6 K11.8 M
Simplex Trading LlcCall Options1.9 K7.7 M
Simplex Trading LlcPut Options1 K4.2 M

Charles Schwab Greeks

Alpha over DOW
Beta against DOW=0.19
Overall volatility
Information ratio =0.0475

Charles Schwab Volatility Alert

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.
 Better Than Average     
 Worse Than Average Compare Charles Schwab to competition

Charles Schwab Fundamental Vs Peers

FundamentalsCharles SchwabPeer Average
Return On Equity16.31% (15.17)%
Return On Asset1.26% (15.64)%
Profit Margin32.65% (5.50)%
Current Valuation38B152.14B
Shares Outstanding1.35B1.43B
Shares Owned by Insiders11.12% 6.91%
Shares Owned by Institutions81.32% 18.37%
Number of Shares Shorted17.06M3.24M
Price to Earning20.20X40.69X
Price to Book3.32X14.44X
Price to Sales6.16X17.81X
Gross Profit8.39B21.75B
Net Income2.99B517.71M
Cash and Equivalents30.82B3.89B
Cash per Share22.82X5.17X
Total Debt6.85B7.36B
Debt to Equity32.80% 0.72%
Current Ratio0.30X3.30X
Book Value Per Share13.35X13.64X
Cash Flow from Operations3.47B1.25B
Short Ratio1.66X2.09X
Earnings Per Share2.19X2.30X
Price to Earnings To Growth0.66X1.22X
Number of Employees19.1K10.67K
Market Capitalization59.76B29.78B
Total Asset39.7B126.86B
Retained Earnings12.65B38.24B
Working Capital(115.27B)3.58B
Current Asset50B36.8B
Current Liabilities165.28B33.34B
Z Score2.4708.73
   Exercise or conversion by Jonathan Craig of 37 shares of Charles Schwab subject to Rule 16b-3 [view details]

Charles Schwab Market Momentum

Charles Schwab Alerts

Trading Alerts and Improvement Suggestions

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.
Over 81.0% of Charles Schwab shares are owned by institutional investors

Latest Analysts View

Charles Schwab Current Analysts Recommendations

Target Median Price51.00
Target Mean Price51.35
Recommendation Mean2.30
Target High Price63.00
Number Of Analyst Opinions17
Target Low Price42.00
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.