$65.08 1.4 2.2%
Last Trade - 7:15pm
| Market Cap | £89.78bn |
| Enterprise Value | £333.06bn |
| Revenue | £10.17bn |
| Position in Universe | 99th / 6852 |
| Industry | Market | |
|---|---|---|
|
|
|
|
|
|
|
|
|
|
|
| Year End 31st Dec | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021E | 2022E | CAGR / Avg | |
|---|---|---|---|---|---|---|---|---|---|---|
| 6,501 | 7,644 | 8,960 | 10,989 | 11,785 | 12,109 | 17,981 | 18,308 | +13.2% | ||
| +7.1 | +27.3 | +25.7 | +48.7 | +9.2 | -11.8 | +33.3 | +5.79 | |||
|
x
|
||||||||||
| Profitability | ||||||||||
|
%
|
||||||||||
|
%
|
||||||||||
|
%
|
||||||||||
| Cashflow | ||||||||||
| Dividends | ||||||||||
| Balance Sheet | ||||||||||
|
m
|
||||||||||
|
m
|
||||||||||
|
m
|
||||||||||
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing % | |||
| Net Gearing % | |||
| Cash / Assets % |
| Liquidity (ttm) | ||
|---|---|---|
| Curr. Ratio | ||
| Quick Ratio | ||
| Interest Cov. | ||
| Efficiency (ttm) | ||
|---|---|---|
| Asset Turnover | ||
| Recs Turnover | ||
| Stock Turnover | ||
| Latest interim period vs. prior period | Industry | Market |
|---|---|---|
|
|
|
|
|
|
|
| 3yr Compound Annual Growth Rate | Industry | Market |
|---|---|---|
|
|
|
|
|
|
|
|
|
|
|
Revenue
Net Income
Normalised EPS
PE Ratio Range
Dividend Yield Range
|
Price Target:
( below Price)
|
31st Dec 2021
|
31st Dec 2022
|
||||
|---|---|---|---|---|---|---|
| Est. Long Term Growth Rate: |
Net Profit () |
EPS () |
DPS () |
Net Profit () |
EPS () |
DPS () |
| Consensus Estimate | ||||||
| 1m Change | ||||||
| 3m Change | ||||||
The Charles Schwab Corporation (CSC) is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services, retirement plan services and other corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services as well as retirement business services. The Company offers a range of products to address individuals' varying investment and financial needs. Its product offerings include brokerage, mutual funds, exchange-traded funds (ETFs), advice solutions, banking and trust. Brokerage provides a range of brokerage accounts with cash management capabilities.
| Last Annual | December 31st, 2020 |
| Last Interim | March 31st, 2021 |
| Incorporated | November 25, 1986 |
| Public Since | March 5, 2010 |
| No. of Shareholders: | 5,679 |
| No. of Employees: | 32,000 |
| Sector | Financials |
| Industry | Investment Banking & Investment Services |
| Index | |
| Exchange | New York Stock Exchange |
| Shares in Issue | 1,964,488,049 |
| Free Float | (0.0%) |
| Eligible for |
✓
ISAs
✓
SIPPs
|
| Address | 3000 Schwab Way, WESTLAKE, 76262, United States |
| Web | http://www.aboutschwab.com/ |
| Phone | +1 817 8595000 |
| Contact | () |
| Auditors | Deloitte & Touche LLP |
As of 7:15pm, shares in Charles Schwab are trading at $65.08, giving the company a market capitalisation of £89.78bn. This share price information is delayed by 15 minutes.
Shares in Charles Schwab are currently trading at $65.08 and the price has moved by 74.06% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Charles Schwab price has moved by 14.41% over the past year.
Of the analysts with advisory recommendations for Charles Schwab, there are there are currently 5 "buy" , 6 "hold" and 0 "sell" recommendations. The overall consensus recommendation for Charles Schwab is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Charles Schwab is scheduled to issue upcoming financial results on the following dates:
The Charles Schwab dividend yield is 1.13% based on the trailing twelve month period.
Last year, Charles Schwab paid a total dividend of 0.72, and it currently has a trailing dividend yield of 1.13%. Looking ahead, Charles Schwab has not announced an ex-dividend date yet.
Charles Schwab has yet to annouce their ex-dividend date. The historic dividend yield on Charles Schwab shares is currently 1.13%.
To buy shares in Charles Schwab you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
Shares in Charles Schwab are currently trading at $65.08, giving the company a market capitalisation of £89.78bn.
Here are the trading details for Charles Schwab:
Based on an overall assessment of its quality, value and momentum, Charles Schwab is currently classified as a Momentum Trap. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Shares in Charles Schwab are currently priced at $65.08. At that level they are trading at 19.85% discount to the analyst consensus target price of 0.00.
Analysts covering Charles Schwab currently have a consensus Earnings Per Share (EPS) forecast of 3.142 for the next financial year.
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Charles Schwab. Over the past six months, the relative strength of its shares against the market has been 32.11%. At the current price of $65.08, shares in Charles Schwab are trading at 32.39% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Charles Schwab PE ratio based on its reported earnings over the past 12 months is 25.57. The shares are currently trading at $65.08.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Charles Schwab's management team is headed by:
Here are the top five shareholders of Charles Schwab based on the size of their shareholding:
