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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 4.52
SCHW's Cash to Debt is ranked higher than
67% of the 383 Companies
in the Global Capital Markets industry.

( Industry Median: 4.52 vs. SCHW: 4.52 )
SCHW' s 10-Year Cash to Debt Range
Min: 0.95   Max: 27.52
Current: 4.52

0.95
27.52
Equity to Asset 0.08
SCHW's Equity to Asset is ranked lower than
58% of the 434 Companies
in the Global Capital Markets industry.

( Industry Median: 0.26 vs. SCHW: 0.08 )
SCHW' s 10-Year Equity to Asset Range
Min: 0.06   Max: 0.12
Current: 0.08

0.06
0.12
Interest Coverage 16.24
SCHW's Interest Coverage is ranked higher than
67% of the 349 Companies
in the Global Capital Markets industry.

( Industry Median: 14.11 vs. SCHW: 16.24 )
SCHW' s 10-Year Interest Coverage Range
Min: 0.19   Max: 16.24
Current: 16.24

0.19
16.24
F-Score: 5
Z-Score: 0.35
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 34.70
SCHW's Operating margin (%) is ranked higher than
79% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 19.89 vs. SCHW: 34.70 )
SCHW' s 10-Year Operating margin (%) Range
Min: 4.12   Max: 39.25
Current: 34.7

4.12
39.25
Net-margin (%) 21.74
SCHW's Net-margin (%) is ranked higher than
73% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 16.23 vs. SCHW: 21.74 )
SCHW' s 10-Year Net-margin (%) Range
Min: 2.66   Max: 48.2
Current: 21.74

2.66
48.2
ROE (%) 11.97
SCHW's ROE (%) is ranked higher than
82% of the 439 Companies
in the Global Capital Markets industry.

( Industry Median: 7.70 vs. SCHW: 11.97 )
SCHW' s 10-Year ROE (%) Range
Min: 2.67   Max: 55.08
Current: 11.97

2.67
55.08
ROA (%) 0.90
SCHW's ROA (%) is ranked higher than
59% of the 440 Companies
in the Global Capital Markets industry.

( Industry Median: 1.85 vs. SCHW: 0.90 )
SCHW' s 10-Year ROA (%) Range
Min: 0.27   Max: 5.27
Current: 0.9

0.27
5.27
ROC (Joel Greenblatt) (%) 243.84
SCHW's ROC (Joel Greenblatt) (%) is ranked higher than
79% of the 434 Companies
in the Global Capital Markets industry.

( Industry Median: 134.17 vs. SCHW: 243.84 )
SCHW' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 16.16   Max: 317.37
Current: 243.84

16.16
317.37
Revenue Growth (%) 5.50
SCHW's Revenue Growth (%) is ranked higher than
76% of the 376 Companies
in the Global Capital Markets industry.

( Industry Median: 2.60 vs. SCHW: 5.50 )
SCHW' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 46.1
Current: 5.5

0
46.1
EBITDA Growth (%) 24.10
SCHW's EBITDA Growth (%) is ranked higher than
89% of the 306 Companies
in the Global Capital Markets industry.

( Industry Median: -0.30 vs. SCHW: 24.10 )
SCHW' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 43.2
Current: 24.1

0
43.2
EPS Growth (%) 27.10
SCHW's EPS Growth (%) is ranked higher than
90% of the 307 Companies
in the Global Capital Markets industry.

( Industry Median: 0.20 vs. SCHW: 27.10 )
SCHW' s 10-Year EPS Growth (%) Range
Min: -43.7   Max: 73.2
Current: 27.1

-43.7
73.2
» SCHW's 10-Y Financials

Financials


Revenue & Net Income
Equity & Asset
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q4 2013

SCHW Guru Trades in Q4 2013

Arnold Van Den Berg 8,130 sh (New)
Pioneer Investments 161,971 sh (New)
Frank Sands 42,624,091 sh (+135.35%)
Jeremy Grantham 474,309 sh (+75.54%)
Murray Stahl 20,583 sh (+29.61%)
Jim Chanos 489,700 sh (+18.26%)
Bill Frels 85,550 sh (+1.48%)
Lou Simpson 7,523,342 sh (+0.23%)
Jean-Marie Eveillard 900 sh (unchged)
Paul Tudor Jones Sold Out
David Rolfe Sold Out
Diamond Hill Capital Sold Out
Tom Gayner 999,700 sh (-0.4%)
Chris Davis 18,723,805 sh (-1.87%)
Ron Baron 8,124,412 sh (-2.15%)
Dodge & Cox 90,120,817 sh (-2.71%)
PRIMECAP Management 67,797,104 sh (-3.52%)
Mario Gabelli 110,000 sh (-6.78%)
Chuck Royce 92,356 sh (-6.86%)
Glenn Greenberg 7,954,268 sh (-13.63%)
Robert Olstein 111,000 sh (-47.14%)
Steven Cohen 24,434 sh (-54.4%)
» More
Q1 2014

SCHW Guru Trades in Q1 2014

Ray Dalio 11,218 sh (New)
Caxton Associates 72,800 sh (New)
Murray Stahl 27,466 sh (+33.44%)
Chuck Royce 108,356 sh (+17.32%)
Chris Davis 20,789,704 sh (+11.03%)
Tom Gayner 1,057,000 sh (+5.73%)
Frank Sands 44,068,090 sh (+3.39%)
Bill Frels 86,610 sh (+1.24%)
Jean-Marie Eveillard 900 sh (unchged)
Arnold Van Den Berg Sold Out
Pioneer Investments Sold Out
Dodge & Cox 89,705,117 sh (-0.46%)
Ron Baron 7,770,570 sh (-4.36%)
PRIMECAP Management 64,839,573 sh (-4.36%)
Mario Gabelli 105,000 sh (-4.55%)
Glenn Greenberg 7,208,932 sh (-9.37%)
Lou Simpson 6,068,306 sh (-19.34%)
Jim Chanos 363,240 sh (-25.82%)
Jeremy Grantham 343,109 sh (-27.66%)
Steven Cohen 16,494 sh (-32.5%)
Robert Olstein 55,000 sh (-50.45%)
» More
Q2 2014

SCHW Guru Trades in Q2 2014

Ken Heebner 1,060,000 sh (New)
Caxton Associates 1,082,990 sh (+1387.62%)
Chuck Royce 129,556 sh (+19.57%)
Glenn Greenberg 8,347,280 sh (+15.79%)
Ron Baron 8,379,471 sh (+7.84%)
Murray Stahl 28,860 sh (+5.08%)
Lou Simpson 6,272,954 sh (+3.37%)
Dodge & Cox 90,836,867 sh (+1.26%)
Tom Gayner 1,057,000 sh (unchged)
Bill Frels 86,610 sh (unchged)
Jean-Marie Eveillard 900 sh (unchged)
Ray Dalio Sold Out
Robert Olstein Sold Out
Jim Chanos Sold Out
PRIMECAP Management 63,057,255 sh (-2.75%)
Frank Sands 42,340,080 sh (-3.92%)
Chris Davis 19,838,885 sh (-4.57%)
Mario Gabelli 100,000 sh (-4.76%)
Jeremy Grantham 230,200 sh (-32.91%)
» More
Q3 2014

SCHW Guru Trades in Q3 2014

Pioneer Investments 1,613,383 sh (New)
Stanley Druckenmiller 485,700 sh (New)
Jeremy Grantham 352,900 sh (+53.3%)
Caxton Associates 1,596,290 sh (+47.4%)
Lou Simpson 6,661,439 sh (+6.19%)
Frank Sands 43,010,543 sh (+1.58%)
Dodge & Cox 91,884,964 sh (+1.15%)
Ron Baron 8,446,814 sh (+0.8%)
Jean-Marie Eveillard 900 sh (unchged)
Mario Gabelli 100,000 sh (unchged)
Tom Gayner 1,057,000 sh (unchged)
Glenn Greenberg 8,344,052 sh (-0.04%)
PRIMECAP Management 62,902,936 sh (-0.24%)
Chris Davis 19,690,957 sh (-0.75%)
Bill Frels 83,322 sh (-3.8%)
Murray Stahl 27,593 sh (-4.39%)
Chuck Royce 112,156 sh (-13.43%)
Ken Heebner 850,000 sh (-19.81%)
» More
» Details

Insider Trades

Latest Guru Trades with SCHW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Lou Simpson 2014-09-30 Add 6.19%0.44%$27.09 - $30.78 $ 30.016%6661439
Ken Heebner 2014-09-30 Reduce -19.81%0.15%$27.09 - $30.78 $ 30.016%850000
Glenn Greenberg 2014-06-30 Add 15.79%1.24%$24.81 - $27.9 $ 30.0114%8347280
Ken Heebner 2014-06-30 New Buy0.76%$24.81 - $27.9 $ 30.0114%1060000
Lou Simpson 2014-06-30 Add 3.37%0.22%$24.81 - $27.9 $ 30.0114%6272954
Robert Olstein 2014-06-30 Sold Out 0.21%$24.81 - $27.9 $ 30.0114%0
Frank Sands 2014-06-30 Reduce -3.92%0.12%$24.81 - $27.9 $ 30.0114%42340080
Ray Dalio 2014-06-30 Sold Out $24.81 - $27.9 $ 30.0114%0
Lou Simpson 2014-03-31 Reduce -19.34%1.8%$23.65 - $28.53 $ 30.0115%6068306
Glenn Greenberg 2014-03-31 Reduce -9.37%0.8%$23.65 - $28.53 $ 30.0115%7208932
Robert Olstein 2014-03-31 Reduce -50.45%0.21%$23.65 - $28.53 $ 30.0115%55000
Chris Davis 2014-03-31 Add 11.03%0.16%$23.65 - $28.53 $ 30.0115%20789704
Arnold Van Den Berg 2014-03-31 Sold Out 0.02%$23.65 - $28.53 $ 30.0115%0
Ray Dalio 2014-03-31 New Buy$23.65 - $28.53 $ 30.0115%11218
Frank Sands 2013-12-31 Add 135.35%1.67%$20.57 - $25.74 $ 30.0126%42624091
Glenn Greenberg 2013-12-31 Reduce -13.63%1.19%$20.57 - $25.74 $ 30.0126%7954268
Robert Olstein 2013-12-31 Reduce -47.14%0.32%$20.57 - $25.74 $ 30.0126%111000
Arnold Van Den Berg 2013-12-31 New Buy0.02%$20.57 - $25.74 $ 30.0126%8130
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» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Preferred stocks of Charles Schwab Corp

SymbolPriceYieldDescription
SCHWPRB0.005.92Deposit Shs Repr 6% Non-Cum Perp Pfd Shs Series -B-

Guru Investment Theses on Charles Schwab Corp

Baron Funds Comments on The Charles Schwab Corp - Oct 24, 2014

Shares of brokerage firm The Charles Schwab Corp. (SCHW) increased in the third quarter. The company indicated at its biannual investor meeting that earnings should approach the high end of initial guidance. Additionally, the company announced plans to return more cash to shareholders through dividends and buybacks. We believe Schwab is well positioned from a regulatory standpoint and has less exposure to trading commissions than its peers. It has been experiencing consistent and sustained growth in accounts as brokers leave traditional wirehouses. (Michael Baron)

The Fund’s investments in alternative investment money manager The Carlyle Group (CG), and financial intermediary The Charles Schwab Corp. (SCHW), are benefiting from strong performance of equities since the financial panic, which had resulted in increased investor interest in that asset class.

From Ron Baron (Trades, Portfolio)’s Baron Partners Fund Q3 2014 Report.

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David Rolfe on Charles Schwab Corp. - Mar 14, 2014

Charles Schwab was our largest relative contributor to performance. The stock gained +82% in 2013 – after a gain of 30% in 2012. We trimmed the position throughout the year and fully exited the position at the end of October. Our sale rationale is quite succinct. Schwab remains a best-in-class business, but the stock, in our view, had become less than best in class (read: overvalued)....



For instance, we liquidated our stakes in Charles Schwab during the fourth quarter, as we believe several years of Schwab’s future earnings power were sufficiently recognized by Mr. Market in current prices. While the Company has continued to grow and take profitability share via its superb low-cost, internet-based platform, our analysis of the stock’s valuation suggests that the implied earnings power of the business is not only taking current business momentum into account, but also giving shareholders ample credit for higher short-­term interest rates, even though short-­term rates are currently anchored near zero. Admittedly, valuation is somewhat of a blunt tool, given the wide array of future assumptions, however, we believe that valuation becomes clarified and much sharper too as time passes.





From Wedgewood Partners 4th Quarter 2013 Client Letter





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Baron Funds Comments on The Charles Schwab Corp - Feb 20, 2014

Shares of The Charles Schwab Corp. (SCHW) benefitted from favor able capital markets conditions. During the quarter, long-term interest rates moved higher in response to the Federal Reserve's tapering pronouncements. Schwab benefits from higher rates in several ways. The most significant is the potential for Schwab to reduce the fee waivers on its money market funds in a more normalized rate environment. This means Schwab would start recognizing highly profitable management fees on its money market funds, rather than rebating those fees back to shareholders. Schwab also benefitted from the rise in equity markets. Rising valuations of equity mutual funds result in higher management fees to Schwab.





From Baron Funds' fourth quarter letter 2013 to shareholders.



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Dodge & Cox Comments on Charles Schwab - Aug 23, 2013

In 2010, the Fund initiated a position in Charles Schwab (SCHW) (a leading U.S. brokerage company) due to its durable business franchise, strong market position, growth prospects, and attractive valuation. As a result of the low interest rate environment in the United States, Schwab had waived some of the fees it charged customers on money market funds and its net interest margins substantially compressed. We believed that the company's revenues and earnings would be significantly higher in a more normal interest rate environment. However, starting in late 2010, the Fed announced additional rounds of quantitative easing and interest rates continued to drop.

Throughout 2011 and 2012, we reaffirmed our investment thesis with the belief that a return to a more normal rate environment could dramatically increase profitability. Through our meetings with management, we were able to assess the company's investment merits and risks, all in the context of valuation. Schwab's highly scalable business model, excellent market position, growing customer base, focused corporate culture, and capable management team were attractive to us. In addition, founder and Chairman Charles Schwab's ownership stake aligned his interests with those of public investors. These factors remain the underpinnings of our current investment thesis.

After considering the regulatory, interest rate, and credit risks inherent in Schwab's business model, we added to the Fund's position in Schwab multiple times throughout 2011 and 2012. The company stands to benefit from a rise in short-term interest rates. Accordingly, investors have responded to the Fed's recent announcement and Schwab's stock price is up 49% year to date. Schwab is a 2.4% position in the Fund.

From Dodge & Cox's semi-annual 2013 report.
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Baron Funds Comments on Charles Schwab Corp - Aug 02, 2013

The Charles Schwab Corp. (SCHW), the well-known brokerage firm, benefited from rising equity markets and increased interest rates. Rising equity markets resulted in higher assets under management, on which Schwab earns fees. Higher interest rates benefited the company in several ways, including less need for Schwab to waive management fees on clients' money market funds. These increased sources of revenues carry especially high incremental profit margins. In addition, client trading activity increased, as retail investors continued to re-engage with the stock market.

From the Baron Funds’ second quarter 2013 commentary.


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David Rolfe of Wedgewood Partners Comments on Charles Schwab - Jan 29, 2013

We think Charles Schwab (SCHW) continues to exhibit a low cost advantage relative to competitors in the financial services industry, with non-interest expenses as a percentage of total client assets of 0.19%, as of the first three quarters of 2012, according to management. This has led to pre-tax profit margins in excess of 30%, which is a multiple of some of the most well established wealth management platforms in the world. We think that this abnormally low expense rate emanates from Schwab's focus on leveraging its information technology infrastructure. In contrast, we think too many of Schwab's rivals rely on more expensive and less efficient human capital to gather assets. The stock continues to trade at a historically low price to book ratio, though that is somewhat offset by a higher forward price to earnings ratio. We think both valuation metrics are somewhat misleading in this historically low interest rate environment and in the event of a rising interest rates, the Company's earnings would likely expand at a very rapid rate, primarily due to money market fund fee waiver relief. So we continue to believe Charles Schwab represents an excellent balance between business quality and valuation.

From Wedgewood Partners' fourth quarter letter.
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Top Ranked Articles about Charles Schwab Corp

Baron Funds Comments on The Charles Schwab Corp
Shares of brokerage firm The Charles Schwab Corp. (SCHW) increased in the third quarter. The company indicated at its biannual investor meeting that earnings should approach the high end of initial guidance. Additionally, the company announced plans to return more cash to shareholders through dividends and buybacks. We believe Schwab is well positioned from a regulatory standpoint and has less exposure to trading commissions than its peers. It has been experiencing consistent and sustained growth in accounts as brokers leave traditional wirehouses. (Michael Baron) Read more...
David Rolfe on Charles Schwab Corp.
Charles Schwab was our largest relative contributor to performance. The stock gained +82% in 2013 – after a gain of 30% in 2012. We trimmed the position throughout the year and fully exited the position at the end of October. Our sale rationale is quite succinct. Schwab remains a best-in-class business, but the stock, in our view, had become less than best in class (read: overvalued).... Read more...
Baron Funds Comments on The Charles Schwab Corp
Shares of The Charles Schwab Corp. (SCHW) benefitted from favor able capital markets conditions. During the quarter, long-term interest rates moved higher in response to the Federal Reserve's tapering pronouncements. Schwab benefits from higher rates in several ways. The most significant is the potential for Schwab to reduce the fee waivers on its money market funds in a more normalized rate environment. This means Schwab would start recognizing highly profitable management fees on its money market funds, rather than rebating those fees back to shareholders. Schwab also benefitted from the rise in equity markets. Rising valuations of equity mutual funds result in higher management fees to Schwab. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 32.20
SCHW's P/E(ttm) is ranked higher than
65% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 23.60 vs. SCHW: 32.20 )
SCHW' s 10-Year P/E(ttm) Range
Min: 8.86   Max: 57.7
Current: 32.2

8.86
57.7
P/B 3.70
SCHW's P/B is ranked higher than
56% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 1.76 vs. SCHW: 3.70 )
SCHW' s 10-Year P/B Range
Min: 1.79   Max: 8.3
Current: 3.7

1.79
8.3
P/S 6.60
SCHW's P/S is ranked higher than
59% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 3.58 vs. SCHW: 6.60 )
SCHW' s 10-Year P/S Range
Min: 2.65   Max: 6.93
Current: 6.6

2.65
6.93
PFCF 20.60
SCHW's PFCF is ranked higher than
81% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 65.20 vs. SCHW: 20.60 )
SCHW' s 10-Year PFCF Range
Min: 5.77   Max: 608
Current: 20.6

5.77
608
EV-to-EBIT 15.96
SCHW's EV-to-EBIT is ranked higher than
79% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 27.06 vs. SCHW: 15.96 )
SCHW' s 10-Year EV-to-EBIT Range
Min: -15   Max: 26.2
Current: 15.96

-15
26.2
PEG 2.65
SCHW's PEG is ranked higher than
91% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. SCHW: 2.65 )
SCHW' s 10-Year PEG Range
Min: 0.41   Max: 10.61
Current: 2.65

0.41
10.61
Shiller P/E 39.30
SCHW's Shiller P/E is ranked higher than
77% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 54.15 vs. SCHW: 39.30 )
SCHW' s 10-Year Shiller P/E Range
Min: 9.97   Max: 54.44
Current: 39.3

9.97
54.44

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 0.80
SCHW's Dividend Yield is ranked lower than
86% of the 354 Companies
in the Global Capital Markets industry.

( Industry Median: 2.65 vs. SCHW: 0.80 )
SCHW' s 10-Year Dividend Yield Range
Min: 0.37   Max: 2.23
Current: 0.8

0.37
2.23
Dividend Payout 0.26
SCHW's Dividend Payout is ranked higher than
89% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 0.86 vs. SCHW: 0.26 )
SCHW' s 10-Year Dividend Payout Range
Min: 0.04   Max: 1.1
Current: 0.26

0.04
1.1
Yield on cost (5-Year) 0.80
SCHW's Yield on cost (5-Year) is ranked lower than
85% of the 357 Companies
in the Global Capital Markets industry.

( Industry Median: 2.67 vs. SCHW: 0.80 )
SCHW' s 10-Year Yield on cost (5-Year) Range
Min: 0.37   Max: 2.23
Current: 0.8

0.37
2.23
Share Buyback Rate -2.70
SCHW's Share Buyback Rate is ranked higher than
64% of the 323 Companies
in the Global Capital Markets industry.

( Industry Median: -0.90 vs. SCHW: -2.70 )
SCHW' s 10-Year Share Buyback Rate Range
Min: 11.6   Max: -4.7
Current: -2.7

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 4.30
SCHW's Price/Tangible Book is ranked higher than
62% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 2.36 vs. SCHW: 4.30 )
SCHW' s 10-Year Price/Tangible Book Range
Min: 2.28   Max: 23.75
Current: 4.3

2.28
23.75
Price/DCF (Projected) 1.60
SCHW's Price/DCF (Projected) is ranked higher than
77% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 2.77 vs. SCHW: 1.60 )
SCHW' s 10-Year Price/DCF (Projected) Range
Min: 0.9   Max: 10.94
Current: 1.6

0.9
10.94
Price/Median PS Value 1.40
SCHW's Price/Median PS Value is ranked higher than
66% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 1.19 vs. SCHW: 1.40 )
SCHW' s 10-Year Price/Median PS Value Range
Min: 0.49   Max: 3.82
Current: 1.4

0.49
3.82
Price/Peter Lynch Fair Value 1.90
SCHW's Price/Peter Lynch Fair Value is ranked higher than
92% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 9999.00 vs. SCHW: 1.90 )
SCHW' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.61   Max: 29.75
Current: 1.9

0.61
29.75
Price/Graham Number 2.30
SCHW's Price/Graham Number is ranked higher than
69% of the 479 Companies
in the Global Capital Markets industry.

( Industry Median: 2.28 vs. SCHW: 2.30 )
SCHW' s 10-Year Price/Graham Number Range
Min: 1.29   Max: 9.8
Current: 2.3

1.29
9.8
Earnings Yield (Greenblatt) 6.30
SCHW's Earnings Yield (Greenblatt) is ranked higher than
77% of the 431 Companies
in the Global Capital Markets industry.

( Industry Median: 4.70 vs. SCHW: 6.30 )
SCHW' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.8   Max: 7370.3
Current: 6.3

3.8
7370.3
Forward Rate of Return (Yacktman) 20.67
SCHW's Forward Rate of Return (Yacktman) is ranked higher than
86% of the 235 Companies
in the Global Capital Markets industry.

( Industry Median: 5.55 vs. SCHW: 20.67 )
SCHW' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -10.8   Max: 33.3
Current: 20.67

-10.8
33.3

Business Description

Industry: Brokers & Exchanges » Capital Markets
Compare:PJC, SIEB, GHL, GS, SF » details
Traded in other countries:SWG.Germany,
Charles Schwab Corp was incorporated in Delaware in 1986. The Company, through its subsidiaries, is engaged in securities brokerage, banking and related financial services. The Company provides financial services to individuals and institutional clients through two segments namely Investor Services and Advisor Services. The Investor Services segment provides retail brokerage and banking services to individual investors, retirement plan services, and corporate brokerage services. The Advisor Services segment provides custodial, trading, and support services to independent investment advisors (IAs), and retirement business services to independent retirement plan advisors and recordkeepers whose plan assets are held at Schwab Bank. The Investor Services segment provides retail brokerage and banking services to individual investors. Through the Advisor Services segment, the Company provides custodial, trading, and support services to IAs. To attract and serve IAs, the Company has a dedicated sales force and service teams assigned to meet their needs. IAs who custody client accounts at Schwab may use proprietary software that provides them with up-to-date client account information, as well as trading capabilities. The Advisor Services website is the core platform for IAs to conduct daily business activities online with Schwab, including submitting and retrieving client account information and viewing news and market information. This platform provides IAs with a comprehensive suite of electronic and paper-based reporting capabilities. The Company offers online cashiering services, as well as internet-based eDocuments sites for both IAs and their clients that provide multi-year archiving of online statements, trade confirms and tax reports, along with document search capabilities. On September 1, 2011, the Company completed its acquisition of all of the outstanding common shares of optionsXpress Holdings, Inc. (optionsXpress), an online brokerage firm focused on equity option securities and futures. The optionsXpress brokerage platform provides active investors and traders trading tools, analytics and education to execute a variety of investment strategies.
» More Articles for SCHW

Headlines

Articles On GuruFocus.com
Former Warren Buffett CIO Lou Simpson Buys Liberty Global, Valeant, U.S. Bancorp, Sells TE Connectiv Nov 14 2014 
Dodge & Cox Global Stock Fund Q3 Commentary Oct 25 2014 
Baron Funds Comments on The Charles Schwab Corp Oct 24 2014 
Chris Davis New York Venture Fund Fall Review 2014 Oct 22 2014 
Dodge & Cox Second Quarter 2014 Commentary Jul 23 2014 
Charles Schwab Is a Fast Growing Stock Apr 24 2014 
David Rolfe on Charles Schwab Corp. Mar 14 2014 
Speculative Animal (Hamster) Spirits on the Rise Mar 08 2014 
Baron Funds Comments on The Charles Schwab Corp Feb 20 2014 
David Rolfe's Wedgewood Partners Fourth Quarter 2013 Client Letter Jan 22 2014 


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[$$] Bebe Names Jim Wiggett Chief Executive Dec 15 2014
Good News for Brokerages Can Be a Bad Sign for Investors Dec 13 2014
Schwab Reports Monthly Activity Highlights Dec 12 2014
Schwab Declares Preferred Stock Dividend Dec 11 2014
Schwab Declares Preferred Stock Dividend Dec 11 2014
Robinhood Targets Milliennial Investors With Free Stock Trades Dec 11 2014
Year-End Tips To Cut Your Income Tax Bill Dec 10 2014
25 Years Of Retirement Income Dec 10 2014
More signs that software is eating investment management Dec 10 2014
Banking on Broker-Dealers ETFs Dec 08 2014
Can Schwab's Revenue Growth Prospects Attract Investors? Dec 05 2014
Uber snags $41 billion valuation Dec 04 2014
Charles Schwab Issues 2015 Market Outlook Report Dec 04 2014
Charles Schwab Issues 2015 Market Outlook Report Dec 04 2014
Top Independent Adviser With $3.5 Billion Once Lived on Credit Dec 03 2014
When Will the U.S. See Wage Growth? Dec 01 2014
5 Rocket Stocks to Buy for December Gains: Apple and More Dec 01 2014

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