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Charles Schwab (SCHW)
NYSE:SCHW
SCHW Stock Chart & Stats
Day’s Range― - ―
52-Week Range$61.01 - $84.50
Previous CloseN/A
Volume2.51M
Average Volume (3M)10.08M
Market Cap
$145.07B
Enterprise Value$119.17B
Total Cash (Recent Filing)$25.80B
Total Debt (Recent Filing)$1.31B
Price to Earnings (P/E)26.1
Beta1.05
Next Earnings
Apr 17, 2025EPS Estimate
0.99Last Dividend Ex-Date
Feb 14, 2025Dividend Yield1.3%
Share Statistics
EPS (TTM)2.99
Shares Outstanding1,813,567,600
10 Day Avg. Volume7,631,389
30 Day Avg. Volume10,076,798
Financial Highlights & Ratios
PEG Ratio1.48
Price to Book (P/B)N/A
Price to Sales (P/S)7.25
Price to Cash Flow (P/CF)-3.30
P/FCF Ratio0.00
Enterprise Value/Market Cap0.82
Enterprise Value/RevenueN/A
Enterprise Value/Gross Profit6.08
Enterprise Value/Ebitda13.84
Forecast
1Y Price Target
$93.13Price Target Upside19.90% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering20
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Bulls Say, Bears Say
Bulls Say
Earnings PotentialThe ability to continue paying down short-term funding is expected to drive earnings per share materially higher.
Financial PerformanceSchwab reported positive February metrics; the stock is outperforming at +5% vs. the S&P ~+2%.
Investor EngagementElevated trading activity due to strong investor engagement in volatile markets is a positive sign for the company's performance.
Bears Say
Asset GrowthSlower Net New Assets growth has been the key issue holding back the stock.
Cash LevelsTax season is anticipated to be a temporary headwind, potentially affecting client cash levels in the short term.
Earnings RecoveryEarnings recovery likely takes longer than expected.
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Ownership Overview
5.72% Insiders
22.70% Mutual Funds
23.96% Other Institutional Investors
31.06% Public Companies and
Individual Investors
Risk Analysis
Main Risk Category
Finance & CorporateFinancial and accounting risks. Risks related to the execution of corporate activity and strategy
Website Traffic
Sorry, No Data AvailableThere is no website visitor data available for this stock.
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SCHW FAQ
What was Charles Schwab’s price range in the past 12 months?
Charles Schwab lowest stock price was $61.01 and its highest was $84.50 in the past 12 months.
What is Charles Schwab’s market cap?
Charles Schwab’s market cap is $145.07B.
When is Charles Schwab’s upcoming earnings report date?
Charles Schwab’s upcoming earnings report date is Apr 17, 2025 which is in 15 days.
How were Charles Schwab’s earnings last quarter?
Charles Schwab released its earnings results on Jan 21, 2025. The company reported $1.01 earnings per share for the quarter, beating the consensus estimate of $0.914 by $0.096.
Is Charles Schwab overvalued?
According to Wall Street analysts Charles Schwab’s price is currently Undervalued.
Does Charles Schwab pay dividends?
Charles Schwab pays a Quarterly dividend of $0.27 which represents an annual dividend yield of 1.3%. See more information on Charles Schwab dividends here
What is Charles Schwab’s EPS estimate?
Charles Schwab’s EPS estimate is 0.99.
How many shares outstanding does Charles Schwab have?
Charles Schwab has 1,813,567,600 shares outstanding.
What happened to Charles Schwab’s price movement after its last earnings report?
Charles Schwab reported an EPS of $1.01 in its last earnings report, beating expectations of $0.914. Following the earnings report the stock price went up 5.909%.
Which hedge fund is a major shareholder of Charles Schwab?
Currently, no hedge funds are holding shares in SCHW
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Charles Schwab Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$93.13 (19.90% Upside)
$93.13 (19.90% Upside)
Blogger Sentiment
Bullish
SCHW Sentiment 83%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Increased
By 16.5M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $90.8M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 0.4%
Last 30 Days ▲ 3.7%
Last 30 Days ▲ 3.7%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
9.73%
12-Months-Change
Fundamentals
Return on Equity
13.30%
Trailing 12-Months
Asset Growth
-2.72%
Trailing 12-Months
Company Description
Charles Schwab
The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking and trust, retirement plan, and other corporate brokerage services; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; and retail investor and mutual fund clearing services, as well as compliance solutions. The Advisor Services segment offers custodial, trading, banking, and support services; and retirement business and corporate brokerage retirement services. This segment provides brokerage accounts with equity and fixed income, margin lending, options, and futures and forex trading; cash management capabilities comprising third-party certificates of deposit; third-party and proprietary mutual funds; plus mutual fund trading and clearing services; and exchange-traded funds (ETFs), including proprietary and third-party ETFs. It also offers advice solutions, such as managed portfolios of proprietary and third-party mutual funds and ETFs, separately managed accounts, customized personal advice for tailored portfolios, and specialized planning and portfolio management. In addition, this segment provides banking products and services, including checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust services comprising trust custody services, personal trust reporting services, and administrative trustee services. As of December 31, 2021, the Company had approximately 400 domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.
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SCHW Stock 12 Month Forecast
Average Price Target
$93.13
▲(19.90% Upside)
Technical Analysis
Interactive Brokers
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LPL Financial
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Morgan Stanley
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Raymond James Financial
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AMTD IDEA Group
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Best Analysts Covering SCHW
1 Year
1 Year Success Rate
23/30 ratings generated profit
1 Year Average Return
+14.24%
reiterated a buy rating 29 days ago
Copying Ken Worthington's trades and holding each position for 1 Year would result in 76.67% of your transactions generating a profit, with an average return of +14.24% per trade.
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