Charles Schwab Corp Stock Performance
| SCHW Stock | USD 72.50 0.57 0.78% |
On a scale of 0 to 100, Charles Schwab holds a performance score of 14. The firm shows a Beta (market volatility) of 0.92, which signifies possible diversification benefits within a given portfolio. Charles Schwab returns are very sensitive to returns on the market. As the market goes up or down, Charles Schwab is expected to follow. Please check Charles Schwab's downside variance, and the relationship between the total risk alpha and daily balance of power , to make a quick decision on whether Charles Schwab's price patterns will revert.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Charles Schwab Corp are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of fairly uncertain technical indicators, Charles Schwab showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.78) | Five Day Return 4 | Year To Date Return 4.92 | Ten Year Return 166.84 | All Time Return 19.9 K |
Forward Dividend Yield 0.0137 | Payout Ratio 0.2584 | Last Split Factor 3:2 | Forward Dividend Rate 1 | Dividend Date 2024-02-23 |
| Charles Schwab dividend paid on 23rd of February 2024 | 02/23/2024 |
1 | The Charles Schwab Corporation Advances But Underperforms Market Key Facts | 03/18/2024 |
2 | The Charles Schwab Corporation Registers a Bigger Fall Than the Market Important Facts to Note | 03/25/2024 |
3 | Will Charles Schwab Beat Estimates Again in Its Next Earnings Report | 04/03/2024 |
4 | The Charles Schwab Corporation Expected to Beat Earnings Estimates Can the Stock Move Higher | 04/08/2024 |
5 | GLOBAL SUPERSTAR THOMAS RHETT TO HOST THE 2024 CCMA AWARDS PRESENTED BY TD ALONG WITH AWARD-WINNING COUNTRY STAR ALBERTA NATIVE MACKENZIE PORTER | 04/09/2024 |
6 | Seeking Clues to Charles Schwab Q1 Earnings A Peek Into Wall Street Projections for Key Metrics | 04/10/2024 |
7 | Charles Schwab Q1 2024 Earnings Preview | 04/12/2024 |
8 | Schwab Q1 ETF Assets Jumped 7 percent on Rising Market | 04/15/2024 |
9 | Should You Expect Strong Earnings Growth for Charles Schwab Corp. | 04/17/2024 |
| Begin Period Cash Flow | 40.2 B |
Charles |
Charles Schwab Relative Risk vs. Return Landscape
If you would invest 6,352 in Charles Schwab Corp on January 19, 2024 and sell it today you would earn a total of 898.00 from holding Charles Schwab Corp or generate 14.14% return on investment over 90 days. Charles Schwab Corp is currently generating 0.2201% in daily expected returns and assumes 1.1582% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of stocks are less volatile than Charles, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Charles Schwab Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Charles Schwab's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Charles Schwab Corp, and traders can use it to determine the average amount a Charles Schwab's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.19
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Estimated Market Risk
| 1.16 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Charles Schwab is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Charles Schwab by adding it to a well-diversified portfolio.
Charles Schwab Fundamentals Growth
Charles Stock prices reflect investors' perceptions of the future prospects and financial health of Charles Schwab, and Charles Schwab fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Charles Stock performance.
| Return On Equity | 0.12 | |||
| Return On Asset | 0.0096 | |||
| Profit Margin | 0.26 % | |||
| Operating Margin | 0.39 % | |||
| Current Valuation | 130.95 B | |||
| Shares Outstanding | 1.78 B | |||
| Price To Earning | 24.36 X | |||
| Price To Book | 4.03 X | |||
| Price To Sales | 6.79 X | |||
| Revenue | 25.52 B | |||
| Gross Profit | 20.17 B | |||
| EBITDA | 10.62 B | |||
| Net Income | 5.07 B | |||
| Cash And Equivalents | 40.2 B | |||
| Cash Per Share | 48.82 X | |||
| Total Debt | 59.97 B | |||
| Debt To Equity | 0.71 % | |||
| Current Ratio | 0.40 X | |||
| Book Value Per Share | 23.23 X | |||
| Cash Flow From Operations | (4.17 B) | |||
| Earnings Per Share | 2.39 X | |||
| Market Capitalization | 133.5 B | |||
| Total Asset | 495.55 B | |||
| Retained Earnings | 33.9 B | |||
| Working Capital | (115.27 B) | |||
| Current Asset | 50 B | |||
| Current Liabilities | 165.28 B | |||
About Charles Schwab Performance
To evaluate Charles Schwab Corp Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Charles Schwab generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Charles Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Charles Schwab Corp market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Charles's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 14.8 K | 18.7 K | |
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.20 |
Things to note about Charles Schwab Corp performance evaluation
Checking the ongoing alerts about Charles Schwab for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Charles Schwab Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company currently holds 59.97 B in liabilities with Debt to Equity (D/E) ratio of 0.71, which is about average as compared to similar companies. Charles Schwab Corp has a current ratio of 0.39, indicating that it has a negative working capital and may not be able to pay financial obligations when 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 Corp 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 Corp currently holds about 40.2 B in cash with (4.17 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 48.82. | |
| Over 86.0% of Charles Schwab shares are owned by institutional investors | |
| On 23rd of February 2024 Charles Schwab paid $ 0.25 per share dividend to its current shareholders | |
| Latest headline from finance.yahoo.com: Should You Expect Strong Earnings Growth for Charles Schwab Corp. |
- Analyzing Charles Schwab's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Charles Schwab's stock is overvalued or undervalued compared to its peers.
- Examining Charles Schwab's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Charles Schwab's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Charles Schwab's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Charles Schwab's stock. These opinions can provide insight into Charles Schwab's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Charles Schwab Corp. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Charles Schwab Corp information on this page should be used as a complementary analysis to other Charles Schwab's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
Complementary Tools for Charles 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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Is Charles Schwab's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Charles Schwab. If investors know Charles will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Charles Schwab listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.18) | Dividend Share 1 | Earnings Share 2.39 | Revenue Per Share 10.134 | Quarterly Revenue Growth (0.07) |
The market value of Charles Schwab Corp is measured differently than its book value, which is the value of Charles that is recorded on the company's balance sheet. Investors also form their own opinion of Charles Schwab's value that differs from its market value or its book value, called intrinsic value, which is Charles Schwab's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Charles Schwab's market value can be influenced by many factors that don't directly affect Charles Schwab's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Charles Schwab's value and its price as these two are different measures arrived at by different means. Investors typically determine if Charles Schwab is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charles Schwab's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.