Charles Schwab Buy Hold or Sell Recommendation

SCHW -- USA Stock  

USD 46.86  0.24  0.52%

Given the investment horizon of 30 days, and your above average risk tolerance our recommendation regarding The Charles Schwab Corporation is 'Strong 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 The 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

Symbol
Execute Advice
Sell Charles SchwabBuy Charles Schwab
Strong Hold

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 0.027975, jensen alpha of 0.0364, total risk alpha of 0.0625, sortino ratio of 0.0 and treynor ratio of 0.048216
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 The 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 The Charles Schwab has Price to Earning of 21.47 times, 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 Risk2.79
Potential Upside1.72Standard Deviation1.95
 Return Density 
      Distribution 

Charles Schwab Greeks

α
Alpha over DOW
=0.036404
β
Beta against DOW=1.25
σ
Overall volatility
=1.85
Ir
Information ratio =0.0086

Charles Schwab Volatility Alert

The Charles Schwab Corporation exhibits very low volatility with skewness of -0.32 and kurtosis of 0.51. 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 Equity16.31 % (15.17) %
Return On Asset1.26 % (15.64) %
Profit Margin32.65 % (5.50) %
Current Valuation43.16 B152.14 B
Shares Outstanding1.35 B1.43 B
Shares Owned by Insiders11.12 % 6.91 %
Shares Owned by Institutions82.75 % 18.37 %
Number of Shares Shorted15.15 M3.24 M
Price to Earning21.47 times40.69 times
Price to Book3.53 times14.44 times
Price to Sales6.55 times17.81 times
Revenue9.7 B9.85 B
Gross Profit8.39 B21.75 B
Net Income2.99 B517.71 M
Cash and Equivalents30.82 B3.89 B
Cash per Share22.82 times5.17 times
Total Debt6.85 B7.36 B
Debt to Equity32.80 % 0.72 %
Current Ratio0.30 times3.30 times
Book Value Per Share13.35 times13.64 times
Cash Flow from Operations3.47 B1.25 B
Short Ratio1.59 times2.09 times
Earnings Per Share2.19 times2.30 times
Price to Earnings To Growth0.70 times1.22 times
Number of Employees19.1 K10.67 K
Beta1.590.34
Market Capitalization63.54 B29.78 B
Total Asset39.7 B126.86 B
Retained Earnings12.65 B38.24 B
Working Capital(115.27 B)3.58 B
Current Asset50 B36.8 B
Current Liabilities165.28 B33.34 B
Z Score3.0708.73
   Charles Schwab exotic insider transaction detected [view details]

Charles Schwab Alerts

Trading Alerts and Improvement Suggestions

The company currently holds 6.85 B 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. The Charles Schwab Corporation 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 83.0% of The Charles Schwab Corporation shares are owned by institutional investors
Latest headline from www.fairfieldcurrent.com: PFG Advisors Has 962000 Position in Schwab US Large-Cap ETF

Latest Analysts View

Charles Schwab Current Analysts Recommendations

Target Median Price55.50
Target Mean Price56.56
Recommendation Mean2.30
Target High Price66.00
Number Of Analyst Opinions16
Target Low Price46.00
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 Bollinger Bands module to use bollinger bands indicator to analyze target price for a given investing horizon.
Search macroaxis.com