(SCHW) Charles Schwab - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8085131055
SCHW EPS (Earnings per Share)
SCHW Revenue
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
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 |
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%.
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%.
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
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% |