(SCHW) Charles Schwab - Ratings and Ratios
Brokerage Accounts, Banking Products, Advisory Solutions, Trading Platforms, Custody Services
SCHW EPS (Earnings per Share)
SCHW Revenue
Description: SCHW Charles Schwab
Charles Schwab Corp (NYSE:SCHW) is a leading financial services company providing a comprehensive range of wealth management, securities brokerage, banking, and asset management services to individuals and institutions in the US and internationally. The companys diverse offerings include brokerage accounts, margin lending, options trading, cash management, and advisory solutions for managed portfolios.
Key performance indicators (KPIs) for Charles Schwab Corp include its market capitalization of $169.05 billion, indicating a significant presence in the financial services sector. The companys price-to-earnings (P/E) ratio of 28.19 and forward P/E of 21.83 suggest a relatively high valuation, potentially reflecting investor confidence in its growth prospects. Additionally, the return on equity (RoE) of 13.73% indicates a decent level of profitability.
From a business perspective, Charles Schwab Corp operates through two main segments: Investor Services and Advisor Services. The company provides a range of services, including digital retirement calculators, integrated trading platforms, and self-service education and support tools, to cater to the diverse needs of its clients. Its banking products, such as checking and savings accounts, mortgage loans, and home equity lines of credit, further enhance its appeal to customers.
To evaluate the companys stock performance, we can look at its support and resistance levels. The current price of $91.61 is near the resistance level of $92.7, suggesting potential upside or downside depending on market dynamics. The companys ability to maintain its market share and grow its client base will be crucial in determining its future stock performance.
Additional Sources for SCHW Stock
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle
SCHW Stock Overview
Market Cap in USD | 169,051m |
Sector | Financial Services |
Industry | Capital Markets |
GiC Sub-Industry | Investment Banking & Brokerage |
IPO / Inception | 1987-09-22 |
SCHW Stock Ratings
Growth Rating | 66.6 |
Fundamental | 48.4 |
Dividend Rating | 59.6 |
Rel. Strength | 21.7 |
Analysts | 4.14 of 5 |
Fair Price Momentum | 95.66 USD |
Fair Price DCF | 53.31 USD |
SCHW Dividends
Dividend Yield 12m | 1.22% |
Yield on Cost 5y | 3.29% |
Annual Growth 5y | 6.79% |
Payout Consistency | 93.8% |
Payout Ratio | 29.3% |
SCHW Growth Ratios
Growth Correlation 3m | 94.2% |
Growth Correlation 12m | 85.8% |
Growth Correlation 5y | 41% |
CAGR 5y | 24.13% |
CAGR/Max DD 5y | 0.49 |
Sharpe Ratio 12m | 0.86 |
Alpha | 32.30 |
Beta | 1.150 |
Volatility | 25.08% |
Current Volume | 10922.1k |
Average Volume 20d | 7691k |
Stop Loss | 90.3 (-3%) |
As of July 19, 2025, the stock is trading at USD 93.10 with a total of 10,922,136 shares traded.
Over the past week, the price has changed by +0.06%, over one month by +4.65%, over three months by +22.65% and over the past year by +47.97%.
Partly, yes. Based on ValueRay´s Fundamental Analyses, Charles Schwab (NYSE:SCHW) is currently (July 2025) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 48.42 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 95.66 USD . This means that SCHW is currently overvalued and has a potential downside of 2.75%.
Charles Schwab has received a consensus analysts rating of 4.14. Therefore, it is recommended 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 109.2 in July 2026. The stock is currently trading at 93.10. This means that the stock has a potential upside of +17.3%.
Issuer | Target | Up/Down from current |
---|---|---|
Wallstreet Target Price | 92.4 | -0.8% |
Analysts Target Price | 91.3 | -1.9% |
ValueRay Target Price | 109.2 | 17.3% |