Charles Schwab Corp Stock Filter Stocks by Fundamentals
| SCHW Stock | USD 74.26 0.84 1.14% |
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.
Charles | Shares Owned by Institutions |
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 | 131.59 B | ||||
| Shares Outstanding | 1.78 B | ||||
| Shares Owned By Insiders | 6.26 % | ||||
| Shares Owned By Institutions | 85.77 % | ||||
| 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 | 77.22 | ||||
| Number Of Employees | 32.6 K | ||||
| Beta | 1.0 | ||||
| Market Capitalization | 134.13 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.
Charles Schwab Investors Sentiment
The influence of Charles Schwab's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Charles. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.
Investor biases related to Charles Schwab's public news can be used to forecast risks associated with an investment in Charles. The trend in average sentiment can be used to explain how an investor holding Charles can time the market purely based on public headlines and social activities around Charles Schwab Corp. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Charles Schwab's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Charles Schwab's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Charles Schwab's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Charles Schwab.
Charles Schwab Implied Volatility | 28.48 |
Charles Schwab's implied volatility exposes the market's sentiment of Charles Schwab Corp stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Charles Schwab's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Charles Schwab stock will not fluctuate a lot when Charles Schwab's options are near their expiration.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Charles Schwab in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Charles Schwab's short interest history, or implied volatility extrapolated from Charles Schwab options trading.
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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 Transaction History module to view history of all your transactions and understand their impact on performance.
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.