Is Charles Schwab Stock a Good Investment?
Charles Schwab Investment Advice | SCHW |
- Examine Charles Schwab's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Charles Schwab's leadership team and their track record. Good management can help Charles Schwab navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Investment Banking & Brokerage space and any emerging trends that could impact Charles Schwab's business and its evolving consumer preferences.
- Compare Charles Schwab's performance and market position to its competitors. Analyze how Charles Schwab is positioned in terms of product offerings, innovation, and market share.
- Check if Charles Schwab pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Charles Schwab's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Charles Schwab Corp stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Charles Schwab Corp is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Charles Schwab Stock
Researching Charles Schwab's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 76.0% of the company shares are owned by institutional investors. The book value of Charles Schwab was at this time reported as 21.4. The company has Price/Earnings To Growth (PEG) ratio of 0.89. Charles Schwab Corp last dividend was issued on the 14th of February 2025. The entity had 3:2 split on the 31st of May 2000.
To determine if Charles Schwab is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Charles Schwab's research are outlined below:
| Charles Schwab Corp currently holds 45.13 B in liabilities with Debt to Equity (D/E) ratio of 0.71, which is about average as compared to similar companies. Charles Schwab Corp has a current ratio of 0.39, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Charles Schwab's use of debt, we should always consider it together with its cash and equity. | |
| Over 76.0% of Charles Schwab shares are owned by institutional investors | |
| On 28th of February 2025 Charles Schwab paid $ 0.27 per share dividend to its current shareholders |
Charles Schwab uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Charles Schwab Corp. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Charles Schwab's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 15th of April 2024 Upcoming Quarterly Report | View | |
| 16th of July 2024 Next Financial Report | View | |
| 31st of March 2024 Next Fiscal Quarter End | View | |
| 15th of January 2025 Next Fiscal Year End | View | |
| 31st of December 2023 Last Quarter Report | View | |
| 31st of December 2023 Last Financial Announcement | View |
Charles Schwab's market capitalization trends
The company currently falls under 'Mega-Cap' category with a current market capitalization of 142.17 B.Charles Schwab's profitablity analysis
The company has Profit Margin (PM) of 0.3 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.44 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.44.Determining Charles Schwab's profitability involves analyzing its financial statements and using various financial metrics to determine if Charles Schwab is a good buy. For example, gross profit margin measures Charles Schwab's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Charles Schwab's profitability and make more informed investment decisions.
Please note, the imprecision that can be found in Charles Schwab's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Charles Schwab Corp. Check Charles Schwab's Beneish M Score to see the likelihood of Charles Schwab's management manipulating its earnings.
Basic technical analysis of Charles Stock
As of the 25th of March, Charles Schwab shows the mean deviation of 1.29, and Risk Adjusted Performance of 0.071. In respect to fundamental indicators, the technical analysis model gives you tools to check existing technical drivers of Charles Schwab, as well as the relationship between them. Please confirm Charles Schwab Corp mean deviation, information ratio, as well as the relationship between the Information Ratio and downside variance to decide if Charles Schwab Corp is priced correctly, providing market reflects its regular price of 79.96 per share. Given that Charles Schwab has jensen alpha of 0.1164, we suggest you to validate Charles Schwab Corp's prevailing market performance to make sure the company can sustain itself at a future point.Charles Schwab's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Charles Schwab insiders, such as employees or executives, is commonly permitted as long as it does not rely on Charles Schwab's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Charles Schwab insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Arun Sarin over two months ago Disposition of 8548 shares by Arun Sarin of Charles Schwab at 31.21 subject to Rule 16b-3 | ||
Beatty Jonathan S over six months ago Disposition of 780 shares by Beatty Jonathan S of Charles Schwab at 44.24 subject to Rule 16b-3 | ||
Beatty Jonathan S over six months ago Discretionary transaction by Beatty Jonathan S of tradable shares of Charles Schwab subject to Rule 16b-3 | ||
Peter Crawford over six months ago Acquisition by Peter Crawford of 5482 shares of Charles Schwab at 28.44 subject to Rule 16b-3 | ||
Stephen Ellis over a year ago Acquisition by Stephen Ellis of 2077 shares of Charles Schwab at 57.72 subject to Rule 16b-3 | ||
Robert Wilson over a year ago Exercise or conversion by Robert Wilson of 5244 shares of Charles Schwab subject to Rule 16b-3 |
Charles Schwab's Outstanding Corporate Bonds
Charles Schwab issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Charles Schwab Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Charles bonds can be classified according to their maturity, which is the date when Charles Schwab Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
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Understand Charles Schwab's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Charles Schwab's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.071 | |||
| Market Risk Adjusted Performance | (1.52) | |||
| Mean Deviation | 1.29 | |||
| Semi Deviation | 1.35 | |||
| Downside Deviation | 1.53 | |||
| Coefficient Of Variation | 1363.94 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.11 | |||
| Information Ratio | 0.0883 | |||
| Jensen Alpha | 0.1164 | |||
| Total Risk Alpha | 0.1905 | |||
| Sortino Ratio | 0.102 | |||
| Treynor Ratio | (1.53) | |||
| Maximum Drawdown | 10.45 | |||
| Value At Risk | (2.41) | |||
| Potential Upside | 2.5 | |||
| Downside Variance | 2.33 | |||
| Semi Variance | 1.82 | |||
| Expected Short fall | (1.57) | |||
| Skewness | 0.4545 | |||
| Kurtosis | 2.03 |
| Risk Adjusted Performance | 0.071 | |||
| Market Risk Adjusted Performance | (1.52) | |||
| Mean Deviation | 1.29 | |||
| Semi Deviation | 1.35 | |||
| Downside Deviation | 1.53 | |||
| Coefficient Of Variation | 1363.94 | |||
| Standard Deviation | 1.76 | |||
| Variance | 3.11 | |||
| Information Ratio | 0.0883 | |||
| Jensen Alpha | 0.1164 | |||
| Total Risk Alpha | 0.1905 | |||
| Sortino Ratio | 0.102 | |||
| Treynor Ratio | (1.53) | |||
| Maximum Drawdown | 10.45 | |||
| Value At Risk | (2.41) | |||
| Potential Upside | 2.5 | |||
| Downside Variance | 2.33 | |||
| Semi Variance | 1.82 | |||
| Expected Short fall | (1.57) | |||
| Skewness | 0.4545 | |||
| Kurtosis | 2.03 |
Consider Charles Schwab's intraday indicators
Charles Schwab intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Charles Schwab stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 126630.0 | |||
| Daily Balance Of Power | 1.162963 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 79.74 | |||
| Day Typical Price | 79.81 | |||
| Price Action Indicator | 1.01 | |||
| Period Momentum Indicator | 1.57 |
Charles Stock media impact
Far too much social signal, news, headlines, and media speculation about Charles Schwab that are available to investors today. That information is available publicly through Charles media outlets and privately through word of mouth or via Charles internal channels. However, regardless of the origin, that massive amount of Charles data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Charles Schwab news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Charles Schwab relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Charles Schwab's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Charles Schwab alpha.
Charles Schwab Corporate Directors
| John Adams | Independent Director | Profile | |
| Frank Herringer | Independent Director | Profile | |
| Joan Dea | Independent Director | Profile | |
| Christopher Dodds | Independent Director | Profile |
Additional 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.