Business Description
![Charles Schwab Corp Charles Schwab Corp logo](https://static.gurufocus.com/logos/0C000007AN.png?14)
Charles Schwab Corp
NAICS : 523120
SIC : 6211
ISIN : US8085131055
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Traded in other countries / regions
SCHW.USA0L3I.UKSCHW34.BrazilSCHW.MexicoSWG.GermanySCHW.Austria IPO Date
1987-09-30Description
Charles Schwab operates in brokerage, wealth management, banking, and asset management. It runs a large network of brick-and-mortar brokerage branch offices and a well-established online investing website, and it has mobile trading capabilities. It also operates a bank and a proprietary asset-management business and offers services to independent investment advisors. Schwab is among the largest firms in the investment business, with over $8 trillion of client assets at the end of December 2023. Nearly all of its revenue is from the United States.
Financial Strength
4/10
Name | Current | Vs Industry | Vs History | |||
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Cash-To-Debt | 0.57 | |||||
Equity-to-Asset | 0.09 | |||||
Debt-to-Equity | 1.3 | |||||
Debt-to-EBITDA | N/A |
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N/A
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Interest Coverage | N/A |
N/A
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N/A
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Piotroski F-Score | 6/9 | |||||
Beneish M-Score | -2.5 | |||||
WACC vs ROIC |
Growth Rank
8/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 8.1 | |||||
3-Year EPS without NRI Growth Rate | 8.5 | |||||
3-Year FCF Growth Rate | 33.5 | |||||
3-Year Book Growth Rate | -12.2 | |||||
Future 3-5Y EPS without NRI Growth Rate | 14.56 | |||||
Future 3-5Y Total Revenue Growth Rate | 11.3 |
Momentum Rank
10/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
5-Day RSI | 55.05 | |||||
9-Day RSI | 52.26 | |||||
14-Day RSI | 50.67 | |||||
6-1 Month Momentum % | 1.78 | |||||
12-1 Month Momentum % | 26.91 |
Liquidity Ratio
Name | Current | Vs Industry | Vs History |
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Dividend & Buy Back
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Dividend Yield % | 1.36 | |||||
Dividend Payout Ratio | 0.34 | |||||
3-Year Dividend Growth Rate | 11.6 | |||||
Forward Dividend Yield % | 1.36 | |||||
5-Year Yield-on-Cost % | 2.58 | |||||
3-Year Average Share Buyback Ratio | 1 | |||||
Shareholder Yield % | -16.35 |
Profitability Rank
6/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
Net Margin % | 26.14 | |||||
FCF Margin % | 42.09 | |||||
ROE % | 12.4 | |||||
ROA % | 0.97 | |||||
Years of Profitability over Past 10-Year | 10 |
GF Value Rank
6/10
Name | Current | Vs Industry | Vs History | |||
---|---|---|---|---|---|---|
PE Ratio | 30.83 | |||||
Forward PE Ratio | 23.15 | |||||
PE Ratio without NRI | 25.06 | |||||
Shiller PE Ratio | 29.35 | |||||
Price-to-Owner-Earnings | 22.89 | |||||
PEG Ratio | 7.16 | |||||
PS Ratio | 7.3 | |||||
PB Ratio | 4.05 | |||||
Price-to-Tangible-Book | 10.25 | |||||
Price-to-Free-Cash-Flow | 17.36 | |||||
Price-to-Operating-Cash-Flow | 15.94 | |||||
EV-to-Forward-EBIT | 23.83 | |||||
EV-to-Forward-EBITDA | 20.06 | |||||
EV-to-Revenue | 9.07 | |||||
EV-to-Forward-Revenue | 10.27 | |||||
EV-to-FCF | 21.55 | |||||
Price-to-Projected-FCF | 1.15 | |||||
Price-to-DCF (Earnings Based) | 0.94 | |||||
Price-to-DCF (FCF Based) | 1.5 | |||||
Price-to-Median-PS-Value | 1.11 | |||||
Price-to-Graham-Number | 3.38 | |||||
FCF Yield % | 5.77 | |||||
Forward Rate of Return (Yacktman) % | 4.84 |
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Charles Schwab Corp Executives
DetailsAnalyst Estimate
Key Statistics
Name | Value | ||
---|---|---|---|
Revenue (TTM) (Mil $) | 18,461 | ||
EPS (TTM) ($) | 2.39 | ||
Beta | 0.86 | ||
Volatility % | 33.7 | ||
14-Day RSI | 50.67 | ||
14-Day ATR ($) | 1.242281 | ||
20-Day SMA ($) | 73.408 | ||
12-1 Month Momentum % | 26.91 | ||
52-Week Range ($) | 48.66 - 79.49 | ||
Shares Outstanding (Mil) | 1,828.17 |
Piotroski F-Score Details
Year:
Component | Result | ||
---|---|---|---|
Piotroski F-Score | 6 | ||
Positive ROA | |||
Positive CFROA | |||
Higher ROA yoy | |||
CFROA > ROA | |||
Lower Leverage yoy | |||
Higher Current Ratio yoy | |||
Less Shares Outstanding yoy | |||
Higher Gross Margin yoy | |||
Higher Asset Turnover yoy |
Charles Schwab Corp Filings
Filing Date | Document Date | Form | ||
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No Filing Data |
Charles Schwab Corp Stock Events
Event | Date | Price($) | ||
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No Event Data |
Charles Schwab Corp Frequently Asked Questions
What is Charles Schwab Corp(SCHW)'s stock price today?
The current price of SCHW is $73.69. The 52 week high of SCHW is $79.49 and 52 week low is $48.66.
When is next earnings date of Charles Schwab Corp(SCHW)?
The next earnings date of Charles Schwab Corp(SCHW) is 2024-07-18 Est..
Does Charles Schwab Corp(SCHW) pay dividends? If so, how much?
The Dividend Yield %  of Charles Schwab Corp(SCHW) is 1.36% (As of Today), Highest Dividend Payout Ratio of Charles Schwab Corp(SCHW) was 0.34. The lowest was 0.19. And the median was 0.23. The  Forward Dividend Yield % of Charles Schwab Corp(SCHW) is 1.36%. For more information regarding to dividend, please check our Dividend Page.
Press Release
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No Press Release |