Charles Schwab is a capital markets business based in the US. Charles Schwab shares (SCHW) are listed on the NYSE and all prices are listed in US Dollars. Its last market close was $80.19 – an increase of 2.48% over the previous week. Charles Schwab employs 32,100 staff and has a trailing 12-month revenue of around $18.7 billion.
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| Latest market close | $80.19 |
|---|---|
| 52-week range | $54.61 - $82.50 |
| 50-day moving average | $68.38 |
| 200-day moving average | $69.22 |
| Wall St. target price | $76.60 |
| PE ratio | 30.6069 |
| Dividend yield | $1 (1.28%) |
| Earnings per share (TTM) | $2.62 |
The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.
This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.
Historical closes compared with the close of $81.39 from 2024-11-18
| 1 week (2024-11-13) | 4.01% |
|---|---|
| 1 month (2024-10-21) | 14.84% |
| 3 months (2024-08-20) | 25.52% |
| 6 months (2024-05-20) | 3.47% |
| 1 year (2023-11-20) | 43.90% |
|---|---|
| 2 years (2022-11-18) | 5.24% |
| 3 years (2021-11-19) | 5.94% |
| 5 years (2019-11-20) | 95.31% |
Valuing Charles Schwab stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Charles Schwab's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
Charles Schwab's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 31x. In other words, Charles Schwab shares trade at around 31x recent earnings.
That's relatively high compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The high P/E ratio could mean that investors are optimistic about the outlook for the shares or simply that they're over-valued.
Charles Schwab's "price/earnings-to-growth ratio" can be calculated by dividing its P/E ratio by its growth – to give 1.2594. A low ratio can be interpreted as meaning the shares offer better value, while a higher ratio can be interpreted as meaning the shares offer worse value.
The PEG ratio provides a broader view than just the P/E ratio, as it gives more insight into Charles Schwab's future profitability. By accounting for growth, it could also help you if you're comparing the share prices of multiple high-growth companies.
| Revenue TTM | $18.7 billion |
|---|---|
| Operating margin TTM | 38.42% |
| Gross profit TTM | $20.2 billion |
| Return on assets TTM | 1.09% |
| Return on equity TTM | 12.11% |
| Profit margin | 27.47% |
| Book value | $20.78 |
| Market Capitalization | $146.8 billion |
TTM: trailing 12 months
Environmental, social and governance (known as ESG) criteria are a set of three factors used to measure the sustainability and social impact of companies like Charles Schwab.
When it comes to ESG scores, lower is better, and lower scores are generally associated with lower risk for would-be investors.
Total ESG risk: 20.29
Socially conscious investors use ESG scores to screen how an investment aligns with their worldview, and Charles Schwab's overall score of 20.29 (as at 12/31/2018) is pretty good – landing it in it in the 35th percentile of companies rated in the same sector.
ESG scores are increasingly used to estimate the level of risk a company like Charles Schwab is exposed to within the areas of "environmental" (carbon footprint, resource use etc.), "social" (health and safety, human rights etc.), and "governance" (anti-corruption, tax transparency etc.).
Environmental score: 1.61/100
Social score: 8.8/100
Governance score: 8.38/100
Controversy score: 1/5
ESG scores also evaluate any incidences of controversy that a company has been involved in. Charles Schwab scored a 1 out of 5 for controversy – the highest score possible, reflecting that Charles Schwab has managed to keep its nose clean.
Charles Schwab Corp was last rated for ESG on: 2019-01-01.
| Total ESG score | 20.29 |
|---|---|
| Total ESG percentile | 35.08 |
| Environmental score | 1.61 |
| Social score | 8.8 |
| Governance score | 8.38 |
| Level of controversy | 1 |
Dividend payout ratio: 34.25% of net profits
Recently Charles Schwab has paid out, on average, around 0% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 0% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Charles Schwab shareholders could enjoy a 0% return on their shares, in the form of dividend payments. In Charles Schwab's case, that would currently equate to about $1 per share.
While Charles Schwab's payout ratio might seem fairly standard, it's worth remembering that Charles Schwab may be investing much of the rest of its net profits in future growth.
Charles Schwab's most recent dividend payout was on 21 November 2024. The latest dividend was paid out to all shareholders who bought their shares by 7 November 2024 (the "ex-dividend date").
Charles Schwab's shares were split on a 3:2 basis on 30 May 2000 . So if you had owned 2 shares the day before before the split, the next day you'd have owned 3 shares. This wouldn't directly have changed the overall worth of your Charles Schwab shares – just the quantity. However, indirectly, the new 33.3% lower share price could have impacted the market appetite for Charles Schwab shares which in turn could have impacted Charles Schwab's share price.
Over the last 12 months, Charles Schwab's shares have ranged in value from as little as $54.6111 up to $82.5. A popular way to gauge a stock's volatility is its "beta".
Beta is a measure of a share's volatility in relation to the market. The market (NYSE average) beta is 1, while Charles Schwab's is 0.952. This would suggest that Charles Schwab's shares are less volatile than average (for this exchange).
The Charles Schwab Corporation, together with its subsidiaries, operates as a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services in the United States and internationally. The company operates in two segments, Investor Services and Advisor Services. It offers brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities, including certificates of deposit; third-party mutual funds through the Mutual Fund Marketplace and Mutual Fund OneSource service, as well as mutual fund trading and clearing services to broker-dealers; exchange-traded funds; advisory solutions for managed portfolios, separately managed accounts, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management; banking products comprising checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines; and trust custody services, personal trust reporting services, and administrative trustee services. It also provides digital retirement calculators; integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access; self-service education and support tools; online research and analysis tools; equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights; retirement plan services; mutual fund clearing services; and advisor services, including interactive tools and educational content. The Company operates through branch offices. The Charles Schwab Corporation was founded in 1971 and is headquartered in Westlake, Texas. .
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