Overview Performance Dividends Peer Group Options

(SCHW) Charles Schwab - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: US8085131055

SCHW: Brokerage, Investments, Banking, Retirement, Custody

The Charles Schwab Corporation, a leading financial services firm, operates as a savings and loan holding company offering a comprehensive suite of wealth management, securities brokerage, banking, and financial advisory services. Headquartered in Westlake, Texas, Schwab was founded in 1971 and has expanded its reach both domestically and internationally. The company is known for its strategic moves, such as the acquisition of TD Ameritrade, enhancing its market presence and service offerings.

Schwabs services are divided into two segments: Investor Services and Advisor Services. Investor Services includes brokerage accounts with trading capabilities across equities, fixed income, options, futures, and forex, along with cash management solutions. The company also provides access to third-party mutual funds and ETFs, as well as banking products like mortgages and home equity lines. Advisor Services offers tailored advisory solutions, trust services, and retirement plan management, supported by robust digital platforms and educational tools.

Known for its customer-centric approach, Schwabs technology platforms provide real-time data, multi-channel access, and integrated trading solutions. Their commitment to innovation and service has established them as a key player in the financial industry, continually evolving to meet client needs.

Based on the provided data, here is a 3-month forecast for Charles Schwab Corp (NYSE:SCHW): The stock is likely to experience sideways movement within the range defined by support levels at 71.0 and 63.0 and resistance at 78.3 and 100.0. The SMA50 at 77.68 may act as a barrier, potentially capping upside movements, while the SMA200 at 72.68 suggests underlying strength. With an ATR of 3.02, moderate volatility is expected. From a fundamental perspective, while the current P/E of 25.73 indicates a premium valuation, the forward P/E of 18.55 suggests market expectations for earnings growth. The RoE of 16.50 highlights efficient equity utilization, supporting the stocks appeal despite high P/S and P/B ratios. Investors may remain cautious due to valuation concerns but are likely to remain interested given the companys profitability metrics. Overall, the stock is expected to trade within the identified support and resistance levels, with potential for testing the upper resistance at 78.3 if market conditions improve.

Additional Sources for SCHW Stock

News: Wall Street Journal Benzinga Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle

SCHW Stock Overview

Market Cap in USD 138,282m
Sector Financial Services
Industry Capital Markets
GiC Sub-Industry Investment Banking & Brokerage
IPO / Inception 1987-09-22

SCHW Stock Ratings

Growth Rating 54.2
Fundamental 28.5
Dividend Rating 59.2
Rel. Strength -9.26
Analysts 3.87/5
Fair Price Momentum 74.16 USD
Fair Price DCF 9.02 USD

SCHW Dividends

Dividend Yield 12m 1.33%
Yield on Cost 5y 2.97%
Annual Growth 5y 6.79%
Payout Consistency 93.8%

SCHW Growth Ratios

Growth Correlation 3m -68.8%
Growth Correlation 12m 49.8%
Growth Correlation 5y 41.6%
CAGR 5y 18.39%
CAGR/Max DD 5y 0.37
Sharpe Ratio 12m 0.25
Alpha -3.49
Beta 1.150
Volatility 36.20%
Current Volume 7780.9k
Average Volume 20d 11508.6k
What is the price of SCHW stocks?
As of April 26, 2025, the stock is trading at USD 79.94 with a total of 7,780,851 shares traded.
Over the past week, the price has changed by +6.66%, over one month by -1.00%, over three months by -2.82% and over the past year by +8.25%.
Is Charles Schwab a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Charles Schwab is currently (April 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 28.45 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of SCHW as of April 2025 is 74.16. This means that SCHW is currently overvalued and has a potential downside of -7.23%.
Is SCHW a buy, sell or hold?
Charles Schwab has received a consensus analysts rating of 3.87. Therefor, it is recommend to buy SCHW.
  • Strong Buy: 8
  • Buy: 7
  • Hold: 6
  • Sell: 1
  • Strong Sell: 1
What are the forecast for SCHW stock price target?
According to ValueRays Forecast Model, SCHW Charles Schwab will be worth about 84.2 in April 2026. The stock is currently trading at 79.94. This means that the stock has a potential upside of +5.3%.
Issuer Forecast Upside
Wallstreet Target Price 87.8 9.8%
Analysts Target Price 85.2 6.6%
ValueRay Target Price 84.2 5.3%