Charles Schwab Corp Stock Performance
| SCHW Stock | USD 78.39 0.18 0.23% |
Charles Schwab has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.14, which signifies a somewhat significant risk relative to the market. Charles Schwab returns are very sensitive to returns on the market. As the market goes up or down, Charles Schwab is expected to follow. Charles Schwab Corp right now shows a risk of 1.75%. Please confirm Charles Schwab Corp maximum drawdown, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Charles Schwab Corp will be following its price patterns.
Risk-Adjusted Performance
Insignificant
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Charles Schwab Corp are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. In spite of fairly stable technical indicators, Charles Schwab is not utilizing all of its potentials. The newest stock price fuss, may contribute to near-short-term losses for the sophisticated investors. ...more
Actual Historical Performance (%)
One Day Return (0.23) | Five Day Return 2.51 | Year To Date Return 6.16 | Ten Year Return 162.09 | All Time Return 21.5 K |
Forward Dividend Yield 0.0138 | Payout Ratio | Last Split Factor 3:2 | Forward Dividend Rate 1.08 | Dividend Date 2025-02-28 |
1 | Disposition of 8548 shares by Arun Sarin of Charles Schwab at 31.21 subject to Rule 16b-3 | 01/23/2025 |
| Charles Schwab dividend paid on 28th of February 2025 | 02/28/2025 |
3 | Charles Schwab Corp Shares Down 3.3 percent on Mar 7 | 03/07/2025 |
4 | Charles Schwab Investment Management, Inc. UK Regulatory Announcement Form 8.3 - American Axle Manufacturing Holdings, Inc. | 03/12/2025 |
5 | Arbor Capital Management Inc. ADV Grows Stake in Schwab International Equity ETF | 03/17/2025 |
6 | San Franciscans need highest amount to be considered wealthy, financially comfortable in US survey | 03/18/2025 |
7 | Is The Charles Schwab the Best Bank Stock to Buy According to Billionaires | 03/19/2025 |
8 | Robinhood Markets, Inc. A Bull Case Theory | 03/20/2025 |
9 | Clear Investment Research LLC Has 142,000 Stock Holdings in Schwab US Dividend Equity ETF | 03/21/2025 |
| Begin Period Cash Flow | 74.5 B |
Charles |
Charles Schwab Relative Risk vs. Return Landscape
If you would invest 7,446 in Charles Schwab Corp on December 23, 2024 and sell it today you would earn a total of 393.00 from holding Charles Schwab Corp or generate 5.28% return on investment over 90 days. Charles Schwab Corp is currently generating 0.0993% in daily expected returns and assumes 1.7457% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Charles, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Charles Schwab Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Charles Schwab's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Charles Schwab Corp, and traders can use it to determine the average amount a Charles Schwab's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0569
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| Cash | Small Risk | SCHW | High Risk | Huge Risk |
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Estimated Market Risk
| 1.75 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Charles Schwab is performing at about 4% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Charles Schwab by adding it to a well-diversified portfolio.
Charles Schwab Fundamentals Growth
Charles Stock prices reflect investors' perceptions of the future prospects and financial health of Charles Schwab, and Charles Schwab fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Charles Stock performance.
| Return On Equity | 0.13 | |||
| Return On Asset | 0.0122 | |||
| Profit Margin | 0.30 % | |||
| Operating Margin | 0.44 % | |||
| Current Valuation | 126.83 B | |||
| Shares Outstanding | 1.81 B | |||
| Price To Earning | 24.36 X | |||
| Price To Book | 3.63 X | |||
| Price To Sales | 7.25 X | |||
| Revenue | 19.61 B | |||
| Gross Profit | 19.02 B | |||
| EBITDA | 8.61 B | |||
| Net Income | 5.94 B | |||
| Cash And Equivalents | 40.2 B | |||
| Cash Per Share | 48.82 X | |||
| Total Debt | 45.13 B | |||
| Debt To Equity | 0.71 % | |||
| Current Ratio | 0.40 X | |||
| Book Value Per Share | 21.40 X | |||
| Cash Flow From Operations | 2.67 B | |||
| Earnings Per Share | 2.99 X | |||
| Market Capitalization | 142.17 B | |||
| Total Asset | 479.84 B | |||
| Retained Earnings | 37.57 B | |||
| Working Capital | (115.27 B) | |||
| Current Asset | 50 B | |||
| Current Liabilities | 165.28 B | |||
About Charles Schwab Performance
Evaluating Charles Schwab's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Charles Schwab has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Charles Schwab has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.02 | 0.02 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.12 | 0.20 |
Things to note about Charles Schwab Corp performance evaluation
Checking the ongoing alerts about Charles Schwab for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Charles Schwab Corp help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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. | |
| Charles Schwab Corp has a poor financial position based on the latest SEC disclosures | |
| 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 | |
| Latest headline from thelincolnianonline.com: Clear Investment Research LLC Has 142,000 Stock Holdings in Schwab US Dividend Equity ETF |
- Analyzing Charles Schwab's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Charles Schwab's stock is overvalued or undervalued compared to its peers.
- Examining Charles Schwab's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Charles Schwab's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Charles Schwab's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Charles Schwab's stock. These opinions can provide insight into Charles Schwab's potential for growth and whether the stock is currently undervalued or overvalued.
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.