(SCHW) Charles Schwab - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8085131055

SCHW EPS (Earnings per Share)

This chart shows the EPS (Earnings per Share) of SCHW over the last 5 years for every Quarter.

SCHW Revenue

This chart shows the Revenue of SCHW over the last 5 years for every Quarter.

SCHW: Brokerage, Investment, Retirement, Banking, Financial Planning

The Charles Schwab Corporation is a diversified financial services company that operates through two main segments: Investor Services and Advisor Services. It provides a broad range of services, including brokerage accounts, asset management, banking, and financial advisory services, catering to both individual investors and financial advisors. The companys comprehensive platform includes trading capabilities for various asset classes, cash management, and investment products such as mutual funds and exchange-traded funds. Additionally, Schwab offers specialized services like retirement planning, equity compensation plan management, and trust services, positioning itself as a one-stop-shop for financial needs.

From a business perspective, Charles Schwab has established itself as a significant player in the investment banking and brokerage sub-industry. Its operational footprint includes a network of branch offices, alongside a robust digital presence that encompasses web, mobile, and software-based trading platforms. The company was founded in 1971 and is currently headquartered in Westlake, Texas, with a strong online presence accessible through https://www.schwab.com. This blend of traditional branch offices and cutting-edge digital platforms allows Schwab to cater to a wide range of client preferences.

Analyzing the provided technical data, SCHWs last price is $88.34, with its 20-day SMA at $86.49, indicating a recent uptrend. The 50-day and 200-day SMAs are $80.82 and $75.03, respectively, further supporting the notion of an overall bullish trend. The ATR of 1.70 (1.92%) suggests moderate volatility. Given these technical indicators and fundamental data such as a P/E ratio of 26.67 and a forward P/E of 20.75, we can infer that the stock has been performing well and is expected to continue its growth trajectory due to its strong market position and diversified service offerings.

Forecasting the future performance of SCHW based on the available data, we can expect the stock to potentially continue its upward trend, driven by its robust financials and the growing demand for diversified financial services. The support levels indicate potential areas where the stock might find buying interest, with the closest support at $82.7. If the stock maintains its current momentum, it may test new highs, potentially surpassing its 52-week high of $89.23. However, its crucial to monitor the ATR and adjust expectations accordingly, as increased volatility could impact the stocks trajectory. With a Market Cap of $159.98B USD and a RoE of 13.73%, Charles Schwab demonstrates a strong financial foundation, suggesting that the stock could be an attractive option for investors looking for stability and growth in the financial services sector.

Additional Sources for SCHW Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle

SCHW Stock Overview

Market Cap in USD 160,620m
Sector Financial Services
Industry Capital Markets
GiC Sub-Industry Investment Banking & Brokerage
IPO / Inception 1987-09-22

SCHW Stock Ratings

Growth Rating 63.6
Fundamental 56.6
Dividend Rating 59.3
Rel. Strength 1.28
Analysts 4.14 of 5
Fair Price Momentum 89.21 USD
Fair Price DCF 82.98 USD

SCHW Dividends

Dividend Yield 12m 1.26%
Yield on Cost 5y 3.06%
Annual Growth 5y 6.79%
Payout Consistency 93.8%
Payout Ratio 29.3%

SCHW Growth Ratios

Growth Correlation 3m 85.7%
Growth Correlation 12m 77.6%
Growth Correlation 5y 41.1%
CAGR 5y 21.49%
CAGR/Max DD 5y 0.43
Sharpe Ratio 12m 0.66
Alpha 13.94
Beta 1.150
Volatility 24.58%
Current Volume 5809.7k
Average Volume 20d 6148.1k
What is the price of SCHW shares?
As of June 19, 2025, the stock is trading at USD 89.91 with a total of 5,809,733 shares traded.
Over the past week, the price has changed by +1.71%, over one month by +0.76%, over three months by +16.30% and over the past year by +25.17%.
Is Charles Schwab a good stock to buy?
Partly, yes. Based on ValueRay´s Fundamental Analyses, Charles Schwab (NYSE:SCHW) is currently (June 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 56.56 and therefor a somewhat positive outlook according to the companies health.
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of SCHW is around 89.21 USD . This means that SCHW is currently overvalued and has a potential downside of -0.78%.
Is SCHW a buy, sell or hold?
Charles Schwab has received a consensus analysts rating of 4.14. Therefor, it is recommend to buy SCHW.
  • Strong Buy: 10
  • Buy: 7
  • Hold: 2
  • Sell: 1
  • Strong Sell: 1
What are the forecasts for SCHW share price target?
According to our own proprietary Forecast Model, SCHW Charles Schwab will be worth about 100.9 in June 2026. The stock is currently trading at 89.91. This means that the stock has a potential upside of +12.18%.
Issuer Target Up/Down from current
Wallstreet Target Price 92.2 2.6%
Analysts Target Price 91.3 1.6%
ValueRay Target Price 100.9 12.2%