Charles Schwab (FRA:SWG) Risk Assessment


FRA:SWG Charles Schwab Corp FRA:SWG
73 GF Score
Price €84.62
GF Value €89.27
Valuation Fairly Valued
! 4 Warning Signs
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What is Charles Schwab Risk Assessment?

Risk Assessment represents the investment risk of a stock derived from our exclusive method. It suggests how risky the investment opportunity is based on the valuation and the fundamental performance of the stock. It is derived from following key aspects:

1. GuruFocus internally developed valuations of the stock, such as GF valuation.
2. Quality Rank, a business quality indicator developed by GuruFocus.
3. Fundamental performance: Piotroski F-Score, Altman Z-Score, Beneish M-Score, etc.
4. Growth opportunities: 5-year revenue growth rate, 5-Year EPS without NRI Growth Rate, etc.

Value investors are always willing to find undervalued stocks. However, not all the undervalued stocks are good deals, we should also be careful of how risky the investment opportunity is. We believe that if the company's financial strength and profitability are strong, and the stock price is within a reasonable range of the GF valuation, or stock has a high return with its price being undervalued, then it might be a good investment opportunity with low risk.

Based on those aspects listed above, GuruFocus believes the risk assessment of Charles Schwab is: High Risk: High uncertainty with risk-return tradeoff.

Charles Schwab  (FRA:SWG) Risk Assessment Explanation

Based on the four aspects listed above, GuruFocus provides the following 7 evaluations:

All-in-One Screener Examples (1)
Low Risk: Strong fundamentals, worth long-term holding
Moderate Risk: Sensitive, better choose undervalued stock
High Risk: High uncertainty with risk-return tradeoff
High Risk: Good fundamentals, beware of shrinking business
High Risk: Sensitive to economic or industry trends
High Risk: High uncertainty
No Data: Cannot be evaluated

(1) These are some simple examples. You can access our Risk Assessment filter under All-in-One Screener’s Fundamental tab and set your own criteria.

Charles Schwab Risk Assessment Related Terms

FRA:SWG vs HOOD, IBKR, LPLA: Risk Assessment Comparison

For the Capital Markets subindustry, Charles Schwab's Risk Assessment, along with its competitors' market caps and Risk Assessment data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Charles Schwab Risk Assessment vs Capital Markets Industry

For the Capital Markets industry and Financial Services sector, Charles Schwab's Risk Assessment distribution charts can be found below:

* The bar in red indicates where Charles Schwab's Risk Assessment falls into.


FRA:SWG
73GF Score
Charles Schwab Corp FRA:SWG
Risk Assessment is just one metric. See GF Score™, valuation, warning signs, and more.
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Is Charles Schwab (FRA:SWG) Overvalued in 2026?

Based on GuruFocus' analysis, Charles Schwab stock appears to be undervalued. The current stock price of €84.62 is trading 5.2% below its estimated GF Value™ of €89.27. GuruFocus considers Charles Schwab to be Fairly Valued.

Key valuation signals for FRA:SWG:

  • Risk Assessment:
  • GF Value™: €89.27 vs. price of €84.62 (5.2% below fair value)
  • GF Score™: 73/100 with 4 warning signs

No single metric tells the full story. See the FRA:SWG stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Charles Schwab Business Description

Address 3000 Schwab Way, Westlake, TX, USA, 76262
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth management businesses at the end of 2025. 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(RIA) custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
73GF Score

Get the complete analysis for FRA:SWG

Risk Assessment is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€84.62
Price
€89.27
GF Value