Charles Schwab Corp Stock Revenue
| SCHW Stock | USD 75.19 0.04 0.05% |
Charles Schwab Corp fundamentals help investors to digest information that contributes to Charles Schwab's financial success or failures. It also enables traders to predict the movement of Charles Stock. The fundamental analysis module provides a way to measure Charles Schwab's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Charles Schwab stock.
| Last Reported | Projected for Next Year | ||
| Total Revenue | 18.8 B | 19.8 B |
Charles | Revenue |
Charles Schwab Corp Company Revenue Analysis
Charles Schwab's Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Current Charles Schwab Revenue | 18.84 B |
Most of Charles Schwab's fundamental indicators, such as Revenue, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Charles Schwab Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Historical and Projected quarterly revenue of Charles
Projected quarterly revenue analysis of Charles Schwab Corp provides investors and stakeholders with an insight into the company's performance and growth prospects. When actual revenues of Charles Schwab match or exceed analyst estimates, it positively influences investor confidence and market perception, often leading to a rise in Charles Schwab's stock price.
Charles Revenue Driver Correlations
Understanding the fundamental principles of building solid financial models for Charles Schwab is extremely important. It helps to project a fair market value of Charles Stock properly, considering its historical fundamentals such as Revenue. Since Charles Schwab's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Charles Schwab's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Charles Schwab's interrelated accounts and indicators.
| -0.8 | -0.58 | -0.28 | -0.66 | -0.28 | ||
| -0.8 | 0.54 | 0.04 | 0.97 | 0.58 | ||
| -0.58 | 0.54 | 0.28 | 0.48 | 0.13 | ||
| -0.28 | 0.04 | 0.28 | -0.08 | -0.19 | ||
| -0.66 | 0.97 | 0.48 | -0.08 | 0.71 | ||
| -0.28 | 0.58 | 0.13 | -0.19 | 0.71 |
Click cells to compare fundamentals
Charles Revenue Historical Pattern
Today, most investors in Charles Schwab Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Charles Schwab's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's revenue growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Charles Schwab revenue as a starting point in their analysis.
Charles Schwab Revenue |
| Timeline |
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
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Charles Current Deferred Revenue
Current Deferred Revenue |
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Based on the latest financial disclosure, Charles Schwab Corp reported 18.84 B of revenue. This is 68.04% higher than that of the Capital Markets sector and 263.7% higher than that of the Financials industry. The revenue for all United States stocks is 99.65% lower than that of the firm.
Charles Revenue Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Charles Schwab's direct or indirect competition against its Revenue to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Charles Schwab could also be used in its relative valuation, which is a method of valuing Charles Schwab by comparing valuation metrics of similar companies.Charles Schwab is currently under evaluation in revenue category among related companies.
Charles Schwab ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Charles Schwab's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Charles Schwab's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Charles Schwab Institutional Holders
Institutional Holdings refers to the ownership stake in Charles Schwab that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Charles Schwab's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Charles Schwab's value.| Shares | Alliancebernstein L.p. | 2023-12-31 | 18.8 M | Fisher Asset Management, Llc | 2023-12-31 | 18.6 M | Goldman Sachs Group Inc | 2023-12-31 | 18.1 M | Flossbach Von Storch Ag | 2023-12-31 | 17.3 M | Northern Trust Corp | 2023-12-31 | 15.1 M | Bank Of America Corp | 2023-12-31 | 14.7 M | Amvescap Plc. | 2023-12-31 | 14.3 M | Nuveen Asset Management, Llc | 2023-12-31 | 13.8 M | Norges Bank | 2023-12-31 | 13.8 M | The Toronto-dominion Bank | 2023-12-31 | 226.1 M | Vanguard Group Inc | 2023-12-31 | 119.9 M |
Charles Fundamentals
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0096 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.38 % | ||||
| Current Valuation | 134.89 B | ||||
| Shares Outstanding | 1.78 B | ||||
| Shares Owned By Insiders | 6.26 % | ||||
| Shares Owned By Institutions | 85.78 % | ||||
| Number Of Shares Shorted | 15.01 M | ||||
| Price To Earning | 24.36 X | ||||
| Price To Book | 4.03 X | ||||
| Price To Sales | 6.79 X | ||||
| Revenue | 18.84 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) | ||||
| Short Ratio | 1.95 X | ||||
| Earnings Per Share | 2.39 X | ||||
| Price To Earnings To Growth | 1.19 X | ||||
| Target Price | 77.39 | ||||
| Number Of Employees | 32.6 K | ||||
| Beta | 1.0 | ||||
| Market Capitalization | 137.44 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 | ||||
| Annual Yield | 0.01 % | ||||
| Five Year Return | 1.19 % | ||||
| Net Asset | 495.55 B | ||||
| Last Dividend Paid | 1.0 |
About Charles Schwab Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Charles Schwab Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Charles Schwab using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Charles Schwab Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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When determining whether Charles Schwab Corp is a strong investment it is important to analyze Charles Schwab's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Charles Schwab's future performance. For an informed investment choice regarding Charles Stock, refer to the following important reports:Check out Charles Schwab Piotroski F Score and Charles Schwab Altman Z Score analysis. 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 Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
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.