What is a stock summary page? Click here for an overview.
Business Description
Charles Schwab Corp
NAICS : 523120
SIC : 6211
ISIN : BRSCHWBDR006
Share Class Description:
BSP:SCHW34: Shs Unsponsored Brazilian Depository Receipt Repr 1 ShCompare
Compare
Traded in other countries / regions
SCHW.USA0L3I.UKSCHW34.BrazilSCHW.MexicoSCHW.AustriaSWG.Germany IPO Date
2016-04-25Description
Charles Schwab is one of the largest retail-oriented financial services companies in the US, with $10.1 trillion in client assets across its brokerage, banking, asset-management, custody, financial advisory, and wealth-management businesses at year-end 2024. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset-management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Cash-To-Debt | 0.93 | |||||
| Equity-to-Asset | 0.1 | |||||
| Debt-to-Equity | 0.93 | |||||
| Debt-to-EBITDA | N/A |
N/A
|
N/A
| |||
| Interest Coverage | N/A |
N/A
|
N/A
| |||
| Piotroski F-Score | 7/9 | |||||
| Beneish M-Score | -2.23 | |||||
| WACC vs ROIC | ||||||
Growth Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 3-Year Revenue Growth Rate | 3.1 | |||||
| 3-Year FCF Growth Rate | 20.8 | |||||
| 3-Year Book Growth Rate | -4.4 | |||||
| Future 3-5Y EPS without NRI Growth Rate Estimate | 21.78 | |||||
| Future 3-5Y Total Revenue Growth Rate Estimate | 10.96 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| 5-Day RSI | 37.63 | |||||
| 9-Day RSI | 45.77 | |||||
| 14-Day RSI | 47.18 | |||||
| 3-1 Month Momentum % | -7.13 | |||||
| 6-1 Month Momentum % | 10.45 | |||||
| 12-1 Month Momentum % | 15.43 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History |
|---|
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Dividend Yield % | 0.91 | |||||
| Dividend Payout Ratio | 0.2 | |||||
| 3-Year Dividend Growth Rate | 11.6 | |||||
| Forward Dividend Yield % | 1 | |||||
| 5-Year Yield-on-Cost % | 1.41 | |||||
| 3-Year Average Share Buyback Ratio | 1.1 | |||||
| Shareholder Yield % | 11.13 |
Profitability Rank
5/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| Net Margin % | 31.71 | |||||
| FCF Margin % | 5.65 | |||||
| ROE % | 14.56 | |||||
| ROA % | 1.38 | |||||
| Years of Profitability over Past 10-Year | 10 |
GF Value Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
| PE Ratio | 23.21 | |||||
| Forward PE Ratio | 17.86 | |||||
| PE Ratio without NRI | 21.57 | |||||
| Shiller PE Ratio | 28.66 | |||||
| Price-to-Owner-Earnings | 458.56 | |||||
| PEG Ratio | 43.14 | |||||
| PS Ratio | 6.85 | |||||
| PB Ratio | 3.58 | |||||
| Price-to-Tangible-Book | 7.2 | |||||
| Price-to-Free-Cash-Flow | 67.95 | |||||
| Price-to-Operating-Cash-Flow | 52.31 | |||||
| EV-to-Forward-EBIT | 17.14 | |||||
| EV-to-Forward-EBITDA | 14.93 | |||||
| EV-to-Revenue | 7.38 | |||||
| EV-to-Forward-Revenue | 8.61 | |||||
| EV-to-FCF | 73.81 | |||||
| Price-to-GF-Value | 0.91 | |||||
| Price-to-Projected-FCF | 1.23 | |||||
| Price-to-DCF (Earnings Based) | 0.97 | |||||
| Price-to-DCF (FCF Based) | 10.39 | |||||
| Price-to-Median-PS-Value | 1.06 | |||||
| Price-to-Graham-Number | 2.75 | |||||
| FCF Yield % | 1.47 | |||||
| Forward Rate of Return (Yacktman) % | 1.54 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
Guru Trades
See DetailsInsider Trades
See DetailsPeter Lynch Chart
Performance
Dividend
Log
Bar
Annualized Return % Â
Total Annual Return % Â
Charles Schwab Corp Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil R$) | 116,854.357 | ||
| EPS (TTM) (R$) | 2.365 | ||
| Beta | 0.69 | ||
| 3-Year Sharpe Ratio | 0.18 | ||
| 3-Year Sortino Ratio | 0.24 | ||
| Volatility % | 31.3 | ||
| 14-Day RSI | 47.18 | ||
| 14-Day ATR (R$) | 1.206634 | ||
| 20-Day SMA (R$) | 55.0895 | ||
| 12-1 Month Momentum % | 15.43 | ||
| 52-Week Range (R$) | 41.86 - 63.12 | ||
| Shares Outstanding (Mil) | 14,527.34 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 7 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Charles Schwab Corp Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Charles Schwab Corp Stock Events
| Event | Date | Price (R$) | ||
|---|---|---|---|---|
| No Event Data | ||||
Charles Schwab Corp Frequently Asked Questions
What is Charles Schwab Corp(BSP:SCHW34)'s stock price today?
The current price of BSP:SCHW34 is R$54.77. The 52 week high of BSP:SCHW34 is R$63.12 and 52 week low is R$41.86.
When is next earnings date of Charles Schwab Corp(BSP:SCHW34)?
The next earnings date of Charles Schwab Corp(BSP:SCHW34) is .
Does Charles Schwab Corp(BSP:SCHW34) pay dividends? If so, how much?
The Dividend Yield %  of Charles Schwab Corp(BSP:SCHW34) is 0.91% (As of Today), Highest Dividend Payout Ratio of Charles Schwab Corp(BSP:SCHW34) was 0.32. The lowest was 0.19. And the median was 0.23. The  Forward Dividend Yield % of Charles Schwab Corp(BSP:SCHW34) is 1%. For more information regarding to dividend, please check our Dividend Page.
Press Release
| Subject | Date | |||
|---|---|---|---|---|
| No Press Release | ||||
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers