- $134.13bn
- $449.02bn
- $25.52bn
- 59
- 40
- 95
- 71
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 19.6 | ||
| PEG Ratio (f) | 1.74 | ||
| EPS Growth (f) | 12.69% | ||
| Dividend Yield (f) | 1.47% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 4.22 | ||
| Price to Tang. Book | 11.61 | ||
| Price to Free Cashflow | 7.1 | ||
| Price to Sales | 5.26 | ||
| EV to EBITDA | 58.19 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 1.29% | ||
| Return on Equity | 15.85% | ||
| Operating Margin | 24.99% | ||
Financial Summary
| Year End 31st Dec | Unit | 2019 | 2020 | 2021 | 2022 | 2023 | 2024E | 2025E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 11,785 | 12,109 | 18,996 | 22,307 | 25,521 | 19,900.6 | 22,950.59 | 18.36% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | +9.21 | -5.07 | +15.43 | +22.42 | -8.35 | +3.96 | +31.9 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| 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 | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, 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, investment advisory, and banking and trust services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services, and retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. Its products and services include brokerage, mutual funds, exchange-traded funds, advice solutions, alternative investments, banking and trust.
Directors
- Charles Schwab CHM (83)
- Richard Wurster PRE (48)
- Walter Bettinger CEO (60)
- Peter Crawford CFO (52)
- Joseph Martinetto COO (58)
- Peter Morgan EVP (56)
- Bernard Clark EVP (62)
- Jonathan Craig EVP (49)
- Nigel Murtagh EVP (57)
- Bharat Masrani DRC (65)
- John Adams IND (65)
- Marianne Brown IND (62)
- Joan Dea IND (57)
- Christopher Dodds IND (61)
- Stephen Ellis IND (58)
- Mark Goldfarb IND (69)
- William Haraf IND (72)
- Frank Herringer IND (78)
- Brian Levitt IND (74)
- Gerri Martin-Flickinger IND (57)
- Todd Ricketts IND (51)
- Charlie Ruffel IND (65)
- Arun Sarin IND (67)
- Paula Sneed IND (74)
- Last Annual
- December 31st, 2023
- Last Interim
- December 31st, 2023
- Incorporated
- November 25th, 1986
- Public Since
- September 22nd, 1987
- No. of Shareholders
- 5,045
- No. of Employees
- 33,000
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
New York Stock Exchange- Shares in Issue
- 1,826,951,291
- Address
- 3000 Schwab Way, WESTLAKE, 76262
- Web
- https://www.schwab.com/
- Phone
- +1 8178595000
- Auditors
- Deloitte & Touche LLP
Latest News for SCHW
Upcoming Events for SCHW
Charles Schwab Corp Annual Shareholders Meeting
Charles Schwab Corp Institutional Investor Day
Charles Schwab Corp Annual Shareholders Meeting
Q2 2024 Charles Schwab Corp Earnings Release
Q3 2024 Charles Schwab Corp Earnings Release
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FAQ
As of Today at 19:05 UTC, shares in Charles Schwab are trading at $73.42. This share price information is delayed by 15 minutes.
Shares in Charles Schwab last closed at $73.42 and the price had moved by +35.96% over the past 365 days. In terms of relative price strength the Charles Schwab share price has outperformed the S&P500 Index by +13.14% over the past year.
The overall consensus recommendation for Charles Schwab is Buy. You can view the full broker recommendation list by unlocking its StockReport.
The Charles Schwab dividend yield is 1.36% based on the trailing twelve month period.
Last year, Charles Schwab paid a total dividend of $1.00, and it currently has a trailing dividend yield of 1.36%. We do not have any data on when Charles Schwab is to next pay dividends.
We do not have data on when Charles Schwab is to next pay dividends. The historic dividend yield on Charles Schwab shares is currently 1.36%.
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.
As of the previous close price of $73.42, shares in Charles Schwab had a market capitalisation of $134.13bn.
Here are the trading details for Charles Schwab:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: SCHW
Based on an overall assessment of its quality, value and momentum Charles Schwab is currently classified as a Neutral. 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.
The analyst consensus target price for shares in Charles Schwab is $77.22. That is 5.18% above the last closing price of $73.42.
Analysts covering Charles Schwab currently have a consensus Earnings Per Share (EPS) forecast of $3.41 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, its share price has outperformed the S&P500 Index by +22.53%.
As of the last closing price of $73.42, shares in Charles Schwab were trading +18.16% higher than 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 19.6. The shares last closed at $73.42.
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:
- Charles Schwab - CHM
- Richard Wurster - PRE
- Walter Bettinger - CEO
- Peter Crawford - CFO
- Joseph Martinetto - COO
- Peter Morgan - EVP
- Bernard Clark - EVP
- Jonathan Craig - EVP
- Nigel Murtagh - EVP
- Bharat Masrani - DRC
- John Adams - IND
- Marianne Brown - IND
- Joan Dea - IND
- Christopher Dodds - IND
- Stephen Ellis - IND
- Mark Goldfarb - IND
- William Haraf - IND
- Frank Herringer - IND
- Brian Levitt - IND
- Gerri Martin-Flickinger - IND
- Todd Ricketts - IND
- Charlie Ruffel - IND
- Arun Sarin - IND
- Paula Sneed - IND